Michael Ayache is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior work includes roles at Wells Fargo, Nationwide Investment Services, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with an advisory process supported by centralized due diligence and incorporating both quantitative and qualitative research.

Grant Autrey is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he operated Autrey LLC and worked at Restoration Builders, Inc. He is also listed as the statutory agent for Thuy Ceramics LLC, a pottery business. Edward Jones is a full-service wealth management firm serving a broad client base, including individual households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and maintains a large network of advisors and branch offices nationwide.

Jennifer Walker is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and has been with Merrill and Bank of America since 2012. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional investors, providing managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes manager selection and tax-efficient investment strategies, supported by its integration with Bank of America’s broader banking and capital markets platform.

Stuart Bates is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 certifications and possessing 38 years of industry experience. He has been with Charles Schwab for 29 years and is also involved in several business ventures, including Natural Hen LLC, Arizona Life Sciences LLC, and Genial Ventures LLC, which focus on consulting, animal healthcare products, and chicken feed. Charles Schwab serves a large client base primarily consisting 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive integrated structure combining advisory services with custody and brokerage.

Paul Burns is a financial advisor with LPL Financial in Phoenix, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at Woodbury Financial Services and OSAIC. Outside of his advisory work, he is involved in non-variable insurance services. 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 financial planning and investment solutions, utilizing a network of advisors supported by research, technology tools, and a broad platform including insurance and banking services.

Matthew Edwards is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2022, he held roles at VEREIT and served as a University of Oregon Ambassador. Charles Schwab 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 blend of non-discretionary and discretionary investment management using multi-asset model portfolios supported by centralized custody and operational resources.

Mark Emberton is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Prudential Insurance Company of America, Client One Securities, and Rock Bridge Financial. Emberton is also commissioned as a notary in Phoenix, AZ. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers alongside financial planning and insurance products.

Tracy Milanese is a CFP® and Series 66 licensed financial advisor with Edward Jones in Phoenix, AZ, where she has worked for 12 years. She serves on the board at Madison Rose Lane Elementary in Phoenix. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, incorporating discretionary and non-discretionary strategies, and is notable for its large retail advisor network and affiliated financial capabilities.

Jeremy Kitamura is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he coaches football at Hamilton High School in Chandler. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Fernando Quezada is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63, Series 65, and Series 66 designations and one year of industry experience. He previously worked at Edelman Financial Engines and Charles Schwab, where he spent 16 years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Donald Magdon Jr. is a CFP® credentialed financial advisor with 38 years of industry experience, currently associated with LPL Financial since 2024. He previously worked at Lincoln Financial Advisors Corporation for nine years and Principal Financial Services for six years. Magdon also engages in fixed insurance sales as an agent. 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 advisory and brokerage services, including financial planning, model portfolios, and access to third-party asset managers, supported by extensive technology tools and a broad non-advisory financial services platform.

Megan Heinsma is a financial advisor with Thrivent Investment Management in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. She has worked at Thrivent and its affiliated entities since 2023 and previously was with Securities America Advisors and Capital Insight Financial Group. Megan also has experience outside advisory roles, including positions at Chabot Marlins Swim Team and Las Positas College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining separate planning and investment management services.

Sigifredo Galicia is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His professional background includes roles at Uber, Amazon, Rocket Mortgage, DoorDash, Phoenix Children's Hospital, and the City of Phoenix. 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.

Nathan Shaver is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having two years of industry experience. His work history includes roles at Charles Schwab Bank, Magnit, and Grand Canyon University, along with prior experience outside finance in education, UPS, and Chick-fil-A. Charles Schwab & Co., Inc. serves a large client base of 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 a non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios along with alternative investment due diligence.

Joseph Matura is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Charles Schwab since 2016 and also founded Designed Wood Flooring Center LLC, a business he has managed since 2013. 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 affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, delivering investment guidance through multi-asset model portfolios and centralized custody and order-routing operations.

Tania Kvakic is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at RBC Capital Markets since 2013 and also at City National Bank since 2018. Kvakic serves on the Board of Directors for the Arizona Coyotes Foundation, a charity focused on community involvement and fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring customizable portfolio management and financial planning services supported by in-house and third-party investment managers.

Ryan Mcintyre is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His career includes tenures at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Management. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets with over 14,000 financial advisors and employs research-based investment evaluation methods grounded in diversification and modern portfolio theory.

Brooklyn Taylor is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Taylor has ownership interests in a residential rental property and two Crumbl cookie franchise locations in Arizona. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations in its recommendations.

Chad Stauffacher is a financial advisor at Ameriprise with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he owns Camelback Padel, LLC, a padel and pickleball court rental business in Phoenix, AZ. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing comprehensive written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice while emphasizing managed accounts and affiliated investment products.

Jeffrey Hostenske is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over seven years of experience in advisory roles, complemented by two decades of leadership in the restaurant industry, which provided him with insights into disciplined financial management, strategic growth, and operational excellence. Jeffrey focuses on comprehensive wealth management strategies that include college education planning, retirement planning, legacy planning, tax minimization, and portfolio management services. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Jeffrey earned an Associate's Degree and a Bachelor's Degree from Johnson & Wales University, following his graduation from Fisher Catholic High School. He emphasizes a planning approach built on three pillars: Planning, Investing, and Coaching, aimed at helping clients navigate the complexities of market volatility and achieve their long-term financial goals. Originally from Lancaster, Ohio, Jeffrey values the work ethic and educational foundation instilled in him from an early age. Since relocating to Phoenix in 2011 with his wife Jennifer, he has been committed to assisting clients in turning their ambitions into financial achievements. Outside of work, Jeffrey's interests include cooking, football, golfing, music, and watching movies.