Jason Braunstein is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Braunstein serves on the boards of the People of Faith Foundation and the Peoria North Rotary Club. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional to complex allocations.

Shannon Simmons is a financial advisor with Edward Jones in Peoria, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, she spent 16 years working as a realtor and has been involved with Watermark Solutions/LaundriTek, a company selling cleaning chemicals, since 2001. She is also a co-trustee for her family trust, managing distributions for educational expenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, investment solutions, and affiliated services under a fiduciary standard.

Aaron Mcgowan is a financial advisor at Primerica Advisors in Buckeye, AZ, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Primerica Advisors since 2014 and Primerica Financial Services since 2013. Outside of his advisory role, Mcgowan serves as a worship minister at The Church at Sun Valley, committing 15 hours per month to this position. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and delegates portfolio implementation to third-party managers, maintaining oversight and model curation.

Jared Mactas is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked with MassMutual Life Insurance Company since 2021. Outside of his advisory role, he is also engaged in outside insurance sales, functioning as an insurance broker for various lines of business including life, disability, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations, with implementation options that include brokerage or insurance arrangements.

Gerard Telemaque is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Bank of America, N.A. and Merrill. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Peter Spiteri is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, with prior roles at TD Ameritrade and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a commodity pool operator with advisory roles for multiple registered investment companies.

Jason Silitsky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Cetera and affiliated firms since 2019 and previously spent time with Foresters Financial Services from 2010 to 2019. Silitsky is also the owner of Granite Sky Wealth Advisors LLC, which operates as a DBA for his work with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across various program structures.

Daniel Montague is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill from 2013 to 2020 before joining Charles Schwab and Charles Schwab Bank, SSB in 2020. Charles Schwab & Co., Inc. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

David Carter is a financial advisor with Raymond James Financial in Surprise, Arizona, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Cetera and First Financial Equity Corporation. He is also the owner and president of Carter Wealth Management, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Stephen Riordan is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include nine years at BMO Harris Financial Advisors and over two decades at M&I Brokerage Services. 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, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and oversight of substantial discretionary assets.

Daniel Kravits is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 66 licenses and 41 years of industry experience. He has worked with Cetera and its affiliated entities since 2019, and previously with Foresters Advisory Services and Foresters Financial Services from 2012 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with options for model portfolios, third-party managers, and bespoke strategies.

Paul Hassing is a CFP®-credentialed financial advisor with Edward Jones, based in Buckeye, AZ, and has 29 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he serves as Chairman of the Board for the River Heights Chamber of Commerce and is the President of the Big Sand Lake Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with over $1 trillion in assets under management supported by a nationwide network of financial advisors and branch offices.

Jeffrey Hertig is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for seven years at Ernst & Young LLP. He serves as president of the Surprise Pickleball Association in Phoenix, AZ. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Michelle Selsor is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jack Spicer is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2022, following roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of his advisory work, he spends time coaching sports. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and artificial intelligence tools.

Michael Lesniewicz is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Cambridge in 2020, he worked for Charles Schwab for nine years. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Clotilda Chinyanya is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo, and she managed Clovit Investments P/L for 15 years. Outside of advising, she serves as treasurer for the Zimbabwe Chapter of the International League Against Epilepsy and is a trustee of Demystifying Epilepsy LLC. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts. The firm’s integrated model combines advisory, brokerage, custody, and cash-sweep services on a large scale.

Aaron Rosas is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience and a background that includes law enforcement roles with the Bend Police Department and Ashland Police Department, as well as service in the Oregon Air National Guard. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Omar Elwer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan in various capacities since 2012 and also operated ELWER Interpreting, LLC from 2017 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Ian Sanchez is a financial advisor at Merrill in Phoenix, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing, and has experience in accounting and management through his role as a general partner and managing member of YWOP Enterprise. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients, including pension plans and charitable organizations.