Davis Stewart is a financial advisor with Morgan Stanley in Tempe, Arizona. He holds Series 65 and Series 63 designations and has one year of industry experience. Outside of his advisory work, Stewart operates a retail business focused on buying and reselling sports cards and memorabilia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and analyses.

Stephen Gilbert is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Pruco Securities, Western & Southern Life, Bankers Life, and AB Analytics. He is based in Phoenix, AZ. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Jeremy Schoenhoft is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 2008 and Charles Schwab Bank since 2020. Outside of his advisory work, he is a silent partner and investor in Rosho LLC, an internet services business. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment options, supported by a multi-asset allocation approach and a centralized operational structure.

Julian Sanchez is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies for clients.

Christine Sorensen is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and with 10 years of industry experience. She has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Braeden Smith is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill Edge and Gps Insight. Outside of his advisory role, he owns Smith Industries LLC, a business focused on HVAC repair and maintenance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

Joseph Anderson is a CFP® professional with 41 years of industry experience. He has worked at Merrill for 32 years, Bank of America for 11 years, and has been with Raymond James & Associates since 2020. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Todd Dragoo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has ownership interests in several investment-related LLCs, including residential rental properties and a financial practice. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Ashley White is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations with four years of industry experience. Prior to joining Charles Schwab in 2020, Ashley worked at Arizona State University, Destination Maternity Corp, and Jackson Hewitt Tax Service. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Derek Jodarski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has held various roles including at JPMorgan Chase Bank and Starbucks. In addition to his advisory work, he has business interests in entities such as 49th Ave Unit 1097 LLC and Proverbs 31 18 LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a range of investment strategies, supported by affiliates providing implementation and portfolio services.

Jesus Ontiveros is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones across two periods totaling seven years. Outside of his advisory role, he has worked as a Lyft driver in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard.

Eric Tanita is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously spent six years at The Vanguard Group, Inc. He holds Series 63 and Series 65 designations and is based in Phoenix, AZ. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and a long-term investment approach.

Nicholas Maddern is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Nuveen Services LLC and BlueBay Asset Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Justin Grimes is a financial advisor at Edward Jones in Mesa, Arizona, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at McDonald's for eight years. 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 nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Lucas is a financial advisor with Raymond James & Associates in Tempe, AZ, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Raymond James & Associates since 2011, including his current tenure since 2021. Outside of advising, he is a passive investor in private companies such as Verifyle Inc and Microsonics Systems. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a broad range of investment strategies and affiliated research.

Edward Buechting is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tempe, AZ, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been affiliated with Raymond James and its related entities since 2014. Outside of his advisory role, he operates Buechting Financial, LLC, providing financial advising and retirement planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm employs tailored, non-discretionary planning and risk assessment tools to guide investment decisions and supports a broad network of advisors with specialized municipal and public-finance services.

Conner Woods is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2024, he was involved with Major League Baseball's Arizona Fall League and coached youth baseball at Salt River Fields Baseball Academy. Outside of finance, Woods serves as a part-time coach at Salt River Fields Baseball Academy. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and advanced modeling tools.

Price Peasel is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 63 designation and over 24 years of industry experience. He has been with Edward Jones since 2001. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

David Moore is a financial advisor at Morgan Stanley with two years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2025, he worked at Guardian Life Insurance and Park Avenue Securities. Outside of finance, he is involved in the restaurant industry as an employee at The Keg Steakhouse. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Rudy Macias II is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a silent partner in Bull-it Transport LLC, a business involved in automotive maintenance, repair, and manufacturing of automotive parts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program is non-discretionary, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.