Russell Harris is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He was previously with First Financial Equity Corporation for 12 years before joining Cambridge in 2022. In addition to his advisory role, he is engaged as an insurance agent and operates under the trade name Arrowhead Financial Services. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers various portfolio management options through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies with flexible custody and platform arrangements.

Vishal Patel is a CFA® charterholder and holds Series 66 and Series 63 licenses, currently advising at Edward Jones with four years of industry experience. He previously worked at Wells Fargo from 2013 to 2019 and at Edward Jones Trust Company from 2019 to 2024 before joining Edward Jones. 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 and offers a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Deanna Stow is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she serves as the primary point of contact for addressing the complex needs of affluent clients and their families. She focuses on delivering personalized service, fostering trust, and building lasting relationships. Deanna facilitates conversations around wealth growth, preservation, and transfer, aiming to provide a seamless client experience. Her career in financial services spans over two decades, including roles such as Planning Consultant at Fidelity Investments, Sales Assistant at PNC (formerly BBVA Compass Investment Solutions), Broker Service Center Associate at Chase Bank (formerly Bank One), and Financial Advisor at American Express Financial Advisors. Outside of her professional responsibilities, Deanna's personal interests include family activities, food, movies, reading, theater, and volunteering.

Robert Solis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he is an author. Wells Fargo Clearing provides retirement plan consulting services, including investment policy statement preparation, investment recommendations, and participant education, with an advisory approach grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Eric Olson is a financial advisor with Morgan Stanley in Scottsdale, Arizona, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Olson is the sole proprietor of REAL Renewables LLC, a company providing capital to renewable energy projects. Morgan Stanley Wealth Management serves 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 financial planning process that incorporates advanced modeling tools to assist clients in their planning.

Elizabeth Weiss is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Robert W. Baird since 2020, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she holds a minor ownership stake in InvU Care Network and Acacia Living, Inc. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals.

Grant Ulrick is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with OSAIC Wealth Inc and has previously worked at Stratos Wealth Partners, LPL Financial, and Wells Fargo. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios.

Christopher Mcdermott is a CFP® professional at Charles Schwab with 18 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2020, and previously spent 13 years at Fidelity, including two years with Fidelity Personal and Workplace Advisors. 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. Schwab combines a non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance using multi-asset model portfolios and research from its Schwab Center for Financial Research.

Christopher Vaughn is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Charles Schwab since 1999 and worked at Schwab Private Client Investment Advisory, Inc. from 2012 to 2018. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments, and operates a large-scale, integrated platform with centralized supervision and custody.

Amanda Williams is the Vice President and Branch Leader at Fidelity Investments. In her current role, she focuses on supporting and coaching representatives to achieve their goals, aligning with the mission of strengthening the financial well-being of customers and delivering better outcomes. Her professional experience includes positions as a Senior Service Relationship Leader at Morgan Stanley from 2022 to 2023 and as a Senior Retail Sales Specialist at Vanguard from 2021 to 2022. These roles contribute to her expertise in financial services and client relationship management. Outside of her professional career, Amanda engages in activities such as cooking and baking, family activities, fitness, hiking, and parenthood.

Stephen Lomsdalen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2022. Lomsdalen is also an author of a book focused on retirement education. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to offer diversified investment solutions and supports retirement plans through both consulting and discretionary services.

Ryan Ellis is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1998 and focuses on providing financial strategies tailored to the wealth management needs of high net worth individuals. Ryan utilizes Merrill’s proprietary interactive planning software to analyze cash flow projections in various scenarios, enabling clients to make informed financial decisions regarding retirement, asset allocation, survivor needs, college tuition, and large purchases. Ryan graduated Magna Cum Laude from Arizona State University with a Bachelor of Science degree in Finance. He holds the CERTIFIED FINANCIAL PLANNER® designation, awarded by the Certified Financial Planner Board of Standards, Inc., and maintains FINRA Series 7 and 66 registrations. Ryan resides in Phoenix with his wife and daughter.

Matthew Jenner is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and began his advisory career in 2026. His prior work experience includes positions at Legacy Wealth Management and various educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Casey Dubinski is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2016, following nine years of experience at Citi Private Bank. Casey's career in financial services began in 2007 during a challenging period in the nation's economic history, where he supported clients in navigating complex financial landscapes. His expertise includes retirement and financial planning, education planning, family wealth management, legacy planning, and socially responsible investing among others. Casey and his team leverage over four decades of combined experience to help clients develop and execute personalized financial strategies tailored to their long-term goals. Casey holds a Bachelor's Degree from the University of Wisconsin System and is designated as a Personal Investment Advisor (PIA). He has actively participated in professional and community organizations, including prior involvement with the Fresh Start Auxiliary Board and contributions to community initiatives such as Clean Up Papago, Feed My Starving Children, and Kyrene Middle School PTO. Outside of his professional commitments, Casey enjoys music, reading, running, traveling, and spending time with his family.

David Kutz is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily focused on assets managed within Ameriprise accounts.

Grady Melton is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He is also a partner in Ren Square LLC, a restaurant business in Phoenix, Arizona. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals across a large advisor network.

Diego Garcia is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Morgan Stanley, State Street Global Advisors, JPMorgan Chase Bank, Vanguard, Northern Trust Corporation, Thornburg Investment, and USC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, with over $1 trillion in assets under management.

William Schlofman is a financial advisor at Robert W. Baird & Co. Inc. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Outside of his advisory role, Schlofman is a managing partner at Pressio LLC, a manufacturing and licensing startup, where he contributes to finance, marketing, design, and operations. He also serves as a bishop with check signing authority at the Church of Jesus Christ of Latter-day Saints in Peoria, Arizona. Schlofman is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and reporting services, utilizing both in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.

Brant Taylor is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Macgeorge is a financial advisor with Robert Baird & Co. in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves as one of three trustees for the Maxwell Foundation Trust, which provides financial aid and scholarships to college freshmen. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to meet client goals and risk tolerances.