Alexandra Sandoval is a financial advisor at Charles Schwab with 10 years of industry experience. She previously worked at Vanguard Marketing Corporation and operated as a self-employed advisor before joining Charles Schwab in 2022. Sandoval holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves a large client base, 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 management, combining multi-asset model portfolios with access to alternative investments and centralized operational support.

Martin Cruz is a financial advisor with Merrill in Chandler, AZ. He holds a Series 66 designation and has been with Merrill since 2014. Prior to his advisory role, he worked at Texas Roadhouse in 2023. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cameron Doty is a financial advisor at Merrill with Series 66 and Series 65 credentials and five years of industry experience. His prior roles include positions at Bank of America, Bancwest Investment Services, and automotive dealerships. 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 and profit-sharing plans, corporations, and charitable organizations.

Antonio Mendez is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Gateway Community College, Doordash, Imperial Valley College, and A&A Logistics Group. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kevin Woodward is a financial advisor with Edward Jones in Tempe, AZ. He holds the CFP®, ChFC®, and Series 66 designations and has 14 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Brittany Miller is a financial advisor at Merrill with 18 years at the firm and 7 years of industry experience. She holds a Series 66 license and is based in Gilbert, Arizona. Outside of her advisory role, she is the sole owner of a rental property in San Tan Valley, Arizona. 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.

Nathan Berger is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. Prior to joining Merrill, he worked at Bank of America, N.A. and CAC. Outside of his advisory role, he is employed as a server at Red Robin Gourmet Burgers and Brews. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Stahle Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and families to understand their financial situations, risk tolerance, time horizons, and liquidity needs. David helps clients articulate their short- and long-term goals and establishes financial approaches aligned with their objectives. His services integrate personalized attention with investment insights from Merrill Lynch Wealth Management, alongside the banking capabilities of Bank of America. He is a member of the Stahle Bottolfson Team. David focuses on areas including corporate executive services, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, and tax minimization. He holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He earned Bachelor's of Science degrees in Economics and Finance from the W.P. Carey School of Business at Arizona State University. In his personal time, David enjoys playing tennis, golf, baseball, racquetball, camping, listening to music, spending time with family, and traveling. He is proficient in English and German.

Andrea Michaels is a financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2015 and holds the Series 66 designation. Outside of her advisory role, she is the founder of a podcast called The Exit Conversation, which features interviews unrelated to financial advising. 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 and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

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.

Lauren Lunday is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and U.S. Bank spanning nearly a decade. She is also associated with Lauren Lunday PLLC, a business entity unrelated to investment advisory services. 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, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

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.