Vanessa Kalekwa is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee analyses in its financial planning process.

Daniel Horyza is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to develop client plans.

Mikaela Baker is a Financial Consultant currently working at Fidelity Investments. She has been in this role since 2024, following her position as a Planning Consultant at the same firm from 2022 to 2024. Prior to joining Fidelity Investments, Mikaela held multiple roles at Charles Schwab, including Client Relationship Specialist and Financial Consultant Partner in 2022, as well as working in Advisor Services from 2019 to 2021. Her professional experience encompasses client relationship management and financial planning, with a focus on collaborating closely with clients to understand their financial situations and goals. Mikaela emphasizes the importance of creating adaptable financial plans and supporting clients through ongoing financial planning processes.

Nick Goins is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, where he has worked since 2022. Prior to that, he held roles at MML Investor Services LLC, Mass Mutual, Wells Fargo Clearing, and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, taxes, estate, business continuation, divorce, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.

Michael Szabados is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various J.P. Morgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Joseph Romero is a financial advisor with RBC Capital Markets in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at several major firms, including Citigroup Global Markets and UBS Financial Services, before joining RBC Capital Markets in 2009. Romero serves on the Board of Directors of the Kiwanis Club of Corrales, where he also chaired the Youth Services committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs with a range of portfolio management and financial planning services, leveraging in-house and third-party managers alongside its capital markets capabilities.

Brendan Goodwin is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has accumulated experience in various financial services positions, including Wealth Planning Associate at UBS (2023-2024), Service Relationship Professional at Morgan Stanley (2022-2023), Registered Representative at Robinhood (2021-2022), and High Net Worth Case Manager at Vanguard (2016-2020). Throughout his career, Brendan has focused on client service, emphasizing empathy, transparency, and personalized strategies tailored to individual financial goals and challenges. He prioritizes open communication and trust-building to develop financial plans addressing both immediate needs and long-term financial health. Outside of his professional work, Brendan's personal interests include baseball, football, hiking, music, and parenthood.

William Martin Castillo is a Series 66-licensed financial advisor with Morgan Stanley in Scottsdale, AZ, bringing four years of industry experience. His career includes prior roles at Catalina Wealth Management and teaching positions at the University of Arizona and Pima Community College. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its investment strategies.

Cole Jacobs is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2024. His prior work experience includes roles in insurance, logistics, education, and retail. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

Marcin Urbanowicz is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. He has worked at LPL Financial since 2019 and also maintains a longstanding association with Rock Martin Private Wealth Management since 2008. Additionally, he has experience in tax preparation and accounting. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Magaly Carson is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of her advisory work, she owns a jewelry business and operates a divorce consulting firm. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche areas such as business-owner transition and divorce planning.

Charles Gibbs is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined total of 10 years. Outside of his advisory work, he manages a business entity unrelated to investment activities for tax purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and support from LPL Research and third-party subadvisors.

Jamillah Wilcox is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at JP Morgan Securities, Charles Schwab, and Fidelity Brokerage Services. Additionally, she operated Jamillah Shehan Studio for three years. She also has experience as a sole proprietor managing a rental property in Colorado Springs. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning that incorporates firm-approved tools and models to help clients plan their financial futures.

Lauren Smith is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2019, progressing through roles including Investment Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Lauren focuses on building strong interpersonal relationships with her clients, emphasizing the importance of understanding the individual behind financial decisions to provide meaningful financial planning. Her professional experience spans various facets of financial advising and client relationship management, allowing her to engage deeply with clients' financial goals and circumstances. Lauren believes that effective financial planning involves comprehending clients' hopes, dreams, beliefs, fears, and sacrifices, facilitating conversations that are both effective and meaningful. Outside of her professional career, Lauren enjoys family activities, exploring culinary experiences as a foodie, music, Pilates, tennis, and traveling.

Matthew Whitaker is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Co., Inc. since 2023, including a role at Charles Schwab Bank, SSB. Prior to joining Schwab, he was with Dynamite Wealth Management and has a background that includes periods outside the financial industry. 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 SMAs, employing a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Angelica Garcia is a Series 66-licensed financial advisor with Merrill in Scottsdale, AZ, where she has worked since 2008. She has 18 years of industry experience. 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.

Madeline Bair is a financial advisor at Merrill with 13 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Merrill since 2014. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Bassuk is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior firms include SagePoint Financial, Independent Financial Group, and First Allied Securities among others. He is based in Scottsdale, AZ. OSAIC Wealth, Inc. serves a diverse range 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 advanced asset-allocation tools and multiple advisory platforms to construct and manage portfolios across various investment types.

John Dunkel is a CFP® professional with 16 years of industry experience, currently with Charles Schwab in Scottsdale, AZ. He has been with Charles Schwab and Charles Schwab Bank since 2011. 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 in-house research and alternative investment due diligence.

Carrie Daly is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with Morgan Stanley since 2016. Outside of her advisory role, Daly serves as an arbitrator for FINRA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients. The firm employs a structured financial planning process supported by proprietary tools and serves clients with services that include tailored financial planning and estate strategies.