Oscar Hermida is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. His work history includes positions at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. Prior to entering finance, he spent seven years with Helping Outsourcing - Cuatre Cuarts. 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 plans, corporations, and charitable organizations.

Monica Ely is a financial advisor at Merrill with 42 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 1991, concurrently with a role at Bank of America 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. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ariana Frankenstein Archer is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Merrill for four years and has held positions at Sally Beauty Supply, The Home Depot, Arizona State University, and Casa Grande Union High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and analyses developed by its Global Investment Committee.

Jason Jo is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Morgan Stanley in 2022. Outside of his advisory role, he is a licensed real estate broker and landlord based in Gilbert, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Alexandra Sandoval is a financial advisor at Charles Schwab with 10 years of industry experience. She previously worked at Vanguard Marketing Corporation and operated as a self-employed advisor before joining Charles Schwab in 2022. Sandoval holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base, 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 and discretionary investment management, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Martin Cruz is a financial advisor with Merrill in Chandler, AZ. He holds a Series 66 designation and has been with Merrill since 2014. Prior to his advisory role, he worked at Texas Roadhouse in 2023. 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 plans, corporations, and charitable organizations.

Cameron Doty is a financial advisor at Merrill with Series 66 and Series 65 credentials and five years of industry experience. His prior roles include positions at Bank of America, Bancwest Investment Services, and automotive dealerships. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Connors is a financial advisor at LPL Financial in Tempe, Arizona, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, he worked at Blue Mountain Ski Resort for four years. 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 advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Antonio Mendez is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Gateway Community College, Doordash, Imperial Valley College, and A&A Logistics Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Woodward is a financial advisor with Edward Jones in Tempe, AZ. He holds the CFP®, ChFC®, and Series 66 designations and has 14 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Evan Curtis is a CFP® professional with eight years of industry experience, currently advising clients at LPL Financial since 2021. His prior experience includes roles at Morgan Stanley, Parsonex Advisory Services, American Express, and H&R Block, where he has worked for over two decades. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and corporations through a large network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing research and model portfolios from internal and third-party sources.

Rita Bagnato is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Woodbury Financial Services, SagePoint Financial, and Next Financial Group. Outside of her advisory work, she serves as Vice President and Compliance Manager for Bagnato Enterprises, Inc., a firearms export business, and is involved in consulting through Get DEM LLC as well as other ventures under Bagnato Creations. 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 planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Raul Bencomo is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. Prior to his financial career, he held roles including a position at the Office of Congressman Ruben Gallego and work in the hospitality industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brittany Miller is a financial advisor at Merrill with 18 years at the firm and 7 years of industry experience. She holds a Series 66 license and is based in Gilbert, Arizona. Outside of her advisory role, she is the sole owner of a rental property in San Tan Valley, 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Berger is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. Prior to joining Merrill, he worked at Bank of America, N.A. and CAC. Outside of his advisory role, he is employed as a server at Red Robin Gourmet Burgers and Brews. Merrill, together with its affiliate Managed Account Advisors LLC, provides 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 plans, corporations, and charitable organizations.

David Stahle Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and families to understand their financial situations, risk tolerance, time horizons, and liquidity needs. David helps clients articulate their short- and long-term goals and establishes financial approaches aligned with their objectives. His services integrate personalized attention with investment insights from Merrill Lynch Wealth Management, alongside the banking capabilities of Bank of America. He is a member of the Stahle Bottolfson Team. David focuses on areas including corporate executive services, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, and tax minimization. He holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He earned Bachelor's of Science degrees in Economics and Finance from the W.P. Carey School of Business at Arizona State University. In his personal time, David enjoys playing tennis, golf, baseball, racquetball, camping, listening to music, spending time with family, and traveling. He is proficient in English and German.

Daniel Peoples is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Morgan Stanley and The Vanguard Group. Outside of finance, he has experience in education and counseling services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Isaiah Palm is a financial advisor at Merrill with a Series 66 credential. He began his career at Merrill in 2024 and has prior experience in the United States Marine Corps and various roles in retail and service industries. 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, pension plans, corporations, and charitable organizations.

Luke Ribich is a financial advisor with Ameriprise in Gold Canyon, AZ, holding a Series 63 designation and eight years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial since 2013. Ribich is also a co-owner of AMG Operations, LLC, a business managing Ameriprise operations in Mesa, AZ. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Brendan Campbell is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he held positions at JPMorgan Chase Bank, N.A. and The Cigna Group. J.P. Morgan Securities 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.