Stacy Siewert is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Lennard Van Der Feltz is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 23 years of industry experience. He has held roles at several firms including Pinnacle Financial Advisors, Seros Financial LLC, and currently serves as CFO of Pinnacle Achievement Group LLC. Outside of financial advising, he is CEO of KnowledgeTrax, LLC, a business consulting firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through multi-manager platforms that include affiliated and third-party managers.

Jonathan Carter is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at Charles Schwab & Co. Inc. He previously worked at Edward Jones and Edward Jones Trust Company from 2006 to 2025. Carter represents the Western US on the CFA Institute Presidents Council and serves on the Board of the Institute of Portfolio Alternatives, focusing on strategic direction and advocacy within the Alternative Investment Industry. Charles Schwab & Co. Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, brokerage, and financial planning services. Schwab is notable for its integrated structure, scale, and its formal alternative-investment onboarding and placement process.

Zohreh Daemi is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Her prior roles include positions at Bank of America and Walden University. Outside of her advisory work, she is a co-owner of a rental property managed by a third-party company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Rylie De Merritt is a financial advisor at J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining J.P. Morgan Securities, De Merritt worked at JPMorgan Chase Bank and Charles Schwab & Co., Inc. Outside of finance, De Merritt has held roles in diverse sectors including hospitality and mortgage services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robert Decaro is a Wealth Management Advisor and managing partner of the Gunter Hamilton DeCaro Wealth Management Group at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 and brings over three decades of experience in financial services. Prior to Merrill Lynch, Robert spent 13 years at Bank of America, providing lending and cash management solutions to retail and wealth management clients. His areas of focus include college education planning, divorce transition planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. As a Portfolio Manager, he manages discretionary investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. Robert holds a Bachelor's degree in Accounting from California State University, Long Beach. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Certified Plan Fiduciary Advisor® designation, as well as Personal Investment Advisor and Retirement Accredited Financial Advisor credentials. He has completed the Merrill Longevity Training Program through the University of Southern California's Davis School of Gerontology. Robert contributes to professional organizations including the California State University Long Beach and serves as a CFP Board Mentor. He is also involved in community organizations such as Feed My Starving Children and Ronald McDonald House. His personal interests include baseball, bowling, camping, football, gardening, soccer, swimming, traveling, woodworking, and spending time with his family.

Anthony King is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 65 designations and possessing 19 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017, and was previously with Vanguard for one year. 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 strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Trey Clark is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with Merrill since 2016. Outside of his advisory work, he serves as an advisory board member for Childhelp, a nonprofit organization focused on fighting and preventing child abuse. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Michelle Blasnig is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2008. She has 18 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Nicholas Paige is a Financial Advisor with Merrill Lynch Wealth Management, based in Arizona, serving clients across the United States. He specializes in working with professionals and business owners in fields such as technology, engineering, law, and healthcare, assisting them with wealth management, tax-aware planning, retirement strategies, business transitions, liquidity events, and legacy planning. Nicholas holds a Bachelor's Degree from Liberty University and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes collaboration to develop personalized strategies that align with each client's unique goals while focusing on tax minimization. Outside of his professional work, Nicholas enjoys golfing, hiking, running, playing soccer, and spending time with his family.

Jose Benton is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has been associated with Merrill since 2008 and concurrently with Bank of America, N.A. since 2015. 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.

Justin Diaz is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Northwestern Mutual. Outside of finance, he has worked in education with several school districts and community colleges. 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 model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Golichowski is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Edelman Financial Engines and its predecessor, Financial Engines Advisors L.L.C., since 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Ahndres Vargas is a financial advisor at Merrill with two years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Lyft, Uber, Nationwide, and Red Robin. Merrill, together 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 and third-party managers.

Ezra Hopoate is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. His work history includes roles at Fidelity Investments and prior positions across various sectors, including a missionary training center and technology services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm’s investment approach combines fundamental research, quantitative analysis, and algorithmic portfolio construction, with active oversight of sub-advisers and attention to conflict-of-interest management.

Arthur Villalba is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. He has been with Merrill since 2009 and also has experience at Bank of America, N.A. outside of his advisory role. Outside of finance, Villalba works part-time with ride-sharing and delivery services including Uber, Lyft, and DoorDash. 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.

Jacob Isaac is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 credential with four years of industry experience. His prior roles include positions at RJP Estate Planning, Upgrade, and Capco, as well as work related to estate planning and financial services. Outside of his advisory work, he is involved in property management as a landlord. 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 managed strategies, separately managed accounts, and affiliated mutual funds. The firm supports over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Sangeeth Jetty is a Financial Advisor associated with Merrill Lynch Wealth Management. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA), equipped with the skills and resources to assist clients in pursuing their financial goals. He holds a bachelor's degree from Swarthmore College. Sangeeth employs a personalized, goals-based planning process to understand clients’ priorities and craft comprehensive strategies tailored to their unique situations. His approach focuses on designing and implementing plans intended to help clients and their families manage investment risk while working towards long-term financial objectives. Outside of his professional role, Sangeeth enjoys a range of personal interests including baseball, cooking, golfing, hiking, music, running, skiing, soccer, traveling, and spending time with his family.

Victoria Paddy is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she has worked in retail and hospitality roles including positions at Lululemon Athletica and Brass Tap. She is also registered as a real estate agent with West USA Realty and eXp Realty, though with limited activity. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,000 advisors.

Elizabeth Minard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs within its product offerings.