Jian Su is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2005. The firm serves more than four million individual and institutional clients through a nationwide network of over 23,000 advisors and offers a variety of wealth management and advisory services under a fiduciary standard. Edward Jones is notable for its extensive retail advisor and branch presence, as well as its affiliated capabilities including a trust company, mutual funds, and securities-based lending.

Shuping England is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, England worked at several firms including Akorbi and Cyracom International. Outside of financial advising, England is an author with publications on Amazon Kindle Direct Publishing and serves as a board member for the North America Customer Service Management Association. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and models.

Clayton Hoyle II is a financial advisor with Merrill holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America N.A., Merrill, University of Arizona Global Campus, Bridgecrest, Medical Revenue Experts, and Chandler Gilbert Community College. 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Lopez is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2021 after over 20 years of experience leading a tax, consulting, and cross-border business practice at BeachFleischman PC, one of Arizona’s largest accounting firms, where he was a partner. At BeachFleischman, David established the firm’s international tax practice, growing it into one of its fastest expanding segments. Prior to that, he worked at Ernst & Young LLP. In his current role, David collaborates with a team of experienced financial advisors to deliver comprehensive financial guidance, with a focus on serving high net worth and ultra-high net worth families. His approach emphasizes coordination with clients’ other advisors, such as attorneys and accountants, to provide a family office–style service. While David is a Certified Public Accountant (CPA), he does not provide tax or legal advice in his wealth management role. His areas of expertise include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, and individual and corporate investment strategy. David holds a Bachelor’s Degree from the University of Arizona and is a Personal Investment Advisor (PIA). He is bilingual in English and Spanish. He has been active in community leadership roles with organizations including Ronald McDonald House of Southern Arizona, Carondelet Foundation, Salpointe Foundation, Kino Border Initiative, Tucson Metro Chamber of Commerce, and Nexus Executives. His personal interests include basketball, biking, skiing, tennis, traveling, and spending time with his family.

Anneliesa Alexander is a Series 66–licensed financial advisor with Edward Jones in Gilbert, AZ, where she has worked since 2007. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products through a nationwide network of over 23,700 advisors.

Adam Gramze is a financial advisor at Edward Jones with 21 years at the firm and 13 years of industry experience. He holds a Series 66 designation and is based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated mutual funds, operating under a fiduciary standard.

Roger Curtis is a financial advisor with Morgan Stanley in Gilbert, Arizona, holding Series 66 and Series 63 credentials and two years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Outside of his advisory role, Curtis is the sole proprietor of a retail and online store business and is involved in healthcare services through employment with Affinity Family Care. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Christopher Evanson is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Bank of America, N.A. and Merrill since 2013. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Richard Penick is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and several firms in the recruiting and technology sectors. 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.

Kyle Richardson is a CFP® professional with 29 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Kestra Advisory, Kestra Investment Services, and NFP Advisor Services. Outside of his advisory role, he holds a notary public designation related to trust services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement plan consulting services, incorporating model portfolios and research from multiple sources.

Eric Schneck is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their priorities and develop strategies that address their short-, mid-, and long-term financial goals. His approach includes providing ongoing advice and adapting portfolios as clients' circumstances evolve. His expertise covers a range of areas including college education planning, family wealth management strategies, institutional investment consulting, legacy planning, liquidity management, managing new wealth, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. Eric holds a Bachelor's Degree from Arizona State University and holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional role, he has personal interests in baseball, basketball, fishing, golfing, scuba diving, and spending time with his family.

Caroline Brosious is a Financial Consultant at Fidelity Investments, a position she has held since 2020. She focuses on partnering with clients to build efficient, repeatable investment strategies aimed at maximizing their efforts and maintaining discipline through changing market environments. Prior to this role, she served as an Investment Solutions Representative and High Net Worth Trader at Fidelity Investments from 2018 to 2020. Before joining Fidelity Investments, Caroline worked as a District Manager at Automatic Data Processing (ADP) from 2016 to 2017 and completed an internship at Arthur J. Gallagher from 2015 to 2016. Her professional background encompasses various roles within the financial services industry, providing her with a broad perspective on investment and client management. Outside of her professional life, Caroline enjoys family activities, golf, outdoor adventures, skiing, tennis, and traveling.

James Sanstead is a Certified Financial Planner (CFP®) with four years of industry experience. He has been with Edward Jones since 2021 and previously worked at the University of Phoenix for 17 years. 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 nationwide network of more than 23,000 financial advisors and over $1 trillion in assets under management.

Michael Barton is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Mitchal Degandi is a financial advisor at OSAIC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MML Investors Services and MassMutual. He is also involved with Cedar Creek Financial Group, where he provides life and health insurance sales along with financial planning and investment advisory services. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm utilizes firm-provided tools and third-party platforms to construct portfolios across various asset classes.

Brandon Sherman is a financial advisor at Merrill in Chandler, AZ with nine years of industry experience. He has held a Series 66 designation and has been with Merrill since 2013. 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 managed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Dustin Lester is a financial advisor at LPL Financial with 23 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for SagePoint Financial from 2014 to 2021. Outside of his advisory role, he is the business owner of Post Scarcity LLC, a non-investment related venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Wieczorek is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, Charles Schwab, and 1 Stop Money Centers. Merrill 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 and profit-sharing plans, corporations, and charitable organizations.

Travis Carlisle is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm provides written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies, utilizing a combination of research, modeling, and algorithmic automation overseen by a dedicated consulting team.

Kathleen Barnett is a Series 66-licensed financial advisor with Edward Jones in Mesa, AZ, where she has worked since 2010, accumulating 14 years of industry experience. Her background is solely with Edward Jones during this period. Aside from her advisory role, she owns rental properties in Gilbert, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies and advisory services. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.