Brian Schwarzwalder is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. 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 strategies developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Geesling is a financial advisor with Wells Fargo Advisors, holding a Series 66 credential and 18 years of industry experience. He has worked with Wells Fargo Clearing from 2016 to 2024 before joining Wells Fargo Advisors. He is also a 50% owner of Geesling Financial Group LLC, an investment-related business based in Gilbert, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm provides a broad range of investment and fee-based financial planning services, offering tailored recommendations supported by Wells Fargo research and planning tools.

Stacey Powers is a financial advisor with Merrill, holding a Series 66 designation and 14 years of industry experience. She has been with Merrill and Bank of America since 2014. 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 strategies designed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chase Anderson is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies tailored to the individual and family goals of his clients. Chase provides guidance in areas including executive compensation, family wealth management, legacy planning, managing new wealth, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategies, and tax minimization. He integrates investment insights from Merrill with banking and lending solutions available through Bank of America. Chase holds a Bachelor's Degree from Arizona State University and professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He emphasizes a client-first approach, taking the time to uncover what matters most to each client in order to create strategies that pursue their short-, mid-, and long-term financial goals. His work includes providing ongoing advice and access to specialists for banking, credit, home financing, and small business solutions. Outside of his professional role, Chase enjoys adventure sports such as baseball, boxing, football, hiking, pickleball, surfing, and swimming. His personal philosophy centers on helping clients identify what is important to them and their families to effectively pursue their financial objectives.

Mary Joy Nora is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. She previously worked at Bank of America for three years and spent nine years employed at Casino Arizona and Talking Stick Resort. 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.

Daniel Brennan is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked at E*TRADE Capital Management, Charles Schwab, Bank of America, Merrill, and Northern Arizona University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Nathaniel Ko is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses. He has one year of industry experience, including prior work at J.P. Morgan and various roles during his studies at Arizona State University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, using structured financial planning tools and modeling techniques to support client goals.

Fae Valentine is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining Merrill, she was involved in various writing and media roles, including positions at Arizona State University Writer's Studio and Brick Cave Media. Merrill provides managed account services through its Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

George Gonzalez is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes 20 years at First Financial Equity Corp and several years with Cetera Wealth Services, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services and operates as a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Joshua Preston is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at The Vanguard Group, J.P. Morgan Chase, Merrill Lynch, and Charles Schwab. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

Elizabeth Aponte is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ. She holds Series 63 and Series 66 designations and has 24 years of industry experience, including 13 years with Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 due diligence from the Schwab Center for Financial Research.

Colton Kemp is a financial advisor with LPL Financial based in Chandler, AZ. He holds the Series 66 designation and has six years of industry experience, including prior roles at Equitable Advisors and Discover Financial Services. Kemp is also involved in tax preparation services through Wealthnest Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by advanced research tools and a broad network of over 22,800 advisors.

Michael Harvey is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been affiliated with Merrill and Bank of America since 2016. 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.

Chris Bostetter is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has been with Fidelity since 2017, advancing through roles including Financial Representative, Investment Consultant, and Financial Consultant before his current position. Prior to that, he worked as a Financial Consultant at TDAmeritrade from 2018 to 2021. Chris holds a California Insurance License, supporting his work in financial consulting. He focuses on helping clients feel less stressed and more confident about their financial future by guiding them toward making informed decisions regarding their financial situations. Outside of his professional work, Chris has personal interests in cars, fitness, football, kayaking, snowboarding, and swimming.

Nicholas Starck is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked within various J.P. Morgan entities since 2016. Outside of his advisory role, he is a 16.5% owner of a condominium unit and boat slip at the Sister Bay Yacht Club Marina Condominium. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Christopher Downs is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services business since 1993 and joined Merrill Lynch in 1999. In 2006, he accepted the position of Resident Director of the Mesa, Arizona office. He specializes in corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, tax minimization, and retirement income. Christopher holds the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by The College for Financial Planning Institutes Corp, the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute, and the Personal Investment Advisor (PIA) designation. He earned his Bachelor's Degree from the University of Missouri System. Christopher participates in community service and volunteers with organizations such as Feed My Starving Children and Rotary. His personal interests include adventure sports, football, and spending time with his family.

Karri Hill is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. Prior to joining LPL in 2024, she worked at Morgan Stanley, Bank of America, Merrill, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers.

David Maynard is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Morgan Stanley Private Bank, and J.P. Morgan Securities. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan Blinkhorn is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with Charles Schwab & Co., Inc. since 2019. Prior to his advisory role, he worked in various positions including at Enterprise Rent-A-Car and Goldstein Auto Group. 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 advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Jeremy Hall is a financial advisor at Morgan Stanley in Gilbert, Arizona, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Physicians Stats Labs. He also serves as a power of attorney for a fiduciary entity based in Queen Creek, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.