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 with Edward Jones in Tempe, AZ, holding Series 63 and Series 65 designations and possessing 12 years of industry experience. She has been with Edward Jones since 2010. 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 strategies and is notable for its large network of advisors and branch offices, as well as affiliated mutual funds and securities-based lending options.

Dawson Alverson is a financial advisor with LPL Financial, holding a Series 65 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Kestra Advisory for one year and has been involved with Qc Accounting LLC since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

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.

Eric Buan is a financial advisor with Raymond James & Associates in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing five years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. Outside of finance, he occasionally streams and blogs about video games on Twitch. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting services with a range of portfolio management styles and research support.

William Mcentegart is a financial advisor with Merrill, holding a Series 66 credential and 19 years of industry experience. He has been with Merrill and Bank of America since 2014. Outside of his advisory role, he is an equity partner in a family-held business, JWRS Enterprises LLC, which provides non-medical companion care services through an AmeriCare franchise. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm delivers model-based and discretionary investment strategies by internal Chief Investment Office teams and third-party managers for individuals, institutions, and charitable organizations.

Michelle Knapp is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with six years of industry experience. Her prior roles include positions at Union Bank and Guild Mortgage. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Auriauna Compton is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Bank of America and the Communication Center for the Deaf and Hard of Hearing. 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.

Erica Delgado is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She previously worked at Edward Jones for six years and JPMorgan Chase Bank NA for seven years. Ameriprise offers a retirement-income planning service designed for individuals near or in retirement who meet specific asset criteria, providing comprehensive reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm uses a combination of research, modeling, and algorithmic automation to generate personalized recommendations, primarily for clients with Ameriprise-managed accounts.

Stephanie Hosonuma is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2007 and has worked at Bank of America, N.A. since 2017. 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.

Richard Distefano is a financial advisor with LPL Financial in Mesa, AZ, holding a Series 63 designation and 39 years of industry experience. He has been with LPL Financial, formerly LINSCO Private Ledger, since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including model portfolios and retirement plan consulting, with both discretionary and non-discretionary management options.

Parker Bickle is a financial advisor at Merrill with Series 66 credentials and one year of industry experience. Prior to his current role, he worked at In-N-Out Burger and taught at Red Mountain High School. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Brian Mazzanti is a financial advisor at Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 credentials with 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and maintains a large nationwide network of advisors and branch offices.

Gabriele Geesling is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. She previously worked within various Wells Fargo entities since 2009. Geesling is a 50% owner of Geesling Financial Group LLC, where she dedicates significant time alongside her advisory role. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients meeting certain net-worth criteria, utilizing Wells Fargo research and planning tools to deliver customized recommendations.

Peter Lakon is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Uber Eats, DoorDash, and the United States Senate. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, focusing on tailored financial planning supported by firm-approved tools and investment committee insights.

Eddy Lee is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Merrill since 2011 and at Bank of America, N.A. since 2012. Outside of his advisory role, Lee works as a part-time consultant and driver for a transportation service in Phoenix. 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 a range of individual and institutional clients.

Ian Krekelberg is a CERTIFIED FINANCIAL PLANNER™ professional with 14 years of experience in the financial advisory industry. He currently operates as the sole advisor at Pure Financial LLC in Mesa, AZ. His prior roles include positions at Sterling Advisor Group and Financial Engines Advisors L.L.C. Pure Financial LLC is an independent firm serving individual clients with personalized financial planning and investment management.