Todd Hoeder is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2000 and 2005, respectively. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operational and supervisory structures.

Patrick Revels is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) 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.

Ryan Mc Keon is a CFP® professional with eight years of industry experience, currently working at Edward Jones since 2018. His prior work includes roles at AmeriPark and Postmates, as well as positions with Hillsong Church in Phoenix and New York City. Outside of his advisory work, he sells paintings online through his business, Boots in the Garden LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and various tax-efficient services.

Mignonne Goldberg is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. Since 2022, she has volunteered with Junior Achievement USA, teaching financial education sessions to local public school kindergarten classes. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lisa Doche is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Baird in 2021, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member of the Sandflower Homeowners Association in Scottsdale. Lisa is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Conrad Herman is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at FSC Agency and FSC Securities Corporation since 2007. OSAIC serves a diverse group of clients, including retail and institutional investors, offering brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and both discretionary and non-discretionary portfolio management, with access to various investment products and third-party solutions.

Michael Ruggieri is a financial advisor with The Capital Advisory Group Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at LPL Financial LLC, United Planners' Financial Services, and has experience in property and casualty insurance. He is also involved in authoring through MGI Publishing. The Capital Advisory Group Advisory Services, LLC is an SEC-registered investment adviser managing approximately $403 million for about 470 clients. The firm offers discretionary portfolio management, financial planning, pension consulting, estate plan settlement services, and educational seminars, employing a range of investment strategies and conducting regular client reviews.

Richard Chase IV is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2018, following two years at JHFN SII. OSAIC serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs tools such as asset-allocation models and automated rebalancing to manage portfolios.

Shannon Gallop is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including MassMutual and E*TRADE Securities. Outside of advising, she also works as a travel agent, assisting clients with scheduling vacations around the world. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Kory Fuller is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 2003, he has been assisting clients in developing personalized financial strategies aimed at achieving their long-term goals. With decades of experience in the financial markets dating back to 1996, Kory brings a deep understanding of market dynamics, having managed through significant events such as the 2008 financial crisis and the 2020 pandemic. His expertise encompasses investment insights and wealth management strategies tailored to evolving market conditions. Kory graduated Summa Cum Laude with Honors from the University of Arizona with a degree in business administration. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and became qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. His professional designations include CFP® and Personal Investment Advisor (PIA). Outside of his professional role, Kory participates actively in community volunteer work, reflecting his commitment to the communities Merrill serves. He and his wife have two sons and enjoy spending their free time playing pickleball.

Brandon Echeverria is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Cetera and Cetera Wealth Services, LLC, and is the owner of Factor Admin LLC, an investment-related business based in Phoenix, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in their investment approach.

Kristin Becker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She worked at Morgan Stanley from 2007 to 2020 before joining Wells Fargo Clearing in 2020 and Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Alyssa Murphy is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Surprise, AZ, bringing nine years of industry experience. Prior to joining J.P. Morgan and JPMorgan Chase Bank in 2019, she worked at The Vanguard Group and has experience in both financial services and other ventures. Outside of her advisory role, she co-manages two real estate LLCs with a focus on property management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm delivers non-discretionary advice via a select group of Wealth Advisors and is registered for a range of security and futures activities uncommon among competitors.

Mariella Chavez Gehrig is a financial advisor at Merrill with a Series 66 credential. She has been with Merrill since 2026 and has prior experience at Cetera and Renaissance Financial. Outside of her advisory role, she has worked as a host at Bacio Italiano, a restaurant in Tucson, Arizona. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Wilkison is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Cardinal Management AZ LLC, Royal Alliance Associates, Inc., and AXA Advisors, LLC. He serves as a board member for the Arizona Municipal School Board Leaders (AZMSBL). Ameriprise is an institutional firm that provides retirement-income planning services for individuals approaching or in retirement, typically serving clients with significant investable assets. The firm combines research, modeling, and tax-efficiency strategies to deliver tailored, non-discretionary retirement recommendations through a centralized consulting team.

Joanne Dushek is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She has worked at notable firms including Merrill Lynch, Bank of America, and JPMorgan Chase Bank. Prior to her current role, she was involved with Empowered Home Pros for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Courter is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. Prior to joining Cambridge Investment Research in 2022, he spent 10 years at First Financial Equity Corporation. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm delivers customized investment solutions via multiple platforms and includes both proprietary and third-party strategies.

Austin Noval is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable, he has held positions at the City of Fremont, Under Armour, and Arizona State University. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Chris Wilczynski is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC and then at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Daniel Krieg is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities Corp and Lincoln Financial Advisors for 23 years. Outside of his advisory career, he has been involved with Oley's Pizza since 1995. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a variety of tools and platforms to construct diversified portfolios tailored to client needs.