Scottsdale, AZ N. Claret Drive Office

Vishal Patel is a CFA® charterholder and holds Series 66 and Series 63 licenses. He has four years of industry experience, currently working with Edward Jones in Scottsdale, AZ, and has previously held positions at Edward Jones Trust Company and Wells Fargo. 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, including discretionary and non-discretionary strategies, and is notable for its extensive retail advisor network and affiliated financial services, including a trust company and proprietary mutual funds.

Diana Gokool Diaz is a CFP® professional affiliated with Edward Jones in Scottsdale, AZ, with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of market segments. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Benjamin Spidale is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. His prior experience includes roles at Mercer Investments LLC and The Vanguard Group Inc, as well as self-employment since 2019. Outside of finance, he owns a small e-commerce business specializing in buying and selling autographed sports memorabilia. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with a range of investment strategies and a nationwide network of advisors. The firm manages over $1 trillion in assets and offers services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient advisory solutions.

Ryan Marsh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Scottsdale, AZ. He has 19 years of industry experience, including 17 years with Marsh Professional Group before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, 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, operating under a fiduciary standard.

Carlyn Bouchard is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Edward Jones in 2018, she worked at Raymond James & Associates, Inc. and AXA Advisors, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Kimberly Shocklee is a financial advisor at Edward Jones in Scottsdale, AZ, holding CFP® and ChFC® designations with 12 years of industry experience. Her prior roles include positions at Tiaa, LPL Financial, Goldbook Financial, MassMutual Life Insurance Company, and MML Investors Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large network of advisors and branches, as well as affiliated services such as trust company operations and securities-based lending.

Christopher Meyer is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Edward Jones in Scottsdale, AZ. His prior roles include positions at Grand Canyon University, The Vanguard Group, Inc., and U.S. Bancorp Investments, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Colbert Chang is currently the Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2022. He is a CERTIFIED FINANCIAL PLANNER™ practitioner with nearly thirty years of experience in the financial industry. His approach focuses on partnering with clients to provide comprehensive and holistic financial planning, utilizing the extensive resources available at Fidelity. His professional background includes positions such as Financial Consultant at Fidelity Investments from 2020 to 2022, Wealth Management Advisor at TIAA-CREF Individual Advisory Services during two periods (2014-2016 and 2019-2020), Private Wealth Advisor at Ron Blue Trust from 2016 to 2019, and Manager-Portfolio Consultant at Charles Schwab & Co. from 1996 to 2014. This experience reflects a broad expertise in wealth management and financial advisory services.

Natalie Drotar is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. She previously worked at Mercer Investments and spent a decade with The Vanguard Group Inc. In addition to her advisory role, she owns and manages a home studio floral business, Blooms by Natalie Marie LLC, based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as its integrated services including trust, securities-based lending, and proxy voting for client accounts.