Kyle Mc Coy is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He previously worked at Towne Park LLC and held various roles including a position at Arizona State University. Outside of finance, he has experience in the hospitality sector. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a wide range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm utilizes model-based and discretionary strategies developed by internal teams and third-party managers.

Emil Robles is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America and Merrill since 2014. Outside of his advisory role, he serves as the Director of Technology and a committee member for the nonprofit organization Young Catholic Professionals. 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.

Scott Van Wyngarden is a financial advisor with LPL Financial in Chandler, AZ, holding Series 66 and Series 63 licenses and eight years of industry experience. His career includes roles at Kestra Advisory Services, Kestra Investment Services, Union Bank/MUFG, and Wells Fargo Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, supported by model portfolios and third-party subadvisors.

Anna Johnson is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2015. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Sniegowski is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and nine years of industry experience. He has worked at Bank of America and Merrill since 2017 and previously worked at Big O' Tires from 2015 to 2017. Outside of his advisory role, he uses the Airbnb platform for short-term rentals of his primary residence. 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 and profit-sharing plans, corporations, and charitable organizations.

Xanadu Carter is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including J.P. Morgan Securities, Merrill, and Bank of America. Outside of her advisory role, she is also a licensed real estate broker in Arizona. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and a structured discovery process.

Jasmine Stanfill is a Series 66-licensed financial advisor with Edward Jones in Mesa, AZ, and has 16 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than 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, separately managed accounts, and affiliated mutual funds.

Craig Bottolfson serves as a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management, where he has been advising clients since 2004. He works closely with individuals and families, providing guidance on wealth management and retirement planning strategies. His areas of expertise include college education planning, divorce transition planning, LGBT wealth planning, liquidity management, personal retirement planning, portfolio management, small business strategies, women and wealth, tax minimization, and retirement income. Craig holds several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst® (CIMA®), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He earned his bachelor's degree from the W.A. Franke College of Business at Northern Arizona University in Flagstaff. He was recognized on the Forbes “Best-in-State Wealth Advisors” list in February 2021. Craig is based in Arizona and is involved with his family and community through Mission Community Church in Gilbert. Outside of work, he enjoys biking, camping, hiking, reading, skiing, watching movies, and spending time outdoors with his wife and four children.

Karen Bliss is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. She has 16 years of industry experience, including prior roles at United Planners' Financial Services. She also serves as a co-trustee of The Bliss Family Trust. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs and educational seminars designed to support collaborative, goal-focused financial planning.

Nason Bouche is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He previously worked at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing proprietary tools and provides a wide range of advisory programs without offering individual security recommendations as part of its standalone planning services.

Josh Chan is the Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2022, progressing through positions including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Josh worked at Merrill Edge as a Financial Solutions Advisor and Investment Specialist. Josh specializes in financial planning that focuses on aligning clients' aspirations with actionable options to impact their future. He holds a California Insurance License, supporting his expertise in financial consultation. Outside of his professional work, Josh enjoys camping, fitness, hiking, and volunteering.

David Jacobsen is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a trustee for Mother's Trust in Tempe, AZ. 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 manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Ted Miller is a financial advisor with Fidelity in Chandler, AZ, holding a Series 66 designation and 13 years of industry experience. His career includes roles at Edward Jones and DoorDash Inc before joining Strategic Advisors LLC, a Fidelity Investments company. Strategic Advisers LLC provides investment management and advisory services to a diverse client base including retail and institutional investors, with a focus on discretionary portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction while serving as a registered commodity pool operator and advisor to multiple registered investment companies.

Logan Radke is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Fidelity since 2021 and previously held roles at Equitable Advisors and other organizations. Outside of his advisory work, he serves as the offensive coordinator and football coach for Desert Mountain High School in Scottsdale, Arizona. Fidelity’s Strategic Advisers division provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of funds and model portfolios.

Catherine O'Connor is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 18 years of experience at the firm since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

Metuisela Tuaone is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to his current role, he has worked at Raymond James Financial Services Advisors and The Vanguard Group, among other firms, and has also been employed outside the financial sector at Uber. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning that utilizes firm-approved tools and models to assist client decision-making.

Joshua Burghardt is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of advisors and branches nationwide.

Tobain Mc Carter is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, Mc Carter is the founder of Significant Souls, a community initiative promoting and distributing tennis shoes to children in Muscatine, IA, serves as a director on the Muscatine Community College Foundation Board, and owns Pearl City Whisky LLC, a retail education business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lloyd Kent is a Series 66-licensed financial advisor with Cetera, based in Mesa, AZ, and has 24 years of experience in the industry. He has been with Cetera since 2002 and also owns Lloyd E. Kent CPA, a tax and accounting services firm he has operated since 1991. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets with a network of more than 10,000 advisors.

Shane Wright is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several positions outside the financial sector. 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 accounts.