Todd Yetenekian is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, U.S. Bank, and Capstone Partners. He is based in Chandler, AZ. Merrill, together 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 developed by internal and third-party managers.

Kathlyn Caplin is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2014. 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 strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Anastacia Knudsen is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. She joined Morgan Stanley in 2024 after four years at The Vanguard Group, Inc. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies developed by its Global Investment Committee.

Erika Yancy is a financial advisor with LPL Financial in Chandler, AZ, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. She has been with LPL Financial since 2021 and also has experience at BMO Harris Bank starting in 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary portfolio management, supported by research and model portfolios.

Alejandro Di Michele is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation. Prior to joining Merrill, he worked at Kalil Bottling Co for nine years and held positions at Walmart and Costco. Outside of advising, he is a 50% owner and manager of Yolo Rentals LLC, where he handles payment collection, maintenance, and bookkeeping. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Joseph Di Giacomo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 credential and four years of industry experience. He joined Morgan Stanley in 2019 and previously worked at Alpha Squared Capital. Outside of finance, he works part-time in customer service at Legend Trail Golf Club. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Donald Boucher is a financial advisor at LPL Financial with 24 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with LPL Financial since 2011. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Colbert Chang is currently the Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2022. He is a CERTIFIED FINANCIAL PLANNER™ practitioner with nearly thirty years of experience in the financial industry. His approach focuses on partnering with clients to provide comprehensive and holistic financial planning, utilizing the extensive resources available at Fidelity. His professional background includes positions such as Financial Consultant at Fidelity Investments from 2020 to 2022, Wealth Management Advisor at TIAA-CREF Individual Advisory Services during two periods (2014-2016 and 2019-2020), Private Wealth Advisor at Ron Blue Trust from 2016 to 2019, and Manager-Portfolio Consultant at Charles Schwab & Co. from 1996 to 2014. This experience reflects a broad expertise in wealth management and financial advisory services.

Christopher Solomon is a financial advisor with Cetera who holds Series 65 and Series 63 licenses and has 12 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and also operates his own CPA firm, Christopher T. Solomon, CPA, PC, providing tax, accounting, payroll, bookkeeping, and consulting services. Additionally, he is a partner at Solomon CPAs & Financial Services PLLC, which offers accounting, bookkeeping, and tax preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser with a large nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and fiduciary services, managing over $256 billion in assets through more than 10,000 advisors.

Brooks Groom is an Investment Solutions Representative III at Fidelity Investments, where he works with clients to pursue their financial goals through strategic investment planning. In this role, he collaborates with clients to assess their current financial landscape and develop investment strategies aligned with their long-term objectives. Prior to his current position, Brooks worked as a Brokerage Service Representative at Charles Schwab from 2023 to 2024 and as a Client Service Associate at Morgan Stanley from 2022 to 2023. His professional experience spans client service and brokerage roles within leading financial firms. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Mallory Morrison is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory solutions under a fiduciary standard.

Trever Rogers is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2024 and has prior experience in customer service and energy-related roles. 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 and profit-sharing plans, corporations, and charitable organizations.

Shannon Baker is a financial advisor at Merrill with Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Merrill in 2019, Baker worked at Charles Schwab and Bank of America. Outside of finance, Baker works part-time with Uber delivering rides and food and is employed as a security guard with Rooke 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 serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using a combination of model-based and discretionary investment strategies.

Mark Wiegenstein is a CFP® with 41 years of experience in the financial industry. He has been with Raymond James Financial Services Advisors, Inc. since 2000 and owns Wiegenstein & Associates, LLC, which operates under the trade name Cradlestone Wealth Services. He serves as the acting trustee of the Wiegenstein Family Trust and holds power of attorney for his mother. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports its clients through various advisory programs and institutional consulting services.

Michael Rasmussen is a financial advisor at Merrill with eight years of industry experience. He holds the Series 63 and Series 66 licenses. His prior experience includes roles at Bank of America and Arizona State University. 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 with model-based and discretionary investment strategies.

Brenda Gerardo Vejar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, she worked at Arizona Medicare Helpers for five years and held positions at Insurus and ABC Insurance. 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, and institutional investors.

Dylan Coomer is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 credentials with two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. 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. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and methodologies.

Elliot Bearden is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Charles Schwab from 2011 to 2022 before joining Morgan Stanley in 2022. Outside of his advisory role, he restores and sells old and broken golf carts as a personal hobby. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets through a structured discovery process and a range of investment offerings.

Cassandra Dahline is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked for six years with the Newport Beach Police Department and six years at Trader Joe's. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment options through a nationwide network of financial advisors.

Patrick Dukemajian is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 registrations and having two years of industry experience. Prior to joining Morgan Stanley in 2025, he worked as a Bitcoin mentor and has experience from roles at Uber and Cellular Sales. Morgan Stanley Wealth Management provides a range of advisory programs to both individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured planning processes and broad service offerings, including retail and institutional investment solutions.