John Curtis is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Merrill since 2013 and has been with Bank of America, N.A. since 2017. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Myre is a financial advisor with LPL Financial in Gilbert, Arizona, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience with Trilogy Capital, Inc. and National Planning Corporation. Outside of his advisory role, he participates in Business Networking International as a member. 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 advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Trask Young is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. His prior firms include Bank of America, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Edward Jones. 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 institutional investors.

Alexe Berner is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Benjamin Stafford is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. His background also includes roles at several technology and holding companies earlier in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and advisory programs supported by proprietary planning tools and investment modeling.

Casey Swartz is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Martin Midgley is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2011. 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 and profit-sharing plans, corporations, and charitable organizations.

Auston Horst is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He has held several roles within the company, including Investment Solutions Representative, Financial Representative, Relationship Manager, Planning Consultant, and currently as a Financial Consultant. In his current role, Auston collaborates with clients to understand their short and long-term objectives and develop financial plans tailored to their unique needs. He focuses on building strong relationships with clients and their families, aiming to earn their trust through reliability and expertise.

Nicole Gallimore is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Edward Jones since 2006. Gallimore is listed as the owner of a games-related business that is not currently operational. 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 programs and investment solutions, operating under a fiduciary standard.

Cortnie Stensland is a financial advisor at Merrill with 11 years of industry experience, holding Series 63 and Series 66 credentials. She has worked at Merrill in two separate periods totaling eight years, with three years at Morgan Stanley in between. Outside of her advisory work, she is involved as an officer and managing member in family-held entities that manage rental properties in 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 institutional investors.

Nicholas Smedley is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Merrill since 2014 and also works at Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Kirkham is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously spent 15 years with JPMorgan Chase Bank, N.A. Outside of his advisory role, Kirkham creates and publishes calming and relaxing videos on YouTube under the name Calming Jedi. 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 affiliated brokerage, distribution, and investment management capabilities.

Umar Bhatti is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work background includes roles at Bank of America, N.A., Merrill, and Walgreens. 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.

Terry Hoover is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Nicolaus & Co. Inc for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Jessica Foster is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

Kelly Rao is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 license with four years of industry experience. Prior to joining Edward Jones in 2022, Rao worked at Maricopa County and Southwest Key Programs. Rao serves as a consultant for the Child Welfare League of America, analyzing survey findings and preparing reports related to child welfare. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Scott Radley is a financial advisor at Cetera with 25 years of industry experience. He has been with Cetera and its affiliates since 2004 and previously operated Radley Financial Services, Inc. from 1999 to 2017. He holds the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting various discretionary and non-discretionary strategies and program structures.

Colby Keller is a Series 66 licensed financial advisor with Edward Jones in Gilbert, AZ, and has 10 years of industry experience, all with the firm since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Nicholas Brock is a CFP® and Series 66-registered financial advisor with Edward Jones in Tempe, AZ, holding 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs with a fiduciary standard.

George Varas is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Wells Fargo Investments and UBS Financial Services. Varas also serves as a FINRA arbitrator in investment-related matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive operational tools and a broad platform of non-advisory financial services.