Isaiah Palm is a financial advisor at Merrill with a Series 66 credential. He began his career at Merrill in 2024 and has prior experience in the United States Marine Corps and various roles in retail and service industries. 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.

Luke Ribich is a financial advisor with Ameriprise in Gold Canyon, AZ, holding a Series 63 designation and eight years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial since 2013. Ribich is also a co-owner of AMG Operations, LLC, a business managing Ameriprise operations in Mesa, AZ. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Aleksei Ponomarev is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2025 and previously worked at Bryten Real Estate Partners. Outside the financial industry, he has experience in various roles including managing POMO Pizzeria. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Victoria Paez is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kiel Smallwood is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include multiple positions at Bank of America and a period at Liberty Mutual Insurance. Currently based in Chandler, AZ, he has been with Merrill since 2022. 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.

Cole Powers is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2021. Prior to his current role, his background includes positions at USA Adventures of Arizona, DMB Sports Clubs, and the University of Arizona. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Stephen Phair is a financial advisor at Edward Jones with 11 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, Compass Bank, and Merrill Lynch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael Smith is a financial advisor with Edward Jones in Phoenix, AZ, holding a CFP® designation and Series 63 and 66 licenses. He has four years of industry experience, including roles at Morgan Stanley and Charles Schwab & Co Inc. Outside of finance, he owns Tune Turner LLC, a wedding and event music business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Frankie Jo Ceja is a Financial Consultant at Fidelity Investments, a position held since 2020. She has extensive experience in the financial services industry, having worked as a Financial Advisor at Wells Fargo Advisors from 2018 to 2020, and prior to that, serving in various roles at Wells Fargo Advisors, UBS Financial Services, and Morgan Stanley dating back to 2007. Frankie Jo specializes in comprehensive financial planning aimed at assisting clients in building, preserving, and transitioning wealth. She works with investors across different life stages, designing personalized investment strategies based on individualized plans. She is committed to building long-term relationships through communication, education, and preparation to meet clients' financial goals. She holds a Certified Financial Planner (CFP®) designation and possesses a California Insurance License. Outside of her professional work, Frankie Jo enjoys a range of outdoor activities including baseball, football, camping, beach outings, and spending time with family.

George Rambow III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2023. Outside of his advisory role, he is involved as an independent contractor with Northpoint Wealth Partners, LLC, and serves as CEO of Rambow Holdings, LLC, a holding company for business and future ventures. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports both individual and institutional investment programs.

Bryan Person is a financial advisor with Stifel who holds Series 63, 65, and 66 licenses and has 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following prior roles at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Edward Jones. Outside of his advisory work, he is involved in a family LLC supporting his son's small engine repair business. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance as a basis for client decisions.

Aaron Nance is a CFP® and ChFC® with 20 years of experience in the financial services industry, all of which he has spent with Edward Jones. He is based in Gilbert, AZ. Outside of his advisory role, Nance has interests related to commercial real estate, with family involvement in real estate investment entities. Edward Jones is a full-service wealth management firm serving a broad client base that includes individuals, institutions, and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of investment advisory strategies through a large national network of financial advisors and branch offices.

Andrea Henry is a Series 66-credentialed financial advisor with Wells Fargo Advisors in Gilbert, AZ, with six years of industry experience. She previously worked at Wells Fargo Clearing for eight years before joining Wells Fargo Advisors in 2024. Outside of her advisory role, Henry is a sales consultant for Norwex, specializing in chemical-free cleaning products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically negotiated on a discrete basis.

Anthony Occhino is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has been with Edward Jones since 2005. 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.

Ariana Dean is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2019. Outside of her advisory role, she is the owner and investor of Golden Gecko Properties LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework when applicable.

Christine Dorf is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2004. She has 16 years of industry experience. Outside of her advisory role, she owns Elk and Sparrow, a small business that creates and sells homemade seasonal home décor crafts on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment solutions through a large network of financial advisors and branch offices nationwide.

Zachary Scheel is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab Co., Inc. since 2023. Prior to advising, his work experience includes roles in various service and delivery positions. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and a formal alternative investment program.

Daniel Caraveo Jr. is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Merrill and has previously worked at Charles Schwab and in the real estate sector with ERA Sellers and Buyers Real Estate. He is based in Chandler, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Becky Wagstaff is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, and it manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Matthew Michael is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2009. Prior to that, he was with Unified Wealth Management, LLC and Gunnallen Financial, Inc. He also provides tax preparation and planning services through a related business, Illuminate Tax Advisors, LLC. 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, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management.