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 work experience includes positions at Bank of America, the Communication Center for the Deaf and Hard of Hearing, and Texas Tech 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, 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.

Robert Armour is a financial advisor with Charles Schwab who holds Series 63 and Series 66 licenses and has 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2012 and at Schwab Wealth Advisory Inc. from 2014 to 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory recommendations and access to discretionary SMA portfolios, supported by centralized operational and supervisory infrastructure.

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, Arizona, holding a Series 63 designation and having 40 years of industry experience. He has been with LPL Financial (formerly LINSCO Private Ledger) since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of offerings including financial planning, model portfolio programs, and institutional platforms, serving over 22,800 advisors and overseeing more than $819 billion in discretionary assets.

Parker Bickle is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His background includes roles at Bank of America and prior work outside finance at In-N-Out Burger and Red Mountain High School. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brian Mazzanti is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2006. 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 and is notable for its large network of advisors and branch offices, as well as affiliated capabilities such as a trust company and proprietary mutual funds.

Gabriele Geesling is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Wells Fargo Clearing and Merrill. Geesling is a 50% owner of Geesling Financial Group LLC, an independent financial practice. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering broad financial planning and investment services. The firm utilizes proprietary research and planning tools to deliver tailored recommendations, supporting a variety of complex planning needs alongside brokerage and advisory program options.

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.

Derek Hargrove is a financial advisor at Sevensuede Investment Advisor in Gilbert, AZ, with a Series 65 credential and one year of industry experience. Prior to joining Sevensuede, he has been involved with Sun American Mortgage since 2012. Sevensuede Investment Advisor serves both individual and institutional clients, employing a Manager of Managers approach by developing investment guidelines, selecting third-party asset managers, and monitoring their performance rather than providing direct portfolio management.

Katelyn Sirrine is a financial advisor at Sevensuede Investment Advisor in Gilbert, AZ, holding a Series 65 license with seven years of industry experience. She has worked at Sevensuede Investments since 2018 and previously spent four years at Morris-Crowe Court Reporting, LLC. In addition to her advisory role, she is an active producer of life insurance and annuity products through Sevensuede Investments, LLC. Sevensuede Investment Advisor serves individual and institutional clients, including pension plans, charities, and small businesses, using a Manager of Managers approach. The firm develops investment guidelines, selects and monitors third-party asset managers, and conducts regular account reviews while retaining discretion over manager selection.