Aaron Nance is a financial advisor at Edward Jones in Chandler, AZ, holding the CFP®, ChFC®, and Series 63 designations with 20 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, his spouse is involved in commercial real estate investment through a member interest in a real estate LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large national network of financial advisors and branch offices.

Andrea Henry is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding a Series 66 designation and six years of industry experience. Her career includes roles at Wells Fargo Clearing from 2016 to 2024 and Wells Fargo Advisors, LLC from 2007 to 2016. Outside of her advisory work, she is a sales consultant for Norwex, focusing on chemical-free cleaning products. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters, with clients having flexibility in implementing those recommendations.

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 roles since 2019. Outside of her advisory work, she is an owner and investor in Golden Gecko Properties LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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 financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Bank of America, Merrill, Charles Schwab, and ERA Sellers and Buyers Real Estate. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Becky Wagstaff is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations. She has 21 years of industry experience, all of which 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 various advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Matthew Michael is a Series 66-credentialed financial advisor with 18 years of industry experience, currently practicing at LPL Financial since 2009. He previously worked at Unified Wealth Management, LLC from 2008 to 2020. He is involved in tax preparation and planning for individuals and businesses through Illuminate Tax Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charities. The firm offers a wide range of advisory programs and services, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management.

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® and Series 66 licensed financial advisor with 15 years of experience, all at Edward Jones in Gilbert, AZ. She has managed client portfolios since 2011. Outside of her advisory role, she owns a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides 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.

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.

Lennard Van Der Feltz is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. He has held roles at several firms including Pinnacle Financial Advisors, Seros Financial LLC, and currently serves as CFO of Pinnacle Achievement Group LLC. Outside of financial advising, he is CEO of KnowledgeTrax, LLC, a business consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through multi-manager platforms that include affiliated 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. He joined Merrill Lynch in 2008 and brings over three decades of experience in financial services. Prior to Merrill Lynch, Robert spent 13 years at Bank of America, providing lending and cash management solutions to retail and wealth management clients. His areas of focus include college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. As a Portfolio Manager, he manages discretionary investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. Robert holds a Bachelor's degree in Accounting from California State University, Long Beach. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Plan Fiduciary Advisor® designation, as well as Personal Investment Advisor and Retirement Accredited Financial Advisor credentials. He has completed the Merrill Longevity Training Program through the University of Southern California's Davis School of Gerontology. Robert contributes to professional organizations including the California State University Long Beach and serves as a CFP Board Mentor. He is also involved in community organizations such as Feed My Starving Children and Ronald McDonald House. His personal interests include baseball, bowling, camping, football, gardening, soccer, swimming, traveling, woodworking, and spending time with his family.

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 with Merrill Lynch Wealth Management, based in Arizona, serving clients across the United States. He specializes in working with professionals and business owners in fields such as technology, engineering, law, and healthcare, assisting them with wealth management, tax-aware planning, retirement strategies, business transitions, liquidity events, and legacy planning. Nicholas holds a Bachelor's Degree from Liberty University and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes collaboration to develop personalized strategies that align with each client's unique goals while focusing on tax minimization. Outside of his professional work, Nicholas 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.