Alexander Cook is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley and JPMORGAN Chase Bank, N.A. outside of his advisory role, no additional business activities are noted. 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 institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while maintaining a centralized due-diligence framework.

Joseph Steele is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. He has held various roles outside of finance, including working as a Lyft driver and contributing to AI training at Outlier. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through an Institutional Consulting Services program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lauren Marshell is a financial advisor with MassMutual Investors Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2015. Outside of her advisory role, she is also involved with Revere Financial, where she works as a life and health insurance agent. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships tailored to client goals.

Anthony Palmucci is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill from 2010 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Laura Navarro is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2014, also working with Bank of America 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.

Ramona Bachman is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christine Baim is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is a co-owner of family rental properties in Indiana and Arizona. 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 both model-based and discretionary investment strategies for a variety of client types.

David Banen is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Bank of America, The Vanguard Group, and GoDaddy.com. 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.

Jacob Nance is a financial advisor at Edward Jones in Chandler, AZ, holding the CFP®, CFA®, ChFC®, and Series 66 designations with eight years of industry experience. His prior roles include positions at DemiDec and Synodis LLC, as well as academic involvement at Arizona State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Rochelle Martinez is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 registrations with 18 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she works as a sales associate at Old Navy, performing duties such as fitting room attendant, cashier, and sorting clothes. 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jaren Packard is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019. Prior to that, he spent ten years with Bank of America and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kahri Thompson is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Kahri worked at LoanDepot and held various roles in the legal sector and hospitality industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Nathaniel Johnson Jr. is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses and six years of industry experience. His prior roles include positions at The Vanguard Group and TEKsystems. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and advisory programs supported by firm-approved tools and investment research.

Donald Sullivan is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Allied First Bank, loanDepot, Yelp, Freedom Financial Network, Lendmark, and United Auto Credit. Outside of his advisory work, he co-owns a rental property in Gilbert, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering additional services such as tax-efficient portfolio management and securities-based lending under a fiduciary standard.

Leticia Romero is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior roles include positions at Bank of America, N.A., DoorDash, and Wells Fargo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Joshua Jerger is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and 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 strategies designed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lauren Costello is a CFP®-certified financial advisor with 27 years of industry experience. She currently works at Edward Jones, where she has been since 2018. Her prior experience includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, Investment Centers of America, EF Legacy Securities, and Edelman Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets.

Zina Shekay is a financial advisor with Morgan Stanley in Tempe, AZ, holding a Series 66 credential and seven years of industry experience. She has previously worked at Merrill and several other firms, including The Resource Link and Advisor Group. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured planning process without providing individual security recommendations as part of standalone plans.

Alan Tarbet is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. He specializes in supporting families and young professionals navigating financial planning amid life transitions, with a focus on building wealth and minimizing lifetime tax burdens. Alan's bilingual ability in English and Spanish enables him to work extensively with Hispanic small business owners and families, assisting them in reviewing cash flows, balance sheets, and prioritizing personal and business financial goals. Alan holds a Bachelor's Degree from Brigham Young University and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His expertise encompasses legacy planning, personal retirement planning, portfolio management, small business strategies, sports and entertainment, tax minimization, and retirement income. Outside of his professional work, Alan enjoys basketball, golfing, hiking, scuba diving, and spending time with his family.

Eric Velazquez is a financial advisor with Merrill holding Series 65 and Series 66 credentials and four years of industry experience. He has worked at Bank of America since 2022 and at Merrill since 2021. Prior to these roles, he was employed at Movado Group Inc and McAdam Financial Group, with earlier experience at Banana Republic and the University of Delaware. 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.