Yvonne Quintero is a financial advisor at Edward Jones with eight 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. The firm provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Nathaniel Buist is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His work history includes roles at Bank of America, Merrill, EoS Fitness, Amazon, and Arizona State University. 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.

Benjamin Brush is a financial advisor at Merrill with 11 years of industry experience. He holds Series 63 and Series 66 registrations. Prior to Merrill, he has worked at Bank of America, N.A., where he has been employed since 2019. Outside of his financial career, Brush serves as a registered official for USA Hockey, a role he has held for over 20 years. 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.

Lindsey Colosey is a Series 66-licensed financial advisor with seven years of industry experience, currently with Fidelity in Gilbert, AZ. Their prior roles include positions at E*TRADE Capital Management and Bank of America, among others. Lindsey has held various roles within Fidelity since 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm employs a combination of fundamental research and quantitative analysis with algorithmic portfolio construction, and it serves several registered investment companies and an IRS-qualified Charitable Gift Fund.

Mari Lloyd is a CFP® professional affiliated with Cambridge Investment Research Advisors, with 26 years of industry experience. She previously worked at Merrill, Wells Fargo Clearing, and J.W. Cole Advisors, among other firms. Lloyd serves as an independent trustee for an irrevocable trust and works as an employee of a legal services firm. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to third-party advisers and proprietary model strategies.

Jonathan Velasquez is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at Equitable Advisors, LLC for one year. Outside of his advisory role, he owns The FIMKA Group, LLC, a non-investment-related business. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Adam Lansford is a financial advisor at Merrill with eight years of industry experience and holds the Series 66 credential. Prior to joining Merrill in 2017, he worked at North Mesa Justice Court and studied at Arizona State University. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Kyle Hiatt is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to develop personalized financial strategies that align with their individual goals, providing access to Merrill Lynch's investment insights as well as banking and lending solutions through Bank of America. His focus is on assisting families, retirees, corporate executives, business owners, and medical professionals in managing their financial affairs. Kyle holds a Bachelor's degree in Finance from Arizona State University and holds the Personal Investment Advisor (PIA) designation. He emphasizes the importance of understanding his clients' needs and objectives to deliver tailored wealth management strategies. Committed to community involvement, Kyle participates in volunteer activities with local organizations. He enjoys spending time with his wife Lilli and their four children, engaging in family-related activities.

Tyler Bohn is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2014 and also works with Charles Schwab Bank, SSB. Outside of his advisory work, he operates Bohn Voyage Events LLC, which rents paddleboards for Arizona rivers and lakes, and provides dog sitting services from his home. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Janell Minnick is a financial advisor at Edward Jones with 19 years of experience at the firm and holds a Series 66 designation. She is based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Alpay Bicer is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with three years of industry experience. Prior to his current role beginning in 2022, he worked with several organizations including ASU LtPBL Project for Stevens Initiative and Puzzlist LLC dba Dare to Escape 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 both discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a securities-based lending option.

James Ausloos is a financial advisor at Merrill with a Series 66 credential and 10 years of industry experience. He has worked at Merrill since 2014 and has been with Bank of America, N.A. since 2017. Outside of his advisory role, he consults on STEM education programs focused on aerial systems and drone technology for high school and college educators and students. 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 plans, corporations, and charitable organizations.

Adria Haefs is a financial advisor at Edward Jones with 16 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2006. 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 strategies, with a nationwide network of more than 23,700 financial advisors.

Justin Taylor is a financial advisor at Charles Schwab & Co., Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked at notable firms including Merrill Lynch and JP Morgan prior to joining Charles Schwab. Charles Schwab & Co., Inc. serves a large client base primarily comprised of 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 blend of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized operational structure.

Joshua Robinson is a CFP® professional with 16 years of industry experience, currently working at Cambridge Investment Research Advisors since 2017. He has also been associated with Cambridge Investment Research, Inc. since 2009 and McBride Financial Services, Inc. since 2006. Outside of his advisory roles, Robinson works as a tax preparer and volunteers as a financial clerk for a local church. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary investment strategies.

Jared Erman is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2017, previously spending two years at Sterling Investment Management, Inc. Outside of his advisory role, Jared teaches religious school to middle school students and tutors Bar Mitzvah students at Congregation Kehilah. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, and custody services through its Schwab Wealth Advisory program. Its investment approach combines non-discretionary advice with access to discretionary separately managed accounts and multi-asset model portfolios.

Seth Chamberlain is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 66 designation and 24 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years and has been involved with SAC Development LLC, a limited liability company. Ameriprise serves clients primarily through its retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Bart Miller is a CFA® charterholder with Series 63 and Series 66 licenses and has eight years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a diverse range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a broad array of advisory programs, investment strategies, and affiliated capabilities through a nationwide network of financial advisors and branch offices.

Scott Salerno is a financial advisor with Charles Schwab holding Series 63 and Series 66 registrations and five years of industry experience. His prior work experience includes roles at Charles Schwab Bank, Atrium Hospitality LP, and in fine dining. 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, offering a combination of non-discretionary advice and access to discretionary separately managed accounts.

Susanne Venberg is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over eight years of industry experience. She previously worked at Edward Jones and Newell Brands and has operated Susanne Venberg Consulting since 2011. Venberg serves as a board member of the National Concierge Association and the Arizona Christian Chamber of Commerce, and she is also involved as a Cabi Clothing influencer. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals, manages a multi-billion dollar asset base, and provides access to proprietary model strategies and third-party advisers.