Tevis West is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2013 and owns a separate support company, T.W. FINANCIAL PLLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Garrett Daily is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works closely with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Garrett provides ongoing advice and adapts financial plans as clients' circumstances evolve. His areas of expertise include corporate benefits, executive compensation, equity compensation services, family wealth management strategies, and retirement planning. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Garrett earned his Bachelor's degree from Post University. Outside of his professional work, Garrett has interests in chess, cooking, golfing, pickleball, reading, swimming, watching movies, writing, and spending time with his family.

Noel Goodrich is a financial advisor at Charles Schwab with 15 years of industry experience. He has been with Charles Schwab since 2015 and holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base, mainly 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 multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Matthew Parker is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he was affiliated with Matt Parker PLLC and RE/MAX Professionals for five years. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Jack Lamm is a CFP®-designated financial advisor at RBC Capital Markets with nine years of industry experience. He previously worked at UBS Financial Services Inc. and has a background in education. Outside of his advisory role, he serves as treasurer for Trout Unlimited, Inc., a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services through various wrap fee advisory programs, utilizing both in-house and third-party investment managers.

Jacob Somero is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 credential and nine years of industry experience. His prior work includes positions at Bank of the West, BancWest Investment Services, Merrill, and Randstad, Inc. He is also involved with BMO Investment Services in connection with his work at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of adviser representatives, offering diverse advisory programs and financial planning services.

Steven Zeek is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Charles Schwab since 1996. 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 integrated brokerage, custody, and advisory services.

Jake Warren is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments during 2025 and worked as a Workplace Planning Consultant from 2023 to 2025. He began his career in financial services as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023 and previously worked as an Associate Banker at Chase Bank from 2020 to 2022. Jake holds insurance licenses in Arkansas and California. His professional approach focuses on building lasting relationships grounded in trust, clarity, and commitment to clients' financial well-being. He aims to simplify complex financial concepts and support clients in feeling confident throughout their financial journeys. Outside of his professional work, Jake has interests in fitness, hiking, and traveling.

Dustin Soderholm is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Charles Schwab since 2011. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jeremiah Bartlett is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to develop customized wealth plans that align with their goals, values, and future vision, aiming to simplify complex financial matters and support confident wealth management. Jeremiah's professional experience includes roles at Vanguard, where he served as Google Retirement and Benefits Planning Concierge from 2018 to 2021, Senior High Net Worth Wealth Planning Consultant from 2014 to 2018, and Retirement Plan Services Consultant from 2012 to 2014. He holds a California Insurance License.

Scott Strehlow is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Charles Schwab in Phoenix, AZ. He has been with Charles Schwab since 2016, including a role at Schwab Private Client Investment Advisory, Inc. for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and centralized operational infrastructure.

Max Jonnaert is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Clean Skies Technologies. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, providing advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm offers both non-discretionary and discretionary investment guidance utilizing multi-asset model portfolios and a centralized operational structure.

Jorge Zavala Mora is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to his current role, he has worked within J.P. Morgan entities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Carl Hulse is a financial advisor with LPL Financial in Glendale, AZ, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 40 years of industry experience, having previously worked at Cadaret, Grant & Co., Inc., Woodbury Financial Services Inc., and National Planning Corporation. He is also involved with Plan4, Inc., an entity related to his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by comprehensive research and model portfolios.

Charlotte Kroeppler is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 21 years of industry experience. She has been with Charles Schwab since 2008. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment due diligence.

Logan Brinkmann is a financial advisor with Raymond James Financial in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at SilverTree Collective, Silver Tree Wealth Partners, and Edward Jones Investments. Outside of his advisory work, he has been involved with SilverTree Collective and Silver Tree Wealth Partners in associate capacities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools, and supports municipal and public-finance advisory services through a unique affiliation with a municipal advisor.

Evan Lucas is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has held prior roles at The Vanguard Group and Merrill. Outside of finance, he has worked as a model for print advertising with Biomech Insight. 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 affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.

Stephen Harnden is a CFP®-designated financial advisor with Ameriprise, based in Glendale, AZ, and has 38 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he owns a property intended to house his financial planning practice. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling techniques to deliver tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Clark Gilliland is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo. Outside of his advisory roles, he has been involved with entities such as Not My First Rodeo and Life Events LLC. 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.

Jeffrey Williams is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in supporting retirees and small business owners with their financial goals. He has been registered in the financial services industry since 1986 and joined Merrill Lynch in 2004. His areas of expertise include divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, and retirement income. Jeff holds a Bachelor of Arts degree in Finance from Michigan State University and a Master of Business Administration from the University of Detroit Mercy. He has earned multiple professional designations, including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to his financial services career, he had 14 years of experience in commercial banking. In his personal life, Jeff lives in Lake Orion, Michigan with his wife Christine and is involved in community activities such as the Greater Flint Sunrise Rotary and coaching youth baseball, basketball, and flag football with the Lake Orion Dragons. He enjoys traveling, following major sports, and looks forward to improving his golf game and exploring new vacation destinations.