Jorge Valenzuela is a financial advisor at Merrill with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America, Merrill, ClearOne Advantage, Freedom Debt Relief, BBVA Compass Insurance Agency, BBVA Securities, and Compass Bank. Outside of his advisory role, he owns a YouTube channel called B Reel Studio, where he creates film and video content focused on cinematic effects, color grading, and editing tutorials. 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.

Raymond Singh is a financial advisor at Cetera with 28 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at LPL Financial and several Avantax entities. Since 2012, he has been a member of Innovative Retirement Solutions, PLLC, where he provides wealth management, estate and trust planning, and education planning services. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to model portfolios, third-party managers, and bespoke strategies.

Erik Scharff is a CFP® with 19 years of industry experience, currently serving at Vanguard Advisers since 2011. He also works as an adjunct faculty member at Apollo Group/University of Phoenix. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach uses a goal-based, algorithm-driven methodology with portfolios constructed largely from Vanguard funds and ETFs.

David Hummel is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Natalie Mc Swain is a financial advisor at Edward Jones in Tempe, AZ, with 10 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, offering a range of advisory programs and investment options supported by a large network of financial advisors and branch offices. The firm operates under a fiduciary standard and provides both discretionary and non-discretionary strategies, as well as tax-efficient services and alternative investment pilots.

Jonathan Johansen is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Raymond James Financial Services Advisors, Inc. since 2018, following eight years at LPL. Outside of his advisory role, Johansen assists with Safety Stickers LLC, a business his wife acquired. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary investment consulting and supports a wide advisor network, including specialized municipal and public finance services.

Stevi Mumma is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Edward Jones since 2006. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Thomas Bastian is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously spent seven years at VOYA Financial Advisors. He is the owner and president of Bastian Financial Services, LLC, and also operates as an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services delivered through a nationwide network of over 10,000 advisors.

Thomas Ponticelli is a Series 66-credentialed financial advisor with Edward Jones in Gilbert, AZ. He joined Edward Jones in 2026 and has prior experience in professional sports and private pitching lessons. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies through a large national network of financial advisors.

Jennifer Montenegro is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. Outside of her advisory role, she works as a retail clothing sales associate. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Oscar Lopez Garcia is a CFP® with seven years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His work history includes roles at Vanguard Marketing Corporation and The Vanguard Group, as well as prior positions at Research Triangle Institute, Headway, and Arizona State University. Vanguard Advisers provides automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios, largely constructed from Vanguard funds and ETFs.

Andrew Brink is a Series 66-licensed financial advisor with Merrill in Chandler, AZ, with nine years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America since 2017. In addition to his advisory role, Brink serves as a successor trustee and holds power of attorney responsibilities for family members. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Cody Roe is a CFP® professional with 25 years of experience, currently affiliated with Vanguard Advisers where he has worked since 2013. His career includes multiple periods of self-employment and a long tenure with The Vanguard Group and Vanguard Marketing Corporation beginning in 2000. Outside of his advisory work, he performs as a guitarist and singer in a local band in Scottsdale, AZ. Vanguard Advisers provides both automated and human-supported investment advice, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing Vanguard funds and ETFs, offering a wide range of customization options through its large-scale digital platform.

Lisandro Fabellar is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Steven Dennis is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to his current role, he held positions at GoDaddy and Apple. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Adam Keele is a Series 66-credentialed financial advisor with 11 years of industry experience. He is currently with Morgan Stanley in Tempe, AZ, having joined the firm in 2022 after seven years at Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process and uses various modeling tools, managing approximately $2.74 trillion in client assets.

Jason Robinson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, United Services Automobile Association (USAA), and Abide Consulting Group LLC. He also serves as a FINRA non-public arbitrator. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and mainly invests in Vanguard funds and ETFs, offering a range of customization options.

John Gondolfo is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Merrill and Bank of America since 2011. 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, and institutional investors, with a focus on strategic asset allocation and tax-aware options.

Yolanda Arrington is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, with a focus on assets managed within Ameriprise accounts.

Spencer Pett is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 license with 19 years of industry experience. His prior roles include positions at Charles Schwab, E*TRADE, and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analyses.