Steven Schlegel is a financial advisor at First Command Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at Sagepoint Financial, Commonwealth Financial Network, Krueger Financial Services, and Hornor, Townsend & Kent. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Bridget Orr is a financial advisor with Primerica Advisors in Gilbert, AZ, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and UBS Financial Services. Outside of her advisory work, she is involved with MIS1ON LLC, a business unrelated to securities. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies across discretionary and non-discretionary accounts.

Isaac Boll is a CFP®-certified financial advisor with seven years of industry experience. He is currently affiliated with CWM, LLC and Garmone Financial, LLC, and previously worked at firms including The Vanguard Group and Northwestern Mutual. Outside of advisory work, he provides tutoring for finance and professional exam preparation and owns an expense management business. CWM, LLC is an SEC-registered investment adviser serving individuals, families, institutions, and corporations through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, employing discretionary model portfolios overseen by an Investment Committee and utilizing a combination of fundamental and technical analysis.

Janice Adams is a financial advisor with Principal Financial Services in Gilbert, AZ, holding Series 65 and Series 63 licenses and bringing seven years of industry experience. Her work history includes roles with Principal Securities Inc, Principal Life Insurance Company, OneAmerica Securities, and other firms. Outside of her advisory work, she administers a radiology consulting business through JS ADAMS LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, offering financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts. The firm utilizes promoter and referral arrangements to support its Financial Advisors and client services.

Julia Cummings is a financial advisor with Beacon Pointe Advisors, LLC in Phoenix, AZ. She holds Series 63 and Series 65 credentials and has 11 years of industry experience. Her work history includes roles at Beacon Pointe Insurance Services, LLC, Beacon Pointe Wealth Advisors, LLC, and AdvicePeriod, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

Diana Stultz Bianchi is a financial advisor at AE Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms, including Ensign Wealth Management and Teton Wealth Group. Outside of her advisory role, she serves as Director of Client Relations at Ensign Wealth Management, where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Jared Weiss is a CFP® with 25 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and Charles Schwab, having previously worked at The Vanguard Group, Pioneer Winter Wonderland, Desert Dogs Baseball, and The Prudential Insurance Company of America. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm offers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Janice Guinn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2022. She previously worked at Oppenheimer for 12 years and was a self-employed paraplanner for two years. Ms. Guinn also owns Guinn Financial Planning LLC, an independent financial services practice. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Thomas Deichert is a CFP® with 42 years of industry experience, currently affiliated with Commonwealth Financial Network and operating Wealth Solutions By Design, PLLC. He has provided tax preparation services through his firm in addition to his advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, and custody services.

Wade Gebers is a financial advisor with D.A. Davidson & Co. in Phoenix, AZ, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with D.A. Davidson & Co. since 2005. Outside of his advisory role, he is a member of NTL LLC, a holding company for vehicles. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including retirement plans, individuals, charitable organizations, and corporations. The firm offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and specialized wealth management for high-net-worth clients.

Karl Jacobsen is a ChFC® and Series 63 credentialed financial advisor with 37 years of industry experience. He has worked at SPC and SIGMA Financial Corporation since 2019 and previously spent nine years at Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Jacobsen serves as vice president of the Friends of Decorah Fish Hatchery, a nonprofit focused on fundraising for facility improvements, and is active in local community organizations including the Great Lights Masonic Lodge and the Decorah Lions Club. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability and providing both discretionary and nondiscretionary management options.

Emily Collins is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Charles Schwab Bank, Charles Schwab, Bank of America, and Discover Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm focuses on delivering investment recommendations while leaving final trading decisions to clients and conducts at least annual account reviews without discretionary trading authority.

Philip Whittaker is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at The Vanguard Group and Charles Schwab Bank. Whittaker’s background also includes experience with The Prudential Insurance Company of America and Arizona State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem using standardized asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Trevor Willems is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 9 years of industry experience. He has been with Schwab Wealth Advisory since 2020 and previously worked at Charles Schwab Bank from 2017 to 2020. Willems is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within Charles Schwab, delivering advice through standard asset allocation models without discretionary trading authority.

Troy Lingley is a financial advisor with PNC Wealth Management in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes long tenure at Edward Jones and roles at Charles Schwab and Fisher Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently available as an invitation-only employee pilot. The firm utilizes algorithm-driven portfolio selection with investments implemented via approved model strategies using mutual funds and ETFs.

Blake Winston is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America and roles outside finance, such as at the Union for Reform Judaism and 6 Points Sports Academy. 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 a range of individuals and institutions.

Bruce Nicholas Cabanayan is a Series 66-licensed financial advisor with Merrill in Chandler, AZ, and has three years of industry experience. He has been with Merrill since 2021, following five years at Bank of America. 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.

Linda Schrunk is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing and Merrill. Schrunk has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, with a sizable network of financial advisors and branch offices nationwide.

Lawrence Whitley Thomas is a financial advisor at Edward Jones in Tempe, Arizona with 16 years at the firm and 11 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he officiates basketball games for various local leagues, including city, youth, and high school levels. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Adrian Paredes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and also has experience with Bank of America N.A. Prior to his advisory role, his work history includes positions at Rocket Mortgage and other companies. 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, and institutional investors.