Michael Szabados is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various J.P. Morgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Joseph Romero is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2020. Outside of his advisory role, he serves on the board of directors for the Kiwanis Club of Corrales, including a term as chair of youth services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies using a combination of in-house and third-party managers, providing comprehensive portfolio management and financial planning services.

Bojan Tuco is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at The Vanguard Group, Inc. and BestCompanies AZ. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools.

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.

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.

Jammie Fort is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Edward Jones in Phoenix, AZ since 2014. His background is primarily with Edward Jones, where he has served for over a decade. Outside of advising, he is involved in managing a rental property in Flagstaff, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

William Kerwin is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at BMO Bank NA, The Vanguard Group, Merrill, and Wells Fargo Clearing. Outside of financial services, he has worked as a contract driver with Uber in Scottsdale, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and a range of investment strategies.

Maria Gagne is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017, following three years at Learnvest Planning. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Srdjan Calija is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 designations and bringing 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Ryan Rosenmeyer is a financial advisor with Edward Jones in Anthem, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Aleksandra Karac is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities within JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Stephen Jaffke is a financial advisor at Fidelity with six years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at The Vanguard Group, Inc. from 2020 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Wendy Ritchie is a Series 66–licensed financial advisor with Edward Jones in Phoenix, Arizona, where she has worked since 2015. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

David Williams is a financial advisor with RBC Capital Markets in Cave Creek, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Merrill, Bank of America, N.A., and City National Bank. Outside of his advisory work, he serves on the advisory board of the Epilepsy Center Foundation of Northwest Ohio and acts as Secretary/Treasurer for the Carefree Foothills Homeowners' Association board of directors. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs tailored to client risk profiles. The firm combines in-house and third-party investment management solutions and provides integrated services such as portfolio management, financial planning, and custody.

Amanda Fox is a CFP® professional with 17 years of industry experience. She currently works at Fidelity Investments and has previously held roles at Morgan Stanley and The Vanguard Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm’s distinctive operations include managing fund-of-funds structures and employing AI-driven methods in portfolio development.

Lincoln Gima is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, he worked at various Charles Schwab entities from 1995 to 2019. Outside of his advisory role, he is a member of Carefree Autos, LLC, an automotive-related business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

David Givnish is a financial advisor with LPL Financial in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He worked at National Planning Corporation for four years before joining LPL Financial in 2017. Additionally, he is involved in fixed insurance sales including life, long-term care, and health insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Stephen Dolgos is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in woodworking and crafts, creating items for sale. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Scola is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and Cetera Wealth Services since 2013. In addition to his advisory role, he operates as an independent insurance agent under Scola & Scola Associates, focusing on disability, fixed annuities, life, accident, health, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers through various program structures.

Lisa Sloan is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. Her prior experience includes roles at Connect W and Waddell & Reed Inc, as well as work with various insurance carriers. She serves as treasurer on the board of a nonprofit organization. LPL Financial is a registered investment adviser and broker-dealer that serves individual and institutional clients across the United States. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management approaches.