Arthur Villalba is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2009 and also has experience at Bank of America, N.A. outside of his advisory role. Outside of finance, Villalba works part-time with ride-sharing and delivery services including Uber, Lyft, and DoorDash. 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.

Jacob Isaac is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 credential with four years of industry experience. His prior roles include positions at RJP Estate Planning, Upgrade, and Capco, as well as work related to estate planning and financial services. Outside of his advisory work, he is involved in property management as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Sangeeth Jetty is a Financial Advisor associated with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA), equipped with the skills and resources to assist clients in pursuing their financial goals. He holds a bachelor's degree from Swarthmore College. Sangeeth employs a personalized, goals-based planning process to understand clients’ priorities and craft comprehensive strategies tailored to their unique situations. His approach focuses on designing and implementing plans intended to help clients and their families manage investment risk while working towards long-term financial objectives. Outside of his professional role, Sangeeth enjoys a range of personal interests including baseball, cooking, golfing, hiking, music, running, skiing, soccer, traveling, and spending time with his family.

Victoria Paddy is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she has worked in retail and hospitality roles including positions at Lululemon Athletica and Brass Tap. She is also registered as a real estate agent with West USA Realty and eXp Realty, though with limited activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Elizabeth Minard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs within its product offerings.

Kyle Moore is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank, N.A., Snapshot LLC, and Manpowergroup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Adam Wick is a financial advisor with Edward Jones in Tempe, Arizona, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2005. He also serves as a FINRA arbitrator for dispute resolution matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, and operating under a fiduciary standard.

Jacklyn Diaz is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Morgan Stanley, she held various roles including positions at BlueStar Resort & Golf and Charles Schwab, and had educational experience at The University of Alabama. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its financial planning services.

Paolo Menuez is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA prior to joining Morgan Stanley. Outside of advisory work, he is the sole proprietor of Five Loaves LLC, an automotive and transportation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Shetal Mall is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked at Discover Financial Services for three years and has freelanced in music and photography outside of her financial career. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to develop plans, with clients responsible for implementation and updates.

Yanneza Cartia is a financial advisor at Merrill with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Merrill, Bank of America, JP Morgan Securities, and KeyBank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Ryan Perkins is a Series 66-registered financial advisor with Merrill, based in Chandler, AZ. He has 11 years of industry experience, including 10 years at Merrill and Bank of America, N.A. He provides advisory services through an institutional firm with a large network of advisors. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients via 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.

Robert Sikich is a financial advisor with RBC Capital Markets, LLC, where he has worked for 10 years. He holds the Series 63 and Series 66 designations and has a total of 10 years of industry experience. Prior to his current role, he was employed at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Robert Boglin is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has worked at Merrill and Bank of America, N.A. 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, offering model-based and discretionary strategies developed by internal and third-party managers for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Glenn Gryka is a financial advisor with LPL Financial in Mesa, Arizona, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include extensive tenure at First Allied Securities, Inc. and Cetera Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides financial planning, various advisory programs, and retirement consulting, offering both discretionary and non-discretionary management alongside model portfolios and research support.

Lee Calamaio is a financial advisor with Thrivent Investment Management in Chandler, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning addressing a wide range of topics and allows clients to combine planning with managed-account services via a consolidated billing option, while keeping the services distinct.

Stephen Shepherd is a financial advisor at Fidelity with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at U.S. Bancorp Investments, Amazon, Nationwide Investment Services Corp, Questar Capital Corporation, Dessert Schools Credit Union, and LPL Financial. Outside of his advisory role, he holds an active real estate license for personal use. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in managing a diverse range of investment products.

Kayden Popescu is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation. Popescu has one year of industry experience, including prior roles at Vanguard and Vector Marketing. Outside of the financial sector, Popescu has been involved with the nonprofit organization Family to Family for several years. 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 investment recommendations.

Sebrena Tranton is a Series 66 licensed financial advisor at Edward Jones with two years of industry experience. She previously worked at Wells Fargo Bank, N.A. for 14 years. Outside of advising, she owns a condominium rental property in Puerto Peñasco, Sonora, which is managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Kenneth Gudewich is a financial advisor at Edward Jones with 25 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.