Carlos Ramirez Hampe is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Mesa Community College, Arizona Nutritional Supplements, and the University of Havana. 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 individuals, institutional clients, and charitable organizations.

Noah Bello is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley, he worked at Merrill and served in the United States Marine Corps. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm‑approved planning tools and investment models.

Jeffery Hebert is a financial advisor with LPL Financial and holds a Series 66 designation. He has six years of industry experience, including prior roles at UBS Financial Services and Kestra Private Wealth Services. He also operates Modernize Wealth, a separate business entity. 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 financial planning and investment management solutions delivered through a large network of advisors.

Brently Klontz is a financial advisor with Cambridge Investment Research Advisors in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. He previously worked at Next Financial Group Inc before joining Cambridge in 2017. Outside of advising, he is involved as a pickleball coach and player. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension funds, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management across multiple platforms and offers affiliated model strategies through its Founders Gate Capital brand.

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.

Peter Roe is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2008. Outside of his advisory role, he serves on the Board of Directors for the Long Point Property Owners Association in Michigan. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs and combines in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Kevin Roberg is a financial advisor with LPL Financial, holding the CFP® designation and Series 63 and 66 licenses. He has 13 years of industry experience, including roles at Norwegian Cruise Line Holdings, National Education Partners, Go Daddy, Waddell & Reed, and Charles Schwab. Roberg is also involved with RFG, LLC, where he has been active since 2011. 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 various investment strategies, supported by technology tools and a broad range of financial products.

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 Series 66-licensed financial advisor with 19 years of industry experience. She currently works at J.P. Morgan Securities and has prior experience at Cambridge Investment Research Advisors, Tuesday Morning, FedEx, and OSAIC Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a manager solutions team, with an emphasis on model asset allocations that may incorporate ESG criteria.

Kyle Von Der Linde is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including John Hancock Investment Management and State Street Global Advisors. Based in Tempe, AZ, his background spans institutional asset management and investment technology. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and combining quantitative and qualitative research methods.

Dana Del Rio is a financial advisor at Edward Jones with 14 years at the firm and 11 years of industry experience. She holds the Series 66 designation and is based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Joshua Hansen is a CFP® professional with 12 years of industry experience, all with Edward Jones since 2014. He holds a Series 66 license and is based in Mesa, AZ. Outside of his advisory role, he owns and manages a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Joshua Waitz is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. Outside of his advisory role, he is an owner and partner of Claiborne Industries LLC, a personal investment entity focused on real estate. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG criteria, supported by affiliates that provide implementation and portfolio services.

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.

Connor Seymour is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. His work history includes roles at JPMORGAN Chase Bank, Old National Bank, and Klazroom, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and both quantitative and qualitative research.

Alyssa Rosenberg is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she worked at Govig & Associates and held roles related to financial services at Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a large network of independent advisors and provides access to various investment models and third-party managers.

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.