Kevin Naef is a financial advisor at Edward Jones with 25 years of industry experience, all of which he has spent with the firm since 2001. He holds the Series 63 designation and is based in Sun City, 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 investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Matthew Hanna is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2018. He previously worked at Invesco Advisers, Inc. and Invesco Distributors, Inc. from 2010 to 2018. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jennifer Merrifield is a financial advisor with LPL Financial in Glendale, AZ, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at LPL Financial since 2019 and previously spent 17 years at BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Anthony Patino is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes six years at Securities America Advisors. Osaic Wealth serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services supported by a broad network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and offers portfolio management with options for discretionary or non-discretionary control.

Scott Ladrigan is a financial advisor at Morgan Stanley with 24 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Roseann Steinmetz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with J.P. Morgan Securities 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 non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Nicholas Dyer is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 63 designation. He has been with Ameriprise Financial Services since 2016, currently working in Scottsdale, AZ. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Annalise Morris King is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC), and Certified Divorce Financial Analyst® (CDFA). Annalise has over 18 years of experience serving high net worth and ultra-high net worth individuals and families, focusing on personal and business wealth planning, wealth transfer, liquidity management, and family legacy planning. In her role as a Senior Portfolio Manager, Annalise manages personalized and defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. She works closely with clients to develop tailored financial strategies that address various planning scenarios such as special-needs, non-traditional and blended families, pre- and post-divorce planning, business succession, and wealth transfer. Annalise earned her bachelor's degree from San Francisco State University. Annalise is actively involved in professional organizations and community initiatives that support women's advancement and financial education. She serves as President of Merrill's Women's Exchange and participates in How Women Lead and Junior Achievement. Additionally, she has contributed to community programs including Bank of America's Better Money Habits Champion and Moneythink. Outside of her professional work, Annalise enjoys cooking, gardening, golfing, hiking, running, traveling, practicing yoga, and spending time with her family.

Natalie Kania is a financial advisor at Equitable Advisors with three years of industry experience. She holds Series 66 and Series 63 designations and previously worked at The Vanguard Group. Outside of financial services, she is also a real estate realtor with Sands Realty. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates a dual-registered model and participates in LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Madeline Alcorn is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at LPL Financial and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured processes and firm-supported tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

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.

Cade Clary is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including work in education and rental services. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through sponsored programs and endorsed third-party managers, providing a range of advisory and brokerage solutions.

Nick Allen is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2015 in various roles including Financial Consultant, Investment Consultant, and Relationship Manager. In his current position, Nick helps high net worth individuals and families co-create personalized financial plans that align with their goals and life milestones. Throughout his career at Fidelity, Nick has focused on identifying clients' financial objectives and supporting them in achieving successful retirement plans. His experience spans multiple aspects of financial consulting and retirement solutions. Nick holds a California insurance license. Outside of his professional work, he engages in family activities, fitness, football, gardening, music, and outdoor adventures.

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.

Erika Fabricatore is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is part of a team serving affluent families, professionals, business owners, and corporate executives by providing advisory and wealth management services. Her focus areas include portfolio management, retirement income planning, and assistance with corporate retirement plans such as 401(k) and defined benefit plans. Erika holds professional designations relevant to retirement benefits and financial advising. She works alongside colleagues to support clients in designing financial strategies tailored to their goals and priorities. Her experience contributes to helping clients navigate complex investment and retirement planning decisions. Outside of her professional practice, Erika is engaged with community organizations, including the Delaware Valley Youth Athletic Association and Saint Pio Catholic School. She resides in Philadelphia with her family.

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.

Kevin Deluca is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016, including a role at Charles Schwab Bank, SSB since 2021. Outside of his advisory work, he serves as the Treasurer for The Phoenix Iowa Club, a volunteer position involving financial reporting and fund management. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a broad range of investment guidance through multi-asset model portfolios and alternative investment programs.

Christie Jones Popour is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her financial advisory role, she is involved in a modeling and acting agency based in Scottsdale, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Crystal Barcello is a financial advisor with Edward Jones in Anthem, AZ, holding Series 63 and Series 65 credentials and 24 years of industry experience. She previously worked at Stifel Nicolaus & Co Inc for seven years before joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. 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, access to separately managed accounts, and affiliated mutual funds.

Ryan Harper is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Equitable Advisors, Axa Advisors, Nicola Imports, and Zoom Video Communications. He serves as a trustee for a family living trust and works as a broker for Unum Group on long-term disability insurance. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver advisory and brokerage solutions.