Abtin Zarrabi is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing clients with personalized wealth management strategies designed to address their full financial picture and evolving market conditions. Abtin works closely with clients to develop tailored approaches in portfolio management, tax minimization, retirement income, and both individual and corporate investment strategies. He holds a Personal Investment Advisor (PIA) designation and completed his bachelor's degree at Shiraz University, followed by a master's degree from the University of California System. Abtin's client service approach centers on one-on-one collaboration to help clients pursue their long-term financial goals. Outside of his professional role, he enjoys hiking, music, photography, reading, and running.

Ryan Rosenmeyer is a Series 66 licensed financial advisor with Edward Jones, based in Anthem, AZ. He has 16 years of industry experience, all with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ruben Trujillo is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves as a Captain and Commander of a Special Operations Civil Affairs Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Aleksandra Karac is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked with various divisions of JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Stephen Jaffke is a financial advisor at Fidelity with six years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at The Vanguard Group, Inc. from 2020 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

John Bridgford is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He leads a team with over 100 years of combined experience, serving high net worth individuals across 36 states. His advisory approach focuses on safeguarding client assets through diversification and risk mitigation aligned with clients’ desired lifestyles. John’s client expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income planning. John began his career in finance after earning a bachelor's degree in Economics from Arizona State University in 1990. He joined Merrill Lynch Wealth Management in 1992 and co-founded the Bridgford & Cromer Group. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations, which support his commitment to providing personalized financial strategies to help clients pursue long-term goals. In addition to his professional work, John has nearly two decades of community involvement in the greater Scottsdale and West Valley areas. He has served as Chair of the Board of Directors and Fund Development Committee for Benevilla™, a nonprofit supporting older adults, adults with developmental disabilities, and children. John is also a member of the Fighter Country Foundation Blue Blazer Squadron. Outside of work and community service, he spends time with his wife and three children and participates in coaching and supporting his children’s sporting and artistic activities.

Wendy Ritchie is a Series 66–licensed financial advisor with Edward Jones in Phoenix, Arizona, where she has worked since 2015. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. 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, operating under a fiduciary standard.

Torrey Jewett is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2010, with prior experience at Wells Fargo Investments and Cetera Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies.

Timothy Tigges is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2009. 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 both model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Russell Trapp is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill since 2011. Outside of his advisory role, he maintains an Arizona real estate license for personal and family use and is an owner of an LLC that owns a Cessna 172 airplane flown by his wife. 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 investors.

Andrew Evans is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes six years of self-employment and service in the United States Marine Corps. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Williams is a financial advisor with RBC Capital Markets in Cave Creek, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Merrill, Bank of America, N.A., and City National Bank. Outside of his advisory work, he serves on the advisory board of the Epilepsy Center Foundation of Northwest Ohio and acts as Secretary/Treasurer for the Carefree Foothills Homeowners' Association board of directors. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs tailored to client risk profiles. The firm combines in-house and third-party investment management solutions and provides integrated services such as portfolio management, financial planning, and custody.

Daniel Bott Sr. is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has worked with Bank of America and Merrill since 2009. Outside of his advisory role, he owns New Financial Frontiers LLC, which provides educational materials and software to investment management professionals, and serves as a director for the Academy of Model Aeronautics Foundation, a nonprofit supporting model aviation and youth scholarships. He is also involved in a family drag racing team, Bott Motorsports. 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 plans, corporations, and charitable organizations.

Timothy Falleri is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He previously worked at Bank of America from 2016 to 2022 and held a position at Missouri State University from 2015 to 2018. 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.

Amanda Fox is a CFP® professional with 17 years of industry experience. She currently works at Fidelity Investments and has previously held roles at Morgan Stanley and The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive operations include managing fund-of-funds structures and employing AI-driven methods in portfolio development.

Christian Serena serves as Senior Resident Director at Merrill, where he leads a nine-person team delivering solutions for clients with complex financial needs. He advises on asset and liability management along with trust and estate planning strategies. In his role as Resident Director, he manages an office of ten advisors who deliver advisory services to their clients. Christian focuses on working closely with ultra-high net worth individuals, families, and business owners across the United States to keep client priorities front and center while maintaining a market-focused approach. His team provides a comprehensive range of strategies including investment and risk management, concentrated stock strategies, credit and lending solutions, insurance, access to family office services and private banking, alternative investments, and philanthropy. He collaborates with attorneys, CPAs, valuation experts, and real estate specialists to build integrated strategies tailored for complexity. Christian holds a Bachelor's degree from Western New Mexico University, an Accredited Certificate from New York University, and an MBA from the University of Chicago. He has earned several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He resides in Scottsdale, AZ with his wife and three daughters. His personal interests include boating, cooking, horseback riding, reading, spending time with family, traveling, and yoga. He is involved in professional organizations such as the City of Scottsdale Planning Commission, Scottsdale ARTS AG2 (Young Professionals), Scottsdale Museum of Contemporary Art, and Scottsdale Prevention Institute.

Lincoln Gima is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, he worked at various Charles Schwab entities from 1995 to 2019. Outside of his advisory role, he is a member of Carefree Autos, LLC, an automotive-related business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Aaron Schram is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Massmutual Greater Phoenix, Western & Southern Life, and Edward Jones. He is the owner and manager of Canyon State Capital LLC, an investment support company based in Scottsdale. 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, and institutions. The firm employs tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation primarily through its advisory programs.

Michael Sammons is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as an employee of Arizona State Credit Union since 2007. Prior roles include positions at CUNA Brokerage Services, Banc One Securities Corporation, Natcity Investments, and LaSalle Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms through a large network of investment adviser representatives.

David Givnish is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has worked at LPL Financial since 2017 and previously was associated with National Planning Corporation and Wise World Investment Planning. Outside of advisory work, he is involved in fixed insurance sales including life, long-term care, and health insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing research-driven models and third-party subadvisors, supported by advanced operational tools.