Erika Yancy is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. She has worked at LPL Financial since 2021 and concurrently at BMO Harris Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Alejandro Di Michele is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation. Prior to joining Merrill, he worked at Kalil Bottling Co for nine years and held positions at Walmart and Costco. Outside of advising, he is a 50% owner and manager of Yolo Rentals LLC, where he handles payment collection, maintenance, and bookkeeping. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Di Giacomo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 credential and four years of industry experience. He joined Morgan Stanley in 2019 and previously worked at Alpha Squared Capital. Outside of finance, he works part-time in customer service at Legend Trail Golf Club. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Donald Boucher is a financial advisor with LPL Financial in Mesa, AZ, holding the ChFC® designation and Series 66 license, and has 24 years of industry experience. His prior experience includes roles at MSI Financial Services, Inc., Citigroup Global Markets, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various investment strategies and tools.

Christopher Solomon is a financial advisor with Cetera, holding Series 65 and Series 63 designations and 12 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and owns a CPA practice, Christopher T. Solomon, CPA, PC, providing tax, accounting, payroll, bookkeeping, and consulting services. He is also a partner at Solomon CPAs & Financial Services PLLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutions. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary options.

Mallory Morrison is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory solutions under a fiduciary standard.

Trever Rogers is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has prior experience in customer service and energy-related roles. 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 and profit-sharing plans, corporations, and charitable organizations.

Kenneth Miller is a financial advisor at Edward Jones with eight years of industry experience, including two years at AmeriFirst Financial Inc. He holds the Series 66 designation and is based in Sun Lakes, AZ. 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 and investment strategies, supported by a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.

Shannon Baker is a financial advisor at Merrill with Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Merrill in 2019, Baker worked at Charles Schwab and Bank of America. Outside of finance, Baker works part-time with Uber delivering rides and food and is employed as a security guard with Rooke LLC. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Fiore Liberta is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds the Series 66 designation and has previously worked with Kestra Investment Services and SII Investments. Outside of advisory work, Liberta is the owner of an automotive repair business, European Auto Werks, based in Mesa, AZ. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management across various platforms.

Michael Rasmussen is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America and Arizona State University. 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 and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Max Koets is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on creating a high-performance culture where associates are empowered, supported, and inspired to reach their full potential. Through developing strong teams, he aims to assist clients and their families in navigating financial decisions, growing and protecting their wealth, and building financial security. Max has been with Fidelity Investments since 2014, progressing through various roles including High Net Worth Representative, Senior Service Support Group Representative, PAS Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and Team Leader for Investment Management Consultants. This progression reflects his experience in portfolio management and client services. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Brenda Gerardo Vejar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Arizona Medicare Helpers for five years and held positions at Insurus and ABC Insurance. 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, and institutional investors.

Elliot Bearden is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Charles Schwab from 2011 to 2022 before joining Morgan Stanley in 2022. Outside of his advisory role, he restores and sells old and broken golf carts as a personal hobby. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets through a structured discovery process and a range of investment offerings.

Payden Foubert is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation and has been with Merrill since 2026. Their prior experience includes roles at Safeway and a period of studies at Arizona State University. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

William Smith is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2016 and 2017, respectively. Outside of finance, he streams video games on Twitch and also works as a food delivery driver. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services. The firm is notable for its scale, centralized operations, and a client relationship model that blends advisory guidance with access to affiliated managed accounts.

Patrick Dukemajian is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses. Before joining Morgan Stanley in 2025, he worked as a Bitcoin Mentor for one year. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools, including Monte Carlo simulations and secular return estimates, to support its advisory services.

Calvin Vanness is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. He has worked at Merrill since 2019 and is concurrently involved with Taylor Made Golf Co as a Demo Tech, supporting golf club demonstrations and orders in the Scottsdale and Phoenix areas. Prior to Merrill, he held roles at Bank of America and The University of Arizona. Merrill 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, pension and profit-sharing plans, corporations, and charitable organizations.

Cary Hearn is a financial advisor at Merrill with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, U.S. Bancorp Investments, and U.S. Bank. Outside of finance, he has experience in entrepreneurial ventures, including a role at Xerophytic Design Inc. 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 developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, and various institutional investors.

Tallon Seeger is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Merrill, his work background includes roles in academic support and various service positions. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.