Tyler Buck is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2013. Outside of his advisory role, he serves as Treasurer for Raising Arizona's Men, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Kyle Macleish is a Financial Advisor with Merrill Lynch Wealth Management, working with individuals and families throughout Arizona and across the country. He is affiliated with the Gunter Hamilton DeCaro Wealth Management Group in Gilbert, Arizona. Kyle focuses on delivering personalized wealth management and financial planning strategies that align with his clients' goals, values, and priorities. His expertise includes retirement planning, college education planning, family wealth management strategies, legacy planning, portfolio management, socially responsible and values-based investing, tax minimization, and retirement income. Kyle holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's degree from Northern Arizona University. Outside of his professional role, Kyle is involved with Foothills Baptist Church and enjoys spending time with his wife and children. He also has personal interests in baseball, basketball, cooking, football, golfing, music, reading, traveling, and watching movies.

Mitchell Schrader is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones Investments since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers 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.

Christopher Armstrong is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2017 and has prior experience at Veyo and First Financial Equity Corporation. Outside of his advisory roles, Armstrong was involved with Desert Tortoise Vending LLC from 2012 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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 institutional investors.

Joseph Sidman is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has prior experience at OSAIC, Woodbury Financial Services, and Hershenberg Financial, where he has also been involved with Hershenberg & Stone-Walsh Insurance Services since 2017. Outside of finance, he has worked as an independent photographer and maintains a notary public role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Scott Ortiz is a financial advisor at LPL Financial in Tempe, AZ, holding Series 63 and Series 65 credentials with one year of industry experience. He previously worked at Voya Financial and MassMutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, along with model portfolios and various investment strategies.

Benjamin Rogers is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 66 and Series 63 licenses and having one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is an owner and host of an Airbnb property managed virtually. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Tedi Darbroudi is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, Tedi worked at Merrill and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Richard Solomon is a CFP® with 11 years of industry experience, currently affiliated with Cetera. He has worked at Avantax Investment Services, Inc. and operates Solomon CPAs & Financial Services, where he provides tax preparation, bookkeeping, and payroll services. His professional background includes ownership roles in several related entities focused on financial and consulting services. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform, featuring discretionary and non-discretionary program options and access to third-party money managers.

Anthony Fisher is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Fidelity Investments, OneAmerica Securities, Citizens Securities, Bank of America, and Merrill. Outside of finance, he owns and manages Breezy Clean Cleaning Services, a remote cleaning business. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Jessica Montecalvo is a financial advisor at J.P. Morgan Securities with Series 66 credentials and approximately one year of experience in the industry. Her prior work includes positions at Vanguard, TurbineAero, and JPMorgan Chase Bank, N.A. She also has a background that includes roles outside the financial sector and has attended Arizona State University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Elia Parrish is a financial advisor with Merrill in Gilbert, AZ, holding a Series 66 designation and bringing 11 years of industry experience. Parrish has worked at Bank of America, N.A. and Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal CIO teams and third-party managers, with a focus on strategic asset allocation and tax-aware options.

John Profitt is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 2013. He has also been associated with Bank of America, N.A. since 2019. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Roe is a financial advisor with Morgan Stanley in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2000. Outside of his advisory role, he owns and manages a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models to support client strategies while generally acting in an advisory capacity rather than as a fiduciary.

Krystal Phillips is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at Merrill and Bank of America, N.A. since 2017, following a year at JPMorgan Securities LLC. 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 accounts.

Michael Spiro is a CFP® with 29 years of industry experience, currently serving at Fidelity Investments. He previously worked at The Vanguard Group, INC. for 24 years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds, with additional roles in commodity pool operations and advisory services to registered investment companies.

Soren Nilsen is a Financial Advisor at Merrill Lynch Wealth Management, where he helps individuals and families make confident financial decisions by aligning their investments, retirement planning, and wealth strategies with their personal priorities. He works with clients to develop strategies that pursue their short-, mid-, and long-term financial goals. Nilsen's expertise encompasses managing new wealth, portfolio management services, tax minimization, and retirement income planning. He partners with individuals, families, and business owners to create strategies designed to build, preserve, and transfer wealth. He holds the Personal Investment Advisor (PIA) designation and earned his Bachelor's Degree from Brigham Young University. Outside of his professional role, Nilsen enjoys biking, hiking, pickleball, skiing, and traveling.

Christine Innes is a financial advisor at Morgan Stanley with a Series 66 license. She joined the firm in 2025 and has prior experience at McDowell Mountain Gynecology and Alixandra Blue. Her background also includes education at the University of Florida and work in the food service industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Carina Montes De Oca Chiman is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has previously worked in various roles including positions at Raley's Arizona, Bashas' Corporate, and Western Refining, LLC. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Cook is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process.