Grant Mayer is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, Series 65, and Series 66 credentials and 34 years of industry experience. He has worked at Charles Schwab since 1997 and also spent 11 years at Shp Inc. from 2008 to 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options with centralized custody and operational services.

Michael Seigal is a financial advisor at Charles Schwab with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at USAA Financial Advisors, Inc. and USAA Investment Management Company. He is currently based in Phoenix, AZ. 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 a multi-asset investment approach supported by in-house research and alternative investment options.

Jason Le is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Charles Schwab since 2017 and previously at The Antigua Group, Inc. from 2012 to 2017. In addition to his advisory work, he has been affiliated with Glendale Community College since 2011. Charles Schwab & Co., Inc. serves 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios, offering multi-asset strategic allocation models supported by centralized operational and supervisory infrastructure.

Paul Hert is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored investment strategies and access to both in-house and third-party investment managers.

Martin Mc Cann V is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Thrivent Financial, Guardian Capital Advisors, and positions outside finance such as at Chick-fil-A and Yosemite Sierra Summer Camp. He has also been involved with Grand Canyon University in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Lynn Semall is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 22 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational resources.

Robert Clark is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Charles Schwab since 1999, including a role at Schwab Private Client Investment Advisory, Inc. from 2014 to 2017. Outside of his advisory work, he composes music, collaborates with other artists, and performs occasionally. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers centralized supervisory, custody, and order-routing services.

Kathleen Saba is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Principal Life Insurance Company, The Vanguard Group, and Fundbox, among others. Saba has also provided one-on-one investment advice to retirement plan participants as part of her role with Principal Advised Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending programs.

Alexander Stuchen is a Senior Financial Advisor and partner at SLS Wealth Management Group, based in Phoenix, Arizona. He has been with Merrill Lynch Wealth Management since 2014 and also serves as a Retirement Benefits Consultant. In his role, Alexander collaborates with institutional clients such as 401(k) plans, foundations, and endowments, and develops customized financial strategies for high-net-worth clients alongside his partner. Alexander holds a Bachelor of Science degree in Regional Development with minors in Business Management and Spanish from the University of Arizona. He also holds the Certified Plan Fiduciary Advisor (CPFA) designation. His professional focus areas include corporate benefits, divorce transition planning, family wealth management strategies, institutional consulting, retirement income, and portfolio management services. Originally from Nogales, Arizona, Alexander is fluent in Spanish. He has been active in community organizations, including serving on the board of directors for the University of Arizona Hillel Foundation, the Young Men's Group of the Jewish Federation of Southern Arizona, and the Phoenix Board of Directors of JNF Future. He is also a member of Executive Council 70, a nonprofit dedicated to supporting youth. Alexander resides in Phoenix with his wife Roya.

Susan Dionne is a financial advisor at Morgan Stanley with 17 years of industry experience, including 12 years with her current firm. She holds a Series 66 designation. Outside of her advisory role, she owns and operates Susie G Consulting, a business focused on self-development teaching, coaching, and public speaking on topics such as emotional intelligence, confidence, motivation, and self-esteem. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Lawrence Fann is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked previously at UBS Financial Services for ten years. Outside of his advisory role, he serves on the board of the Canadian Arizona Business Council and participates in committees at Phoenix Children’s Hospital. 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 customizable portfolio management and incorporates both in-house and third-party investment managers to implement strategies tailored to clients’ risk profiles.

Christopher Donofrio is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at E*TRADE Capital Management and TD Ameritrade. Donofrio is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by an integrated operational platform.

Jeffrey Peterson is a CFP® professional with 32 years of experience in financial services, currently advising at Cetera since 2025. He previously worked at Concourse Financial Group Securities Inc for 31 years and operates Financial Planning Unlimited, Inc., offering financial services and tax planning. Additionally, he provides insurance, tax preparation, estate planning support, and notary services to his clients. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to various investment strategies and program structures.

Kevin Schenk is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 credentials and has prior work experience including roles at Bank of America and JP Morgan Chase Bank. Outside of his advisory work, he serves as a membership committee member for the nonprofit organization Growing Emerging Talent Phoenix. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management services. The firm’s integrated structure combines advisory, brokerage, custody, and alternative investment services across a large client base.

Patrick Betancourt is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and several other financial firms. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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.

Darin Victor is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has worked with Charles Schwab in various capacities since 2000, including roles at Charles Schwab Bank and optionsXpress, Inc. 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Jacob Dodson is a financial advisor at Charles Schwab with 19 years of industry experience. He has been with Charles Schwab since 2009 and holds Series 63 and Series 65 licenses. Based in Phoenix, AZ, he operates within one of the largest advisory firms in the industry. 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, utilizing multi-asset model portfolios and alternative investment programs supported by centralized custody and operational infrastructure.

Eric Bottolfsen is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual/GoldBook Financial. Outside of advisory work, he is involved in fixed insurance sales and co-founded a financial planning firm, AllWealth Planning, where he manages private wealth clients and employee benefits. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party investment options.

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.