Daralyn Ward is an Investment Consultant at Fidelity Investments, a role she has held since 2021. In her position, she works closely with clients to develop personalized financial strategies that align with their goals, values, and lifestyles. Daralyn's approach involves understanding what matters most to her clients and building tailored plans to help them achieve their financial objectives. Outside of her professional work, she enjoys activities such as cooking and baking, football, hiking, reading, traveling, and spending time with her pets.

Mallory Reis is a CFP®-certified financial advisor with Edward Jones in Mesa, AZ, and has 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Reis manages a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carlos Conrado is a financial advisor at Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials. He began his industry career in 2026 and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other firms. 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 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 and third-party managers.

Jonathan Carter is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab & Co. Inc. He previously worked at Edward Jones and Edward Jones Trust Company from 2006 to 2025. Carter represents the Western US on the CFA Institute Presidents Council and serves on the Board of the Institute of Portfolio Alternatives, focusing on strategic direction and advocacy within the Alternative Investment Industry. Charles Schwab & Co. Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, brokerage, and financial planning services. Schwab is notable for its integrated structure, scale, and its formal alternative-investment onboarding and placement process.

Zohreh Daemi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America and Walden University. Outside of her advisory work, she is a co-owner of a rental property managed by a third-party company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Robert Decaro is a Wealth Management Advisor and managing partner of the Gunter Hamilton DeCaro Wealth Management Group at Merrill Lynch Wealth Management. In his role, he provides thoughtful advice and guidance to clients aimed at achieving their financial goals, combining his experience as an advisor and portfolio manager. Robert joined Merrill Lynch in 2008 after 13 years at Bank of America, where he provided lending and cash management solutions to retail and wealth management clients. Robert holds a Bachelor's degree in Accounting from California State University, Long Beach, and maintains several professional designations including CERTIFIED FINANCIAL PLANNER® professional, CERTIFIED PLAN FIDUCIARY ADVISOR®, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He has also completed the Merrill Longevity Training Program through the Davis School of Gerontology at the University of Southern California. As a portfolio manager, Robert manages personalized and defined investment strategies for clients. Outside of his professional work, Robert is involved with organizations such as Feed My Starving Children and Ronald McDonald House. He enjoys spending time with his family, including traveling with his wife and two children, as well as participating in activities like baseball, bowling, camping, football, gardening, soccer, swimming, and woodworking.

Kevin Jensen is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. 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 a combination of non-discretionary and discretionary investment guidance, supported by multi-asset model portfolios and a centralized operational structure.

Anthony King is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017, and was previously with Vanguard for one year. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Trey Clark is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Merrill since 2016. Outside of his advisory work, he serves as an advisory board member for Childhelp, a nonprofit organization focused on fighting and preventing child abuse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Michelle Blasnig is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2008. She has 18 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Nicholas Paige is a Financial Advisor based in Arizona, affiliated with Merrill Lynch Wealth Management. He collaborates with clients nationwide to provide personalized wealth management, tax-aware strategies, cash flow planning, lending solutions, retirement planning, business transitions, liquidity events, and legacy planning. Nicholas works with families, business owners, and professionals, including attorneys, healthcare professionals, and business owners, guiding them through the financial complexities associated with their careers and wealth. Nicholas earned a Bachelor of Science in Business Administration with a concentration in Economics from Liberty University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). Prior to his advisory role, he founded and operated a business consulting firm supporting small businesses and law firms. Originally from Arizona, Nicholas lived in several European countries pursuing a professional soccer career, experiences that contributed to his approach in building strong client relationships. Outside of work, he enjoys golfing, hiking, running, playing soccer, and spending time with his family.

Jose Benton is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has been associated with Merrill since 2008 and concurrently with Bank of America, N.A. since 2015. 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.

Justin Diaz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Northwestern Mutual. Outside of finance, he has worked in education with several school districts and community colleges. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Golichowski is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor, Financial Engines Advisors L.L.C., since 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Ahndres Vargas is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Lyft, Uber, Nationwide, and Red Robin. Merrill, together 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 and third-party managers.

Arthur Villalba is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2009 and also has experience at Bank of America, N.A. outside of his advisory role. Outside of finance, Villalba works part-time with ride-sharing and delivery services including Uber, Lyft, and DoorDash. 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.

Jacob Isaac is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 credential with four years of industry experience. His prior roles include positions at RJP Estate Planning, Upgrade, and Capco, as well as work related to estate planning and financial services. Outside of his advisory work, he is involved in property management as a landlord. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Sangeeth Jetty is a Financial Advisor associated with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA), equipped with the skills and resources to assist clients in pursuing their financial goals. He holds a bachelor's degree from Swarthmore College. Sangeeth employs a personalized, goals-based planning process to understand clients’ priorities and craft comprehensive strategies tailored to their unique situations. His approach focuses on designing and implementing plans intended to help clients and their families manage investment risk while working towards long-term financial objectives. Outside of his professional role, Sangeeth enjoys a range of personal interests including baseball, cooking, golfing, hiking, music, running, skiing, soccer, traveling, and spending time with his family.

Victoria Paddy is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she has worked in retail and hospitality roles including positions at Lululemon Athletica and Brass Tap. She is also registered as a real estate agent with West USA Realty and eXp Realty, though with limited activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Adam Wick is a financial advisor with Edward Jones in Tempe, Arizona, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2005. He also serves as a FINRA arbitrator for dispute resolution matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, and operating under a fiduciary standard.