David Shachory is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Edelman Financial Engines and its predecessor entities since 2023. Prior to his advisory roles, he held positions at several technology and mortgage companies, including DoorDash and Flatiron School. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified portfolios and fiduciary services under ERISA.

Lauren Comer is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has previously worked at State Street Global Advisors and The Vanguard Group. Outside of finance, she works part-time as a sales associate at a retail clothing boutique in Scottsdale, Arizona. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Michael Gombrich is a financial advisor with Ameriprise Financial Services LLC in Peoria, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2017 and previously at EF Legacy Securities LLC and Edelman Financial Services LLC. Outside of his advisory work, he participates in the planning giving committee for the Southwest Autism Research and Resource Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies. The firm uses centralized analysis incorporating investment research, third-party data, and internal committee oversight, with recommendations operating within an investment universe influenced by affiliated product relationships.

Melanie Cash is a financial advisor with J.P. Morgan Securities in Peoria, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes multiple roles within J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Steven Andrews is a financial advisor with LPL Enterprise in Phoenix, AZ. He holds a Series 66 credential and has one year of industry experience. Prior to joining LPL Enterprise, he worked for Ski Pro for six years and has other experience including roles at BeatBox Beverages LLC and the University of Arizona. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with the sale of financial products such as insurance.

Chase Cates is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at MFS Fund Distributors, Inc. Chase has diverse experience including roles outside finance, such as positions at Cooper's Hawk Winery and Restaurant and the Chicago Justice Project. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Joey Ordway is a financial advisor with Edward Jones in Glendale, AZ, holding a ChFC® designation and Series 63 license, with 30 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and State Farm. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Benjamin Cohen is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab in 2021, he worked at Vanguard from 2016 to 2020 and was self-employed for a period. Outside of his advisory work, he also drives for Uber and Lyft on a part-time basis. 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 client advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options, supported by a large-scale integrated operational structure.

Steven Binder is a financial advisor with Ameriprise in Peoria, AZ, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns and consults through Retirement Wealth Strategies, LLC. Ameriprise offers a retirement-income planning service designed for clients with significant investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a centralized consulting team and combines research, modeling, and tax-efficiency analysis to support clients approaching or in retirement.

Tonya Stockton is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at Empower Retirement for 17 years and more recently at AssetMark Financial Holdings and Cetera since 2022. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment programs and third-party managers.

Matthew Eherts is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2016. His prior experience includes roles at Social Tap and Lovesac. 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 managed by internal teams and third-party managers for a range of clients including individuals, high-net-worth clients, pensions, corporations, and charitable organizations.

Rod Glisic is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Bank of America and Merrill for the past 13 years. Outside of his advisory role, he is a co-owner of a family rental property in Peoria, Arizona. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal teams and third-party managers.

James Boullion is a financial advisor with UBS Financial Services in Phoenix, AZ, holding a Series 63 designation and bringing 33 years of industry experience. He has been with UBS Financial Services since 2001. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor solutions based on proprietary research and capital market assumptions.

Ryan Hansen is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial and OneAZ Credit Union in 2025, he worked at Edward Jones for three years and Rocket Mortgage for six years. Hansen is involved in investment products and services offered through OneAZ Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Ryan Becerra is a Series 65-licensed financial advisor at Edelman Financial Engines with four years of industry experience. He has worked at Edelman Financial Engines since 2026 and previously at Financial Engines Advisors L.L.C. from 2022 to 2026. His background also includes roles at ZipRecruiter Inc and Swiftpage. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services for individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified, long-term oriented investment solutions across various account types.

Benjamin Dewhurst is a financial advisor with LPL Financial and holds a Series 66 designation. He has two years of industry experience, including prior roles at LOUIE INC and the University of Colorado. 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 consulting, utilizing model portfolios, third-party research, and various technology-driven investment solutions.

Stephanie Fagan is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Merrill Lynch, among other firms. Based in Phoenix, AZ, she has been associated with various Cetera entities since 2024. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services via a multi-manager platform that includes affiliated and third-party managers, with more than $256 billion in assets under management and over 10,000 advisors.

Daniel Welker is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2015. He is based in Phoenix, AZ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of a family trust and owns investment-related entities Welker Capital LLC and Welker Holdings LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop client recommendations.

Brenden Slavik is a financial advisor at Thrivent Investment Management in Phoenix, AZ, with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning without discretionary trading authority and offers clients the option to combine planning with managed accounts under a consolidated billing structure.

David Ankrom is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines and its successor firms since 2007. Based in Phoenix, AZ, he joined Edelman Financial Engines in 2025. Edelman Financial Engines offers technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through a combination of advisor-led and online platforms.