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 at Charles Schwab with Series 66 and Series 63 licenses and five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2020 and previously worked in hospitality from 2012 to 2020. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized, integrated approach to advisory, brokerage, custody, and cash-sweep services.

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.

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. He is currently affiliated with LPL Financial and has previously worked at OSAIC, Woodbury Financial Services, and Questar Asset Management. In addition to his advisory work, he manages a law firm focused on estate planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Robert Polley is a financial advisor at Cambridge Investment Research Advisors with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cambridge Investment Research Advisors since 2013. In addition to his advisory role, he operates as an independent insurance agent through Polley Financial Group, LLC in Tempe, Arizona. Cambridge Investment Research Advisors serves a diverse clientele, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, utilizing a range of portfolio management and model-based solutions tailored to client objectives.

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.

Joshua Dobard is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 credentials with three years of industry experience. He previously held positions at Sam's Club, Infosys Limited, Maplebear Inc., J.P. Morgan Securities, and Bill Miller Bar-B-Q Enterprises Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Samuel Isaac is a Financial Advisor at Merrill Lynch Wealth Management. He is dedicated to providing personalized financial guidance to individuals focused on preserving and growing their wealth, including successful business owners and those managing inheritance responsibilities. Samuel works closely with his clients to understand their goals and concerns, enabling him to design tailored strategies that aim to meet their specific needs and objectives. He holds a Bachelor's Degree from Grand Canyon University and has earned the Personal Investment Advisor (PIA) designation. Samuel is committed to serving clients with honesty, diligence, and genuine care, offering clear and personalized financial planning that emphasizes legacy planning, retirement income, tax minimization, and other wealth management strategies. Outside of his professional role, Samuel enjoys activities such as camping, football, golfing, hiking, music, pickleball, reading, spending time with his family, traveling, and watching movies.

Oleg Barun is a Series 66 registered financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2015, totaling 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Pattison is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000. 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. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Lubna Ahmed is a financial advisor at Edward Jones in Gilbert, AZ, with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2011. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.