Rita Bagnato is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and bringing 19 years of industry experience. Her prior roles include positions at Woodbury Financial Services, SagePoint Financial, and Next Financial Group. Outside of her advisory work, she serves as Vice President and Compliance Manager for Bagnato Enterprises, Inc., a firearms export business, and is involved in consulting through Get DEM LLC as well as other ventures under Bagnato Creations. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Raul Bencomo is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. Prior to his financial career, he held roles including a position at the Office of Congressman Ruben Gallego and work in the hospitality industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brittany Miller is a financial advisor at Merrill with 18 years at the firm and 7 years of industry experience. She holds a Series 66 license and is based in Gilbert, Arizona. Outside of her advisory role, she is the sole owner of a rental property in San Tan Valley, Arizona. 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.

Nathan Berger is a financial advisor at Merrill with three years of industry experience and holds a Series 66 designation. Prior to joining Merrill, he worked at Bank of America, N.A. and CAC. Outside of his advisory role, he is employed as a server at Red Robin Gourmet Burgers and Brews. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

David Stahle Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with individuals and families to understand their financial situations, risk tolerance, time horizons, and liquidity needs. David helps clients articulate their short- and long-term goals and establishes financial approaches aligned with their objectives. His services integrate personalized attention with investment insights from Merrill Lynch Wealth Management, alongside the banking capabilities of Bank of America. He is a member of the Stahle Bottolfson Team. David focuses on areas including corporate executive services, family wealth management strategies, institutional investment consulting, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, and tax minimization. He holds professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), and Personal Investment Advisor (PIA). He earned Bachelor's of Science degrees in Economics and Finance from the W.P. Carey School of Business at Arizona State University. In his personal time, David enjoys playing tennis, golf, baseball, racquetball, camping, listening to music, spending time with family, and traveling. He is proficient in English and German.

Daniel Peoples is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Morgan Stanley and The Vanguard Group. Outside of finance, he has experience in education and counseling services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Andrea Michaels is a financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2015 and holds the Series 66 designation. Outside of her advisory role, she is the founder of a podcast called The Exit Conversation, which features interviews unrelated to financial advising. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Isaiah Palm is a financial advisor at Merrill with a Series 66 credential. He began his career at Merrill in 2024 and has prior experience in the United States Marine Corps and various roles in retail and service industries. 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.

Luke Ribich is a financial advisor with Ameriprise in Gold Canyon, AZ, holding a Series 63 designation and eight years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial since 2013. Ribich is also a co-owner of AMG Operations, LLC, a business managing Ameriprise operations in Mesa, AZ. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Brendan Campbell is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he held positions at JPMorgan Chase Bank, N.A. and The Cigna Group. J.P. Morgan Securities 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.

Aleksei Ponomarev is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2025 and previously worked at Bryten Real Estate Partners. Outside the financial industry, he has experience in various roles including managing POMO Pizzeria. Merrill, along 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 with model-based and discretionary investment strategies.

Victoria Paez is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients and managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kiel Smallwood is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include multiple positions at Bank of America and a period at Liberty Mutual Insurance. Currently based in Chandler, AZ, he has been with Merrill since 2022. 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.

Christopher Torres is a CFP® professional with 23 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at firms including Ameriprise, Comerica Securities, Cetera, and Enterprise Bank & Trust. He serves on the boards of Gabriel's Angels and the Arizona Community Foundation Professional Advisory Board. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management approaches supported by LPL Research and third-party subadvisors.

Ryan Schoenburg is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previous roles including business owner of Split Payment Technologies Inc., a rent software service, and positions at Arizona State University. Schoenburg also worked as a private soccer coach and has a background in psychology. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, utilizing research and model portfolios from multiple sources.

Lauren Lunday is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior experience includes roles at U.S. Bancorp Investments, Inc. and U.S. Bank spanning nearly a decade. She is also associated with Lauren Lunday PLLC, a business entity unrelated to investment advisory services. 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 advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Cole Powers is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2021. Prior to his current role, his background includes positions at USA Adventures of Arizona, DMB Sports Clubs, and the University of Arizona. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

Stephen Phair is a financial advisor at Edward Jones with 11 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at BBVA Wealth Solutions, BBVA Compass Insurance Agency, BBVA Securities, Compass Bank, and Merrill Lynch. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Michael Smith is a financial advisor with Edward Jones in Phoenix, AZ, holding a CFP® designation and Series 63 and 66 licenses. He has four years of industry experience, including roles at Morgan Stanley and Charles Schwab & Co Inc. Outside of finance, he owns Tune Turner LLC, a wedding and event music business. 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 solutions supported by a large nationwide network of advisors and branch offices.

Melanie Braun is a Series 66-licensed financial advisor with Ameriprise in Tempe, Arizona, and has 16 years of industry experience. She has been with Ameriprise and its related entities since 2000. Outside of her advisory role, she is a silent partner in Impresa Executive Strategy Alliance LLC and serves on the Board of Directors for Lutheran Hour Ministries. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, supporting clients with tailored retirement income strategies.