Christine Dorf is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2004. She has 16 years of industry experience. Outside of her advisory role, she owns Elk and Sparrow, a small business that creates and sells homemade seasonal home décor crafts on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment solutions through a large network of financial advisors and branch offices nationwide.

Carter Lake is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with one year of industry experience. Prior to joining Morgan Stanley, he held roles at Charles Schwab and worked multiple years at the University of Colorado Boulder. Morgan Stanley Wealth Management offers a broad range of advisory services to individuals and institutions, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client engagements and corporate financial planning agreements.

Zachary Scheel is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab Co., Inc. since 2023. Prior to advising, his work experience includes roles in various service and delivery positions. 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 in-house research and a formal alternative investment program.

Leticia Vasquez is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at The Vanguard Group for 11 years. Outside of her advisory role, she was a partner at Truly Boss LLC, a mobile app development company. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Daniel Caraveo Jr. is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with Merrill and has previously worked at Charles Schwab and in the real estate sector with ERA Sellers and Buyers Real Estate. He is based in Chandler, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Becky Wagstaff is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Edward Jones since 2004. 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, and it manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Matthew Michael is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2009. Prior to that, he was with Unified Wealth Management, LLC and Gunnallen Financial, Inc. He also provides tax preparation and planning services through a related business, Illuminate Tax Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both discretionary and non-discretionary account management.

Fabrizio Isola Schenone is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Morgan Stanley for one year and has diverse experience including roles in culinary services and education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services utilizing various investment strategies and operational technologies.

Daralyn Ward is an Investment Consultant at Fidelity Investments, a role she has held since 2021. In her position, she works closely with clients to develop personalized financial strategies that align with their goals, values, and lifestyles. Daralyn's approach involves understanding what matters most to her clients and building tailored plans to help them achieve their financial objectives. Outside of her professional work, she enjoys activities such as cooking and baking, football, hiking, reading, traveling, and spending time with her pets.

Mallory Reis is a CFP®-certified financial advisor with Edward Jones in Mesa, AZ, and has 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Reis manages a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Carlos Conrado is a financial advisor at Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials. He began his industry career in 2026 and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., among other firms. 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 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.

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.

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 with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. Prior roles include positions at JPMorgan Chase Bank and Charles Schwab & Co., Inc. Outside of finance, Rylie has worked in diverse fields including hospitality and mortgage services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process integrating quantitative and qualitative research to support its recommendations.

Robert Decaro is a Wealth Management Advisor and managing partner of the Gunter Hamilton DeCaro Wealth Management Group at Merrill Lynch Wealth Management. In his role, he provides thoughtful advice and guidance to clients aimed at achieving their financial goals, combining his experience as an advisor and portfolio manager. Robert joined Merrill Lynch in 2008 after 13 years at Bank of America, where he provided lending and cash management solutions to retail and wealth management clients. Robert holds a Bachelor's degree in Accounting from California State University, Long Beach, and maintains several professional designations including CERTIFIED FINANCIAL PLANNER® professional, CERTIFIED PLAN FIDUCIARY ADVISOR®, Personal Investment Advisor, and Retirement Accredited Financial Advisor. He has also completed the Merrill Longevity Training Program through the Davis School of Gerontology at the University of Southern California. As a portfolio manager, Robert manages personalized and defined investment strategies for clients. Outside of his professional work, Robert is involved with organizations such as Feed My Starving Children and Ronald McDonald House. He enjoys spending time with his family, including traveling with his wife and two children, as well as participating in activities like baseball, bowling, camping, football, gardening, soccer, swimming, and woodworking.

Kevin Jensen is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. 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 and discretionary investment guidance, supported by multi-asset model portfolios and a centralized operational structure.

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.