Dana Davis is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2008, including Charles Schwab Trust Bank and Charles Schwab Bank. 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 relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Daniel Andrei is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His prior positions include roles at Bank of America and a variety of non-financial jobs including work at Ohso Brewery and Distillery. 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, offering both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Ali Rizvi is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including Integra Partners LLC, Ascend Financial Services, and North Star Consultants. Rizvi also serves as a board member for the Honor Health Foundation in Scottsdale, AZ. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Juan Manuel Garcia is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill, Oracle Insurance, The Prudential Insurance Company of America, Pruco Securities LLC, and Wells Fargo Bank & Co. He has been with Charles Schwab since 2023. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized supervisory and custody services.

William Sturdevant is a Series 66 credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones in Peoria, AZ since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nason Kube is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Armada Corp and as a self-employed financial professional. His background also includes roles outside the financial industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, consulting, model wealth portfolios, and third-party asset management, with an integrated platform that includes insurance products and lending programs.

Jami Martorana is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked at Cetera and its related entities since 2016 and has prior experience with Foresters Financial Services. Outside of her advisory role, she serves as president of a BNI networking chapter. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Kelly Miller is a financial advisor at LPL Financial with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. from 2022 to 2025. Miller holds Series 65 and Series 63 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

Robert Campbell is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He worked at National Planning Corporation for 16 years before joining LPL Financial in 2017. His activities include providing life, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options supported by internal and third-party research.

David Black is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill from 2014 to 2018. Since 2018, he has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Mark Dewane is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with RBC Capital Markets since 2009. Dewane serves on the boards of several local organizations, including Maricopa Integrated Health System, Scottsdale Business Development Forum where he is chairman, and the Phoenix Police Reserve Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through various advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm employs a tailored investment approach using a combination of in-house and third-party managers with a range of options for portfolio structure, rebalancing, tax management, and responsible investing.

John Kukich is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Ryan Kidd is a financial advisor with LPL Financial based in Peoria, AZ. He holds the Series 66 designation and has 20 years of industry experience, including nine years at Lincoln Financial Advisors Corporation prior to joining LPL Financial in 2023. He is also the author of the book *The Art of Retiring Whole*. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Bert Gass is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 credentials and 24 years of industry experience. He 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 affiliated discretionary separately managed accounts and offers a multi-asset portfolio approach supported by centralized custody and order-routing operations.

Timothy Loeffler is a financial advisor with Charles Schwab, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Ziprecruiter and Rosatis Pizza: Selke Management Company. He is currently based in Phoenix, AZ. Charles Schwab & Co., Inc. serves a large client base, 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 integrates non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and due diligence on alternative investments.

Thomas Seros is a CFP®-certified financial advisor with Edward Jones in Surprise, AZ, and has 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory work, he is a silent partner in a commercial building venture in St. Clair, Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Kristen Beckbissinger is a CFP® and holds a Series 66 license, with 20 years of experience in the financial industry. She has been with J.P. Morgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Tyler Gilberg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones from 2010 to 2022 before joining Raymond James in 2022 and currently serves as CEO of Gilberg Private Wealth and Gilberg Wealth Management, where he advises individual clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Connor Mackin is a financial advisor at Thrivent Investment Management with two years of industry experience and a Series 66 designation. Prior to joining Thrivent, he worked with Young Life at their Lost Canyon and Lake Champion locations. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, focusing on holistic, goal-based analyses without discretionary trading authority. Their services include planning across a wide range of topics and allow clients to combine planning with managed-account programs under a consolidated billing option called WealthPlan.

Lori Hennesy is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding a Series 63 designation and 24 years of industry experience. She has worked with Wells Fargo Advisors LLC since 2009 and Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as power of attorney for her parents and is a 50% owner of Michael Hennesy Pump Services Consulting LLC, a water and wastewater treatment plant consulting business. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research-driven investment strategies with a broad range of financial products and services, supported by over 14,000 financial advisors and substantial assets under management.