Robert Manhardt is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera since 2023, with prior experience at Securian Financial Services and Minnesota Life Insurance Company. Manhardt is also involved with North Star Consultants as an agent/broker specializing in fixed insurance sales and serves as a financial professional at North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across various program structures.

Antonio Cancilla is a financial advisor with Charles Schwab based in Scottsdale, AZ, holding Series 66 and Series 63 licenses and having 38 years of industry experience. His career at Charles Schwab and its affiliated entities spans over two decades, including roles at Charles Schwab Trust Bank and Charles Schwab Premiere Bank. 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 both non-discretionary and discretionary investment options, combining a large client base with integrated advisory, brokerage, custody, and cash-sweep services.

Cannon Wray is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Osaic Wealth and has previously worked at Advisor Group, Charles Schwab, and D.A. Davidson & Co. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and access to multiple custodial and legacy program arrangements.

Karla Stroh is a financial advisor with Osaic who holds Series 63 and Series 66 licenses and has 35 years of industry experience. She previously worked at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. Outside of her advisory role, she works as an independent Stampin’ Up demonstrator, promoting and selling paper crafting supplies through workshops and individual hostess parties. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through various programs. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and proprietary strategies.

Daniel Boyett is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Charles Schwab Bank SSB and Charles Schwab since 2022, following 14 years at Scottrade and four years at TD Ameritrade. Outside of advising, he owns a business selling home security products, handmade clothing, and wooden furniture online. Charles Schwab 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

William Carlson is a CFP® and Series 66 professional with four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Allbridge, CLA, Nortland Vapor, and WEX. Carlson serves as Secretary of the Young Professionals Council for Big Brothers Big Sisters in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sarah Simes is a financial advisor at Osaic with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Royal Alliance and Boston Partners Financial Group. She also serves as a notary public. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform with a model-based investment approach.

Sarah Finelli is a Series 66 licensed financial advisor with Edward Jones in Anthem, AZ, and has eight years of industry experience. She has been with Edward Jones since 2016. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Armando Castaneda is a financial advisor at Merrill with a Series 66 designation and 2 years of industry experience. He has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Woods is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc. and Waddell & Reed, Inc. Woods operates a private wealth management business under Rock Martin Private Wealth Management affiliated with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing various portfolio management strategies and technology tools to support investment decision-making.

Enwiya Toma is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2012 and has also been with Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Cody Hampson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients preserve, grow, and transfer wealth through objective financial guidance grounded in a disciplined planning process. With a focus on building long-term relationships, he delivers strategies that support lasting financial success for individuals, families, and business owners. He brings experience in legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Drawing on the discipline and preparation learned from competitive sports, Cody applies a proactive approach to assist clients in navigating important financial decisions with confidence, aiming to reduce financial stress and help clients make informed choices. Cody holds a bachelor's degree from Grand Canyon University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he enjoys baseball, football, golfing, and spending time with his family.

Rachel Bukacek is a financial advisor at OSAIC with 28 years of industry experience and holds a Series 66 designation. She has been employed with Securities America Advisors, Inc. since 2003 and has held roles at All Pro Access, LLC and Iron Man Studio since 2007. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a broad range of brokerage and advisory services through a multi-advisor platform with a model-based investment process.

Donald Whitman is a financial advisor with Cetera Wealth Services, LLC in Phoenix, Arizona, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has previously worked with Avantax Advisory Services and 1st Global Advisors, and he is also a member of the board of directors for the Martin Auto Museum, a nonprofit organization. Whitman is involved in several business ventures, including Intentional Wealth Solutions, LLC, a financial services entity formed through a merger, and he owns Whitman & Jackson CPAs, PC. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.

Scott Indgjer is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Inc. and Ameritas Investment Corp. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across various programs. The firm’s investment process uses model-based asset allocation and portfolio optimization with tools such as risk-tolerance questionnaires and efficient frontier analysis.

Joshua Butler is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Uber Technologies, BlockFi, and American Express. Outside of his advisory duties, he owns and operates an auto detailing business, Dropless Detail LLC, in Glendale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jessica Bradley is a financial advisor with Edward Jones in Surprise, Arizona, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked in various educational roles and operated as an independent consultant for Norwex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, supported by a large nationwide network of advisors and branch offices.

Andy Garcia is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and has previously worked at firms including Charles Schwab & Co., Fidelity Investments, The Prudential Insurance Company of America, Pruco Securities LLC, and Axa Advisors LLC. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, combining discretionary and advisor-managed strategies alongside third-party money managers.

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.

Tyler Keegan is a financial advisor at OSAIC with eight years of industry experience and holds Series 63 and Series 66 licenses. His work history includes roles at Vanderbilt Securities, United Planners Financial Services, and The Vanguard Group, as well as positions outside traditional finance with the Arizona Diamondbacks and educational institutions. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization with discretionary managed strategies and third-party manager options.