Wayne Engebretson is a financial advisor with Edward Jones in Phoenix, AZ, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of Cornerstone LLC, a commercial property business in Red Lodge, MT. 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 strategies, separately managed accounts, and affiliated mutual funds.

Chin Chae is a financial advisor with Edward Jones in Laveen, AZ, holding Series 63 and Series 66 credentials and with 26 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Mirza Kevric is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple J.P. Morgan entities since 2016, as well as The Monolith Group and Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Shana Despres is a financial advisor with MassMutual Investors Services in Phoenix, AZ, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. Her prior work includes 13 years at Metlife Securities Inc. and a decade with MassMutual Life Insurance Company. She is also CEO and financial planner at Milestone Financial, LLC, where she provides financial advice and planning strategies. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software to develop collaborative, written recommendations.

Robert Gage is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

Summer Darkis is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Surprise, Arizona. She has 12 years of industry experience, all with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with client decision-making authority. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Larry Osa is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His previous roles include 11 years at RBC Capital Markets before joining Robert W. Baird in 2019. Outside of his advisory work, he serves on the board of Sunshine Dog Rescue, where he helps establish intake and adoption policies. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional to non-traditional investments and providing both discretionary and non-discretionary management options.

Martha Landon is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at The Vanguard Group and Bank of America. She is also a notary public in Phoenix, Arizona. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from a broad range of mutual funds, ETFs, and ETPs.

Jorge Chavez Enriquez is a financial advisor with Fidelity in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Merrill, Bank of America, Wells Fargo, Discover Financial Services, and Amazon. Fidelity’s affiliate, 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 combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Robert Schoen is a CFP® with 39 years of industry experience, currently serving at Cetera. He also owns Schoen & Co., a CPA firm providing income tax preparation and related services since 1979, and works as a CPA at Fates, Bodily & Parker CPAs. His career includes over two decades at Cetera and its affiliated entities, alongside running his own financial advisory practice since 2014. Cetera Investment Advisers LLC is a large SEC-registered firm offering a multi-manager investment platform through a nationwide network of over 10,000 independent advisors. It serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients with various portfolio management and financial planning services.

Timothy Woods is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc. and Waddell & Reed, Inc. Woods operates a private wealth management business under Rock Martin Private Wealth Management affiliated with LPL Financial. 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, utilizing various portfolio management strategies and technology tools to support investment decision-making.

Zachary Vie is a financial advisor with Merrill in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His career includes roles at Merrill since 2014 and at Bank of America, N.A. since 2016. Merrill, together 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Karen Green is a Series 66 licensed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2010. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients 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.

Christine Melancon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services and Foresters Financial Services. Melancon also owns Christine Melancon LLC and serves as successor trustee for the Aaron J Cunningham Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating a multi-manager platform that includes affiliated and third-party managers.

Emily Stead is a financial advisor with Cetera in Phoenix, AZ, holding the CFP® designation along with Series 63 and Series 65 licenses and has 10 years of industry experience. She has worked with Cetera since 2019 and previously was with Foresters Advisory Services LLC and Foresters Financial Services from 2016 to 2019. Outside of her advisory role, she operates a separate financial business established for tax purposes. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial arrangements.

Joshua Butler is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Uber Technologies, BlockFi, and American Express. Outside of his advisory duties, he owns and operates an auto detailing business, Dropless Detail LLC, in Glendale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jessica Bradley is a financial advisor with Edward Jones in Surprise, Arizona, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked in various educational roles and operated as an independent consultant for Norwex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, supported by a large nationwide network of advisors and branch offices.

Jonathan Mueller Schrader is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, Inc. and various M&I affiliated companies where he has worked since 2001. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tricia Pickering is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 66 and Series 63 designations and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jesse Witt is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior roles include five years at Wells Fargo Clearing and two years at Lincoln Financial Distributors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning through a range of advisory programs, utilizing both in-house and third-party investment managers.