Elizabeth Hancock is a Senior Financial Advisor with The Bellino Group at Merrill Lynch Wealth Management. She provides advice and guidance to families and individuals on financial strategies and wealth planning services. Her approach focuses on a goals-based wealth management strategy, taking time to meaningfully connect with clients. Her expertise includes wealth management, financial strategies, risk management, wealth planning, and wealth transfers. Hancock's client focus areas include college education planning, family wealth management strategies, socially responsible and values-based investing, ESG investing, and women and wealth. She holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Hancock earned her Bachelor's degree from Stanford University. As a member of the community, she volunteers with organizations such as the American Heart Association, Baller Dream Foundation, Girl Scouts of the USA, Scottsdale Leadership, St. Jude Children's Research Hospital, and serves on The Board of Visitors. Her personal interests include chess, drawing, painting, reading, running, spending time with family, volleyball, watching movies, and yoga.

Diana Gokool Diaz is a CFP® professional affiliated with Edward Jones in Scottsdale, AZ, with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of market segments. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Steven Douglass is a CFP®-designated financial advisor with 22 years of industry experience, currently affiliated with LPL Financial in Scottsdale, AZ. He has worked with LPL Financial since 2017 and is also associated with National Bank of Arizona. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Michael Gronlund is a financial advisor with Stifel in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he and his wife own and rent out a second home through a management company. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology from its Investment Strategy Group to provide asset allocation and financial planning analyses.

William Bidwill III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has dedicated his career entirely to Merrill Lynch Wealth Management and the SG Group, bringing over nine years of experience in the finance industry. William focuses on wealth planning, business retirement plans, and generational wealth transfer, using a goals-based wealth management approach to help clients prioritize and pursue their meaningful financial goals. William holds the Certified Plan Fiduciary Advisor designation and is a member of both the National Association of Plan Advisors and the National Association of Stock Plan Professionals. He earned a Bachelor's Degree from Arizona State University with a focus on Economics and Latin American History. William is also a Board Member of Terros Health and serves as an ambassador to the Greater Phoenix Economic Council. A native of Phoenix, William is actively involved in the local community. He serves as Secretary on the Board of Directors for Terros Health, participates in Executive Council 70, and supports the Fresh Start Women's Foundation. His personal interests include golf, swimming, chess, football, and soccer, and he enjoys spending time with his family.

Jacob Tolk is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017, following eight years at UBS Financial Services. Outside of finance, he is involved in breeding and selling snakes as a sole proprietor. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Julie Hittle is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Matthew Mc Nally is a CFP® certificant with 10 years of experience in financial advising, currently working at Edward Jones since 2016. He holds a Series 66 license and is based in Sun City West, AZ. Outside of his advisory work, Mc Nally owns a rental property business in Surprise, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Lesnick is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Woodbury Financial Services, National Planning Corporation, and he has operated Sound Advice Financial Planning since 1997. He is also the owner of Dimona.biz, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Andrew Mcvay is a Series 66 licensed financial advisor at OSAIC with six years of industry experience. His prior work includes roles at Woodbury Financial, Securities America, Inc., Zurich American Insurance Company, and the University of Nebraska-Lincoln. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Curtis Levalley is a financial advisor with OSAIC in Peoria, AZ, holding the CFP® designation and Series 63 and 66 licenses. He has 33 years of industry experience and has worked with Osaic Wealth, Inc. since 2018, following prior roles at LeValley Wealth Management and Signator Investors, Inc. He serves as a backup trustee and financial and healthcare power of attorney for a family member. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, automated rebalancing, and multiple advisory platforms to manage portfolios that may contain a range of securities and investment vehicles.

Mircea Ionescu is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of finance, he has taught violin lessons and operated a live wedding music business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Todd Polley is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has held positions at several companies prior to joining Edward Jones, including Owlet, Weave, Podium, and Blue Raven Solar. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Cindy Tibbles is a financial advisor at OSAIC with 7 years of industry experience. She holds a Series 66 designation and has worked at Securities America Advisors and SECURITIES AMERICA, inc. prior to joining OSAIC. Her background also includes roles outside the financial sector, including at HireGenics - Cardinal Health. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and access to third-party money managers to construct diversified portfolios across various asset classes.

Connor Patenaude is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Kierland Golf Club and Dove Valley Golf Club. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to meet client needs.

Edward Rodriguez is a financial advisor with Cetera who holds Series 63 and Series 65 designations and has 27 years of industry experience. He has held roles at firms including Avantax, Securities America, and Questar Asset Management. Rodriguez manages multiple H&R Block franchise locations, providing tax planning and consulting services, alongside his financial advisory work. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform featuring both affiliated and third-party managers.

Michael Larkin is a CFP® professional affiliated with Cetera, with 27 years of industry experience. He has been associated with Cetera Wealth Services, LLC since 2013 and operates Larkin & Associates, a business focused on marketing and office operations. Additionally, he provides tax preparation and planning services through Larkin Tax Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and collaborates with both affiliated and unaffiliated third-party managers.

Dallas Brignone is a financial advisor at Osaic Wealth with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Robinhood Markets, Inc., Robinhood Financial, LLC, and E*TRADE Securities LLC. Outside of finance, his background includes roles in marketing and produce sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, emphasizing a complex corporate structure with integrated third-party service arrangements.

Neil Bellomy is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63, 65, and 66 licenses. His work history includes roles at Prudential Insurance Company of America, Fidelity Brokerage Services, and Country Financial prior to joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and ongoing planning relationships, allowing clients to combine planning with managed-account programs under a consolidated billing option while keeping services distinct.

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.