Bart Miller is a CFA® charterholder with Series 63 and Series 66 licenses and has eight years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a broad array of advisory programs, investment strategies, and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Susanne Venberg is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over eight years of industry experience. She previously worked at Edward Jones and Newell Brands and has operated Susanne Venberg Consulting since 2011. Venberg serves as a board member of the National Concierge Association and the Arizona Christian Chamber of Commerce, and she is also involved as a Cabi Clothing influencer. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, manages a multi-billion dollar asset base, and provides access to proprietary model strategies and third-party advisers.

Selena Coates is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at PFG Advisors, OSAIC, Securities America, TruWest Credit Union, and Humana. Outside of finance, she is involved in music as a singer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Hunter Chapman is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior work history includes roles at Bank of America and the Church of Jesus Christ of Latter-Day Saints. 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.

Jonathon Randolph is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His background includes roles at Bank of America and Merrill. 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 various institutions.

Joshua Dobard is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 credentials with three years of industry experience. He previously held positions at Sam's Club, Infosys Limited, Maplebear Inc., J.P. Morgan Securities, and Bill Miller Bar-B-Q Enterprises Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Oleg Barun is a Series 66 registered financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2015, totaling 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lubna Ahmed is a financial advisor at Edward Jones in Gilbert, AZ, with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Edwin Wong is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 license and with four years of industry experience. His work history includes roles at Bank of America and Starbucks Corp., as well as a five-year period at Arizona State University. Outside of finance, he was involved in the restaurant business for seven years. 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.

Eric Bartlett is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 27 years of industry experience. He has been with Edward Jones since 2002. 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 solutions supported by a large national network of financial advisors and branch offices.

David Stahle is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Merrill since 1988 and has concurrently been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a ward bishop for The Church of Jesus Christ of Latter-day Saints. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and monitoring with tax-focused investment capabilities and benefits from integration with Bank of America’s broader banking and capital markets platform.

Max Mahood is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2022. Outside of his advisory role, he was involved with Amarillo Wranglers Ice Sports, LLC from 2021 to 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caleb Kamm is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America N.A. since 2023 and has previously been employed by Merrill, American Express, and Wells Fargo. 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, retirement plans, corporations, and charitable organizations.

Ryan Linnerooth is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Robinhood, and Morgan Stanley. His prior roles include positions in both financial services and consumer goods companies. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Golden is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 credential. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2017. 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 strategies developed by internal and third-party teams.

Samuel Mills is a CFP® and Series 66-registered financial advisor with Edward Jones in Mesa, AZ, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he teaches a monthly financial training class in partnership with an attorney and therapist through the nonprofit 2nd Saturday (WIFE.org), focused on divorce education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.

Autam Urey is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience, all of which have been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Cody Brooks is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at E*TRADE Securities LLC and various engagements at Brigham Young University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Dustin White is a financial advisor at Merrill with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill and Bank of America since 2015. Outside of his advisory role, he serves as executor of a trust for himself and his spouse. 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 investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

Rosa Ruiz is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2007. 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 under management and provides 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.