Caitlin Pollard is a financial advisor at Merrill with 15 years of experience, including 10 years in the industry. She holds a Series 66 designation and has been with Merrill since 2011. 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 and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers.

Monika Agarwal is a Financial Advisor at Merrill Lynch Wealth Management in Phoenix, Arizona. She provides customized advice across nine critical pillars of wealth, including tax minimization strategies, executive compensation, estate disposition, family governance, philanthropy, behavioral science, cyber, and personal passions and pursuits. Monika guides highly successful individuals, entrepreneurs, business owners, and senior executives in creating comprehensive wealth management plans aimed at optimizing and preserving wealth across generations. With 18 years of experience in commercial banking combined with investment management expertise, Monika focuses on areas such as pre-transaction advisory, liquidity management, asset acquisition lending, trust and estate planning, customized investment portfolios, and banking services through Bank of America. She holds the Series 7 and Series 66 FINRA registrations and the Personal Investment Advisor (PIA) designation. Monika's educational background includes a Bachelor's degree from the University of Minnesota, a Master's degree from San Francisco State University, and a High School Diploma from North High School. Monika is fluent in Hindi and English and participates in professional and community organizations including the Astia Committee, Private Directors Association, and Valley of the Sun United Way. Raised in India, she enjoys international travel, supports the arts, and values spending time with family and friends.

Chelsea Faiva is a financial advisor with Ameriprise in Mesa, AZ, holding a Series 66 designation and three years of industry experience. She has worked at Ameriprise and its related entities since 2016, and previously was with Wren & Ivory from 2015 to 2021. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, delivering detailed, algorithm-assisted recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions typical for a large institutional provider.

Anthony Botley Jr. is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, Arizona. He holds Series 66 and Series 63 licenses and has five years of industry experience. Prior to joining Schwab, he worked at B2GNOW for one year. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm offers a combination of non-discretionary advisory services and discretionary separately managed accounts through its Schwab Wealth Advisory wrap fee program and affiliated portfolio management.

Barry Harrison is a financial advisor with Wells Fargo Clearing in Phoenix, AZ. He holds Series 63 and Series 65 credentials and has 33 years of industry experience. Harrison has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Rebecca Greenwood is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her work history includes positions at Cetera, Cetera Investment Services LLC, and First National Bank of PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Michael Molloy is a CFP®-certified financial advisor with 23 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2017, and previously at USAA financial planning services and Vanguard Advisers. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves a large client base, 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 and discretionary investment guidance using multi-asset model portfolios and has a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Garrett Smith is a Series 66-licensed financial advisor with Ameriprise in Tucson, AZ, and has 13 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he serves on multiple nonprofit boards, including CEDO, BBB, and Interfaith Community Services. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, utilizing a combination of research, modeling, and tax-efficiency analysis to provide tailored recommendations primarily for individuals with significant investable assets. The firm delivers a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Zachary Devine is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in advisory roles at Edelman Financial Engines and Mercer Global Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment solutions with a focus on diversified portfolios and long-term strategies.

Shawnie Desmond is a Senior Financial Advisor at Merrill Lynch Wealth Management. She assists individuals, families, and businesses in reaching their financial goals by leveraging Merrill Lynch Wealth Management's services along with the banking convenience of Bank of America and Bank of America Private Bank services. Shawnie works closely with her clients to create personalized financial strategies aimed at establishing, growing, or transitioning their wealth. Her areas of expertise include college education planning, family wealth management strategies, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible investing, values-based and ESG investing, as well as women and wealth. Shawnie and her team develop tailored strategies that consider specific objectives, risk tolerance, and time horizons focused on wealth accumulation, preservation, and transfer. Shawnie holds a Bachelor's Degree and a Master of Business Administration (MBA) from the University of Phoenix. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Beyond her professional work, she participates in various community organizations such as the Hispanic Latino Advisory Council at Merrill Lynch Wealth Management, the Hispanic Latino Business Council Bank of America/Merrill, the Junior League of Phoenix, the Native American Professional Network, and the Regional A-Team Diversity and Inclusion Team. Outside of work, Shawnie enjoys dancing, travelling, and spending time with her family, which includes her husband John and their two adult children.

Chad Bettelon is a financial advisor with Merrill in Peoria, AZ, holding a Series 66 designation and having 13 years of industry experience. He has been with Merrill since 2003. 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.

Samuel Lee is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Baird in 2022, he worked at RBC Capital Markets from 2014 to 2022. He serves on the Board of Development at Hardin-Simmons University, contributing to the university’s goal-setting activities. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with both discretionary and non-discretionary options.

Stockton Schultz is a financial advisor at UBS Financial Services in Phoenix, AZ, holding a Series 66 designation with 15 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is involved as a partner in several business ventures, including Aerobat Ventures LLC, Morgan Maxwell LLC, and Schultz Marketing LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

William Noble is a financial advisor with Charles Schwab holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at Charles Schwab since 2006 and at Charles Schwab Trust Bank since 2023, based in Phoenix, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.

Tye Dutcher is a financial advisor with Ameriprise Financial Services and holds a Series 66 credential. He has two years of industry experience and previously worked at Principal Securities and Principal Life Insurance. Outside of his advisory role, he has experience in several small businesses, including food service and landscaping. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides customized, non-discretionary retirement income planning and ongoing advice, incorporating a range of proprietary research and third-party data.

James Vallery is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Morgan Stanley in 2023, he worked at J.P. Morgan Securities for 11 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Thomas Pilling Jr. is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Fidelity Investments since 2008, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its registered commodity pool operator status, advisory roles to multiple registered investment companies, and the use of AI-driven research methods.

Timothy Gish is a financial advisor at LPL Enterprise with 13 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Prudential Insurance Company of America and Principal Securities. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, and institutional clients. The firm primarily employs model-driven investment implementation and offers financial planning, access to third-party asset managers, and a range of affiliated insurance and trust services.

Karla Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation and nine years with the firm. She has 27 years of prior self-employment experience. Outside of her advisory role, she is a trustee of a family trust associated with a family farm and participates in a local business and community networking group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of financial advisors and branch offices.

Brianne Martinoni is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses with six years of industry experience. Her work history includes multiple roles at Charles Schwab and Merrill. 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 recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.