Phoenix, AZ S 40th Place Office

Joshua Symons is a financial advisor with Edward Jones in Phoenix, AZ, holding CFP® and Series 66 credentials and having eight years of industry experience. He previously worked at Keller Williams and North Rock Group LLC, among other roles. Symons serves as a board member for Valley Youth Theatre, where he participates in fundraising and governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Kristen Marler is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at the Ahwatukee Chamber of Commerce and Arizona's Vision. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm maintains a large national network of advisors and branch offices and operates under a fiduciary standard.

Samuel Isaac is a Financial Advisor at Merrill Lynch Wealth Management. He is dedicated to providing personalized financial guidance to individuals focused on preserving and growing their wealth, including successful business owners and those managing inheritance responsibilities. Samuel works closely with his clients to understand their goals and concerns, enabling him to design tailored strategies that aim to meet their specific needs and objectives. He holds a Bachelor's Degree from Grand Canyon University and has earned the Personal Investment Advisor (PIA) designation. Samuel is committed to serving clients with honesty, diligence, and genuine care, offering clear and personalized financial planning that emphasizes legacy planning, retirement income, tax minimization, and other wealth management strategies. Outside of his professional role, Samuel enjoys activities such as camping, football, golfing, hiking, music, pickleball, reading, spending time with his family, traveling, and watching movies.