Lauren Pampinella is a financial advisor with Edward Jones in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is active as an Amazon influencer and operates affiliate links through TikTok Shop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Noah Bello is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he served multiple years in the United States Marine Corps. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffery Hebert is a financial advisor at LPL Financial with five years of industry experience. His career includes roles at UBS Financial Services, Kestra Private Wealth Services, and Modernize Wealth, where he has been involved since 2017. Hebert holds the Series 66 designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

Brently Klontz is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked with Cambridge Investment Research Advisors since 2017, following five years at Next Financial Group Inc. Outside of his advisory role, Klontz is involved as a pickleball coach and player in Tempe, AZ. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing both proprietary and third-party investment strategies tailored to client objectives.

Julia Gunn is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. She has been with Edward Jones since 2003. Outside of her advisory role, she manages rental properties in the Phoenix area. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

William Logan IV is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds the Series 65 designation and has worked at Financial Engines Advisors L.L.C. and Fisher Investments. Outside of his advisory roles, he spent two years at Hillsdale College and worked as an independent contractor for nine years. 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 diversified portfolios and a long-term investment approach.

Kevin Roberg is a financial advisor at LPL Financial in Tempe, AZ, holding the CFP® designation along with Series 66 and Series 63 licenses. He has 13 years of industry experience, with prior roles at Norwegian Cruise Line Holdings, National Education Partners, and Go Daddy, Inc. He also maintains a business interest in RFG, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual investors, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with access to diverse investment strategies and research resources.

Connor Ross is a financial advisor with Merrill in Chandler, AZ. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he has experience at Bank of America and other diverse positions including work in education and production 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 and profit-sharing plans, corporations, and charitable organizations.

Hayley Fisher is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at City National Bank and CBRE. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Allison Rawlings is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research Advisors, Tuesday Morning, and FedEx prior to joining J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kyle Von Der Linde is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and five years of industry experience. His prior roles include positions at John Hancock Investment Management, Envestnet Financial Technologies, and State Street Global Advisors. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, manager searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Dana Del Rio is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Joshua Hansen is a CFP® and Series 66 certified financial advisor with Edward Jones in Mesa, AZ, bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he owns a rental property business in Mesa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Jared Mactas is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked with MassMutual Life Insurance Company since 2021. Outside of his advisory role, he is also engaged in outside insurance sales, functioning as an insurance broker for various lines of business including life, disability, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations, with implementation options that include brokerage or insurance arrangements.

Gerard Telemaque is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, N.A. and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Lir Vuciterna is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and involvement with educational institutions such as the University of Prishtina 'Hasan Prishtina' and Sami Frasheri High School. 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 individuals, high-net-worth clients, and institutional investors.

Andrew Sondergeld is a financial advisor with Merrill based in Chandler, AZ. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Bank of America, N.A. and Bed Bath & Beyond. 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 strategies, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amber Borromeo is a Planning Consultant dedicated to helping clients build confidence in their financial future through thoughtful planning and a personalized approach tailored to support every stage of life. She brings experience from her previous roles at Fidelity Investments, where she served as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Outside of her professional work, Amber enjoys outdoor activities such as beach outings, biking, camping, running, and attending concerts, as well as traveling.

Daniel Montague is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill from 2013 to 2020 before joining Charles Schwab and Charles Schwab Bank, SSB in 2020. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Erik Wells is a financial advisor with Merrill in Chandler, Arizona, holding a Series 66 designation and 13 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2012. Outside of his advisory role, Wells is a general partner and managing member of Serious Business Ventures LLC, involved in acquiring a Live Hydration Spa franchise. Merrill, alongside 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, pension plans, corporations, and charitable organizations.