Juan Loaiza is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Frito Lay from 2016 to 2022 and has been involved with Uber Eats since 2023. 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 and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and scenario modeling.

Logan Bertholomey is a financial advisor at Edward Jones in Tempe, AZ, with five years of industry experience. He holds a Series 66 designation and previously worked at United Parcel Service and Heidelberg Distributing Co. before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Smith is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63, 65, and 66 licenses and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he manages several business entities related to real estate holdings, private equity investments, and financial planning operations, including serving as president of Academy Advisors, LLC. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations through a centralized consulting team. The firm delivers a range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Daniel Gray is a financial advisor with Merrill based in Gilbert, AZ, holding a Series 66 designation and offering 17 years of industry experience. He has worked with Merrill since 2000 and has been associated with 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Gundersen is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors.

Kristen Marler is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at the Ahwatukee Chamber of Commerce and Arizona's Vision. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large national network of advisors and branch offices and operates under a fiduciary standard.

Gustavo Flores is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior work experience at Bank of America, Berge Toyota, and Fred G Acosta Job Corps. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Dressler is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior work includes roles at Bank of America and Sprouts Farmer's Market, as well as CrossFit Yuma and Gila Ridge High School. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Shiao is a financial advisor with Merrill based in Chandler, AZ. He holds a Series 66 designation and has six years of industry experience. His prior professional background includes roles at Bank of America N.A., Aetna, and Medimpact Healthcare Systems, as well as operating Totts Asian Diner for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations by offering model-based and discretionary investment strategies built by internal and third-party managers.

Daniel Whitehouse is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016. His prior experience includes roles at Casablanca Capital LLC. 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 recommendations.

Robert Killworth is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining OSAIC in 2023, he worked at Sage Point Financial from 2009. Killworth is also an owner of Killworth Family PLLC, where he provides advice on investments and insurance products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of investment options and uses quantitative tools and third-party platforms to construct and manage client portfolios.

Parker Hoopes is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. His prior work includes roles at First Fidelity Bank and Southwest Urologic Specialists. Merrill, along 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Folu Ayoola is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. He previously worked at First Bank of Nigeria for five years before joining Merrill in 2018. Outside of his advisory role, Ayoola hosts a weekly YouTube vlog with an accompanying Instagram and X presence. 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, and institutional investors, supported by internal Chief Investment Office teams and third-party managers.

Timothy Falls is a financial advisor at Merrill with 29 years of industry experience. He holds the Series 63 and Series 66 registrations and has worked at Merrill since 2012, concurrently serving at 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joshua Zahn is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He founded Heartwood Advisory, a financial services firm, where he serves as owner. His prior roles include positions at Desert Financial Credit Union, Raymond James Financial Services, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Kevin Foster is a financial advisor with LPL Financial in Chandler, AZ, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. He has been with LPL Financial since 2009 and is also associated with Unified Wealth Management, LLC. In addition to his advisory work, Foster operates WealthNest Tax Services, preparing taxes for individuals and small businesses. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from LPL Research and third-party providers.

Leonardo Bianchi is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and joined Morgan Stanley in 2026. Prior to his current role, he held various positions across multiple industries, including education and corporate sectors. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual relationships and corporate financial planning agreements.

Scott Krueger is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, and Merrill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Jack Scholze is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has been with Morgan Stanley since 2026 and has prior work experience in several roles across different industries. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and strategies.

Rami Jergis is a financial advisor at Merrill with a Series 66 designation and one year of experience in the industry. Prior to joining Merrill, he held various roles outside the financial sector, including operations at Super Star Car Wash and customer service positions at Dairy Queen. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.