Charlotte Adcock is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 66 designations and with 22 years of industry experience. She has worked at LPL Financial since 2009 and previously at Merrill from 2006 to 2009. Outside her advisory role, she provides consultative recommendations for budgeting through Adcock Financial Strategies, LLC. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2015. Merrill 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.

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.

Anthony Ojeda is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation. He has recent experience working at Merrill and Chapman Dodge and previously held roles in various industries including automotive and diagnostics. Ojeda has been active in the workforce since 2016 with a background that includes retail and service positions. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

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 with LPL Financial, holding a Series 66 designation and seven years of industry experience. His career includes roles at BMO Investment Services, Bank of America, and Merrill. Outside of his advisory work, he is involved with Avart LLC, a business focused on large canvas wall art. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various investment strategies and supporting tools across a broad platform.

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 5 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2020. Prior to joining Schwab, he held positions at Silent Aire USA Inc, Stock & Field, and Jayco. Charles Schwab & Co., Inc. serves a large client base, 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 and discretionary investment guidance using multi-asset model portfolios and centralized operational infrastructure.

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.

Makenzie Kuan is a Series 66 licensed financial advisor at Merrill with one year of industry experience. Prior to joining Merrill in 2024, she worked at Harkins and spent four years at Arizona State University. 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 institutional investors.

Ryan Brown is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and 15,000 branches.