Mitchell Schrader is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones Investments since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Armstrong is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2017 and has prior experience at Veyo and First Financial Equity Corporation. Outside of his advisory roles, Armstrong was involved with Desert Tortoise Vending LLC from 2012 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 institutional investors.

Richard Solomon is a CFP® with 11 years of industry experience, currently affiliated with Cetera. He has worked at Avantax Investment Services, Inc. and operates Solomon CPAs & Financial Services, where he provides tax preparation, bookkeeping, and payroll services. His professional background includes ownership roles in several related entities focused on financial and consulting services. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform, featuring discretionary and non-discretionary program options and access to third-party money managers.

Anthony Fisher is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Fidelity Investments, OneAmerica Securities, Citizens Securities, Bank of America, and Merrill. Outside of finance, he owns and manages Breezy Clean Cleaning Services, a remote cleaning business. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Elia Parrish is a financial advisor with Merrill in Gilbert, AZ, holding a Series 66 designation and bringing 11 years of industry experience. Parrish has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal CIO teams and third-party managers, with a focus on strategic asset allocation and tax-aware options.

John Profitt is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2013. He has also been associated with Bank of America, N.A. since 2019. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Krystal Phillips is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2017, following a year at JPMorgan Securities LLC. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Soren Nilsen is a Financial Advisor at Merrill Lynch Wealth Management, where he helps individuals and families make confident financial decisions by aligning their investments, retirement planning, and wealth strategies with their personal priorities. He works with clients to develop strategies that pursue their short-, mid-, and long-term financial goals. Nilsen's expertise encompasses managing new wealth, portfolio management services, tax minimization, and retirement income planning. He partners with individuals, families, and business owners to create strategies designed to build, preserve, and transfer wealth. He holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Brigham Young University. Outside of his professional role, Nilsen enjoys biking, hiking, pickleball, skiing, and traveling.

Christine Innes is a financial advisor at Morgan Stanley with a Series 66 license. She joined the firm in 2025 and has prior experience at McDowell Mountain Gynecology and Alixandra Blue. Her background also includes education at the University of Florida and work in the food service industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Carina Montes De Oca Chiman is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles including positions at Raley's Arizona, Bashas' Corporate, and Western Refining, LLC. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Cook is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Christopher Yturralde is a financial advisor with Merrill based in Chandler, AZ. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Merrill in 2022, he worked at Robinhood Financial and has held positions outside of finance in healthcare and other industries. Merrill, along 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.

Milagros Ponesse is a Series 66-credentialed financial advisor at Edward Jones in Chandler, AZ, with nine years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Wesley Kelly is a CFP® and Series 63 licensed advisor with Charles Schwab in Phoenix, AZ, where he has worked since 2016. He has 17 years of industry experience. His prior roles include work with Schwab Private Client Investment Advisors. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational platforms.

Suzanne Ruthman is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Derek Lewis is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Haugland is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team working alongside client advisors.

Mark Holthaus is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 17 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a comprehensive advisory program supported by a large nationwide network of financial advisors and branch offices.

Andrew Simmons is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill and Bank of America since 2013. Based in Chandler, AZ, Simmons’s career has been focused within these firms. 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 plans, corporations, and charitable organizations.

Jalen Mahaney is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, AZ, with two years of industry experience. Prior to joining Edward Jones in 2023, he held roles at Mid-Continent Funding Inc and Central Bank of Boone County. Outside of financial advising, he works as a gig worker in delivery and hospitality services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.