Victoria Paez is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kiel Smallwood is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include multiple positions at Bank of America and a period at Liberty Mutual Insurance. Currently based in Chandler, AZ, he has been with Merrill since 2022. 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.

Cole Powers is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2021. Prior to his current role, his background includes positions at USA Adventures of Arizona, DMB Sports Clubs, and the University of Arizona. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Stephen Phair is a financial advisor at Edward Jones with 11 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, Compass Bank, and Merrill Lynch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Frankie Jo Ceja is a Financial Consultant at Fidelity Investments, a position held since 2020. She has extensive experience in the financial services industry, having worked as a Financial Advisor at Wells Fargo Advisors from 2018 to 2020, and prior to that, serving in various roles at Wells Fargo Advisors, UBS Financial Services, and Morgan Stanley dating back to 2007. Frankie Jo specializes in comprehensive financial planning aimed at assisting clients in building, preserving, and transitioning wealth. She works with investors across different life stages, designing personalized investment strategies based on individualized plans. She is committed to building long-term relationships through communication, education, and preparation to meet clients' financial goals. She holds a Certified Financial Planner (CFP®) designation and possesses a California Insurance License. Outside of her professional work, Frankie Jo enjoys a range of outdoor activities including baseball, football, camping, beach outings, and spending time with family.

Bryan Person is a financial advisor with Stifel in Gilbert, AZ, holding Series 63, 65, and 66 designations and bringing 32 years of industry experience. His previous roles include positions at Wells Fargo Advisors, A.G. Edwards & Sons, Inc., and Edward Jones. Outside of his advisory work, he is involved as an investor in a self-storage business and co-owns an LLC planning to support his son's small engine repair business. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Aaron Nance is a CFP® and ChFC® with 20 years of experience in the financial services industry, all of which he has spent with Edward Jones. He is based in Gilbert, AZ. Outside of his advisory role, Nance has interests related to commercial real estate, with family involvement in real estate investment entities. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of investment advisory strategies through a large national network of financial advisors and branch offices.

Andrea Henry is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding a Series 66 designation and six years of industry experience. Her career includes roles at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors, LLC from 2007 to 2016. Outside of her advisory work, she is a sales consultant for Norwex, focusing on chemical-free cleaning products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters, with clients having flexibility in implementing those recommendations.

Hanna Torres is a financial advisor with Fidelity Investments in Mesa, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., The Prudential Insurance Company of America, and Albertsons. Outside of her advisory work, she is an independent health and wellness consultant for Arbonne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Anthony Occhino is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Ariana Dean is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. She has been with J.P. Morgan in various capacities since 2019. Outside of her advisory work, she is an owner and investor in a private rental property business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christine Dorf is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2004. She has 16 years of industry experience. Outside of her advisory role, she owns Elk and Sparrow, a small business that creates and sells homemade seasonal home décor crafts on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment solutions through a large network of financial advisors and branch offices nationwide.

Daniel Caraveo Jr. is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Merrill and has previously worked at Charles Schwab and in the real estate sector with ERA Sellers and Buyers Real Estate. He is based in Chandler, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Becky Wagstaff is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations. She has 21 years of industry experience, all of which has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Matthew Michael is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2009. Prior to that, he was with Unified Wealth Management, LLC and Gunnallen Financial, Inc. He also provides tax preparation and planning services through a related business, Illuminate Tax Advisors, LLC. 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, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Mallory Reis is a CFP® and Series 66 licensed financial advisor with 15 years of experience, all at Edward Jones in Gilbert, AZ. She has managed client portfolios since 2011. Outside of her advisory role, she owns a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Carlos Conrado is a financial advisor at Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials. He began his industry career in 2026 and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Stacy Siewert is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Lennard Van Der Feltz is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. He has held roles at several firms including Pinnacle Financial Advisors, Seros Financial LLC, and currently serves as CFO of Pinnacle Achievement Group LLC. Outside of financial advising, he is CEO of KnowledgeTrax, LLC, a business consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through multi-manager platforms that include affiliated and third-party managers.

Zohreh Daemi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America and Walden University. Outside of her advisory work, she is a co-owner of a rental property managed by a third-party company. 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.