Brian Schwarzwalder is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Geesling is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 18 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2024 before joining Wells Fargo Advisors. He is also a 50% owner of Geesling Financial Group LLC, an investment-related business based in Gilbert, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools.

Jason Oliver is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, and incorporates an ESG eligibility framework in its recommendations.

Stacey Powers is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill and Bank of America since 2014. 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 strategies designed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chase Anderson is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to the individual and family goals of his clients. Chase provides guidance in areas including executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategies, and tax minimization. He integrates investment insights from Merrill with banking and lending solutions available through Bank of America. Chase holds a Bachelor's Degree from Arizona State University and professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes a client-first approach, taking the time to uncover what matters most to each client in order to create strategies that pursue their short-, mid-, and long-term financial goals. His work includes providing ongoing advice and access to specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Chase enjoys adventure sports such as baseball, boxing, football, hiking, pickleball, surfing, and swimming. His personal philosophy centers on helping clients identify what is important to them and their families to effectively pursue their financial objectives.

Mary Joy Nora is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. She previously worked at Bank of America for three years and spent nine years employed at Casino Arizona and Talking Stick Resort. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jessica Ogden is a financial advisor with J.P. Morgan Securities in San Tan Valley, Arizona, holding Series 63 and Series 66 credentials and six years of industry experience. In addition to her advisory role, she is a partner and co-owner of a food truck business, Los Gauchos Heredia, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Daniel Brennan is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at E*TRADE Capital Management, Charles Schwab, Bank of America, Merrill, and Northern Arizona University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Nathaniel Ko is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 65 and Series 63 licenses. He joined Morgan Stanley in 2026 after a brief tenure at J.P. Morgan and has experience in various roles including at Arizona State University and Signature Models and Talent. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Fae Valentine is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Merrill, she was involved in various writing and media roles, including positions at Arizona State University Writer's Studio and Brick Cave Media. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Gonzalez is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 42 years of industry experience. His career includes two decades at First Financial Equity Corp and multiple roles within Cetera and its affiliated entities since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures, including model portfolios, third-party managers, and bespoke investment strategies.

Joshua Preston is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at The Vanguard Group, J.P. Morgan Chase, Merrill Lynch, and Charles Schwab. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

Michael Harvey is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Merrill and Bank of America since 2016. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Chris Bostetter is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has been with Fidelity since 2017, advancing through roles including Financial Representative, Investment Consultant, and Financial Consultant before his current position. Prior to that, he worked as a Financial Consultant at TDAmeritrade from 2018 to 2021. Chris holds a California Insurance License, supporting his work in financial consulting. He focuses on helping clients feel less stressed and more confident about their financial future by guiding them toward making informed decisions regarding their financial situations. Outside of his professional work, Chris has personal interests in cars, fitness, football, kayaking, snowboarding, and swimming.

Nicholas Starck is a financial advisor with J.P. Morgan Securities in Sun Lakes, AZ, holding a Series 66 designation and six years of industry experience. He has worked with various J.P. Morgan entities since 2016. Outside of his advisory role, he is a 16.5% owner of a condominium unit and boat slip at Sister Bay Yacht Club Marina Condominium. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Christopher Downs is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services business since 1993 and joined Merrill Lynch in 1999. In 2006, he accepted the position of Resident Director of the Mesa, Arizona office. He specializes in corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, tax minimization, and retirement income. Christopher holds the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by The College for Financial Planning Institutes Corp, the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute, and the Personal Investment Advisor (PIA) designation. He earned his Bachelor's Degree from the University of Missouri System. Christopher participates in community service and volunteers with organizations such as Feed My Starving Children and Rotary. His personal interests include adventure sports, football, and spending time with his family.

Jason Di Camillo is a financial advisor with Edward Jones in Sun Tan Valley, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Enterprise Holdings for 13 years. Outside of his advisory role, he is involved as a delivery driver with Spark in San Tan Valley. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Maynard is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Morgan Stanley Private Bank, and J.P. Morgan Securities. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jeremy Hall is a financial advisor at Morgan Stanley in Gilbert, Arizona, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Physicians Stats Labs. He also serves as a power of attorney for a fiduciary entity based in Queen Creek, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Reno Blomquist Jr. is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Merrill Lynch (Bank of America) for 10 years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households, 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 both discretionary and non-discretionary strategies alongside affiliated mutual funds and other investment services.