Carter Koranda is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Renaissance Financial. His background includes roles outside finance, such as positions at Skyline Country Club and educational institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Sarahy Gonzalez Gonzalez is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at JP Morgan Chase and Northern Arizona University. Outside of her advisory role, she works as a server at Plaza Bonita, a restaurant in Prescott Valley, AZ. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures and affiliations.

Tana Hiebel is a financial advisor at Charles Schwab with 11 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following eight years at Bank of America and Merrill. 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 model portfolio approach supported by centralized custodial and operational infrastructure.

Brannon Hampton is a financial advisor with Edward Jones in Goodyear, AZ, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Arizona Public Service for 17 years. He also serves as a council member for the City of Goodyear and is involved with several local and regional organizations, including the Southwest Valley Chamber of Commerce and the National League of Cities and Towns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large network of advisors and branches and offers additional capabilities such as trust services and securities-based lending.

Angel Miranda is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Charles Schwab since 2008. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios, supported by centralized supervisory and custody infrastructure.

Thomas Liberty is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2016, following a brief tenure at MetLife Securities. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves a large client base primarily comprising 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 guidance, supported by multi-asset model portfolios, written advice policies, alternative investment due diligence, and integrated custody and brokerage services.

Jacob Bello is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Sharon Layman State Farm and CVS Pharmacy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs, and incorporates algorithmic methods and AI in its investment process.

Adam Cooley is a financial advisor with Equitable Advisors in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has experience in the restaurant industry as well as at The University of Arizona. Outside of his advisory role, Cooley is involved in real estate ventures, including partnerships in entities focused on house flipping and Airbnb management. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of investment adviser representatives and utilizes both proprietary and third-party investment solutions.

Jennifer Rydzewski is a financial advisor with Stifel in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She worked at UBS Financial Services for 13 years before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Brian Kordansky is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the advisory board of the Phoenix Art Museum. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and serving approximately $2.74 trillion in client assets.

Jason Rhodes is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His previous roles include positions at Royal Alliance, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc., and Foresters Financial. He is also involved in Arizona Capital Management, a business affiliated with Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options including automated allocations and bespoke strategies.

Ryan Schwenn is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2019. His prior experience includes roles at Growler USA, LEST Group, LLC, Axa Advisors, LLC, and Arizona Benefit Plans, Inc. 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 investment guidance and access to discretionary separately managed accounts. The firm combines brokerage, advisory, custody, and cash-sweep services within an integrated operational structure to support a large client base.

Steven Thomas is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at USAA Investment Services Company and USAA Financial Planning Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Nicholas Luitgaarden is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and CCO Capital. Outside of advising, he is an owner and partner of NW Property Network, a residential real estate business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Kristin Johnson is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. Previously, she was with Foresters Financial Service from 2002 to 2019. She serves as Vice President of a networking group, managing education tracking and referral activities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Sharon Welch is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill for 11 years before joining LPL Financial in 2023. 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, supporting a network of over 22,800 advisors.

Andrew Castor is a financial advisor at Merrill with Series 66 credentials and 10 years of industry experience. He has been with Merrill since 2015 and concurrently associated with Bank of America, N.A. since 2018. Outside of his advisory role, he is a general partner and managing member of A-Squared Capital Management LLC, a firm focused on investment real estate in Scottsdale, Arizona. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm delivers model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Kristine Krahn is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BMO Bank NA. 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, third-party asset management, and institutional platforms.

Joseph McNaughton is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Phoenix, Arizona. He assists a diverse client base including multi-generational families, C-suite executives, young professionals, physicians, business owners, and athletes. With over 10 years of experience, Joseph focuses on uncovering his clients' financial goals and working collaboratively to help them achieve those ambitions. His areas of expertise cover retirement planning tailored to desired lifestyle and income needs, goals-based wealth management strategies, tax-efficient financial strategies, trust and estate planning, legacy planning, executive services such as diversifying concentrated stock options and 10b5-1 plan execution, business owner services including succession and growth planning, as well as banking, liquidity, lending solutions, and alternative investments like private equity and hedge funds. Joseph emphasizes individualized and sophisticated recommendations combined with high-quality client service. Joseph holds a Bachelor's Degree from Arizona State University and the Personal Investment Advisor (PIA) designation. He is a member of the Arizona Country Club and Saint Theresa Dad's Club, and volunteers with the United Way, reflecting his commitment to community involvement.

Sean Bowers is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. He previously worked at USAA from 2010 to 2020 and has been with Edelman Financial Engines since 2021. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.