Richard Solomon is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Avantax Investment Services and has owned Solomon Wealth Management, LLC, Solomon CPA's & Financial Services, and Christopher T. Solomon, CPA, PC since 2014. Outside of advising, he is involved in tax preparation, bookkeeping, and payroll services through his CPA firm. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms with options spanning automated allocations to bespoke investment strategies.

Anthony Fisher is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Fidelity Investments, OneAmerica Securities, Citizens Securities, Bank of America, and Merrill. Outside of finance, he owns and manages Breezy Clean Cleaning Services, a remote cleaning business. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

David Roe is a financial advisor with Morgan Stanley in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and was previously with Citigroup Global Markets starting in 2000. Outside of his advisory role, he owns and manages a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models to support client strategies while generally acting in an advisory capacity rather than as a fiduciary.

Michael Spiro is a CFP® with 29 years of industry experience, currently serving at Fidelity Investments. He previously worked at The Vanguard Group, INC. for 24 years before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds, with additional roles in commodity pool operations and advisory services to registered investment companies.

Eddie Parra is a CFP® with nine years of industry experience, currently serving as a financial advisor at Fidelity. His prior experience includes roles at Morgan Stanley and Vanguard Group, Inc., as well as professional involvement with Forest Highlands Golf Club and Northern Arizona University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction across a broad investable universe. The firm also manages model portfolios, serves as an advisor to registered investment companies, and utilizes advanced technologies including AI in its research methodologies.

Craig De Long is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds the Series 63 and Series 65 designations. Outside of his advisory role, he is involved in a part-time consulting position with Degart Global, where he assists with document editing and travel planning. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, employing a range of portfolio management styles supported by affiliated research and sub-advisers.

John Chapman V is a financial advisor with Raymond James Financial Services Advisors, Inc. in Gilbert, AZ. He holds Series 63 and Series 66 designations and has one year of industry experience. Prior to joining Raymond James, he worked at Morgan Stanley and has a varied background including roles at GradGuard Insurance and educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Ryan Hickey is a financial advisor with Raymond James & Associates based in Mesa, AZ. He holds the Series 63 and Series 66 designations and has eight years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. Raymond James & Associates, Inc. is a 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 municipal entities, offering financial planning and investment consulting with a range of portfolio management styles.

Lyle Zaichkin is a CFP®-designated financial advisor with Edward Jones, based in Mesa, AZ, with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum of financial needs. The firm manages over $1 trillion in assets through a nationwide network of approximately 23,700 advisors, offering a range of investment strategies and fiduciary advisory services.

Margaret Mccoy is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2009. Outside of her advisory role, she serves as treasurer on the board of the Perry High School Touchdown Club, a nonprofit booster organization supporting high school football. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting, with a focus on client decision-making.

William Glennon is a financial advisor with Morgan Stanley located in Fort McDowell, AZ, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment platforms.

Austin Judd is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses. Outside of finance, he is involved with Makeup By Lianne LLC, a business he has been associated with since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence using quantitative and qualitative analysis, and it offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Brett Mc Avoy is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 66, Series 63, and Series 65 credentials. His prior experience includes roles at Clark Capital Management Group, Steadfast Companies, and Curian Capital. Charles Schwab 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 SMA portfolios and offers a centralized structure supporting a large client base.

Raymond Singh is a financial advisor at Cetera with 28 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including LPL Financial, LLC and Avantax Investment Services. He is also a member of Innovative Retirement Solutions, PLLC, where he provides wealth management, estate and trust planning, and education planning services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program options.

Thomas Bastian is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked with Cetera and Cetera Wealth Services since 2021 and previously spent seven years at VOYA Financial Advisors. He is the owner and president of Bastian Financial Services, LLC, and also operates as an independent insurance agent specializing in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, combining discretionary and non-discretionary services delivered through a nationwide network of over 10,000 advisors.

Thomas Ponticelli is a Series 66-credentialed financial advisor with Edward Jones in Gilbert, AZ. He joined Edward Jones in 2026 and has prior experience in professional sports and private pitching lessons. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and investment strategies through a large national network of financial advisors.

Michael Maroon is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 16 years of industry experience. Prior to joining Raymond James in 2021, he worked for Edward Jones for 10 years. Maroon serves as Vice President and board member of The SilverTree Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored non-discretionary planning using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Eric Fairbanks is a financial advisor with Ameriprise in Fort McDowell, AZ, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is involved in managing a business that oversees real estate and office costs. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning through a collaborative, non-discretionary process supported by proprietary research and algorithmic tools.

Michael Johnson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial since 2009 and also owns Retirement Vision Specialists, a firm focused on serving clients in the retirement phase. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a large network of advisors with specialized programs and services.

Cody Taylor is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and families pursue their financial goals. Since joining Merrill in 2024, he has utilized his nearly a decade of experience in the financial services industry to provide personal and easy-to-understand financial strategies. Cody's approach involves understanding clients' short- and long-term goals to assist affluent individuals in managing their wealth effectively. He holds a Bachelor's Degree from Northern Arizona University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Cody's expertise includes areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. His professional philosophy centers on uncovering what matters to clients and their families to create strategies that pursue their financial objectives. Outside of his professional role, Cody enjoys golfing, which he relates to financial planning through its emphasis on patience, strategy, and a long-term perspective. He resides in Lake Stevens, WA, with his wife and their son, Leonidas, with another child expected in December.