Christopher Mcdermott is a CFP® professional at Charles Schwab with 18 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2020, and previously spent 13 years at Fidelity, including two years with Fidelity Personal and Workplace Advisors. 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. Schwab combines a non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance using multi-asset model portfolios and research from its Schwab Center for Financial Research.

Amanda Williams is the Vice President and Branch Leader at Fidelity Investments. In her current role, she focuses on supporting and coaching representatives to achieve their goals, aligning with the mission of strengthening the financial well-being of customers and delivering better outcomes. Her professional experience includes positions as a Senior Service Relationship Leader at Morgan Stanley from 2022 to 2023 and as a Senior Retail Sales Specialist at Vanguard from 2021 to 2022. These roles contribute to her expertise in financial services and client relationship management. Outside of her professional career, Amanda engages in activities such as cooking and baking, family activities, fitness, hiking, and parenthood.

Matthew Jenner is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and began his advisory career in 2026. His prior work experience includes positions at Legacy Wealth Management and various educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Grady Melton is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He is also a partner in Ren Square LLC, a restaurant business in Phoenix, Arizona. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals across a large advisor network.

William Schlofman is a financial advisor at Robert W. Baird & Co. Inc. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Outside of his advisory role, Schlofman is a managing partner at Pressio LLC, a manufacturing and licensing startup, where he contributes to finance, marketing, design, and operations. He also serves as a bishop with check signing authority at the Church of Jesus Christ of Latter-day Saints in Peoria, Arizona. Schlofman is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and reporting services, utilizing both in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.

Eric Bottolfsen is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual/GoldBook Financial. Outside of advisory work, he is involved in fixed insurance sales and co-founded a financial planning firm, AllWealth Planning, where he manages private wealth clients and employee benefits. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party investment options.

William Macgeorge is a financial advisor with Robert Baird & Co. in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves as one of three trustees for the Maxwell Foundation Trust, which provides financial aid and scholarships to college freshmen. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Maddey Puckett is Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she leads a team focused on collaborating with clients to address their significant wealth decisions. Prior to this, she served as Assistant Branch Leader at Fidelity Investments from 2022 to 2023. Maddey's experience at Fidelity Investments includes roles such as Workplace Planning Consultant II from 2019 to 2020 and High Net Worth Associate from 2017 to 2019. She also worked as an Administrative Manager at UBS Financial Services between 2021 and 2022. Outside of her professional responsibilities, Maddey enjoys hiking, kayaking, and volunteering.

Matthew Mc Nally is a CFP® certificant with 10 years of experience in financial advising, currently working at Edward Jones since 2016. He holds a Series 66 license and is based in Sun City West, AZ. Outside of his advisory work, Mc Nally owns a rental property business in Surprise, AZ. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Lesnick is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 32 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Woodbury Financial Services, and National Planning Corporation, along with long-term involvement in Sound Advice Financial Planning. He is also a business owner of Dimona.biz. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm supports its network of investment adviser representatives with model portfolios, third-party asset management, and institutional platforms, combining broad financial activities with oversight of substantial discretionary assets.

Curtis Levalley is a Certified Financial Planner (CFP®) with over 33 years of experience in the financial services industry. He has worked with firms including Osaic Wealth, Inc., LeValley Wealth Management, Signator Investors, Transamerica Financial Advisors, and Wells Fargo. Levalley operates his own wealth management and insurance brokerage sole proprietorships. He also serves as financial and healthcare power of attorney, as well as backup trustee, for a family member. Levalley is affiliated with Osaic Wealth, a large multi-advisor platform that serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment process emphasizing asset allocation, portfolio optimization, and access to third-party and proprietary investment strategies.

Donald Swanson is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 21 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of financial advising, he is president of a real estate company, Kirby Properties LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of investment programs and educational seminars.

Mircea Ionescu is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of finance, he has taught violin lessons and operated a live wedding music business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Abram Fabela is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley, JP Morgan Securities, LPL Financial, and Fidelity Investments. Outside of advisory services, he has worked as an Uber driver in Phoenix, Arizona. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves as a registered commodity pool operator and advises multiple registered investment companies and fund-of-funds.

Todd Polley is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has held positions at several companies prior to joining Edward Jones, including Owlet, Weave, Podium, and Blue Raven Solar. 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, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Deron Florey is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Cetera. He previously worked at Charles Schwab and Schwab Private Client Investment Advisory, Inc. for over a decade. He is also the owner of Florey Capital Management LLC. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Michael Larkin is a CFP® professional affiliated with Cetera, with 27 years of industry experience. He has been associated with Cetera Wealth Services, LLC since 2013 and operates Larkin & Associates, a business focused on marketing and office operations. Additionally, he provides tax preparation and planning services through Larkin Tax Services. 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 multi-manager platform with a range of portfolio management options and collaborates with both affiliated and unaffiliated third-party managers.

Thomas Joyce is a financial advisor at Osaic Wealth with 50 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Osaic in 2023, he worked for FSC Securities Corporation for 38 years and has also operated Coordinated Financial Services Ltd. since 1985. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, delivering strategies via discretionary and advisor-managed options alongside third-party money managers.

Elijah Gallardi is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Schwab Wealth Advisory, The Vanguard Group, and Fullerton Financial Planning. 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 financial planning and a variety of investment management programs delivered through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Erik Gonzalez is a financial advisor at Fidelity with seven years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following prior roles at The Vanguard Group and in academia at Texas Tech University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios built from a broad investable universe.