John Hall is a Series 66-licensed financial advisor with Edward Jones in Chandler, AZ, bringing 14 years of industry experience. He has been with Edward Jones since 2012. 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 strategies, operates under a fiduciary standard, and is notable for its extensive advisor and branch network as well as affiliated capabilities beyond traditional advisory services.

Timothy Jongsma is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Ameriprise in Gilbert, AZ. His career has been primarily with Ameriprise, spanning from 2008 to the present with a brief period of unemployment in 2024. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm serves clients through a combination of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Tyler Peters is a CFP® and Series 66-licensed financial advisor with Edward Jones in Chandler, AZ, bringing seven years of industry experience. He has worked at Edward Jones since 2018, following prior roles at Utah State University and Verizon Wireless. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Mario Barraza is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. His work history includes roles at Merrill since 2018 and Bank of America, N.A. since 2021, along with prior experience at Verizon from 2014 to 2018. 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 teams and third-party managers for individual, high-net-worth, pension, corporate, and charitable clients.

Gillian Goldberg is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has worked at Merrill since 2020 and concurrently at Bank of America, N.A. since 2024. Her prior work experience includes roles outside the financial sector, such as at Maggiano's Little Italy and Courtyard by Marriott. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Clancy Schmidt is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked with Black Sheep Shop, LLC, as well as educational and government institutions. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Andrew Crooks is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones for his entire advisory career, starting in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of investment strategies and affiliated products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Craig Carter is a financial advisor with Charles Schwab holding a Series 66 designation and 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2009 and Charles Schwab Bank, SSB since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options. The firm operates at scale with a comprehensive, integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Jeramiah Huizar is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at The Vanguard Group and worked at Grand Canyon University. He also maintained a health insurance license. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Everardo Huerta is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2017, following brief tenures at Bank of America and Merrill. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Steven Hamilton is a financial advisor at Charles Schwab with 27 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and held prior roles at Wells Fargo and First Clearing, LLC. Outside of his advisory work, he has expressed interest in food delivery services as a Doordash driver. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and incorporates multi-asset model portfolios supported by its internal research and alternative investments platform.

John Neubauer is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has held positions at Bank of America, Fidelity Investments, loanDepot, and Charles Schwab. 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.

Joshua Symons is a financial advisor with Edward Jones in Phoenix, AZ, holding CFP® and Series 66 credentials and having eight years of industry experience. He previously worked at Keller Williams and North Rock Group LLC, among other roles. Symons serves as a board member for Valley Youth Theatre, where he participates in fundraising and governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Tyler Sears is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to his current role, he was employed at Enterprise Holdings from 2015 to 2018. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional accounts.

Judith Miller is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Cole Roether is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Charles Schwab since 2023 and previously held roles at QuikTrip and the City of Peoria. 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 a combination of non-discretionary and discretionary investment solutions with centralized custody and operational support.

Brian Spann is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he served in the United States Air Force for 14 years and worked at American Public University for nine years. He 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 with a multi-asset model portfolio approach and centralized operational support.

Brody Asheim is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Nautilus Insurance Group, Crosscountry Mortgage, and Pinnacle Peak Private Client Group. He has also been involved with Arizona State University and entrepreneurial ventures such as UpMerch and Integrity Valet. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Nathan Dunn is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Investment Management since 2018 and Thrivent Financial since 2019. Outside of his advisory role, Dunn serves as a volunteer chaplain and creative director for Melody and Truth, a nonprofit missions organization focused on using music and the arts to share the gospel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that addresses various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Jeff Lee is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Bank of America and Merrill Lynch prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.