Buba Nyassi is a CFP® professional with seven years of industry experience, currently affiliated with Charles Schwab in Phoenix, AZ. His previous roles include positions at The Vanguard Group and Great-West Financial, as well as experience in senior care and health systems. Charles Schwab 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 offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and an integrated operational structure.

Christopher Rios is a financial advisor at Fidelity with Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at Merrill Lynch and Vanguard. He also served at Harvest Church for eight years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage and deliver model portfolios.

Taylor Ryan is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as an Investment Consultant and Planning Consultant at Fidelity Investments, and held positions at Goldman Sachs Personal Financial Management as a Wealth Manager and Relationship Manager from 2018 to 2022. Taylor's professional experience spans various aspects of financial planning and wealth management. Taylor is a Certified Financial Planner™ (CFP®) and holds a California Insurance License. Their approach to financial planning emphasizes building a foundation of trust and providing ongoing guidance and support to clients as they work towards their unique financial life goals. Outside of professional responsibilities, Taylor is interested in family activities, fitness, pets, traveling, and volunteering.

Richard Kuhn is a financial advisor with Edward Jones in Surprise, AZ, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Hailey Schmitt is a financial advisor with Cetera, holding a Series 66 designation and having two years of industry experience. Prior to joining Cetera, she worked at McCormick Ranch Golf Club and has also been affiliated with Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides multiple program options including model portfolios, third-party managers, and bespoke strategies.

Jeffrey Munster is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2006. Prior to this, he worked at Bank of America, N.A. since 2011. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Thompson is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at CapFinancial Partners, LLC (CAPTRUST), Alpha Cubed Investments, LLC, and the Arizona State University Office of Planning & Budget. 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 services including financial planning, model portfolio programs, and third-party asset management, supported by tools such as machine learning for research and operational support.

Joseph Shinske III is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Cuna Mutual Group, CUNA Brokerage Services, Inc., and Cetera Wealth Services, LLC. He also serves as a notary outside of his advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and institutional platforms, supported by technology tools for advisors.

Mark Barenbaum is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include sixteen years at Woodbury Financial Services and a year at OSAIC. Outside of advisory work, he owns Baum54 INC, which operates the business Mrbcruises. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using discretionary and non-discretionary strategies.

Ellen Dean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Raymond James in various capacities since 2000 and recently operated under the Paradise Financial Partners brand. Outside of her advisory work, she is involved with Medicare health insurance sales through her business, Dean and Associates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains unique services such as municipal advisory capabilities and SIMPLE IRA Employer Advisory programs.

Chad Swanson is a Series 66 licensed advisor with Edward Jones in Litchfield Park, AZ, where he has worked since 2018. He has eight years of industry experience, including four years at Southwest Products prior to joining Edward Jones. Outside of his advisory role, he manages rental property in Litchfield Park. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages over $1 trillion in assets and maintains a large national network of advisors and branch offices.

Makayla Zubal is a financial professional at Cetera with one year of industry experience. She holds a Series 66 designation and has worked in financial advisory roles since 2025. Prior to her current role, her background includes positions outside the financial sector at institutions such as Arizona State University and Family First Intervention. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Joseph Williams is a financial advisor at Merrill with a Series 66 designation and nine years of experience at the firm. His prior work includes education at Glendale Community College and a role as an independent contractor bagger at Luke Air Force Base Commissary. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Andrew Meeks is a financial advisor with Charles Schwab based in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Renaissance Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, and Grand Canyon University. 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 models with access to affiliated discretionary strategies and offers centralized custody and order-routing services to a large client base.

Matthew Spellman is a CFP® and Series 66-registered financial advisor with J.P. Morgan Securities in Phoenix, AZ. He has three years of industry experience, including roles at JPMorgan Chase Bank and Stifel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes written asset allocation advice, manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team, incorporating forward-looking capital market assumptions.

Blake Jones is a financial advisor at Edelman Financial Engines in Phoenix, AZ, with four years of industry experience and a Series 65 credential. Prior to joining Edelman Financial Engines in 2025, he worked at Financial Engines Advisors L.L.C. from 2021 to 2025. Outside of his advisory role, he has worked as an on-demand delivery driver for Uber Eats and Amazon Flex since 2020. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace and planner-led wealth management solutions, combining proprietary modeling with planner delivery and online tools, managing approximately $326 billion for about 477,000 clients.

Robert Escobedo is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has previously worked at JE Elite, SFCU, and DFCU. He is involved in a family business, JE Elite LLC, based in Litchfield Park, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Sammer Miqbel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at Wells Fargo Clearing and U.S. Bancorp Investments and is currently associated with Desert Financial Credit Union and Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations, providing financial planning and investment consulting tailored to client goals. The firm offers a range of advisory programs and supports institutional consulting with tools that incorporate risk profiling and modeling to help illustrate potential outcomes.

Ryan Evans is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2021, he worked at Sagepoint Financial, Inc. and Progressive Financial Concepts. Outside of his advisory work, he is active as a public speaker. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by research, third-party subadvisors, and various operational tools.

Sean Warren is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also maintaining a concurrent role at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. The firm’s advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG eligibility framework.