Eric Schneck is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and adapting portfolios as clients' circumstances evolve. His expertise covers a range of areas including college education planning, family wealth management strategies, institutional investment consulting, legacy planning, liquidity management, managing new wealth, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Eric holds a Bachelor's Degree from Arizona State University and holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, he has personal interests in baseball, basketball, fishing, golfing, scuba diving, and spending time with his family.

Caroline Brosious is a Financial Consultant at Fidelity Investments, a position she has held since 2020. She focuses on partnering with clients to build efficient, repeatable investment strategies aimed at maximizing their efforts and maintaining discipline through changing market environments. Prior to this role, she served as an Investment Solutions Representative and High Net Worth Trader at Fidelity Investments from 2018 to 2020. Before joining Fidelity Investments, Caroline worked as a District Manager at Automatic Data Processing (ADP) from 2016 to 2017 and completed an internship at Arthur J. Gallagher from 2015 to 2016. Her professional background encompasses various roles within the financial services industry, providing her with a broad perspective on investment and client management. Outside of her professional life, Caroline enjoys family activities, golf, outdoor adventures, skiing, tennis, and traveling.

James Sanstead is a Certified Financial Planner (CFP®) with four years of industry experience. He has been with Edward Jones since 2021 and previously worked at the University of Phoenix for 17 years. 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, supported by a nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Michael Barton is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Mitchal Degandi is a financial advisor at Osaic with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services and MassMutual. Outside of his role at Osaic, Mitchal is involved with Cedar Creek Financial Group, where he provides financial planning, investment advisory services, and life and health insurance sales. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of strategies including discretionary UMA, third-party manager selection, and proprietary investment models.

Brandon Sherman is a financial advisor at Merrill in Chandler, AZ with nine years of industry experience. He has held a Series 66 designation and has been with Merrill since 2013. 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 managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

James Przewlocki is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds the Series 66 designation and has worked previously at Legacy Financial Group and as an independent contractor. Outside of financial advising, he is a freelance musician and owns a manufacturing business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management across multiple platforms and custodians and manages a multi-billion dollar asset base.

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.

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.