Blake Winston is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America and roles outside finance, such as at the Union for Reform Judaism and 6 Points Sports Academy. 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 a range of individuals and institutions.

Bruce Nicholas Cabanayan is a Series 66-licensed financial advisor with Merrill in Chandler, AZ, and has three years of industry experience. He has been with Merrill since 2021, following five years at Bank of America. 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.

Linda Schrunk is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Merrill. Schrunk has been with Edward Jones since 2019. 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, with a sizable network of financial advisors and branch offices nationwide.

Lawrence Whitley Thomas is a financial advisor at Edward Jones in Tempe, Arizona with 16 years at the firm and 11 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he officiates basketball games for various local leagues, including city, youth, and high school levels. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Adrian Paredes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and also has experience with Bank of America N.A. Prior to his advisory role, his work history includes positions at Rocket Mortgage and other companies. 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, and institutional investors.

Paul De Stefanis is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

David Simon is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 65 designations and 36 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a wider range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Maya Byrd is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. She previously worked at Merrill and has held various roles outside finance, including positions with the City of Phoenix Police Department and Amazon. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and a structured discovery process.

Paul Farington is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Tyler Smith is a financial advisor at Fidelity with four years of industry experience. He holds Series 66 and Series 63 licenses and has held positions at Fidelity Investments, Wells Fargo, and Utah Valley University. His current role is with Strategic Advisers LLC, a Fidelity Investments company. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Craig Despres is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Adopt Technologies, LLC, Zayo Group, and IO Data Centers. He is also the owner and manager of Milestone Financial, LLC, an operating business he oversees. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning supported by firm-approved analytical tools.

Dane Kelly is a financial advisor with LPL Financial in Phoenix, AZ, holding the Series 66 designation and 11 years of industry experience. He has worked at LPL Financial since 2021 and is also involved with Siefer & Kelly Management, a business entity for tax and investment purposes. Kelly's career includes experience with various insurance carriers and Waddell & Reed, Inc. 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, providing both discretionary and non-discretionary management supported by research and model portfolio options.

Emma Johnson is a Series 66 credentialed financial advisor with 15 years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab since 2018 and held a position at AssetMark from 2017 to 2018. She is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves 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 centralized operational support.

Wyatt Blanco is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, his work history includes roles unrelated to financial advising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Alid Franco Basurto is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America and JPMorgan Chase. Outside of advisory work, he is involved in restaurant operations at Morenos Mexican Grill, where he manages employee schedules. 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 a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, institutions, and charitable organizations.

Merica Chmait is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 24 years of industry experience. She has worked at UBS since 2021 and previously spent 12 years at Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Anna Setlak is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation. She has one year of industry experience and previously worked at Bank of America, Pour Decisions, Bagger Daves, Big Woods, Charles Schwab, Lake City Bank, and was part of Shilts & Setlak, LLC. 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 a range of clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Joseph Le Ger is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he operated Shine Design Mobile Detailing for four years and worked in education at Chandler/Gilbert Community College and Campo Verde High School. Outside of advising, he works as a server at Elliott's Steakhouse in Chandler, AZ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, using detailed client data and firm-approved analytical tools to deliver financial recommendations.

Patricia Smith is a financial advisor at UBS Financial Services with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS for 20 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations in delivering its advisory work.

Mason Massow is a CFP® professional with four years of industry experience, currently advising at LPL Financial. He previously worked at Raymond James Financial Services Advisors and Raymond James Financial Services Inc. Massow has also held roles outside of finance, including positions at The Summit at Sunland Springs Assisted Living and Pacific Sunwear of California. Additionally, he is associated with Massow Wealth Strategies in a support capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources.