Juan Ortiz Jr. is a financial advisor at Merrill with a Series 66 designation and 12 years of experience at the firm. Based in Chandler, AZ, he has worked at Merrill since 2014. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Clark is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and Ryan Paulson State Farm. Outside of his advisory work, he is the sole owner of a rental property in Gilbert, Arizona. 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 strategies for a range of individual, institutional, and charitable clients.

Michael Otradovec is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Ameriprise, Mass Mutual Investors Services, and MetLife Securities. He is also involved with Michael R Otradovec LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Evan Roorda is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he held positions at Nike, Kuttin Wealth Management, and Avity Investment Management. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a broad range of investment offerings.

Degar Ro is a financial advisor at Morgan Stanley with approximately four years of industry experience. Prior to joining Morgan Stanley, he worked at U.S. Bancorp Advisors and U.S. Bancorp Investments. Outside of his advisory role, he maintains a state notary appointment in Arizona, providing pro bono notary services to church members. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s financial planning process uses structured tools and models to develop tailored plans, and it manages approximately $2.74 trillion in client assets.

Bryan Mcclure is a financial advisor with Primerica Advisors in Gilbert, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003 and is currently involved with the Town of Queen Creek since 2023. Outside of advisory work, he owns BAM Enterprises, LLC, a legal entity formed to support his Primerica business activities, and engages in referral work related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based portfolio strategies managed by unaffiliated asset managers and supported by custodial and trade-execution services from BNY Mellon Advisors and Pershing.

Bret Anderson is a financial advisor with LPL Financial in Queen Creek, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is also an agent for Mountain America Insurance Services, focusing on fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

Drew Lowry is a financial advisor with Merrill in Mesa, AZ, holding a Series 66 designation and possessing two years of industry experience. Prior to joining Merrill and Bank of America, he worked in educational roles with Queen Creek Unified School District and Educational Services Inc. 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, and institutional accounts.

Jovann Lewis is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Gila River Telecommunications Corporation. Outside of his advisory role, he creates fishing content through a separate business venture. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, with portfolio implementation tailored to different investment strategies.

James Brandt is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2023 and has a background with E*Trade Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley Private Bank, N.A., where he has been active since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various services including relationships with investment companies, private funds, and commodity pool operations.

Deborah Papa is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2014, with prior experience at Merrill dating back to 2000. Outside of her advisory role, she is the owner of a restaurant business, where she oversees financials, bill payments, and marketing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.

Michael Ridley is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Ridley has also been involved in several private business ventures since 2005. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm’s investment approach includes an ESG eligibility framework and access to a broad range of products through its unique regulatory registrations.

Jack Shaw Jr. is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 credentials with 30 years of industry experience. He has been with Merrill since 2009. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Hahn is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2008 in Phoenix, AZ. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed-account services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Meghan Dwyer is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Her prior work experience includes roles in various industries such as automotive and realty. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Shawn Hoskin is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Bank of America and Merrill since 2014. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hanifa Nankinga is a financial advisor with LPL Financial in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Her professional background includes roles at Waymark Wealth Management, Raytheon Technologies, and several financial firms. 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 representatives, offering a range of advisory programs, retirement consulting, and brokerage services.

Dean Martines is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2000, including a role at Charles Schwab Bank SSB since 2007. Based in Scottsdale, AZ, he serves clients through Schwab’s integrated wealth advisory platform. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment options, and a centralized operational structure.

Jordan Mc Caffrey is a financial advisor with Mass Mutual Investors Services in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. Prior to joining Mass Mutual and its affiliate MassMutual in 2019, he worked at Edward Jones for 11 years. Outside of his advisory role, he assists with real estate transactions and renovations through a family-owned business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers recommendations on investment strategies without discretionary authority.

Ivan Munoz is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of his financial career, he has experience in various roles including positions at Amazon and involvement with 4 Points RV Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.