Michelle Selsor is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Corey Graving is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials with 20 years of industry experience. His career includes long-term roles at Scottrade, Inc., TD Ameritrade, and MUFG Union Bank before joining Charles Schwab. 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, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and cash-sweep services.

Kyle Bellemare is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at Charles Schwab since 2017 and previously was affiliated with Arizona State University from 2015 to 2017. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers primarily non-discretionary investment guidance supplemented by access to discretionary separately managed accounts, combining scale and integrated operations in its wealth management approach.

Elizabeth French is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor advice and offers fiduciary financial planning services.

Jack Spicer is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2022, following roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of his advisory work, he spends time coaching sports. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and artificial intelligence tools.

Michael Lesniewicz is a financial advisor with Cambridge Investment Research Advisors based in Phoenix, AZ, holding Series 63 and Series 66 credentials and 24 years of industry experience. He previously worked at Charles Schwab from 2011 to 2020 before joining Cambridge in 2020. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple platform arrangements and a range of discretionary and non-discretionary investment strategies.

Lenny Letcher II is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. He has been with Charles Schwab since 2009 and previously worked at USA Today. Outside of his advisory role, Letcher owns and operates a self-published sports blog called The Long Ball and develops Alexa Voice skills through an internet services business. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management options combined with integrated brokerage, custody, and advisory services.

Andrew Held is a CFP®-credentialed financial advisor with 29 years of industry experience, currently serving clients at J.P. Morgan Securities in Phoenix, AZ. He has been with J.P. Morgan since 2012 and also holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a director on the board of the Greater Seattle Business Association, an LGBTQ and allied chamber of commerce. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG framework when recommending strategies.

Edward Pustelak Jr. is a financial advisor at UBS Financial Services with 42 years of industry experience. He has been with UBS since 2008 and holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to client goals.

Omar Elwer is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. Outside of his advisory role, he was involved with ELWER Interpreting, LLC from 2017 to 2025. J.P. Morgan Securities 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Joseph Di Vito Jr. is a CFP® with 33 years of industry experience, currently affiliated with RBC Capital Markets in Phoenix, AZ. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. His other activities include serving as treasurer for a homeowner’s association and holding multiple board roles related to fundraising and support for the Maricopa County Sheriff’s Office, as well as serving on the board of the Arizona Elk Society. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies, utilizing both in-house and third-party investment managers and features integrated capital-markets and lending capabilities.

Collin O'neil is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 registrations and four years of industry experience. He has been with LPL Financial since 2016. In addition to his advisory role, he acts as an agent for Neil Advisory, LLC, selling fixed annuities and various insurance products including life, health, long-term care, disability, and income protection. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a range of investment management solutions.

Matthew Greer is a financial advisor at Charles Schwab with 16 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2011. Outside of his advisory role, he owns a custom woodworking business, M86 Design, based in Phoenix, AZ. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary and discretionary investment management, financial planning, and alternative investment options.

Kyle Anglin is a financial advisor with Charles Schwab based in Peoria, AZ, holding Series 63 and Series 66 designations and 11 years of industry experience. His work history includes multiple roles at Charles Schwab and positions at United Planners Financial Services of America, Giallo Consulting LLC, and Arizona Precision Security. 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 separately managed accounts and offers a broad range of integrated brokerage, custody, and cash-sweep services.

Vincent Esparza III is a financial advisor with Cetera, holding the CFP® designation and Securities Series 63 and 65 licenses. He has 41 years of industry experience, including long tenures at American Portfolios Financial Services and Lafayette Life. Esparza is involved with a nonprofit organization that hosts fundraising events such as charity golf tournaments. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies across discretionary and non-discretionary programs.

Eric Brudi is a financial advisor with Edward Jones in Peoria, Arizona, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is an owner of Brudi Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of more than 23,700 advisors and emphasizes fiduciary standards in its services.

Rafael Blanco is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliated entities since 2000, including a prior role at optionsXpress, Inc. from 2011 to 2017. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, with centralized custody and order-routing functions supporting its integrated wealth management approach.

Zachary Smith is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Smith is also associated with Renaissance Financial as registered staff and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Charles Belton is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Edward Jones. 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 select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Robert Blendu is a financial advisor with Morgan Stanley in Peoria, Arizona, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked with various Morgan Stanley entities since 2007 and serves as a board member of Scottsdale Community Bank. He is also involved with LA Doors, a construction and engineering business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside various investment products and affiliated entities.