Susan Radley is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with Cetera Investment Adviser LLC since 2006 and CETERA Financial Specialists LLC since 2004. In addition to her advisory role, she has worked as a health insurance agent since 1995, including selling health insurance and providing referrals for group health insurance to corporate clients. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, employer-sponsored 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, utilizing both affiliated and third-party managers and a variety of program structures.

Erik Reichstein is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the City of Phoenix from 2016 to 2018. He holds a Series 66 license and is based in Mesa, AZ. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Erick Geryol is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in the restaurant industry as a silent partner in several establishments, including Rock Junction Inc., Ascenders LLC, and Barley Bros LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Ronald Fisher is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Bank of America, LPL Financial, BancWest Investment Services, Bank of the West, and BMO Bank. Merrill, along 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.

Alejandro Fragoso is a CFP® and holds a Series 66 license with Charles Schwab. He has seven years of industry experience, including roles at Charles Schwab and Charles Schwab Bank since 2018. Prior to his financial services career, he worked at Fry's Food & Drug Stores for three years. Charles Schwab serves a large client base, 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 mix of non-discretionary and discretionary investment solutions supported by a multi-asset allocation approach and centralized operational infrastructure.

Dylan Ollendieck is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior work history includes roles at John Deere, Ascentra Credit Union, and TBK Bank Sports Complex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Todd Obrien is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Colliers Securities LLC for 18 years before joining LPL Financial in 2021. He is also involved with Todd OBrien LLC, a business entity registered for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Brisa Ibarra is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of advisors and branch offices, offering a range of advisory services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Stuart Boardman is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at BancWest Investment Services, Inc. and Bank of the West. 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 and investment solutions supported by a large network of financial advisors and branch offices.

Lilliana Alonzo Gomez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, N.A., and Chicanos por la Causa. She is also affiliated with Arizona State University. Merrill, alongside 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 individual and institutional clients.

Jake Faust is a financial advisor with Edward Jones in Tempe, AZ, holding the CFP® designation and Series 66 license. He has four years of industry experience, including roles at Envision Retirement and Heliospace Corporation prior to joining Edward Jones. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Melina Thompson is a Series 66 credentialed financial advisor with 17 years of industry experience. She currently works at Edward Jones, where she has been since 2005 with a brief gap in 2021 when she was employed at Liveops Inc. Outside of her advisory role, she is a silent investor and owner of a restaurant in San Tan Valley, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Micheal Ajayi is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America, Merrill, BestBuy, and served in the United States Army. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining advisory and non-advisory financial activities across a large network of over 22,800 advisors.

George Ripley is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Bank of America and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Frederik Pioro is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 21 years of industry experience. He has been with Charles Schwab since 2006 and also works with Charles Schwab Bank since 2025. Charles Schwab & Co., Inc. serves a large client base that primarily includes 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 is primarily non-discretionary while also providing access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Leslie Stephen is a financial advisor at Cetera with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Voya Financial Advisors, Mass Mutual Investors Services, and Metlife Financial Services. Leslie is also involved with Rayhons Financial Solutions, LLC, an independent business focused on the sale of insurance and securities products. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining model portfolios, third-party managers, and custom strategies.

Barry Majercin is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 designations. He has 26 years of industry experience and has been with Edward Jones for 25 years. 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 through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services.

Brian Bjurstrom is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Advisors and the Maricopa County Attorney's Office. OSAIC serves a diverse clientele, including individual, high-net-worth, pension, corporate, and charitable clients, providing integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and third-party platforms to construct portfolios across various asset classes and supports multiple advisory and managed-account solutions.

Kevin Mullen is a financial advisor with Merrill, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2014. Merrill, together with Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations. The firm combines internal Chief Investment Office teams and third-party managers to implement tailored investment solutions.

Jonathan Pagan is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds Series 63 and Series 66 licenses and has previous experience at Wells Fargo Clearing, Wells Fargo Bank, Massey Services, and four years of service in the U.S. Navy. He has been with Morgan Stanley since 2026. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.