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.

Alfonzo Smith is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2012 and 2013 respectively. 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 strategies managed by internal CIO teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ralph Gehring is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1983 and holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation, awarded by the Certified Financial Planner Board of Standards, Inc. Prior to joining Merrill Lynch in 1996, he spent 20 years in commercial banking and financial planning. During his banking career, he approved and helped underwrite consumer and commercial financial facilities such as lines of credit, consumer loans, and commercial loans. At Merrill Lynch, Ralph focuses on a range of services including Business Financial Services, Personal Financial Services, Personal Investments, Estate Planning Services, Risk Management, Portfolio Management, Asset Preservation Techniques, and Tax Minimization. He helps clients identify and prioritize their financial goals and provides strategies to grow, preserve, and distribute their wealth. His experience covers investments, debt management, ongoing advice, and follow-up to address various aspects of clients' financial lives. Ralph earned his Bachelor of Science degree in Finance from Arizona State University. He resides in Chandler, Arizona, with his wife LaVonna. He participates in community service projects when available.

Jon Taylor is the Regional Vice President of Executive Services at Fidelity Investments, a position he has held since 2018. In this role, he leads a team of Executive Services advisors who partner with clients to leverage their corporate benefits, understand equity awards, and build family wealth plans. His work centers on helping clients navigate complex financial landscapes related to executive compensation and wealth management. Prior to his current role, Jon has accumulated experience within Fidelity Investments, focusing on executive services and client partnership. His expertise includes strategic use of corporate benefits and equity awards to support comprehensive family wealth planning. Outside of his professional responsibilities, Jon enjoys cooking and baking, participating in family activities, fishing, golf, outdoor adventures, and scuba diving.

Dominique Davis is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Fidelity Investments since 2021, previously gaining experience at MassMutual and MetLife Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Paul Brennan is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2018. Prior to joining Schwab, he spent 15 years at Costco Wholesale. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through Schwab Wealth Advisory’s 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 comprehensive alternative investments program.

Thomas Painter is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has worked at Merrill since 2017 and previously at The Wright House from 2014 to 2017. Outside of his advisory role, he works as a subcontractor driver for Uber in Mesa, AZ. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Ely Burke is a CFP®-credentialed financial advisor with five years of industry experience, currently practicing at Edward Jones in Tempe, AZ. Prior to joining Edward Jones in 2020, he worked at Amazon, Carvana, and Aramark. 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 under management and operates a nationwide network of over 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Salvatore Schiano is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2001. 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 serves individuals, 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 teams.

Yvonne Quintero is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Nathaniel Buist is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Merrill, EoS Fitness, Amazon, and 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Brush is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to Merrill, he has worked at Bank of America, N.A., where he has been employed since 2019. Outside of his financial career, Brush serves as a registered official for USA Hockey, a role he has held for over 20 years. 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 institutional accounts.

Lindsey Colosey is a Series 66-licensed financial advisor with seven years of industry experience, currently with Fidelity in Gilbert, AZ. Their prior roles include positions at E*TRADE Capital Management and Bank of America, among others. Lindsey has held various roles within Fidelity since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research and quantitative analysis with algorithmic portfolio construction, and it serves several registered investment companies and an IRS-qualified Charitable Gift Fund.

Mari Lloyd is a CFP® professional affiliated with Cambridge Investment Research Advisors, with 26 years of industry experience. She previously worked at Merrill, Wells Fargo Clearing, and J.W. Cole Advisors, among other firms. Lloyd serves as an independent trustee for an irrevocable trust and works as an employee of a legal services firm. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.