Roger Burton is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018, following a nine-year tenure at UBS Financial Services Inc. He is based in Scottsdale, AZ. 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 management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Janet Brandt is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at Bank of America, Merrill, and Ameriprise Financial Services. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured tools and wide-ranging investment solutions.

Lawrence Topps is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior roles include over two decades with Farmers Insurance Group and Farmers Financial Solutions, as well as brief tenures with New York Life Insurance Co. and NYLIFE Securities LLC. Edward Jones is a full-service wealth management firm serving a broad client base including individuals, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through its extensive national network.

Austin Schelhaas is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he worked in various roles across the banking, automotive, and sports industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based analyses and offering one-time or ongoing planning relationships without discretionary trading authority.

Nathan Montague is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to develop personalized investment strategies that align with their financial goals, providing investing advice as well as access to Bank of America for banking and lending needs. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Montague holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Brigham Young University. Montague speaks English and Tagalog (Filipino). Outside of his professional work, his personal interests include baseball, camping, football, and golfing.

Connor Olsen is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and various other positions before joining Raymond James in 2022. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Makenzie Kuan is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2024, she worked at Harkins and spent four years at Arizona State University. 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.

Ryan Brown is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2011. 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 solutions supported by a nationwide network of over 23,700 financial advisors and 15,000 branches.

Alfonzo Smith is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2012 and 2013 respectively. 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 strategies managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ralph Gehring is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1983 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc. Prior to joining Merrill Lynch in 1996, he spent 20 years in commercial banking and financial planning. During his banking career, he approved and helped underwrite consumer and commercial financial facilities such as lines of credit, consumer loans, and commercial loans. At Merrill Lynch, Ralph focuses on a range of services including Business Financial Services, Personal Financial Services, Personal Investments, Estate Planning Services, Risk Management, Portfolio Management, Asset Preservation Techniques, and Tax Minimization. He helps clients identify and prioritize their financial goals and provides strategies to grow, preserve, and distribute their wealth. His experience covers investments, debt management, ongoing advice, and follow-up to address various aspects of clients' financial lives. Ralph earned his Bachelor of Science degree in Finance from Arizona State University. He resides in Chandler, Arizona, with his wife LaVonna. He participates in community service projects when available.

Tyson Brimhall is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at firms including Cetera Investment Advisers LLC, PNC Investments LLC, and Prudential Insurance Company of America. Outside of his advisory role, he is involved in the production and sale of woodworking products. 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 programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Thomas Painter is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2017 and previously at The Wright House from 2014 to 2017. Outside of his advisory role, he works as a subcontractor driver for Uber in Mesa, AZ. 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 with model-based and discretionary investment strategies.

Salvatore Schiano is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2001. 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 teams.

Yvonne Quintero is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Nathaniel Buist is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Merrill, EoS Fitness, Amazon, and Arizona State University. 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 and profit-sharing plans, corporations, and charitable organizations.

Benjamin Brush is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to Merrill, he has worked at Bank of America, N.A., where he has been employed since 2019. Outside of his financial career, Brush serves as a registered official for USA Hockey, a role he has held for over 20 years. 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 accounts.

Lindsey Colosey is a Series 66-licensed financial advisor with seven years of industry experience, currently with Fidelity in Gilbert, AZ. Their prior roles include positions at E*TRADE Capital Management and Bank of America, among others. Lindsey has held various roles within Fidelity since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research and quantitative analysis with algorithmic portfolio construction, and it serves several registered investment companies and an IRS-qualified Charitable Gift Fund.

Mari Lloyd is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2020. Prior to that, she worked at J.W. Cole Advisors and J.W. Cole Financial from 2013 to 2020. She also holds independent trustee responsibilities and is employed in a legal services capacity at Andersen PLLC. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent advisors, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Jonathan Velasquez is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He previously worked at Equitable Advisors, LLC, and Bank of America, N.A. Outside of his advisory role, he is the owner of The FIMKA Group, LLC, a non-investment-related business. 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.

Adam Lansford is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 credential. Prior to joining Merrill in 2017, he worked at North Mesa Justice Court and studied at Arizona State University. 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 clients, and charitable organizations.