Parker Lindhorst is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to create personalized wealth management strategies tailored to their goals and priorities. His approach focuses on building long-term relationships through trust, communication, and a deep understanding of each client's unique financial situation. He provides guidance to help clients navigate important financial decisions while maintaining focus on their long-term objectives. Parker's expertise encompasses assisting clients with a variety of financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, and healthcare needs. As a Merrill Financial Advisor, he works one-on-one with clients to define their financial goals and develop portfolio strategies designed to achieve them, offering ongoing advice and adapting strategies as clients' situations change. He holds a Bachelor's Degree from Brigham Young University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Parker has interests in chess, golfing, and running.

Jessica Dechant is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones in Chandler, AZ since 2005. She holds the Series 63 designation and has spent over two decades with Edward Jones. Jessica and her husband jointly own a rental property with her mother-in-law. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Connor Modd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, he held positions at Great Lakes Solutions and worked at Michigan State University. 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.

Brandon Kocmoud is a CFP® professional with four years of industry experience, currently affiliated with Charles Schwab in Chandler, AZ. His prior work includes roles with the Phoenix Suns and Grand Canyon University. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers integrated brokerage, custody, and advisory services.

Lucas Tisland is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously operated art-related businesses in Chandler, Arizona. Lucas creates and sells his own artwork and manages art operations outside of his advisory role. 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 has a large network of advisors and branch offices, managing over $1 trillion in assets.

Gregory Budge is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

L Ross is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill and 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Aitken is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at JP Morgan Chase Bank and J.P. Morgan Securities. He is involved with Executive Counsel 70, a charitable organization focused on organizing and coordinating fundraising events. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Alec Garcia is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding a Series 66 credential and two years of industry experience. He has previously worked with Bank of America Corporation and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and may incorporate an ESG eligibility framework.

Darien Romero is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, J.P. Morgan Securities LLC, and Equitable Advisors LLC. Outside of his advisory role, Romero is the sole proprietor of Visibility LLC, a technology and consulting business based in Chandler, Arizona. 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 network of financial advisors and branch offices nationwide.

Tyler Kucera is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Edward Jones since 2008. He is based in Tempe, AZ. Outside of his advisory role, he owns rental property in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,000 advisors, offering discretionary and non-discretionary investment strategies under a fiduciary standard.

Jaden Tung is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with approximately one year of industry experience. Prior to joining Merrill, he worked at Wells Fargo and Guardian Life. He has also been affiliated with the University of Arizona in various roles over several years. 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 and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Todd Martin is a financial advisor with OSAIC in Tempe, Arizona, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He previously worked at Lincoln Financial Securities Corporation and Osaic FS, Inc. In addition to his advisory role, Martin operates a consulting business focused on helping business owners with organizational and marketing strategies, as well as public speaking on business topics. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and supports various managed account strategies.

Gavin Christensen is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has held previous roles at Silo, Ensign Group, Moreton & Co, and WCF Insurance. He is also a cofounder and partial owner of Allstrokes Golf Club, a business in Eagle, Idaho, though he is not involved in its day-to-day operations. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

William Mc Cance III is a financial advisor at Ameriprise in Chandler, AZ, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliate since 2003. Outside of his advisory role, he is the owner of Ableshot Corp, a 501(c)(3) nonprofit organization. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Erin Smith is a financial advisor at Edward Jones in Tempe, AZ, with four years of industry experience. She holds a Series 66 credential and has previously worked at American Family Insurance and ETRAILER CORP. Outside of her advisory role, she engages in online resale through PoshMark and has done freelance social media marketing. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and has a large nationwide network of financial advisors and branch offices.

Jairo Giraldo is a CFA® charterholder with 18 years of industry experience. He has worked at Edward Jones in various roles since 2004, including at Edward Jones Trust Company from 2018 to 2025. Giraldo is currently based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Frank Guerrero is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds a Series 66 designation and previously worked at Merrill, Bank of America, and Wells Fargo Clearing Services. Outside of financial advising, he owns Islands Poolcare, LLC, a non-investment-related business in Gilbert, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations.

Susan Gallant is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at VALIC Financial Advisors, Agia, and OSAIC Wealth. In addition to her advisory role, she is involved with Agia as an agent for non-securities insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging both proprietary research and third-party subadvisors across broad market exposures.

Gulbano Ali is a financial advisor at Merrill with a Series 66 license and two years of industry experience. Prior to joining Merrill in 2022, she worked at Lyft from 2020 to 2022 and is currently also affiliated with Bank of America, N.A. She owns a rental property business managed by her husband. 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.