William Mc Cance III is a financial advisor at Ameriprise in Chandler, AZ, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliate since 2003. Outside of his advisory role, he is the owner of Ableshot Corp, a 501(c)(3) nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Erin Smith is a financial advisor at Edward Jones in Tempe, AZ, with four years of industry experience. She holds a Series 66 credential and has previously worked at American Family Insurance and ETRAILER CORP. Outside of her advisory role, she engages in online resale through PoshMark and has done freelance social media marketing. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and has a large nationwide network of financial advisors and branch offices.

Frank Guerrero is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Bank of America, and Wells Fargo Clearing Services. Outside of financial advising, he owns Islands Poolcare, LLC, a non-investment-related business in Gilbert, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations.

Gulbano Ali is a financial advisor at Merrill with a Series 66 license and two years of industry experience. Prior to joining Merrill in 2022, she worked at Lyft from 2020 to 2022 and is currently also affiliated with Bank of America, N.A. She owns a rental property business managed by her husband. 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.

Michael Bueno is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior positions include roles at Bank of America N.A., Robinhood Financial, Charles Schwab & Co., and The Vanguard Group. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Nicholas Goode is a Series 66 licensed financial advisor with nine years of experience, currently practicing at Edward Jones in Tempe, AZ. 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. The firm offers a variety of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Buco is a financial advisor with Merrill based in Chandler, AZ, holding Series 63, Series 65, and Series 66 licenses and bringing 28 years of industry experience. He has been with Bank of America since 2015 and Merrill Lynch since 2014. Outside of his advisory role, he is the owner of a rental property business in Providence, Rhode Island. 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 a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Schramm is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, he worked at Bank of America, N.A., and held various roles outside the financial industry, including positions at Red Robin and the Jewish Community Center. 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 and profit-sharing plans, corporations, and charitable organizations.

Maddox Vanmeurs is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience at the firm. Prior to joining Morgan Stanley, Vanmeurs worked in various roles in education and fitness from 2009 to 2026. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Justin Cook is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with eight years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products, operating under a fiduciary standard.

Lindsay Hill is a financial advisor at J.P. Morgan Securities with Series 63 and 66 licenses and four years of industry experience. Prior to joining J.P. Morgan Securities, Hill worked at JPMorgan Chase Bank, N.A. and held various roles including a position with Brinker International Payroll Company, L.P. Outside of advising, Hill is an owner and partner of J&L Legacy Holdings LLC, a real estate investment venture operated with a family member. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies, delivering services on a non-discretionary basis.

Oscar Ramirez is a financial advisor at Charles Schwab with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Bancwest Investment Services, Inc. prior to joining Charles Schwab in 2018. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering multi-asset model portfolios and alternative investments supported by centralized operational and supervisory structures.

Manuel Torrado is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including CUSO Financial Services, CUNA Brokerage Services, Wells Fargo, and Bankers Life Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Kim Hamilton is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Prior to his current role, he was involved with Rillionaire Music for nine years. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Moyer is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and previously worked at John Hancock Advisers, LLC and UBS Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, with affiliated capabilities including mutual funds and a trust company.

Haven Mc Kernan is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Schwab, Haven worked at JR Capital LLC and has been involved with Dierks Bentley Whiskey Row since 2025. 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Christopher Howell is a CFP® professional with 17 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and is a partial owner of Honu Enterprises, LLC, a retail clothing business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Kristin Spackeen is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2013. 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 strategies supported by a nationwide network of more than 23,700 financial advisors. The firm combines retail advisor presence with affiliated capabilities such as trust services and proprietary mutual funds.

Caleb Gerard is a financial advisor with Charles Schwab & Co., Inc. in Chandler, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Charles Schwab since 2006. 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. The firm’s investment approach combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a formal alternative-investment onboarding process.

Cami Mc Cabe is a financial advisor with Ameriprise in Queen Creek, AZ, holding a Series 66 designation and 10 years of industry experience. She previously worked at Arvest Wealth Management from 2014 to 2018 before joining Ameriprise Financial Services, Inc. Her other business activities include involvement with McCabe Plumbing and Water Treatment LLC, a plumbing business operated by her husband. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized retirement-income consulting team, supporting a range of advisory, brokerage, and insurance solutions.