Andrea Kiermeier is a financial advisor at Merrill with 17 years of industry experience. She holds Series 66 and Series 63 licenses and has been with 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 investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Keith Anderson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked in various roles including at Echo Global Logistics and Riot Hospitality Group. He also has experience in the solar energy sector and has been involved with Arizona State University over several years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagements and Corporate Financial Planning agreements.

Brandon Nolfo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley, Houlihan Lokey Capital, and other firms. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Paul Johns is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding Series 66 and Series 63 licenses and 17 years of industry experience. His prior work includes roles at Vinity and Cetera Advisors, LLC. Outside of finance, he teaches four classes at the Chandler Preparatory Academy, serving students in grades 6 through 12. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved tools to deliver written financial recommendations and provides specialized planning services, including estate settlement and employer-sponsored programs.

Brian Zindell is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes 25 years at TD Waterhouse Investor Services Inc and brief tenures at Robinhood Financial, LLC and Robinhood Markets, 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jenna Short is a CFP® professional with 21 years of experience in the financial services industry, currently serving at Edward Jones since 2005. Based in Scottsdale, AZ, she holds the Series 63 and Series 66 licenses. Outside of her advisory role, she owns rental properties in Keystone, CO, including a VRBO/Airbnb that she manages. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of household and corporate clients. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Douglas Dray is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Brigham Young University. Douglas is proficient in both English and Spanish.

Eric Quenemoen is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 credentials with 23 years of industry experience. His prior roles include positions at Edward Jones and Wells Fargo. 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 an ESG eligibility framework to support its recommendations.

Jon Boyd is a financial advisor with Cambridge Investment Research Advisors in Scottsdale, AZ, holding the ChFC® and Series 66 designations and bringing 39 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research Inc. since 2013. Outside of his advisory role, he serves as president of Boyd Insurance Services, an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party model strategies tailored to client objectives.

Jessica Joseph is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked primarily with Cambridge Investment Research entities since 2022, with additional experience at eToro and The Vanguard Group. Outside of financial advising, she is employed part-time with a valet service. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of portfolio management strategies and custody platforms.

Jeffrey Williams is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. His prior work includes roles at Equitable Advisors, The Vanguard Group, and several educational institutions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies.

Matthew Kocolowski is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to develop customized financial plans that integrate investment management, retirement planning, wealth transfer strategies, and risk management. His approach centers on understanding each client's unique priorities to create coordinated strategies that support their financial goals. Matthew's expertise includes retirement income planning, portfolio management, tax-efficient wealth strategies, legacy planning, and addressing the financial considerations of business owners and professionals. He focuses on helping clients navigate executive compensation, family wealth management, liquidity management, managing new wealth, personal retirement planning, small business strategies, sports and entertainment finances, tax minimization, and retirement income. He holds a Bachelor's Degree from East Carolina University and has earned the CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor professional designations. Outside of his professional role, Matthew enjoys football, golfing, music, pickleball, reading, skiing, spending time with his family, surfing, tennis, and traveling.

Cody Meyers is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Robinhood Markets, and AssetMark Financial. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a variety of clients including individuals, high-net-worth clients, and institutions.

Jeffrey Dollarhide is a CFP® professional with over 30 years of experience at MassMutual Life Insurance Company and MML Investors Services. He is based in Scottsdale, Arizona, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in multiple business ventures, including ownership of firms focused on life settlements, insurance, 401(k) services, and technology startup investments. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative planning processes and firm-approved tools to deliver investment recommendations tailored to client goals.

Evan Chronister is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He previously worked at Gallagher Bassett and has held various positions in both financial and non-financial firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI techniques, and its roles in managing registered investment companies and delivering model portfolios.

Christopher Sullivan is a Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he focuses on helping clients develop strategies aligned with their financial goals across short-, mid-, and long-term horizons. He serves as a resource for a range of financial planning needs, including investing, retirement planning, and saving for unforeseen events. Additionally, he provides access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Christopher holds the Personal Investment Advisor (PIA) designation and has a High School Diploma from Crockett High School. He has also attended Austin Community College and Lamar University, though no degrees were conferred from these institutions. His client approach involves understanding what is important to each individual and their family to create personalized financial strategies.

Kenneth Lafleur is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Charles Schwab and Morgan Stanley, where he worked from 2009 to 2018. He is also part owner of Chandler Wealth Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, corporations, and institutional clients, using tailored, non-discretionary strategies supported by advanced analytical tools.

Mary Biles is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Anthony Bebbington is a financial advisor with UBS Financial Services in Paradise Valley, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with UBS since 1988. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and incorporates proprietary research and model-based asset allocations in its advisory process.

Caprice Kalvelage is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Caprice worked at Fidelity Investments and Equitable Advisors. Outside of finance, Caprice has experience working in the food service industry. 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 range of financial planning and advisory programs, including model portfolios and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches.