Michelle Feland is a financial advisor at LPL Financial with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial and The Private Wealth Group. Outside of her advisory role, she is involved in real estate services through Exp Realty. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs with access to model portfolios, third-party research, and technology-driven investment strategies.

Gregory Ashcraft is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services that began in 1984. In his role, he assists clients in developing wealth management strategies tailored to their individual needs, focusing on a comprehensive approach that includes listening and helping clients make informed decisions. Gregory's client focus areas include college education planning, managing new wealth, personal retirement planning, and retirement income. Gregory holds a Bachelor's Degree from the University of Nebraska System and a Master's Degree from the University of Houston System. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He has been recognized multiple times on Forbes' "Best-in-State Wealth Advisors" list and as a member of the Ashcraft Group on Forbes' "Best-in-State Wealth Management Teams" list. Outside of his professional work, Gregory is involved in the Academic Decathlon community program. His personal interests include hiking, photography, and scuba diving.

Aldo Zuniga is a financial advisor at Merrill with a Series 66 credential and over 20 years of industry experience. His prior work includes a long tenure at Wells Fargo Bank from 2002 to 2025, followed by positions at Merrill and Bank of America. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Wade is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America, Northwestern Mutual, and a year working with Dark Sky Brewing Co. 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, pension plans, corporations, and charitable organizations.

Debra Gallegos Caldwell is a financial advisor with Cetera, holding Series 63, 65, and 66 credentials and over 33 years of industry experience. She has worked with Cetera and Cetera Wealth Services since 2013 and owns Caldwell Financial, which she has operated since 1992. Outside of advising, she is involved in selling dental plans, insurance, and health products, and refers clients for estate planning services. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporations, charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors.

Samuel Carlson is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Charles Schwab & Co., Inc., where he has worked for five years, and previously held positions at Bank of the West and Morgan Stanley. Based in Phoenix, AZ, Carlson’s career spans roles with major financial institutions. 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 and discretionary investment options using multi-asset model portfolios and a centralized operational structure that supports a wide range of advisory and custody services.

Joshua Obolewicz is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to his current role, he has experience working at Swain Electric Inc. and other firms in various capacities. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 delivered through multi-asset model portfolios and an integrated operational structure.

Nestor Montoya is a financial advisor with Cambridge Investment Research Advisors, holding CFP® and ChFC® designations and possessing 27 years of industry experience. He has been with Cambridge Investment Research and its affiliated advisor entity since 2016. Montoya is also the owner of Nestor Montoya Wealth Management, LLC, a business through which he provides wealth management services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across various net-worth levels, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services delivered through independent Financial Professionals using multiple custody and platform options, proprietary and third-party model strategies, and both discretionary and non-discretionary approaches.

Lizette Corrado is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America Merrill Lynch and Davis Selected Advisers. Lizette is based in San Tan Valley, Arizona. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Michael Joyce is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and eight years of industry experience. He has worked at Merrill since 2016, with a brief period at Robinhood Financial, LLC, and earlier roles including Grand Canyon University and State Farm. Outside of his advisory work, he is involved in a music-related business as the owner of an LLC that produces music under the band name "Charm The Villain" and sells related merchandise. 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, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andre Lepe is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group, Edward Jones, and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process.

Laura Navarro is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2014, also working with Bank of America since 2019. 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.

Ramona Bachman is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Merrill since 2013. 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.

Christine Baim is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Merrill since 2012. Outside of her advisory role, she is a co-owner of family rental properties in Indiana and Arizona. 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 both model-based and discretionary investment strategies for a variety of client types.

David Banen is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His previous roles include positions at Bank of America, The Vanguard Group, and GoDaddy.com. 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.

Jacob Nance is a financial advisor at Edward Jones in Chandler, AZ, holding the CFP®, CFA®, ChFC®, and Series 66 designations with eight years of industry experience. His prior roles include positions at DemiDec and Synodis LLC, as well as academic involvement at Arizona State University. 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 network of financial advisors and branch offices nationwide.

Rochelle Martinez is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 registrations with 18 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she works as a sales associate at Old Navy, performing duties such as fitting room attendant, cashier, and sorting clothes. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jaren Packard is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019. Prior to that, he spent ten years with Bank of America and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kahri Thompson is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, Kahri worked at LoanDepot and held various roles in the legal sector and hospitality industry. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and operates under a fiduciary standard.

Donald Sullivan is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Allied First Bank, loanDepot, Yelp, Freedom Financial Network, Lendmark, and United Auto Credit. Outside of his advisory work, he co-owns a rental property in Gilbert, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs and separately managed accounts. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering additional services such as tax-efficient portfolio management and securities-based lending under a fiduciary standard.