Robert Parisoff is a financial advisor with Edward Jones in Miami, AZ, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, Parisoff serves as president of the Pinal Mountain Foundation for Higher Education, where he helps raise funds for local students through events such as golf tournaments and art auctions. Edward Jones is a full-service wealth management firm serving 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 under management and supports its clients through a large nationwide network of advisors and branch offices.

Dong Choi is a financial advisor with Ameriprise in Redwood City, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise since 2012, including six years at the current firm. Outside of his advisory role, Choi serves as Treasurer on the Board of Directors for the Monsoon Education Youth Project and is a member of Endless Knot, both nonprofit organizations based in Globe, AZ. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides comprehensive, research-based recommendation reports combining modeling, tax strategies, and asset management, delivered through a centralized consulting team in partnership with financial advisors.