Daniel Bott Sr. is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has worked with Bank of America and Merrill since 2009. Outside of his advisory role, he owns New Financial Frontiers LLC, which provides educational materials and software to investment management professionals, and serves as a director for the Academy of Model Aeronautics Foundation, a nonprofit supporting model aviation and youth scholarships. He is also involved in a family drag racing team, Bott Motorsports. 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.

Timothy Falleri is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He previously worked at Bank of America from 2016 to 2022 and held a position at Missouri State University from 2015 to 2018. 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.

Amanda Fox is a CFP® professional with 17 years of industry experience. She currently works at Fidelity Investments and has previously held roles at Morgan Stanley and The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive operations include managing fund-of-funds structures and employing AI-driven methods in portfolio development.

Christian Serena serves as Senior Resident Director at Merrill, where he leads a nine-person team delivering solutions for clients with complex financial needs. He advises on asset and liability management along with trust and estate planning strategies. In his role as Resident Director, he manages an office of ten advisors who deliver advisory services to their clients. Christian focuses on working closely with ultra-high net worth individuals, families, and business owners across the United States to keep client priorities front and center while maintaining a market-focused approach. His team provides a comprehensive range of strategies including investment and risk management, concentrated stock strategies, credit and lending solutions, insurance, access to family office services and private banking, alternative investments, and philanthropy. He collaborates with attorneys, CPAs, valuation experts, and real estate specialists to build integrated strategies tailored for complexity. Christian holds a Bachelor's degree from Western New Mexico University, an Accredited Certificate from New York University, and an MBA from the University of Chicago. He has earned several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Scottsdale, AZ with his wife and three daughters. His personal interests include boating, cooking, horseback riding, reading, spending time with family, traveling, and yoga. He is involved in professional organizations such as the City of Scottsdale Planning Commission, Scottsdale ARTS AG2 (Young Professionals), Scottsdale Museum of Contemporary Art, and Scottsdale Prevention Institute.

Lincoln Gima is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, he worked at various Charles Schwab entities from 1995 to 2019. Outside of his advisory role, he is a member of Carefree Autos, LLC, an automotive-related business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Aaron Schram is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Massmutual Greater Phoenix, Western & Southern Life, and Edward Jones. He is the owner and manager of Canyon State Capital LLC, an investment support company based in Scottsdale. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation primarily through its advisory programs.

David Givnish is a financial advisor with LPL Financial in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at National Planning Corporation for four years before joining LPL Financial in 2017. Additionally, he is involved in fixed insurance sales including life, long-term care, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Robert Scola is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and Cetera Wealth Services since 2013. In addition to his advisory role, he operates as an independent insurance agent under Scola & Scola Associates, focusing on disability, fixed annuities, life, accident, health, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers through various program structures.

Lisa Sloan is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. Her prior experience includes roles at Connect W and Waddell & Reed Inc, as well as work with various insurance carriers. She serves as treasurer on the board of a nonprofit organization. LPL Financial is a registered investment adviser and broker-dealer that serves individual and institutional clients across the United States. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management approaches.

Cody Darling is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with busy professionals and business owners to help them achieve their unique financial goals, providing a range of financial planning strategies including investment and risk management, trust and estate planning, concentrated stock strategies, credit and lending, access to family office services and private banking, alternative investments, and philanthropy. Darling draws on the resources of Merrill Lynch and Bank of America to support his clients' financial planning needs. Darling holds a Bachelor's Degree from Southeastern Oklahoma State University and holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He focuses on areas such as college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. An Arizona native and former collegiate golfer, Darling lives in Scottsdale with his wife, Karly, and their dog, Zorro. His personal interests include football, golfing, hiking, and spending time with his family.

Marla Mallula is a Senior Financial Advisor with Merrill Lynch Wealth Management. She leads a wealth management practice serving clients in Lower Manhattan and Staten Island, focusing on creating customized strategies to help individuals and families pursue their long-term financial goals. Marla collaborates closely with clients to develop personalized plans that consider their unique financial situations, risk tolerance, and aspirations. With over 30 years of experience in financial services, Marla specializes in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management, retirement income planning, and portfolio management. She works extensively with financial professionals, corporate executives, business owners, and their families, offering a comprehensive range of services such as wealth management, lending, insurance, and estate planning. Marla holds a Bachelor's degree from the University at Albany SUNY and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional work, she enjoys playing volleyball and pickleball, running, reading, and spending time with her family, residing with her wife and three sons on Staten Island’s South Shore.

Bridget Miyauchi is a financial advisor at Raymond James Financial Services Advisors, Inc. with six years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab & Co., Inc. Outside of her advisory role, she has been involved as an associate and client associate at support companies in Carefree, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports clients through various advisory programs and institutional consulting.

Karen Stephens is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her background includes roles at Avantax Advisory Services, ProEquities, and she also operates an accounting and tax consulting business. Additionally, she serves as a community volunteer on the Finance & Investment Committee for the Tonto Verde Association, advising on budgeting and investment policies. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with a range of portfolio management programs and access to third-party money managers.

David Brendza is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. Prior to joining Raymond James in 2018, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as a paid official for high school football and basketball with the Indiana High School Athletic Association. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services supported by a broad network of affiliated research and portfolio management resources.

Nashwan Bahoura is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2013 and has worked at Jpmorgan Chase Bank in Arizona since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Natasha Palmatier is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones from 2012 to 2020 and has held roles at Crux Wealth Advisors and Key Wealth Management. Palmatier is involved in entrepreneurial activities, including ownership and leadership roles in multiple support companies and financial service ventures. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting its clients through advisory programs and partnerships.

James Rogers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has over 11 years of experience in the financial services industry, specializing in areas such as executive compensation, family wealth management strategies, investment consulting for defined contribution plans, legacy planning, managing new wealth, individual and corporate investment strategy, tax minimization, and retirement income. James holds several professional designations, including Accredited Asset Management Specialist (AAMS), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of Phoenix. Prior to his financial services career, James served as a paratrooper in the US Army and was honorably discharged. He is actively involved in his community as a member of organizations such as the American Legion, Veterans of Foreign Wars, and Sons of the American Revolution. James resides in North Phoenix with his wife and five children and enjoys camping, fishing, hiking, hunting, and spending time with his family.

Gregory Geryak is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 65 and Series 63 credentials and bringing 21 years of industry experience. His career includes roles at One2One Financial Wealth Strategies, PlanMember Securities Corporation, and Next Step Advisors LLC. He also operates the Greg J. Geryak Insurance Agency, which is a separate business entity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, leveraging both discretionary and non-discretionary management with research support from LPL Research and third-party subadvisors.

Francis De Blasi is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and U.S. Bancorp Investments. He is also the founder and director of the Baller Dream Foundation, a charitable organization based in Scottsdale, 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Alton Nguyen is a financial advisor at LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining LPL Financial, he worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation. Outside of finance, he has teaching experience spanning several years at Arizona State University and various schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services.