Elizabeth Law is a financial advisor with Morgan Stanley in Tempe, AZ, holding the Series 66 designation and nine years of industry experience. She has worked at Morgan Stanley since 2018, with a brief tenure at Rovin Capital in 2022, and previously spent six years at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone financial planning service.

Thomas Painter is a financial advisor at Merrill with nine years of experience at the firm and a total of ten years in the industry. He holds a Series 66 designation. 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 offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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 with 26 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2020. Prior to that, she worked at J.W. Cole Advisors and J.W. Cole Financial from 2013 to 2020. She also holds independent trustee responsibilities and is employed in a legal services capacity at Andersen PLLC. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent advisors, utilizing both proprietary and third-party model strategies across multiple platform arrangements.

Jonathan Velasquez is a financial advisor at Merrill holding Series 63 and Series 66 credentials with one year of industry experience. Prior to Merrill, he was with Bank of America and Equitable Advisors. He is also the owner of The FIMKA Group, LLC, a business unrelated to investment advisory services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies tailored to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Adam Lansford is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 credential. Prior to joining Merrill in 2017, he worked at North Mesa Justice Court and studied 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kyle Hiatt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals, providing access to Merrill Lynch's investment insights as well as banking and lending solutions through Bank of America. His focus is on assisting families, retirees, corporate executives, business owners, and medical professionals in managing their financial affairs. Kyle holds a Bachelor's degree in Finance from Arizona State University and holds the Personal Investment Advisor (PIA) designation. He emphasizes the importance of understanding his clients' needs and objectives to deliver tailored wealth management strategies. Committed to community involvement, Kyle participates in volunteer activities with local organizations. He enjoys spending time with his wife Lilli and their four children, engaging in family-related activities.

Janell Minnick is a financial advisor at Edward Jones with 19 years of experience at the firm and holds a Series 66 designation. She is based in Tempe, 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Alpay Bicer is a financial advisor with Edward Jones in Chandler, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he was involved with organizations including ASU LtPBL Project for Stevens Initiative and co-founded Puzzlist LLC dba Dare to Escape AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of strategies and affiliated capabilities, supported by a nationwide network of over 23,000 advisors and $1.01 trillion in assets under management.

James Ausloos is a financial advisor at Merrill with a Series 66 credential and 10 years of industry experience. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2017. Outside of his advisory role, he consults on STEM education programs focused on aerial systems and drone technology for high school and college educators and students. 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 plans, corporations, and charitable organizations.

Adria Haefs is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over 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, with a nationwide network of more than 23,700 financial advisors.

Joshua Robinson is a financial advisor with Cambridge Investment Research Advisors in Mesa, AZ, holding a Series 63 designation and 16 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and has worked at affiliated firms since 2006. In addition to his advisory role, Robinson is an independent insurance agent, a tax preparer, and volunteers as a financial clerk for a local church. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

Seth Chamberlain is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 24 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years and has been involved with SAC Development LLC, a limited liability company. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Hunter Kasprzyk is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Beyond Normal Payments, and elev8 Advisors Group. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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 strategies developed by internal and third-party managers.

Bart Miller is a CFA® charterholder with Series 63 and Series 66 licenses and has eight years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a broad array of advisory programs, investment strategies, and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Susanne Venberg is a financial advisor with Cambridge Investment Research Advisors in Gilbert, AZ, holding a Series 66 license and eight years of industry experience. Her career includes five years with Edward Jones and three years with Newell Brands, alongside operating Susanne Venberg Consulting since 2011. She serves as a board member of the National Concierge Association and the Arizona Christian Chamber of Commerce and is involved as an independent insurance agent and retail sales influencer. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent financial professionals, utilizing proprietary and third-party strategies across multiple platform arrangements.