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.

Mark Nixon is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He advises high-net worth individuals, families, and current and former business owners, focusing on creating customized financial strategies tailored to their specific needs and goals. With over 25 years of experience in the financial services industry and six years in leadership and management roles, Mark specializes in portfolio management, retirement solutions, asset allocation, education funding, tax minimization strategies, and estate planning services. He helps clients understand the percentage return needed on their assets to achieve their financial objectives across generations. His practice also emphasizes wealth management planning and supports business owners in decisions related to lending, business sales, and wealth transfer. Mark holds a Bachelor's Degree from West Texas A and M University and a Master's Degree from Eastern New Mexico University. He has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mark participates in team roping and country western dancing and is involved with the World Series of Team Roping organization.

Justin Gillham is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing experience in delivering comprehensive financial strategies for high net worth individuals and businesses. Since entering the financial services industry in 2002 and joining Merrill Lynch in 2008, Justin has been a part of the WGS Group in Scottsdale, Arizona, where he offers a broad approach to wealth management. His services include investment management, retirement and estate planning, wealth transfer strategies, education and liquidity planning, tax minimization, life insurance, and wealth preservation. Justin holds a Bachelor of Science degree in Business Management from Bowling Green State University, where he specialized in Finance, Financial Planning, and Management Information Systems. He earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2008 and the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2007. His professional philosophy emphasizes personalized, consultative advice based on clients’ financial situations, preferences, and goals, with a focus on aligning asset allocation to clients’ income expectations, risk tolerance, and liquidity needs. Outside of his professional role, Justin is an avid golfer and family man who lives in Scottsdale, Arizona, with his wife and three children. He dedicates time to community involvement, including volunteering and coaching with the Cactus Foothills Little League, and has contributed to organizations such as the ALS Association, American Cancer Society, Arizona Foster Care, Adoption & Mentoring Agency, Fresh Start Women's Foundation, and Great Hearts Academies.

Bojan Tuco is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at The Vanguard Group, Inc. and BestCompanies AZ. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Patrick McCartney is a Financial Advisor and Chartered Retirement Planning Counselor™ (CRPC) professional with Merrill Lynch Wealth Management. He works with families, corporate executives, and retirees to design intentional financial plans that aim to build purposeful wealth and long-term confidence. Patrick partners with clients to navigate complex financial decisions and achieve meaningful goals, focusing on areas such as tax minimization strategies, concentrated stock strategies, estate planning and generational wealth, philanthropic gifting, risk management, professional investment management, and education planning. Leveraging the investment capabilities of Merrill and the banking services of Bank of America, Patrick provides integrated strategies including access to mortgages, custom lending, auto loans, and banking services to address all aspects of a client's financial life. He also collaborates with his clients' attorneys, accountants, and other professionals to ensure alignment across their financial affairs. Patrick holds a bachelor's degree from the Pennsylvania State University System and is active in his community and professional organizations, including the Blessed Sacrament Roman Catholic Parish, Scottsdale Leadership Inc., the McDowell Sonoran Conservancy, and the Penn State Alumni Association's Phoenix Chapter.

Rube Woolsey is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and small businesses plan for and reach their financial goals. His work includes providing comprehensive wealth planning for clients with investable assets ranging from $1 to $15 million, addressing tax and estate considerations, and advising on major financial decisions throughout different phases of life. Rube specializes in assisting small business owners with exit strategies that allow them to maintain their lifestyle in retirement. He leverages resources from Merrill Lynch Wealth Management and Bank of America's Investment Bank to support clients in navigating the complexities of selling their businesses. His expertise also covers education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from Arizona State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Rube engages in adventure sports, boxing, horseback riding, and traveling.

Robert Manhardt is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera since 2023, with prior experience at Securian Financial Services and Minnesota Life Insurance Company. Manhardt is also involved with North Star Consultants as an agent/broker specializing in fixed insurance sales and serves as a financial professional at North Star Resource Group. 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 range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across various program structures.

Cody Hampson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients preserve, grow, and transfer wealth through objective financial guidance grounded in a disciplined planning process. With a focus on building long-term relationships, he delivers strategies that support lasting financial success for individuals, families, and business owners. He brings experience in legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Drawing on the discipline and preparation learned from competitive sports, Cody applies a proactive approach to assist clients in navigating important financial decisions with confidence, aiming to reduce financial stress and help clients make informed choices. Cody holds a bachelor's degree from Grand Canyon University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he enjoys baseball, football, golfing, and spending time with his family.

Rebecca Phelan is a financial advisor at Edward Jones in Scottsdale, AZ, with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. 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, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Garett Fig is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He has worked with top-tier investment banks and global insurance and advisory firms, providing financial solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Throughout his career, Garett has focused on building trust and maintaining a professional relationship to understand and address clients' financial concerns and expectations. Prior to his current role, Garett began his career as a tax analyst for AXA Financial in New York City, followed by roles at J P Morgan and Merrill Lynch on both the investment banking and retail sides. He holds a Bachelor of Business Administration degree with a concentration in Accounting from Roanoke College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). His expertise includes portfolio management services and financial planning in areas such as retirement income, executive compensation, and college education planning. Outside his professional work, Garett participates in community organizations by volunteering and supports philanthropic efforts alongside his family. He engages in various adventure and sports activities such as boating, football, golfing, running marathons, surfing, volleyball, and yoga. Garett emphasizes developing personalized financial strategies collaboratively with clients to help them pursue their long-term goals.

William Kerwin is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at BMO Bank NA, The Vanguard Group, Merrill, and Wells Fargo Clearing. Outside of financial services, he has worked as a contract driver with Uber in Scottsdale, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of investment strategies.

Michael Chin is a financial advisor at Merrill based in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 42 years of industry experience. He has been with Merrill since 1994 and concurrently associated with Bank of America since 2009. 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.

Aaron Donnelly is a CFP® certificant at Edward Jones with four years of industry experience. Before joining Edward Jones in 2021, he worked in the restaurant industry for over a decade. He is also a co-founder and investor in Vid Hire Inc., a hiring application based in Palo Alto. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jackson Baines is a Financial Advisor based in Scottsdale, specializing in assisting active professionals and pre-retirees with building personalized plans focused on retirement, investments, and long-term financial security. He works with clients to understand their priorities and develop strategies to pursue their financial goals, covering areas such as general investing, retirement planning, saving for unexpected events, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, tax minimization, and retirement income. Jackson holds a Bachelor's Degree from Arizona State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He operates within Merrill Lynch Wealth Management and leverages access to Bank of America specialists to provide clients with comprehensive financial solutions including banking, credit, home financing, and small business services. Outside of his professional work, Jackson's personal interests include adventure sports, boating, golfing, ice hockey, skiing, spending time with family, tennis, traveling, and watching movies.

John Schoeppach is a financial advisor at Merrill with 34 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Merrill since 1991 and Bank of America since 2009. Outside of his advisory role, he serves as a general partner at Stryker LLC and is an officer and trustee of the Folsom Rotary Foundation. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Abtin Zarrabi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing clients with personalized wealth management strategies designed to address their full financial picture and evolving market conditions. Abtin works closely with clients to develop tailored approaches in portfolio management, tax minimization, retirement income, and both individual and corporate investment strategies. He holds a Personal Investment Advisor (PIA) designation and completed his bachelor's degree at Shiraz University, followed by a master's degree from the University of California System. Abtin's client service approach centers on one-on-one collaboration to help clients pursue their long-term financial goals. Outside of his professional role, he enjoys hiking, music, photography, reading, and running.

Ruben Trujillo is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves as a Captain and Commander of a Special Operations Civil Affairs Company. 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, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

John Bridgford is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He leads a team with over 100 years of combined experience, serving high net worth individuals across 36 states. His advisory approach focuses on safeguarding client assets through diversification and risk mitigation aligned with clients’ desired lifestyles. John’s client expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income planning. John began his career in finance after earning a bachelor's degree in Economics from Arizona State University in 1990. He joined Merrill Lynch Wealth Management in 1992 and co-founded the Bridgford & Cromer Group. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations, which support his commitment to providing personalized financial strategies to help clients pursue long-term goals. In addition to his professional work, John has nearly two decades of community involvement in the greater Scottsdale and West Valley areas. He has served as Chair of the Board of Directors and Fund Development Committee for Benevilla™, a nonprofit supporting older adults, adults with developmental disabilities, and children. John is also a member of the Fighter Country Foundation Blue Blazer Squadron. Outside of work and community service, he spends time with his wife and three children and participates in coaching and supporting his children’s sporting and artistic activities.

Timothy Tigges is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2009. 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 both model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Williams is a financial advisor with RBC Capital Markets in Cave Creek, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Merrill, Bank of America, N.A., and City National Bank. Outside of his advisory work, he serves on the advisory board of the Epilepsy Center Foundation of Northwest Ohio and acts as Secretary/Treasurer for the Carefree Foothills Homeowners' Association board of directors. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs tailored to client risk profiles. The firm combines in-house and third-party investment management solutions and provides integrated services such as portfolio management, financial planning, and custody.