Alfonso Ochoa III is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Based in Tempe, AZ, he operates within one of the largest wealth management firms in the country. Edward Jones serves more than four million individual and institutional clients with a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices across the United States.

Tsvetelin Stanchev is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and various companies outside finance, such as Berge Toyota and Chrysler Dodge Jeep Ram. 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.

Brenda Ghosh is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with various Charles Schwab entities since 2013 and has experience in real estate and property management dating back to 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to discretionary separately managed accounts and a comprehensive range of brokerage, custody, and cash management solutions.

Alexandra Cooke is a financial advisor at Merrill with six years of industry experience. She has held her current role since 2019 and previously worked for Seven Peaks Brewing Company for seven years. She holds a Series 66 designation. 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.

Gregory Bennett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at PaymentCloud and Playa Realty Boutique. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Wick is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. His prior work history includes positions at Bank of America and various retail and pharmacy roles. 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 strategies for a range of individual and institutional investors.

Stephanie Buechting is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 23 years of industry experience, including over two decades at Edward Jones. She also serves as Branch Manager for Buechting Financial LLC in Tempe, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal advisory and employer retirement plans.

Apolonio Gonzales is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation and eight years of industry experience. His career includes roles at Edward Jones, Bank of America, Merrill, Arizona State University, and Hyatt Corporation. At J.P. Morgan Securities, he provides consulting services primarily to institutional clients. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program emphasizes a combination of quantitative screens and qualitative research, with recommendations limited to eligible strategies that may incorporate ESG criteria.

Annette Escalante is a financial advisor with Cetera in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of finance, she owns and operates Spirited Cakes, a cake business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers diversified portfolio management options, including discretionary and non-discretionary services, with access to a range of third-party money managers and investment programs.

Jayson Biedebach is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at JP Morgan Securities, LLC, and JPMorgan Chase Bank, N.A. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts, using multi-asset model portfolios alongside a structured alternative-investment program.

Brunai Johnson is a Series 66-licensed financial advisor at LPL Financial with eight years of industry experience. Prior to joining LPL Financial in 2025, Brunai worked at Bank of America, Merrill, Bank of the West, and Bancwest Investment Services, with career experience spanning roles at these firms from 2014 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with investment strategies implemented through a broad network of investment adviser representatives.

Patrick Mulcahy Jr. is a financial advisor with Cetera, holding Series 65 and Series 63 designations and 11 years of industry experience. His prior work includes roles at Edward Jones and several firms operating under the Anderson, Foe, Kent, and Madsen group. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to both affiliated and third-party managers through various program structures and custodial relationships.

Daniella Cervantes is a financial advisor with Merrill in Chandler, AZ. She holds a Series 66 designation and began her advisory career in 2026. Prior to joining Merrill, her background includes roles in education and contracting, as well as experience with XCL Engineering 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shawn Swenson is a CFP® professional affiliated with LPL Financial in Tempe, AZ, with 29 years of industry experience. He has worked at several firms including National Planning Corporation and Securities America Advisors, Inc., and has been with LPL Financial since 2017. Outside of his advisory work, he owns a financial planning and investment entity, Shawn Swenson Financial Services LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a variety of investment strategies implemented by its network of investment adviser representatives.

Hanel Acevedo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, Hanel worked at Molded Devices and Fabuwood Cabinetry, with earlier experience at R&D Altanova. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a structured planning process using firm-approved tools and modeling methods.

Maximilian Frimann Dahl is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Cetera Financial, Cleat Street Capital, and Norvision. Dahl is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Kevin Riley is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and has 10 years of industry experience. He has worked with Charles Schwab since 2015 and has been a dual employee at Charles Schwab Bank since 2017. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by in-house research.

Ryan Getz is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Bank of America and Merrill from 2014 to 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Natasha Hope is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she is involved in managing vacation rental properties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a network of over 14,000 financial advisors.

Garret Holleran is a Series 66 licensed advisor with Merrill in Chandler, AZ, and has 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, Holleran serves as a part-time groundskeeper for the Arizona Diamondbacks, a Major League Baseball organization. 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.