Lindsay Orendorff is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, Lindsay is involved in interior design consulting and serves as Director of Operations for a local basketball club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sabrina Spiteri is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her background includes roles at Fidelity Investments and the University of Wisconsin Madison. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Howard Valandra is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and E*TRADE Capital Management, as well as a brief period at The Vanguard Group. Outside of his advisory role, he serves as a project coordinator for SVE Filtration, an industrial equipment sales company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and modeling techniques.

Charlotte Adcock is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 designations and has been with LPL Financial and Acacia Financial Strategies since 2009. Outside of her advisory role, she provides consultative budgeting recommendations through her own firm, Adcock Financial Strategies, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology solutions.

Christopher Schofield is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Farmers Insurance Group, and other positions outside the financial sector. In addition to his advisory work, he is a photographer for large venue concerts. 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 a range of client types including individuals and institutions.

Gabrielle Sumner is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Schwab, she worked at Rocket Mortgage and has experience in early childhood development and the hospitality industry. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized client services.

Tyler Apps is a CFP® and Series 66–licensed financial advisor with Edward Jones in Gilbert, AZ, and has 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices. The firm provides various managed solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services while operating under a fiduciary standard.

David Needham is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with four years of industry experience. He has previously worked at Bank of America and continues in roles affiliated with that organization 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Jensen Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Raymond James & Associates since 2009. Outside of his advisory role, he owns a pressure washing business in Gilbert, Arizona. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services supported by a wide range of portfolio management styles and affiliated research.

Drew Keilen is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in comprehensive financial planning and investment management. With over 20 years of industry experience, he takes a full balance sheet approach to help clients through significant life transitions such as retirement, business sales, and real estate acquisitions. His role involves identifying unique client goals, developing tailored strategies, and coordinating a team of specialists to implement these plans effectively. Drew holds a Bachelor's Degree and a Master of Business Administration (MBA) from Arizona State University. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). His expertise encompasses areas such as college education planning, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, and tax minimization. Living in the East Valley with his wife and two sons, Drew enjoys coaching youth sports, fitness, fishing, and traveling with his family. He has also been involved in community activities, serving as a board member for the Cancer Support Community in Arizona from 2013 to 2016 and participating in East Valley Baseball.

Isaac Valles is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America and Merrill since 2022. Outside of his advisory role, he is involved in various businesses including Lou Malnati's and Door Dash. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Olivia Long Garcia is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and four years of industry experience. She has worked at Merrill and Bank of America since 2021 and previously held roles at Wells Fargo. 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 various institutional investors.

Michael Alvarado is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Wells Fargo Bank from 2004 to 2022. 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.

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.

Amir Hossein Haddadzadeh Moshaeehaee is a financial advisor at LPL Financial with seven years of industry experience. He previously worked at Bank of America, Merrill, and BMO Investment Services. Outside of his advisory work, he is involved with Avart LLC, a home-based business focused on large canvas wall art. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Dustin Witmer is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Charles Schwab in 2020, his work history includes positions at Jayco, Global Building Products, Silent Aire USA Inc, and Stock & Field. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its scale, integrated structure, and multi-asset investment approach supported by research from the Schwab Center for Financial Research.

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.