Tyler Kucera is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Tempe, AZ. Outside of his advisory role, he owns rental property in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering discretionary and non-discretionary investment strategies under a fiduciary standard.

Gavin Christensen is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has held previous roles at Silo, Ensign Group, Moreton & Co, and WCF Insurance. He is also a cofounder and partial owner of Allstrokes Golf Club, a business in Eagle, Idaho, though he is not involved in its day-to-day operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Erin Smith is a financial advisor at Edward Jones in Tempe, AZ, with four years of industry experience. She holds a Series 66 credential and has previously worked at American Family Insurance and ETRAILER CORP. Outside of her advisory role, she engages in online resale through PoshMark and has done freelance social media marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and has a large nationwide network of financial advisors and branch offices.

Jairo Giraldo is a CFA® charterholder with 18 years of industry experience. He has worked at Edward Jones in various roles since 2004, including at Edward Jones Trust Company from 2018 to 2025. Giraldo is currently based in Mesa, AZ. 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 strategies, separately managed accounts, and affiliated mutual funds.

Frank Guerrero is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Bank of America, and Wells Fargo Clearing Services. Outside of financial advising, he owns Islands Poolcare, LLC, a non-investment-related business in Gilbert, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations.

Susan Gallant is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at VALIC Financial Advisors, Agia, and OSAIC Wealth. In addition to her advisory role, she is involved with Agia as an agent for non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary research and third-party subadvisors across broad market exposures.

Gulbano Ali is a financial advisor at Merrill with a Series 66 license and two years of industry experience. Prior to joining Merrill in 2022, she worked at Lyft from 2020 to 2022 and is currently also affiliated with Bank of America, N.A. She owns a rental property business managed by her husband. 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, pension plans, corporations, and charitable organizations.

Michael Bueno is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior positions include roles at Bank of America N.A., Robinhood Financial, Charles Schwab & Co., and The Vanguard Group. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Goode is a Series 66 licensed financial advisor with nine years of experience, currently practicing at Edward Jones in Tempe, AZ. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Buco is a financial advisor with Merrill based in Chandler, AZ, holding Series 63, Series 65, and Series 66 licenses and bringing 28 years of industry experience. He has been with Bank of America since 2015 and Merrill Lynch since 2014. Outside of his advisory role, he is the owner of a rental property business in Providence, Rhode Island. 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 a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Schramm is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, he worked at Bank of America, N.A., and held various roles outside the financial industry, including positions at Red Robin and the Jewish Community Center. 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.

Maddox Vanmeurs is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience at the firm. Prior to joining Morgan Stanley, Vanmeurs worked in various roles in education and fitness from 2009 to 2026. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Justin Cook is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2009. 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, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Lindsay Hill is a financial advisor at J.P. Morgan Securities with Series 63 and 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities, Hill worked at JPMorgan Chase Bank, N.A. and held various roles including a position with Brinker International Payroll Company, L.P. Outside of advising, Hill is an owner and partner of J&L Legacy Holdings LLC, a real estate investment venture operated with a family member. J.P. Morgan Securities LLC 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, delivering services on a non-discretionary basis.

Manuel Torrado is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 licenses and having 20 years of industry experience. His prior roles include positions at CUSO Financial Services, CUNA Mutual Group, and Wells Fargo. Torrado is involved with America First Investment Services, an LPL business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, supported by a large network of investment adviser representatives and technology-driven operational tools.

Kim Hamilton is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Prior to his current role, he was involved with Rillionaire Music for nine years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Moyer is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and previously worked at John Hancock Advisers, LLC and UBS Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, with affiliated capabilities including mutual funds and a trust company.

Haven Mc Kernan is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Schwab, Haven worked at JR Capital LLC and has been involved with Dierks Bentley Whiskey Row since 2025. 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, using multi-asset model portfolios and a centralized operational structure.

Kira Ross is a financial advisor at Edward Jones with the designations ChFC® and Series 66, and six years of industry experience. She has worked at Edward Jones since 2017 and was previously with Alegis for one year. 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, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Mark Godes is a CFP® professional with 27 years of industry experience, currently affiliated with LPL Financial. He has worked with LPL Financial since 2005 and has operated Optimal Wealth & Investments, Inc. since 2007. He is also a notary public, providing notarization of client-related documents without compensation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving 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 model portfolios and third-party asset management.