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.

Mark Newcomb is a financial advisor with Merrill in Peoria, Arizona, holding Series 63 and Series 66 designations and 30 years of industry experience. His prior roles include positions at Princor Financial Services and Principal Life Insurance Company, where he worked for seven years. He also serves as a co-trustee of a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kyle Kent is a Financial Consultant who collaborates with clients to plan for their goals on their terms, focusing on navigating risk, income, and tax-efficient investing. He has extensive experience at Fidelity Investments, having held multiple roles including Investment Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, Equity Compensation Consultant from 2020 to 2021, Equity Compensation Associate from 2019 to 2020, and Equity Trader from 2018 to 2019. Kyle's professional background reflects a breadth of experience within investment consulting and equity compensation, contributing to his expertise in financial planning and client relationship management. Outside of his professional work, Kyle enjoys cooking and baking, fitness, exploring food, outdoor adventures, parenthood, and reading.

Brian Pearce is a Series 66-credentialed financial advisor based in Scottsdale, AZ, with 18 years of industry experience. He has worked at SagePoint Financial, LPL Financial, Wells Fargo Clearing, and First Clearing since 2007. He is affiliated with Osaic Wealth, a multi-advisor platform that serves retail and institutional clients, including retirement plan sponsors, charities, and corporate accounts. The firm offers a range of brokerage and advisory services, employing model-based asset allocation and portfolio optimization tools across various investment programs.

Samuel Hanson is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 66 designation and five years of industry experience. He previously worked at American Enterprise Investment Services Inc. for seven years before joining Ameriprise in 2023. Outside of advising, he is employed as a DoorDash delivery driver. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides detailed retirement planning advice through a centralized team and algorithm-driven analysis. The firm’s approach incorporates investment research and a defined set of proprietary products, with recommendations implemented non-discretionarily by clients or their advisors.

Jesse Lehman is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized financial strategies that address the unique needs and goals of his clients. Jesse's approach involves understanding each client's financial picture to deliver comprehensive advice aimed at achieving financial confidence and security. His areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Jesse holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from Arizona State University. An Arizona native, Jesse is committed to an active lifestyle and lifelong learning. Outside of his professional work, he enjoys baseball, basketball, football, golfing, music, reading, and spending time with his family.

Andrew St.John is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Lincoln Financial Advisors Corporation, Equitable Advisors, and 1st Global Advisors Inc. Outside of his advisory work, he is involved in selling non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a broad network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Mc Keever V is a Series 66-licensed financial advisor with one year of industry experience, currently with Equitable Advisors in Scottsdale, AZ. Prior to his advisory role, he has held various positions including involvement in his family business, The McKeever Group Inc., where he performed back office administrative duties. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a broad network of Investment Adviser Representatives and third-party managers.

Grant Keeler is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Wells Fargo Investments. His career includes over a decade with Securities America Advisors before joining OSAIC. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process incorporates model-based asset allocation and portfolio optimization, with options for discretionary strategies, third-party managers, and proprietary models.

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.

Daniel Eisenhour is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors in 2025, he worked at Walmart and attended Arizona State University. Outside of finance, he owns and operates Captured Marketing, LLC, a digital marketing firm specializing in SEO and advertising. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by offering financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives and collaborates with third-party asset managers and LPL-sponsored advisory programs.

Shawn Mihal is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. His career includes prior roles at LPL Financial, Waddell & Reed, Ivy Funds Distributor, Transamerica Financial Advisors, and MM Ascend Life Investor Services. Outside of advisory work, he is a partner in two LLCs focused on purchasing residential real estate for rental purposes. OSAIC Wealth serves a diverse client base that includes individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by a model-based investment process and a multi-advisor platform.

Chris Emery is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, Chris worked as a High Net Worth Representative at Charles Schwab and as a Brokerage Trading Specialist at USAA. Chris specializes in retirement income planning, tax-efficient investing, and protecting multi-generational wealth. As a Certified Financial Planner™, he approaches financial planning as an ongoing process and is committed to helping clients and their families navigate significant life events by co-creating tailored strategies aligned with their financial goals.

Dylan Lang is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America N.A., The Ameriflex Group, Inc., Sagepoint Financial Inc., and Equitable Advisors. Outside of his advisory work, he operates a sole proprietorship as a life insurance producer. 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, and institutional investors.

Daniel Vinson is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Advisor Group since 2017. Prior to that, he was with Innovation Partners LLC for three years and has been affiliated with Black, Gould & Associates for over two decades. He is also involved in health insurance sales on a limited basis. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization tools to support various investment strategies and programs.

Bernard Ringer is a financial advisor with LPL Financial based in Scottsdale, AZ. He holds Series 63 and Series 65 designations and has 29 years of industry experience. His prior work includes 20 years at Merrill and a brief tenure at Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

John Jetter IV is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 65 and Series 63 licenses and bringing 53 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jennifer Morris is a financial advisor at Robert Baird & Co. with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing for nine years before joining Baird. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, consulting, and portfolio management services, utilizing both internal research and strategic partnerships to support its advisory approach.

Steve Shmatko is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Shmatko serves as secretary and board member of the Sun City Mid Week Bell Club and is president of a Business Networking International chapter in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is distinguished by its extensive network of financial advisors and branch offices, as well as its affiliated offerings beyond traditional advisory services.

Kyle Fugit is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a large network of financial advisors and branch offices nationwide.