Michael Gaddis is a financial advisor at Merrill with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2014. 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 a range of clients, including individuals, high-net-worth clients, and charitable organizations.

Renee Neria is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Edward Jones for seven years before joining J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process incorporates centralized due diligence using quantitative and qualitative research, along with an ESG eligibility framework.

Suzy Myers is a CFP®-certified financial advisor with Edward Jones in Mesa, AZ, where she has worked since 2001. She has 25 years of industry experience. Outside of her advisory role, she is involved as a managing partner in a yacht charter business and serves on the boards of a nonprofit supporting low-income individuals and a condo association. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and supports its clients through a large nationwide network of advisors and branch offices.

Camden Hardy is a financial advisor with LPL Financial, holding a Series 66 designation and based in Scottsdale, Arizona. He has one year of industry experience, including work at Alpha Rising Wealth Management and LPL Financial. Outside of finance, he was involved with Hardy Hydro Solutions, a business venture operating for two years. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Meyer II is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Bank of America and Merrill since 2012, with a brief tenure at Edward Jones. Outside of his advisory role, he is involved in a small-scale rental property investment business. 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tatum Stansfield is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Stansfield worked at Curtis Capital Group and had roles outside finance, including at Vuori Clothing and Broadmoor Golf Club. Outside of advisory work, Stansfield has experience in the golf and retail sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Jason Hearn is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward D Jones & Co for 10 years before joining Raymond James in 2022. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Francisco Gomez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked in roles at J.P. Morgan Securities, The Vanguard Group, and Amazon. He is also engaged in bookkeeping and tax services through his own firm, CG Bookkeeping and Tax Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG factors and utilizing affiliates for implementation and portfolio services.

Roberto Tamez is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Cristian Cruz Amador is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Charles Schwab and Sante Realty Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory framework.

Matthew Loewe is a financial advisor with Merrill in Chandler, Arizona, holding the Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Merrill since 2013. Outside of his advisory role, Loewe owns and manages several businesses including a digital media agency, a marketing firm, and a company providing specialized services for clients affected by DUI charges. 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 tailored for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Fierro is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2021 and is also associated with Bank of America, N.A. Outside of his advisory role, Fierro owns and manages Chandler Tech Help, a small business providing technology assistance services such as smart home setup and smartphone guidance. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies constructed by internal and third-party teams.

Aryanna Stark is a Series 66-registered financial advisor with Vanguard Advisers in Scottsdale, AZ. She has been with Vanguard and its related entities since 2026 and previously worked at Priority Financial Group. Outside of her advisory role, she has experience in the hospitality industry, working with several restaurant and service businesses. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, serving a large client base through its combination of digital platforms and advisory teams.

Lucas Pataky is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes four years at Charles Schwab & Co., Inc. and roles at Sprouts Farmer's Market, Arizona State University, and Albertsons Companies, Inc. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options including tax-aware features and ESG exposure.

Kevin Boogaard is a financial advisor at Merrill with 9 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2010 and Bank of America, N.A. since 2017. 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.

John Parrish is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with seven years of industry experience. His prior roles include positions at E*TRADE from Morgan Stanley and The Vanguard Group, as well as academic experience at the University of California and University of California Merced. 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, operating under a fiduciary standard and supporting a nationwide network of financial advisors and branch offices.

Jacob Severns is a financial advisor at Merrill holding a Series 66 designation. He joined Merrill and Bank of America in 2026, with prior experience at Charles Schwab and various roles outside the financial industry, including technical consulting and restaurant management. His background includes work in education and entrepreneurial ventures in the hospitality sector. 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 designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Samuel Manwaring is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and previously worked at The Vanguard Group and Bank of America. His background includes marketing and community service roles. 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 for individuals, high-net-worth clients, and institutional investors.

Monte Messman is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, he is involved with Messman Capital Management Inc., which he owns and operates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers comprehensive financial planning and investment services through a broad menu of specialized planning options and integrates advisory services with various financial product offerings.

Julie Schjolberg is a financial advisor at Edward Jones with 10 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Outside of her advisory role, she is involved as a fitness coach with Beachbody, focusing on health and wellness activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.