Diana Stultz Bianchi is a financial advisor at AE Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms, including Ensign Wealth Management and Teton Wealth Group. Outside of her advisory role, she serves as Director of Client Relations at Ensign Wealth Management, where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Jared Weiss is a CFP® with 25 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at The Vanguard Group, Pioneer Winter Wonderland, Desert Dogs Baseball, and The Prudential Insurance Company of America. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Janice Guinn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2022. She previously worked at Oppenheimer for 12 years and was a self-employed paraplanner for two years. Ms. Guinn also owns Guinn Financial Planning LLC, an independent financial services practice. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Thomas Deichert is a CFP® with 42 years of industry experience, currently affiliated with Commonwealth Financial Network and operating Wealth Solutions By Design, PLLC. He has provided tax preparation services through his firm in addition to his advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, and custody services.

Emily Collins is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Charles Schwab Bank, Charles Schwab, Bank of America, and Discover Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm focuses on delivering investment recommendations while leaving final trading decisions to clients and conducts at least annual account reviews without discretionary trading authority.

Philip Whittaker is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at The Vanguard Group and Charles Schwab Bank. Whittaker’s background also includes experience with The Prudential Insurance Company of America and Arizona State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standardized asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Trevor Willems is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 9 years of industry experience. He has been with Schwab Wealth Advisory since 2020 and previously worked at Charles Schwab Bank from 2017 to 2020. Willems is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab, delivering advice through standard asset allocation models without discretionary trading authority.

Blake Winston is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America and roles outside finance, such as at the Union for Reform Judaism and 6 Points Sports Academy. 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 a range of individuals and institutions.

Bruce Nicholas Cabanayan is a Series 66-licensed financial advisor with Merrill in Chandler, AZ, and has three years of industry experience. He has been with Merrill since 2021, following five years at Bank of America. 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.

Linda Schrunk is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Merrill. Schrunk has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, with a sizable network of financial advisors and branch offices nationwide.

Lawrence Whitley Thomas is a financial advisor at Edward Jones in Tempe, Arizona with 16 years at the firm and 11 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he officiates basketball games for various local leagues, including city, youth, and high school levels. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Adrian Paredes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and also has experience with Bank of America N.A. Prior to his advisory role, his work history includes positions at Rocket Mortgage and other companies. 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, and institutional investors.

Paul De Stefanis is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked with Edward Jones since 2011. 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 provides a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Paul Farington is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Emma Johnson is a Series 66 credentialed financial advisor with 15 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab since 2018 and held a position at AssetMark from 2017 to 2018. She is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves 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 options using multi-asset model portfolios and centralized operational support.

Wyatt Blanco is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, his work history includes roles unrelated to financial advising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Alid Franco Basurto is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America and JPMorgan Chase. Outside of advisory work, he is involved in restaurant operations at Morenos Mexican Grill, where he manages employee schedules. 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 a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, institutions, and charitable organizations.

Anna Setlak is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation. She has one year of industry experience and previously worked at Bank of America, Pour Decisions, Bagger Daves, Big Woods, Charles Schwab, Lake City Bank, and was part of Shilts & Setlak, LLC. 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Joseph Le Ger is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he operated Shine Design Mobile Detailing for four years and worked in education at Chandler/Gilbert Community College and Campo Verde High School. Outside of advising, he works as a server at Elliott's Steakhouse in Chandler, AZ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, using detailed client data and firm-approved analytical tools to deliver financial recommendations.

Ryan Evans is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. He has worked at Bank of America, N.A., and Merrill since 2024. Prior to his advisory role, his background includes positions in property management and education at Arizona State University and Chandler-Gilbert Community College. 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 plans, corporations, and charitable organizations.