Kyle Hiatt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals, providing access to Merrill Lynch's investment insights as well as banking and lending solutions through Bank of America. His focus is on assisting families, retirees, corporate executives, business owners, and medical professionals in managing their financial affairs. Kyle holds a Bachelor's degree in Finance from Arizona State University and holds the Personal Investment Advisor (PIA) designation. He emphasizes the importance of understanding his clients' needs and objectives to deliver tailored wealth management strategies. Committed to community involvement, Kyle participates in volunteer activities with local organizations. He enjoys spending time with his wife Lilli and their four children, engaging in family-related activities.

Janell Minnick is a financial advisor at Edward Jones with 19 years of experience at the firm and holds a Series 66 designation. She is based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Alpay Bicer is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with three years of industry experience. Prior to his current role beginning in 2022, he worked with several organizations including ASU LtPBL Project for Stevens Initiative and Puzzlist LLC dba Dare to Escape AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a securities-based lending option.

James Ausloos is a financial advisor at Merrill with a Series 66 credential and 10 years of industry experience. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2017. Outside of his advisory role, he consults on STEM education programs focused on aerial systems and drone technology for high school and college educators and students. 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 plans, corporations, and charitable organizations.

Adria Haefs is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, with a nationwide network of more than 23,700 financial advisors.

Joshua Robinson is a financial advisor with Cambridge Investment Research Advisors in Mesa, AZ, holding a Series 63 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has worked at affiliated firms since 2006. In addition to his advisory role, Robinson is an independent insurance agent, a tax preparer, and volunteers as a financial clerk for a local church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Seth Chamberlain is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 24 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years and has been involved with SAC Development LLC, a limited liability company. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bart Miller is a CFA® charterholder with Series 63 and Series 66 licenses and has eight years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a broad array of advisory programs, investment strategies, and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Susanne Venberg is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding a Series 66 license and eight years of industry experience. Her career includes five years with Edward Jones and three years with Newell Brands, alongside operating Susanne Venberg Consulting since 2011. She serves as a board member of the National Concierge Association and the Arizona Christian Chamber of Commerce and is involved as an independent insurance agent and retail sales influencer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.

Selena Coates is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at PFG Advisors, OSAIC, Securities America, TruWest Credit Union, and Humana. Outside of finance, she is involved in music as a singer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Hunter Chapman is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior work history includes roles at Bank of America and the Church of Jesus Christ of Latter-Day Saints. 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 plans, corporations, and charitable organizations.

Jonathon Randolph is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His background includes roles at Bank of America and Merrill. 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 various institutions.

Joshua Dobard is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 credentials with three years of industry experience. He previously held positions at Sam's Club, Infosys Limited, Maplebear Inc., J.P. Morgan Securities, and Bill Miller Bar-B-Q Enterprises Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Cody Romero is a financial advisor at Thrivent Investment Management with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Costco Wholesale and Bed Bath and Beyond. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing written financial recommendations across a broad range of planning topics without implementing those recommendations. The firm combines holistic, goal-based analyses with managed-account programs under a consolidated billing option while maintaining separate planning and portfolio management services.

Oleg Barun is a Series 66 registered financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2015, totaling 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lubna Ahmed is a financial advisor at Edward Jones in Gilbert, AZ, with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Edwin Wong is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 license and with four years of industry experience. His work history includes roles at Bank of America and Starbucks Corp., as well as a five-year period at Arizona State University. Outside of finance, he was involved in the restaurant business for seven 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Bartlett is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 27 years of industry experience. He has been with Edward Jones since 2002. 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 solutions supported by a large national network of financial advisors and branch offices.

David Stahle is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked at Merrill since 1988 and has concurrently been affiliated with Bank of America, N.A. since 2011. Outside of his advisory role, he serves as a ward bishop for The Church of Jesus Christ of Latter-day Saints. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and monitoring with tax-focused investment capabilities and benefits from integration with Bank of America’s broader banking and capital markets platform.

Max Mahood is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2022. Outside of his advisory role, he was involved with Amarillo Wranglers Ice Sports, LLC from 2021 to 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.