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, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has worked at LPL Financial since 2017 and previously was associated with National Planning Corporation and Wise World Investment Planning. Outside of advisory work, he is involved in fixed insurance sales including life, long-term care, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing research-driven models and third-party subadvisors, supported by advanced operational tools.

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 at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked for firms including Waddell & Reed and Connect W. Sloan also serves as treasurer on the board of a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various investment strategies and technology tools.

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 with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and having six years of industry experience. Her prior work includes positions at Charles Schwab & Co., Inc. and various roles outside financial services such as at Eurothreads and Charity’s Medical & Aesthetics. She also serves as a client associate at Fortitude Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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 39 years of industry experience. His career includes significant tenure at Morgan Stanley-affiliated entities prior to joining Raymond James in 2018. Outside of his advisory role, he serves as a paid coach officiating high school football and basketball in Indiana. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and consulting through various programs and supporting a broad range of investment strategies.

Nashwan Bahoura is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan related entities since 2012. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates 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 financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 designation and 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. Outside of his advisory role, he serves as a trustee for a family living trust. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, tax-efficient strategies, and multiple investment program options.

Gregory Geryak is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has held roles at several firms, including One2One Financial Wealth Strategies and PlanMember Securities Corporation. He also operates Gregory J. Geryak Insurance Agency, Inc., an independent insurance business. 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 various investment and advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 with LPL Financial in Scottsdale, AZ, holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining LPL Financial in 2026, he worked at The Vanguard Group, Inc. and Vanguard Marketing Corporation in 2025. He has also held various roles in education from 2012 to 2023. 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, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Cheryl Rebottaro is a ChFC® with 21 years of industry experience and has been with Edward Jones since 2010. She is based in Scotts Valley, CA, and holds a Series 66 license. Outside of her financial advisory work, she is involved in local music venues in Scotts Valley. 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 options, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Wardia Dinkha is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, Dinkha worked at BMO Harris Bank, Wells Fargo, Barrett Financial Group, Landmark Capital Mortgage, and BMO Bank N.A. The firm, LPL Financial, is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Nicole Rimsza is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds the CFP® designation along with Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at The Vanguard Group and Fidelity Investments. Outside of advising, she works as a Director of Operations and Support Advisor at Sunstone Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work through its unique affiliations.