Ginny Conroy is a financial advisor with Edward Jones in Mesa, Arizona, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2010. 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 under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karen Chan is a Financial Consultant currently working at Fidelity Investments, a role she has held since 2020. She holds the designation of Certified Financial Planner and has developed her career entirely within Fidelity Investments since 2010, gaining experience in client service, retirement solutions, investment consulting, and relationship management. Her professional journey includes positions such as Investment Consultant, Central Relationship Manager, Client Management Representative, and other roles focused on customer service and investment solutions. She is also licensed to provide insurance services in California. Outside of her professional responsibilities, Karen enjoys a range of personal interests including family activities, fitness, culinary experiences, social events with friends, caring for pets, and traveling.

Gage Johnson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having three years of industry experience. He has been with Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank, SSB since 2026. Prior to his career in finance, he worked at Scottsdale Waterfront Residences and Vector Marketing. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 provides both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Nickolaus Roeschley is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Zachary Dees is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2015. 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 under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Parker Lindhorst is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to create personalized wealth management strategies tailored to their goals and priorities. His approach focuses on building long-term relationships through trust, communication, and a deep understanding of each client's unique financial situation. He provides guidance to help clients navigate important financial decisions while maintaining focus on their long-term objectives. Parker's expertise encompasses assisting clients with a variety of financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, and healthcare needs. As a Merrill Financial Advisor, he works one-on-one with clients to define their financial goals and develop portfolio strategies designed to achieve them, offering ongoing advice and adapting strategies as clients' situations change. He holds a Bachelor's Degree from Brigham Young University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Parker has interests in chess, golfing, and running.

Jessica Dechant is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones in Chandler, AZ since 2005. She holds the Series 63 designation and has spent over two decades with Edward Jones. Jessica and her husband jointly own a rental property with her mother-in-law. 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 under management through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Connor Modd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, he held positions at Great Lakes Solutions and worked at Michigan State University. 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.

Brandon Kocmoud is a CFP® professional with four years of industry experience, currently affiliated with Charles Schwab in Chandler, AZ. His prior work includes roles with the Phoenix Suns and Grand Canyon University. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers integrated brokerage, custody, and advisory services.

Lucas Tisland is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously operated art-related businesses in Chandler, Arizona. Lucas creates and sells his own artwork and manages art operations outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm has a large network of advisors and branch offices, managing over $1 trillion in assets.

Gregory Budge is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

L Ross is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill and Bank of America, N.A. since 2015. 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Aitken is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at JP Morgan Chase Bank and J.P. Morgan Securities. He is involved with Executive Counsel 70, a charitable organization focused on organizing and coordinating fundraising events. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Alec Garcia is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America Corporation and Merrill prior to joining J.P. Morgan. Outside of finance, he has experience in hospitality, marketing, and sports academy management. J.P. Morgan Securities 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 and investment management capabilities, delivering recommendations through Wealth Advisors on a non-discretionary basis.

Darien Romero is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, J.P. Morgan Securities LLC, and Equitable Advisors LLC. Outside of his advisory role, Romero is the sole proprietor of Visibility LLC, a technology and consulting business based in Chandler, Arizona. 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, supported by a large network of financial advisors and branch offices nationwide.

Tyler Kucera is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Tempe, AZ. Outside of his advisory role, he owns rental property in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering discretionary and non-discretionary investment strategies under a fiduciary standard.

Jaden Tung is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with approximately one year of industry experience. Prior to joining Merrill, he worked at Wells Fargo and Guardian Life. He has also been affiliated with the University of Arizona in various roles over several years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Todd Gerdes Zertuche is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He has been with LPL Financial since 2003, following four years at Veravest Investment Advisors. In addition to his advisory role, he operates Gerdes Financial LLC, a CPA firm offering tax preparation and accounting services. 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 provides a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Todd Martin is a financial advisor with Osaic Wealth, Inc. in Tempe, AZ, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He previously worked for Lincoln Financial Securities Corporation for 13 years before joining Osaic in 2021. Outside of his advisory role, Martin operates a consultancy focused on business organization and public speaking for business owners. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, institutions, and nonprofits, offering brokerage and advisory services through a large network of affiliated advisers. The firm employs a range of portfolio construction tools and integrates multiple advisory platforms, supporting both discretionary and non-discretionary account management.

Gavin Christensen is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has held previous roles at Silo, Ensign Group, Moreton & Co, and WCF Insurance. He is also a cofounder and partial owner of Allstrokes Golf Club, a business in Eagle, Idaho, though he is not involved in its day-to-day operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.