Rube Woolsey is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and small businesses plan for and reach their financial goals. His work includes providing comprehensive wealth planning for clients with investable assets ranging from $1 to $15 million, addressing tax and estate considerations, and advising on major financial decisions throughout different phases of life. Rube specializes in assisting small business owners with exit strategies that allow them to maintain their lifestyle in retirement. He leverages resources from Merrill Lynch Wealth Management and Bank of America's Investment Bank to support clients in navigating the complexities of selling their businesses. His expertise also covers education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from Arizona State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Rube engages in adventure sports, boxing, horseback riding, and traveling.

Brandon Willard is a financial advisor at Edward Jones in Phoenix, AZ, with 10 years of industry experience. He holds a Series 66 designation and has worked with Edward Jones since 2016. Outside of his advisory role, he serves as an assistant football coach for the Deer Valley Unified School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Robert Manhardt is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera since 2023, with prior experience at Securian Financial Services and Minnesota Life Insurance Company. Manhardt is also involved with North Star Consultants as an agent/broker specializing in fixed insurance sales and serves as a financial professional at North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across various program structures.

Sarah Finelli is a Series 66 licensed financial advisor with Edward Jones in Anthem, AZ, and has eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than 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, operating under a fiduciary standard.

Enwiya Toma is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2012 and has also been with Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual and 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.

Cody Hampson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients preserve, grow, and transfer wealth through objective financial guidance grounded in a disciplined planning process. With a focus on building long-term relationships, he delivers strategies that support lasting financial success for individuals, families, and business owners. He brings experience in legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Drawing on the discipline and preparation learned from competitive sports, Cody applies a proactive approach to assist clients in navigating important financial decisions with confidence, aiming to reduce financial stress and help clients make informed choices. Cody holds a bachelor's degree from Grand Canyon University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he enjoys baseball, football, golfing, and spending time with his family.

Donald Whitman is a financial advisor with Cetera Wealth Services, LLC in Phoenix, Arizona, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has previously worked with Avantax Advisory Services and 1st Global Advisors, and he is also a member of the board of directors for the Martin Auto Museum, a nonprofit organization. Whitman is involved in several business ventures, including Intentional Wealth Solutions, LLC, a financial services entity formed through a merger, and he owns Whitman & Jackson CPAs, PC. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.

Garett Fig is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He has worked with top-tier investment banks and global insurance and advisory firms, providing financial solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Throughout his career, Garett has focused on building trust and maintaining a professional relationship to understand and address clients' financial concerns and expectations. Prior to his current role, Garett began his career as a tax analyst for AXA Financial in New York City, followed by roles at J P Morgan and Merrill Lynch on both the investment banking and retail sides. He holds a Bachelor of Business Administration degree with a concentration in Accounting from Roanoke College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). His expertise includes portfolio management services and financial planning in areas such as retirement income, executive compensation, and college education planning. Outside his professional work, Garett participates in community organizations by volunteering and supports philanthropic efforts alongside his family. He engages in various adventure and sports activities such as boating, football, golfing, running marathons, surfing, volleyball, and yoga. Garett emphasizes developing personalized financial strategies collaboratively with clients to help them pursue their long-term goals.

Jammie Fort is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Edward Jones in Phoenix, AZ since 2014. His background is primarily with Edward Jones, where he has served for over a decade. Outside of advising, he is involved in managing a rental property in Flagstaff, 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 advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

William Kerwin is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked at firms including BMO Bank NA, The Vanguard Group, Merrill, and Wells Fargo Clearing. Outside of advisory work, Kerwin has also been engaged as a contracted driver for Uber. 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, third-party asset management, and institutional platforms.

Aaron Donnelly is a CFP® certificant at Edward Jones with four years of industry experience. Before joining Edward Jones in 2021, he worked in the restaurant industry for over a decade. He is also a co-founder and investor in Vid Hire Inc., a hiring application based in Palo Alto. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Maria Gagne is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017, following three years at Learnvest Planning. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Cody Schrader is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Rocket Companies for 13 years. Outside of his advisory role, he is co-founder of Zonader LLC, a golf retail business, and founder of Schrader Enterprises LLC, a publishing and ecommerce venture focused on children's and sports books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard with over $1 trillion in assets under management.

Michael Cavaleri is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Cambridge Investment Research and currently serves as a financial advisor at LPL Financial. Outside of his advisory role, he is involved in independent insurance sales and manages Cavaleri Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a wide range of clients, including individuals, retirement plan participants, banks, and institutions. The firm offers diverse investment options and leverages technology for research and operational support across its extensive network of advisors.

Tron Brinkmann is a financial advisor at Raymond James Financial with 21 years of industry experience. He previously worked at Edward Jones for 17 years before joining Raymond James in 2021. Brinkmann serves as treasurer for The SilverTree Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and supports a broad advisor network with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

John Schoeppach is a financial advisor at Merrill with 34 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Merrill since 1991 and Bank of America since 2009. Outside of his advisory role, he serves as a general partner at Stryker LLC and is an officer and trustee of the Folsom Rotary Foundation. 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 both model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Lisa Jackson is a financial advisor with Cetera, holding a Series 66 credential and 27 years of industry experience. She has worked at multiple firms including Avantax Advisory Services and 1 St Global Advisors, and is also the owner of Whitman & Jackson CPAs PC, a CPA firm. Additionally, she serves as trustee for the Kaplan Living Trust. Cetera Investment Advisers LLC operates a large network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Frederick Balzarini is a financial advisor at Wells Fargo Clearing with 47 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebecca Greenwood is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her work history includes positions at Cetera, Cetera Investment Services LLC, and First National Bank of PA. 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 and access to model portfolios and third-party asset managers.

Srdjan Calija is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has held roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. He holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.