Mac Arthur Morrison is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having five years of industry experience. His background includes roles at Vanguard and MAP Strategies prior to joining JPMorgan Chase Bank and JPMorgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and supported by related investment-management affiliates.

Angela Howard is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad platform of capital markets services.

Grant Gunderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles at First Command Brokerage Services, Inc., First Command Advisory Services, Inc., and First Command Insurance Services, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Robert Alt is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 credential and 12 years of industry experience. He has been with Edward Jones for a total of 11 years, including a prior role in 2014 and ongoing service since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. 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.

Rockwell Nierenberg is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Charles Schwab, he worked at Cetera Investment Services LLC and has a background that includes roles outside the financial industry and periods of full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Scott Viesselmann is a financial advisor with Cambridge Investment Research Advisors in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 47 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also operates Scott Viesselmann, Inc. He serves as a board member for 4Vet's, a veterans support organization. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Jacob Spencer is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and a variety of positions outside the financial sector, including a year at Eggstasy and earlier education-related roles. Charles Schwab & Co., Inc. serves a large client base mainly consisting of 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 separate managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and integrated operational infrastructure.

Mitchell Layton is a financial advisor with Raymond James Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include service at LPL Financial and ongoing involvement with Layton Holdings, a business he owns. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports client implementation through advisory programs, with a notable focus on municipal and public finance advisory services.

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.

Madison Ortmeyer is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, Madison spent four years in full-time education. 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 client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Jake Desiderio is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 licenses and approximately one year of industry experience. His prior roles include positions at Cetera Wealth Services, Renaissance Financial, and several other financial and non-financial firms. Outside of advising, he has worked with Frosty Tops, LLC (Little O's), indicating involvement in entrepreneurial activities. 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 tailored to clients who meet specific net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

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.

Edward Plotkin is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 65 and Series 63 licenses and 25 years of industry experience. His career includes roles at Raymond James since 2018, as well as prior positions at BOK Financial Securities, Zions Capital Advisors, Midfirst Bank, UBS Financial Services, and Merrill. 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 governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

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.

Jaicie Sangoi is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, Bank of America, and Walgreens Corporate Office. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, delivering tailored recommendations through both meetings and written summaries.

Timothy Oneil is a financial advisor at LPL Financial in Phoenix, AZ, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2017, following prior roles at National Planning Corporation and OSAIC Services, Inc. Outside of his advisory role, he operates O'Neil Advisory LLC, an insurance agency offering life, medical, and fixed annuity insurance planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive non-advisory financial activities and technological tools.