Tsvetelin Stanchev is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and at Bank of America, N.A. since 2026. Prior to his financial career, he held positions in the automotive and logistics industries. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Brenda Ghosh is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with various Charles Schwab entities since 2013 and has experience in real estate and property management dating back to 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to discretionary separately managed accounts and a comprehensive range of brokerage, custody, and cash management solutions.

Alexandra Cooke is a financial advisor at Merrill with six years of industry experience. She has held her current role since 2019 and previously worked for Seven Peaks Brewing Company for seven years. She holds a Series 66 designation. 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.

Gregory Bennett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at PaymentCloud and Playa Realty Boutique. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Wick is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. His prior work history includes positions at Bank of America and various retail and pharmacy roles. 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 strategies for a range of individual and institutional investors.

Douglas Culver is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the personal representative for his father's estate in Water Mill, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephanie Buechting is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously spent 21 years at Edward Jones before joining Raymond James in 2022. In addition to her advisory role, she serves as Branch Manager for Buechting Financial LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and maintains a notable focus on municipal and public-finance work through its affiliation with a municipal advisor.

Apolonio Gonzales is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Bank of America, Merrill, Arizona State University, and Hyatt Corp. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Annette Escalante is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2010 and owns a cake business, Spirited Cakes, alongside her financial career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.

Jayson Biedebach is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at JP Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and American First Credit Union. He has been with Charles Schwab since 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Brunai Johnson is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with LPL Financial, having joined in 2025. His prior experience includes roles at Bank of America, Merrill, Bank of the West, and Bancwest Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various management approaches.

Patrick Mulcahy Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Edward Jones, FinDec Wealth Services, and several independent advisory firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a broad range of program structures and custodial relationships with over 10,000 advisors managing more than $256 billion in assets.

Shawn Swenson is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at National Planning Corporation for six years. He is also the owner of Shawn Swenson Financial Services LLC, a business entity used for tax and financial planning purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, retirement consultation, and brokerage services supported by research and technology-driven portfolio management.

Hanel Acevedo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, Hanel worked at Molded Devices and Fabuwood Cabinetry, with earlier experience at R&D Altanova. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a structured planning process using firm-approved tools and modeling methods.

Stephen Bowman is a financial advisor at Wells Fargo Advisors in Phoenix, AZ, with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within Wells Fargo entities since 2011. Outside of his advisory role, he has ownership interests in agricultural swine production businesses and operates Bowman Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across a broad range of financial needs.

Maximilian Frimann Dahl is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Cetera Financial, Cleat Street Capital, Norvision, and Silverleaf Country Club. 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, offering integrated brokerage, advisory, custody, and cash-sweep services. The firm’s investment approach combines non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Kevin Riley is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked with Charles Schwab and Charles Schwab Bank since 2015. 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 both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Ryan Getz is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Bank of America and Merrill from 2014 to 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Garret Holleran is a Series 66 licensed advisor with Merrill in Chandler, AZ, and has 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, Holleran serves as a part-time groundskeeper for the Arizona Diamondbacks, a Major League Baseball organization. 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.

Nicholas Duepner is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group and Bank of America, among other firms. Outside of his advisory role, he owns Duepner Investments LLC, an entity used for personal real estate investment. 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 applying an ESG eligibility framework when recommending strategies.