Jake Faust is a financial advisor with Edward Jones in Tempe, AZ, holding the CFP® designation and Series 66 license. He has four years of industry experience, including roles at Envision Retirement and Heliospace Corporation prior to joining Edward Jones. 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 nationwide network of financial advisors and branch offices.

Melina Thompson is a Series 66 credentialed financial advisor with 17 years of industry experience. She currently works at Edward Jones, where she has been since 2005 with a brief gap in 2021 when she was employed at Liveops Inc. Outside of her advisory role, she is a silent investor and owner of a restaurant in San Tan Valley, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Jack Pochiro is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial, he worked at The Vanguard Group and has held various roles in education and business. Outside of advising, he is employed as an Uber Eats driver. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Toronto is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 credentials and with 30 years of industry experience. He has been with LPL Financial since 2008. In addition to advisory work, he is involved in the marketing and sales of fixed insurance products through several affiliated insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Taylor Ryan is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as an Investment Consultant and Planning Consultant at Fidelity Investments, and held positions at Goldman Sachs Personal Financial Management as a Wealth Manager and Relationship Manager from 2018 to 2022. Taylor's professional experience spans various aspects of financial planning and wealth management. Taylor is a Certified Financial Planner™ (CFP®) and holds a California Insurance License. Their approach to financial planning emphasizes building a foundation of trust and providing ongoing guidance and support to clients as they work towards their unique financial life goals. Outside of professional responsibilities, Taylor is interested in family activities, fitness, pets, traveling, and volunteering.

Marcus Allen is a financial advisor with Wells Fargo Advisors in Tempe, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors serves a broad client base with a comprehensive range of investment products and services through one of the largest advisory networks in the industry.

Gail Waytena is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. She has been with LPL Financial since 2007. Outside of her advisory role, she serves as Marketing Director for Waytena & Associates LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Micheal Ajayi is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, BestBuy, and service in the United States Army. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Hailey Schmitt is a financial advisor with Cetera, holding a Series 66 designation and having two years of industry experience. Prior to joining Cetera, she worked at McCormick Ranch Golf Club and has also been affiliated with Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides multiple program options including model portfolios, third-party managers, and bespoke strategies.

Jeffrey Munster is a financial advisor with Merrill in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Merrill since 2006 and Bank of America, N.A. since 2011. Outside of his advisory role, he holds a power of attorney position with a non-investment-related entity, K & V B, based in Phoenix. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Thompson is a financial advisor at LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials with two years of industry experience. His prior roles include positions at CapFinancial Partners, Alpha Cubed Investments, and the Arizona State University Office of Planning & Budget. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by diversified strategies and advanced research.

George Ripley is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bank of America and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Frederik Pioro is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 21 years of industry experience. He has been with Charles Schwab since 2006 and also works with Charles Schwab Bank since 2025. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 client relationship model that is primarily non-discretionary while also providing access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Angel Lopez is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Merrill since 2018 and has prior work experience with Liberty Mutual Insurance and JP Morgan Chase Bank. 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 plans, corporations, and charitable organizations.

Leslie Stephen is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Voya Financial Advisors, Mass Mutual Investors Services, and Metlife Financial Services. Leslie is also involved with Rayhons Financial Solutions, LLC, an independent business focused on the sale of insurance and securities products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining model portfolios, third-party managers, and custom strategies.

Joseph Shinske III is a financial advisor with LPL Financial, holding the Series 63, Series 65, and Series 66 designations and bringing 30 years of industry experience. He has worked at LPL Financial since 2022 and has additional experience with Cuna Brokerage Services, Inc. and Cuna Mutual Group since 2013. He also serves as a notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Mark Barenbaum is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior firms include Woodbury Financial Services and OSAIC. Outside of advisory work, he is the owner of Baum54 INC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting services, providing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Ellen Dean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Raymond James in various capacities since 2000 and recently operated under the Paradise Financial Partners brand. Outside of her advisory work, she is involved with Medicare health insurance sales through her business, Dean and Associates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains unique services such as municipal advisory capabilities and SIMPLE IRA Employer Advisory programs.

Barry Majercin is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 designations. He has 26 years of industry experience and has been with Edward Jones for 25 years. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Brian Bjurstrom is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and the Maricopa County Attorney's Office. OSAIC serves a diverse clientele, including individual, high-net-worth, pension, corporate, and charitable clients, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to construct portfolios across various asset classes and supports multiple advisory and managed-account solutions.