Michael Wieczorek is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, Charles Schwab, and 1 Stop Money Centers. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Travis Carlisle is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation overseen by a dedicated consulting team.

Kathleen Barnett is a Series 66-licensed financial advisor with Edward Jones in Mesa, AZ, where she has worked since 2010, accumulating 14 years of industry experience. Her background is solely with Edward Jones during this period. Aside from her advisory role, she owns rental properties in Gilbert, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Carlos Ramirez is a financial advisor at Merrill in Gilbert, AZ, with four years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Wells Fargo Bank. Ramirez also has experience with the UCLA Fund and UCLA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amberlie Mc Cutchan is a financial advisor at Merrill with five years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America, American Express, Amazon, and Sethi Management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, institutions, and charitable organizations.

Alexander Kalos is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. His work history includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jose Aun is a financial advisor at Merrill in Chandler, AZ, with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2021, with prior roles including positions at Bank of America and The Vanguard Group. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Philip Wolfe is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2026, he held positions at Phoenix College, Trident Group, Corporate Data Solutions, Inc., and Fiserv. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christopher Ruiz is a financial advisor at Edward Jones in Tempe, AZ, with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including JPMorgan Chase Bank, Morgan Stanley, Advisor Group, Merrill Lynch, and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Robert Byers is a financial advisor at Edward Jones in Tempe, AZ, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Cierra Cureton is a financial advisor at Fidelity with Series 63 and Series 65 licenses and six years of industry experience. Her background includes roles at Fidelity Brokerage Services LLC, The Vanguard Group, Northern Arizona University, and the City of Maricopa Copper Sky Recreation Complex. Outside of her advisory work, she also works as a banquet server at Harrah’s Ak-Chin. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a methodology that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, advisory roles with registered investment companies, and incorporation of AI-driven research tools.

Shea Gerrety is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill, Gerrety held roles at Bank of America, N.A., U.S. Bank, and Signature Consultants. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various organizations.

Noah Devine is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, his work history includes roles outside the financial industry, such as managing a business related to pool table services that did not conduct active operations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Michael Zhu is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 designations and has nine years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent time at The Vanguard Group, Inc. from 2017 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Ilana Jenkins is a Series 66 licensed financial advisor with Merrill in Chandler, AZ, and has nine years of industry experience. She has worked at Bank of America and Merrill since 2014. Outside of her advisory role, she owns and operates an online retail business selling crystals. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jonathan Cohen is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has been with Merrill since 2016. Outside of his advisory role, he works as a delivery driver for several services including DoorDash and Uber Eats. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Miranda Arroyo is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, she worked for QRP Gloves, Inc. for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Electa Thompson is a financial advisor at Edward Jones in Tempe, AZ, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dawson Alverson is a Series 65-credentialed financial advisor with three years of industry experience. He has worked at LPL Financial since 2024 and previously with Kestra Advisory for one year. In addition to his advisory roles, he has been involved with Qc Accounting LLC since 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and advanced technology tools to support advisors.

Giselle Sanchez Rivera is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Bank of America and held roles outside the finance industry, including positions at Saam Delivers LLC and Estrella Community College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.