Tamaria Hodges is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. Her prior roles include positions at Chase Investment Services Corporation and Banc One Securities Corporation. She has been with Charles Schwab since 2010. 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 investment guidance through multi-asset model portfolios and alternative investments, supported by a centralized operational structure.

Johnna Malik is a financial advisor at Charles Schwab with 26 years of industry experience. She has been with Charles Schwab since 2005 and holds Series 63 and Series 66 designations. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 integrated brokerage, custody, and advisory services with a client relationship model that combines non-discretionary advice and access to discretionary separately managed accounts.

Mitchell Eich is a CFP®-designated financial advisor with Charles Schwab in Phoenix, AZ, and has 10 years of industry experience. He has been with Charles Schwab since 2014. 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 and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Matthew Mc Nally is a CFP® certificant with 10 years of experience in financial advising, currently working at Edward Jones since 2016. He holds a Series 66 license and is based in Sun City West, AZ. Outside of his advisory work, Mc Nally owns a rental property business in Surprise, AZ. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Lesnick is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 32 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Woodbury Financial Services, and National Planning Corporation, along with long-term involvement in Sound Advice Financial Planning. He is also a business owner of Dimona.biz. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, institutions, and banks. The firm supports its network of investment adviser representatives with model portfolios, third-party asset management, and institutional platforms, combining broad financial activities with oversight of substantial discretionary assets.

Christopher Collins is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at USAA Financial Advisors Inc., USAA Financial Planning Services, USAA Investment Services Company, and USAA Life Insurance Company. Collins has been with Charles Schwab and Charles Schwab Bank SSB since 2022. 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 multi-asset model portfolios supported by extensive research and due diligence.

Curtis Levalley is a Certified Financial Planner (CFP®) with over 33 years of experience in the financial services industry. He has worked with firms including Osaic Wealth, Inc., LeValley Wealth Management, Signator Investors, Transamerica Financial Advisors, and Wells Fargo. Levalley operates his own wealth management and insurance brokerage sole proprietorships. He also serves as financial and healthcare power of attorney, as well as backup trustee, for a family member. Levalley is affiliated with Osaic Wealth, a large multi-advisor platform that serves a diverse client base including retail investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services with a model-based investment process emphasizing asset allocation, portfolio optimization, and access to third-party and proprietary investment strategies.

Kyle Backus is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a managing member of Millenial Monopoly L.L.C., an investment holding company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning using firm-approved tools and strategies.

Aaron Adams is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 65 and Series 63 licenses and having 12 years of industry experience. Before joining Charles Schwab in 2020, he worked at USAA Investment Management Company and related USAA financial planning and advisory entities from 2014 to 2020. Outside of his advisory role, he is involved in managing rental properties. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm provides a combination of non-discretionary and discretionary investment guidance supported by strategic asset allocation models and centralized operational services.

Mircea Ionescu is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of finance, he has taught violin lessons and operated a live wedding music business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.

Todd Polley is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has held positions at several companies prior to joining Edward Jones, including Owlet, Weave, Podium, and Blue Raven Solar. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Deron Florey is a CFP® professional with 30 years of industry experience, currently serving as an advisor at Cetera. He previously worked at Charles Schwab and Schwab Private Client Investment Advisory, Inc. for over a decade. He is also the owner of Florey Capital Management LLC. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Traci Marchi is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jeffery Carlson is a financial advisor at Charles Schwab with 30 years of industry experience. He has been with Charles Schwab since 2005 and holds Series 63 and Series 66 credentials. 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 and discretionary investment solutions supported by centralized custody and a formal alternative-investment placement process.

Michael Larkin is a CFP® professional affiliated with Cetera, with 27 years of industry experience. He has been associated with Cetera Wealth Services, LLC since 2013 and operates Larkin & Associates, a business focused on marketing and office operations. Additionally, he provides tax preparation and planning services through Larkin Tax Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options and collaborates with both affiliated and unaffiliated third-party managers.

Thomas Joyce is a financial advisor at Osaic Wealth with 50 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Osaic in 2023, he worked for FSC Securities Corporation for 38 years and has also operated Coordinated Financial Services Ltd. since 1985. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process focused on asset allocation and portfolio optimization, delivering strategies via discretionary and advisor-managed options alongside third-party money managers.

Taylor Jeffers is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2018, including work with Morgan Stanley Private Bank, N.A. outside the advisory role, as well as prior experience in the retail and electrical industries. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing advisory services and financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques but does not provide individual security recommendations as part of its standalone planning services.

Jeffrey Sokol is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 designations and with eight years of industry experience. He has been with Charles Schwab since 2017. Prior to his advisory role, he worked as a caddie master for one year. 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 and offers multi-asset model portfolios supported by research and due diligence on alternative investments.

Elijah Gallardi is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Schwab Wealth Advisory, The Vanguard Group, and Fullerton Financial Planning. 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 financial planning and a variety of investment management programs delivered through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Wesley Hopkins is a financial advisor with Robert Baird & Co. in Phoenix, AZ, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Raymond James and CDW. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves a range of clients including individuals, corporate and business clients, pensions, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, and brokerage services, with resources including internal research and the use of artificial intelligence in client advice.