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, Series 65, and Series 66 credentials and 15 years of industry experience. He has worked at JP Morgan Chase Bank since 2019 and previously at JP Morgan Securities, LLC, and Tandem Wealth Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and uses quantitative and qualitative research to build model asset allocations that may incorporate ESG criteria.

Christie Jones Popour is a CFP®-designated financial advisor with 24 years of industry experience, currently with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Investments, LLC from 2003 to 2011. Outside of finance, she is involved in a modeling and acting agency based in Scottsdale, NV. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Jennifer Hersh serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has contributed since 2007. With a career beginning in 1999, Jennifer has developed specialized expertise in income planning and retirement strategies, focusing on comprehensive financial guidance for business owners, corporate executives, and multigenerational families. Her approach emphasizes collaboration, continuity, and thoughtful planning aligned with each client's long-term objectives. Jennifer holds a Bachelor's degree from Arizona State University and professional designations including Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). She works with diverse client needs such as retirement income, legacy planning, socially responsible investing, and wealth management strategies for women, LGBT clients, and small businesses. Outside her professional commitments, Jennifer is involved in community organizations including the Valley of the Sun United Way, Women's Leadership Council, National Charity League, and serves on the board of Hunkapi Programs, a nonprofit providing equine-assisted therapy. She enjoys horseback riding, spending time with her family, tennis, and traveling.

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 has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2021. Outside of finance, he is an owner and partner of Sweet Wheels LLC, a restaurant business specializing in ice cream. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers non-discretionary, written asset allocation advice and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Scott Hutto is a financial advisor with J.P. Morgan Securities in Cave Creek, Arizona, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at TD Ameritrade, Scottrade, Bank of America, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm integrates quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations and offers a range of derivatives and commodities capabilities.

Jeremiah Erzen is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill during two periods, totaling 10 years, as well as with 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Kheilla Ndayikeza is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Bank and Grubhub. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Ali Rizvi is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His career includes roles at Cetera Wealth Services, Integra Partners LLC, Ascend Financial Services, and Minnesota Life Insurance Company. Rizvi serves as a board member of the Honor Health Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets under management.

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 and one year of industry experience. She has previously worked at Cetera and Renaissance Financial. Outside of her advisory role, she is involved as a host at Bacio Italiano, a restaurant in Tucson, AZ. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Szabados is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked with various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research, and incorporates an ESG eligibility framework.

Joseph Romero is a financial advisor with RBC Capital Markets in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at several major firms, including Citigroup Global Markets and UBS Financial Services, before joining RBC Capital Markets in 2009. Romero serves on the Board of Directors of the Kiwanis Club of Corrales, where he also chaired the Youth Services committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs with a range of portfolio management and financial planning services, leveraging in-house and third-party managers alongside its capital markets capabilities.

Sophia Bachmann is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 65 credential. She joined Edward Jones in 2026 and has prior work experience outside the financial industry, including roles at Grand Canyon University and Brandybrook Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.