Robert Farwell is a CFP® professional with 23 years of experience in the financial industry, all with Edward Jones since 2003. He holds a Series 63 license and is based in Mesa, AZ. 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, operating under a fiduciary standard.

Michael Day is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 10 years of industry experience. Before joining LPL Financial in 2016, he worked at Western Heritage Bank from 2015 to 2017. He also operates a tax preparation and accounting service and works as a life coach outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment advisor serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Timothy Clemens is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gilbert, Arizona, holding Series 63 and Series 66 credentials and having 15 years of industry experience. His career includes roles at Merrill, Bank of America, and LPL Financial, alongside current positions with Desert Financial Credit Union and Desert Schools Credit Union. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools, and it maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Erik Gonzalez is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at The Vanguard Group and in academia at Texas Tech University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from a broad investable universe.

Jacob Talbot is a Series 66 licensed financial advisor with three years of industry experience, currently with Edward Jones. Prior to joining Edward Jones in 2023, he worked at Merrill Financial Associates from 2021 to 2023. His background also includes roles outside finance in pest control and missionary training. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Patino is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, he worked at Bank of America and The Arizona Group. Outside of his advisory role, Patino serves as a wrestling coach for the Deer Valley Unified School District in Phoenix, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for a range of clients including individuals, high-net-worth clients, and institutions, utilizing model-based and discretionary investment strategies developed by internal and third-party teams.

Deane Antoniou is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles at Charles Schwab and affiliated firms since 2006, including positions at Windhaven Investment Management. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Sherman Quanbeck is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Northwestern Mutual. Outside of finance, he has experience working at Grand Canyon University and in the retail and service sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, including ESG considerations, supported by its centralized manager solutions team.

Rachel Nelson is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, her background includes roles in sports publications and childcare services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG considerations and utilizing affiliates for portfolio implementation.

Sean Kruger is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase from 2012 to 2026. He holds a Series 66 designation and is based in Gilbert, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Kaden Rieffenberger is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held positions at Cascadia, Scheels, and worked in event catering and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses without discretionary trading authority, and allows clients to combine planning with managed accounts through its WealthPlan option.

Alexander Frumker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2009 to 2023. Outside of his advisory work, he owns and manages a real estate investment business in Chandler, Arizona. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in an IPS-driven process based on modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Canute Underwood is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 credential and eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018, and previously was involved with REB Ventures from 2015 to 2018. Outside of finance, he owns a catering business called AZ Pig in a Box. 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 clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers.

Francis Furgiuele is a financial advisor at Wells Fargo Advisors with 47 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing from 2016 to 2023 before joining Wells Fargo Advisors. He is also involved in investment-related consulting through his ownership in Francis Furgiuele Consulting, LLC and has a stake in Meridian Wealth Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and planning tools, with clients having the option to implement recommendations through brokerage or advisory programs.

Robert Clark is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. He has worked at several firms including Bank of America, N.A., Edelman Financial Engines, and The Vanguard Group. Outside of advisory work, he manages websites and marketing efforts for small business owners through his own company, Bobby Clark, LLC. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm employs a range of investment strategies and benefits from integration with Bank of America’s broader banking and capital-markets platform.

Juan Ortiz Jr. is a financial advisor at Merrill with a Series 66 designation and 12 years of experience at the firm. Based in Chandler, AZ, he has worked at Merrill since 2014. 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 and profit-sharing plans, corporations, and charitable organizations.

Aaron Clark is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and Ryan Paulson State Farm. Outside of his advisory work, he is the sole owner of a rental property in Gilbert, Arizona. 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 strategies for a range of individual, institutional, and charitable clients.

Christine Lobdell Raney is a financial advisor at Edward Jones with 22 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Edward Jones since 2004. Outside of her advisory work, she organizes and delivers training courses under a consulting business contracted with Sprint Corporation. 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, supported by a nationwide network of financial advisors and branch offices.

Evan Roorda is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he held positions at Nike, Kuttin Wealth Management, and Avity Investment Management. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a broad range of investment offerings.

Degar Ro is a financial advisor at Morgan Stanley with approximately four years of industry experience. Prior to joining Morgan Stanley, he worked at U.S. Bancorp Advisors and U.S. Bancorp Investments. Outside of his advisory role, he maintains a state notary appointment in Arizona, providing pro bono notary services to church members. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s financial planning process uses structured tools and models to develop tailored plans, and it manages approximately $2.74 trillion in client assets.