Jeffrey Van Cott is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 credential and 18 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, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Victoria Ortegon is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing for eight years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs analysis.

Samuel Barber is a financial advisor with Charles Schwab in Chandler, AZ. He holds the Series 66 designation and began his industry career in 2024. His prior work experience includes roles at Phoenix Cards and involvement with event and detailing services. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Alfonso Ochoa III is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Based in Tempe, AZ, he operates within one of the largest wealth management firms in the country. Edward Jones serves more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices across the United States.

Tsvetelin Stanchev is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and various companies outside finance, such as Berge Toyota and Chrysler Dodge Jeep Ram. 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.

Brenda Ghosh is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with various Charles Schwab entities since 2013 and has experience in real estate and property management dating back to 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to discretionary separately managed accounts and a comprehensive range of brokerage, custody, and cash management solutions.

Alexandra Cooke is a financial advisor at Merrill with six years of industry experience. She has held her current role since 2019 and previously worked for Seven Peaks Brewing Company for seven years. She holds a Series 66 designation. 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.

Gregory Bennett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at PaymentCloud and Playa Realty Boutique. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Wick is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. His prior work history includes positions at Bank of America and various retail and pharmacy roles. 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 strategies for a range of individual and institutional investors.

Stephanie Buechting is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 23 years of industry experience, including over two decades at Edward Jones. She also serves as Branch Manager for Buechting Financial LLC in Tempe, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal advisory and employer retirement plans.

Annette Escalante is a financial advisor with Cetera in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of finance, she owns and operates Spirited Cakes, a cake business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers diversified portfolio management options, including discretionary and non-discretionary services, with access to a range of third-party money managers and investment programs.

Jayson Biedebach is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at JP Morgan Securities and JPMorgan Chase Bank. He has been with Charles Schwab and its affiliated bank since 2018. 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 and offers a range of multi-asset investment solutions supported by centralized custody and operational infrastructure.

Patrick Mulcahy Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes prior roles at Northwestern Mutual Investment Services LLC and Edward Jones. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services with access to various third-party money managers and program options.

Daniella Cervantes is a financial advisor with Merrill in Chandler, AZ. She holds a Series 66 designation and began her advisory career in 2026. Prior to joining Merrill, her background includes roles in education and contracting, as well as experience with XCL Engineering 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shawn Swenson is a CFP® professional affiliated with LPL Financial in Tempe, AZ, with 29 years of industry experience. He has worked at several firms including National Planning Corporation and Securities America Advisors, Inc., and has been with LPL Financial since 2017. Outside of his advisory work, he owns a financial planning and investment entity, Shawn Swenson Financial Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a variety of investment strategies implemented by its network of investment adviser representatives.

Hanel Acevedo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, Hanel worked at Molded Devices and Fabuwood Cabinetry, with earlier experience at R&D Altanova. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a structured planning process using firm-approved tools and modeling methods.

Maximilian Frimann Dahl is a financial advisor with Charles Schwab holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Cetera Financial, Cleat Street Capital, Norvision, and Silverleaf Country Club. 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 and discretionary investment solutions with an integrated operational structure supporting a large client base.

Kevin Riley is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked at Charles Schwab since 2015 and at Charles Schwab Bank since 2017 as a dual employee. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a multi-asset model portfolio investment approach.

Ryan Getz is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Bank of America and Merrill from 2014 to 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Garret Holleran is a Series 66 licensed advisor with Merrill in Chandler, AZ, and has 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, Holleran serves as a part-time groundskeeper for the Arizona Diamondbacks, a Major League Baseball organization. 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.