David May is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones from 2006 to 2023 before joining Raymond James Financial. May is also involved with the Kiwanis Club of Scottsdale McCormick. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Timothy Street is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at JP Morgan Securities, LLC since 2016 and at JP Morgan Chase Bank since 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Christie Jones Popour is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her financial advisory role, she is involved in a modeling and acting agency based in Scottsdale, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Jennifer Hersh is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience dating back to 1999. She leads an all-women wealth management team that provides comprehensive wealth management services including investment management, retirement planning, risk management, estate considerations, and legacy planning. The team emphasizes collaboration, continuity, and planning aligned with each client's long-term goals. Jennifer's approach involves working closely with clients' legal and tax professionals to ensure consistent guidance throughout all stages of their financial lives. Jennifer has focused expertise in Income Planning and Retirement strategies, holding designations such as Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has worked with a range of clients including business owners, corporate executives, multiple generations of families, retirees, non-profit organizations, and individuals navigating divorce. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, and retirement income. Jennifer holds a Bachelor of Science degree from Arizona State University. She has been involved with several charitable organizations including Junior Achievement, the Women's Leadership Council of Valley of the Sun United Way, and serves on the Board of Hunkapi Programs, a nonprofit providing equine-assisted therapy. She is also an active member of the National Charity League in Scottsdale. Outside of work, Jennifer enjoys horseback riding, tennis, traveling, and spending time with her family.

Joe Carter is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill and Bank of America, N.A., and is currently associated with J.P. Morgan Chase Bank, N.A. Outside of his advisory role, he is an owner and partner of Sweet Wheels LLC, a food and ice cream restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, leveraging quantitative asset-allocation models and centralized due diligence to inform non-discretionary recommendations.

Nicholas Bishop is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, portfolio management services, and retirement income. Nicholas focuses on developing personalized strategies that align with what matters most to his clients and their families. His approach involves understanding clients' priorities to help them pursue their financial goals effectively. Nicholas holds a Bachelor's Degree from Ohio University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He assists clients with a range of financial planning services, from general investing to retirement planning and preparing for unexpected events. Outside of his professional work, Nicholas has personal interests in baseball, football, golfing, and pickleball. He values building relationships with clients and helping them navigate financial decisions with clarity and confidence.

Scott Hutto is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Scottrade. He is currently based in Cave Creek, AZ. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Jeremiah Erzen is a financial advisor at Merrill with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill since 2016, with prior experience at Prestige Medical Consultants and the University of Arizona Global Campus. 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.

Kheilla Ndayikeza is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at Grubhub, Wells Fargo Bank, and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ali Rizvi is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including Integra Partners LLC, Ascend Financial Services, and North Star Consultants. Rizvi also serves as a board member for the Honor Health Foundation in Scottsdale, AZ. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Joshua Beams is a financial advisor with Charles Schwab in Cave Creek, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Charles Schwab since 2014, including a role at Charles Schwab Bank SSB from 2014 to 2022. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Scott Baker is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 designations and having 16 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Michael Troxell is a Wealth Management Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® practitioner. He holds the FINRA Series 7, 24, 63, and 65 registrations, as well as life and health insurance licenses. Michael has been serving clients in the financial services industry since 1999, and prior to joining Merrill Lynch, he was a Senior Wealth Manager at USAA. Michael specializes in areas including education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. He assists clients with creating and growing wealth, preserving assets, planning efficient distributions throughout their lives, and designing tax-efficient distribution plans for after death. Michael earned a bachelor's degree in agribusiness and management from Cornell University and holds a Six Sigma Green Belt from the University of Michigan. Raised in Cincinnati, Michael lives with his wife Michelle and their two young adopted sons, Carter and Remington. He has two rescue dogs and is devoted to helping veterans, military families, disadvantaged children, and animals by applying his time, energy, and donations. Michael integrates his understanding of clients’ life priorities into his financial planning approach to develop personalized strategies tailored to their goals and aspirations.

Jerry Padilla is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab entities. He is also involved with The Producer's Choice LLC and Matrix Biologics. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Christopher Vaughn is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Charles Schwab since 1999 and worked at Schwab Private Client Investment Advisory, Inc. from 2012 to 2018. 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, combining multi-asset model portfolios with due diligence on alternative investments, and operates a large-scale, integrated platform with centralized supervision and custody.

Colleen Lundy is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding a Series 63 designation and 35 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2012 and founded Lundy Investments PLLC in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal and public finance advisory as well as SIMPLE IRA Employer Advisory & Consulting Services.

Kory Fuller is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 2003, he has been assisting clients in developing personalized financial strategies aimed at achieving their long-term goals. With decades of experience in the financial markets dating back to 1996, Kory brings a deep understanding of market dynamics, having managed through significant events such as the 2008 financial crisis and the 2020 pandemic. His expertise encompasses investment insights and wealth management strategies tailored to evolving market conditions. Kory graduated Summa Cum Laude with Honors from the University of Arizona with a degree in business administration. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and became qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. His professional designations include CFP® and Personal Investment Advisor (PIA). Outside of his professional role, Kory participates actively in community volunteer work, reflecting his commitment to the communities Merrill serves. He and his wife have two sons and enjoy spending their free time playing pickleball.

Mariella Chavez Gehrig is a financial advisor at Merrill with a Series 66 credential. She has been with Merrill since 2026 and has prior experience at Cetera and Renaissance Financial. Outside of her advisory role, she has worked as a host at Bacio Italiano, a restaurant in Tucson, Arizona. 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, and institutional investors.

Michael Szabados is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various J.P. Morgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Joseph Romero is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2020. Outside of his advisory role, he serves on the board of directors for the Kiwanis Club of Corrales, including a term as chair of youth services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies using a combination of in-house and third-party managers, providing comprehensive portfolio management and financial planning services.