Edwin Wong is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 license and with four years of industry experience. His work history includes roles at Bank of America and Starbucks Corp., as well as a five-year period at Arizona State University. Outside of finance, he was involved in the restaurant business for seven 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Bartlett is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 27 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Angelo Ven Abante is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. His work history includes roles at Charles Schwab Bank, H&R Block, Fitness International, Wealthnest Planners, LPL Financial, and Southwest Medical Billing. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated advisory, brokerage, custody, and cash-sweep services.

David Stahle is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. He works with individuals and families to understand their financial situations, risk tolerances, time horizons, and liquidity needs. David assists clients in articulating both short- and long-term goals and collaborates with them to establish financial approaches aligned with their objectives. His work combines personalized service with the investment insights of Merrill Lynch Wealth Management and access to Bank of America's banking capabilities. He is a member of the Stahle Bottolfson Team. David holds a Bachelor of Science degree in Economics and a Bachelor of Science degree in Finance from Arizona State University's W.P. Carey School of Business. He has earned professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). David is fluent in English and German. Outside of his professional role, David enjoys playing tennis, racquetball, golfing, camping, baseball, listening to music, traveling, and spending time with his family.

Max Mahood is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2022. Outside of his advisory role, he was involved with Amarillo Wranglers Ice Sports, LLC from 2021 to 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions program. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Caleb Kamm is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Bank of America N.A. since 2023 and has previously been employed by Merrill, American Express, and 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 strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Ryan Linnerooth is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Robinhood, and Morgan Stanley. His prior roles include positions in both financial services and consumer goods companies. 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 plans, corporations, and charitable organizations.

Michael Golden is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 credential. He has worked at Merrill since 2008 and concurrently at Bank of America, N.A. since 2017. 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 strategies developed by internal and third-party teams.

Kevin Stultz is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Merrill Edge and Robinhood Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and offers model portfolios through intermediary platforms.

Samuel Mills is a CFP® and Series 66-registered financial advisor with Edward Jones in Mesa, AZ, where he has worked since 2008. He has 17 years of industry experience. Outside of his advisory role, he teaches a monthly financial training class in partnership with an attorney and therapist through the nonprofit 2nd Saturday (WIFE.org), focused on divorce education. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and other financial services.

Autam Urey is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience, all of which have been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Cody Brooks is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Securities LLC and has held various roles at Brigham Young University. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and using firm-approved planning tools and models to support its offerings.

Dustin White is a financial advisor at Merrill with 10 years of industry experience. He holds the Series 66 and Series 63 designations. He has worked at Merrill and Bank of America since 2015 and 2017, respectively. Additionally, he serves as an executor for a personal living trust. Merrill, along 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 plans, corporations, and charitable organizations using model-based and discretionary investment strategies constructed by internal and third-party managers.

Rosa Ruiz is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2007. 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 under management and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Cananea is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has worked previously at The Vanguard Group, Inc. and Davidsons. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Randall Jones is a financial advisor at OSAIC with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked for Sagepoint Financial, Inc. for 14 years. In addition to his advisory role, Jones owns and operates a CPA and accounting practice in Chandler, AZ. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services through a large network of advisers, utilizing asset-allocation tools, risk-tolerance assessments, and third-party money managers to construct portfolios across various asset classes.

Angela Melton is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Merrill since 2013 and Bank of America since 2019. Outside of her advisory role, Melton serves as a troop leader for the Girl Scouts 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Pierre Phillip Depestre is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and having 12 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. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Stacey Marz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and allows clients to combine planning with managed accounts under a consolidated billing option while keeping services separate.

Zachary Einsel is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, The Vanguard Group, and TD Ameritrade. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and advanced modeling tools while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.