Jonathan Velasquez is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Equitable Advisors, LLC for one year. Outside of his advisory role, he owns The FIMKA Group, LLC, a non-investment-related business. 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 using model-based and discretionary investment strategies developed by internal and third-party managers.

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.

Tyler Bohn is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2014 and also works with Charles Schwab Bank, SSB. Outside of his advisory work, he operates Bohn Voyage Events LLC, which rents paddleboards for Arizona rivers and lakes, and provides dog sitting services from his home. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Cristopher Crisologo is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and nine years of industry experience. His career includes roles at Bank of America, Merrill, Robinhood Financial, Wells Fargo, and Colonial Life Insurance Company. He is also an insurance broker offering life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using a collaborative, software-supported approach to develop tailored recommendations.

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 at Edward Jones in Tempe, AZ, holding a Series 66 designation with three years of industry experience. Prior to his current role beginning in 2022, he worked with several organizations including ASU LtPBL Project for Stevens Initiative and Puzzlist LLC dba Dare to Escape AZ. 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 both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a securities-based lending option.

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.

Justin Taylor is a financial advisor at Charles Schwab & Co., Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Merrill Lynch and JP Morgan prior to joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily comprised of 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 blend of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Jared Erman is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2017, previously spending two years at Sterling Investment Management, Inc. Outside of his advisory role, Jared teaches religious school to middle school students and tutors Bar Mitzvah students at Congregation Kehilah. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its Schwab Wealth Advisory program. Its investment approach combines non-discretionary advice with access to discretionary separately managed accounts and multi-asset model portfolios.

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.

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.

Scott Salerno is a financial advisor with Charles Schwab holding Series 63 and Series 66 registrations and five years of industry experience. His prior work experience includes roles at Charles Schwab Bank, Atrium Hospitality LP, and in fine dining. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Susanne Venberg is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over eight years of industry experience. She previously worked at Edward Jones and Newell Brands and has operated Susanne Venberg Consulting since 2011. Venberg serves as a board member of the National Concierge Association and the Arizona Christian Chamber of Commerce, and she is also involved as a Cabi Clothing influencer. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, manages a multi-billion dollar asset base, and provides access to proprietary model strategies and third-party advisers.

Selena Coates is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has previously worked at PFG Advisors, OSAIC, Securities America, TruWest Credit Union, and Humana. Outside of finance, she is involved in music as a singer. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Hunter Chapman is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. His prior work history includes roles at Bank of America and the Church of Jesus Christ of Latter-Day Saints. 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.

Marcus Seiter is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Woodbury Financial Services, Questar Asset Management, and RG Advisor Group. He is also involved with a law firm specializing in estate planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services supported by model portfolios, third-party subadvisors, and advanced operational tools.

Robert Polley is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cambridge since 2013. Prior to that, he worked at Mutual Of Omaha Investor Services, Inc. from 2007 to 2013. Polley is also an independent insurance agent through Polley Financial Group, LLC. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and operates through thousands of financial professionals using multiple platforms and custodians.

Jonathon Randolph is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His background includes roles at Bank of America and Merrill. 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 various institutions.