Kalonn Boyle is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at First Allied Securities, Inc. and BHF RG Capital Inc. before joining Charles Schwab in 2019. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios alongside a formal alternative-investment onboarding process.

Paul Gesina is a CFP® professional with 27 years of industry experience. He is currently with Charles Schwab in Phoenix, AZ, having previously worked at Morgan Stanley and E*TRADE Capital Management. 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 offers a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services.

Owen Sweeney Jr. is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1987 and holds Series 63 and Series 65 credentials. 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. The firm offers fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Tyler Ehlers is a financial advisor at Charles Schwab with 10 years of industry experience. He has been with Charles Schwab since 2014 and holds a Series 66 designation. 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, centralized custody, and a formal alternative-investment onboarding process.

Timothy Woods is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc. and Waddell & Reed, Inc. Woods operates a private wealth management business under Rock Martin Private Wealth Management affiliated with LPL Financial. 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, utilizing various portfolio management strategies and technology tools to support investment decision-making.

Solece Lopez is a financial advisor at Morgan Stanley with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Morgan Stanley, Lopez worked at Charles Schwab and State Farm Mutual Insurance Company. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through various planning and investment strategies.

Enwiya Toma is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2012 and has also been with Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Aaron Ewing is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Charles Schwab since 2015, including a period at Charles Schwab Bank from 2016 to 2018. Outside of his advisory role, he owns and operates A & M Wellness LLC, an online retail business selling mostly sporting goods. 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 a mix of non-discretionary guidance and access to discretionary separately managed accounts.

Karen Green is a Series 66 licensed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2010. 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.

Michael Apolinar is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab & Co., Inc. since 2009. Outside of his advisory role, he is a member and operator of Copper State Alliance, an online outdoor sporting goods retailer. 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 centralized operational platform supporting a large client base.

Donald Whitman is a financial advisor with Cetera Wealth Services, LLC in Phoenix, Arizona, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has previously worked with Avantax Advisory Services and 1st Global Advisors, and he is also a member of the board of directors for the Martin Auto Museum, a nonprofit organization. Whitman is involved in several business ventures, including Intentional Wealth Solutions, LLC, a financial services entity formed through a merger, and he owns Whitman & Jackson CPAs, PC. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.

Christine Melancon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services and Foresters Financial Services. Melancon also owns Christine Melancon LLC and serves as successor trustee for the Aaron J Cunningham Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating a multi-manager platform that includes affiliated and third-party managers.

Emily Stead is a financial advisor with Cetera in Phoenix, AZ, holding the CFP® designation along with Series 63 and Series 65 licenses and has 10 years of industry experience. She has worked with Cetera since 2019 and previously was with Foresters Advisory Services LLC and Foresters Financial Services from 2016 to 2019. Outside of her advisory role, she operates a separate financial business established for tax purposes. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various program structures and custodial arrangements.

Joshua Butler is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Uber Technologies, BlockFi, and American Express. Outside of his advisory duties, he owns and operates an auto detailing business, Dropless Detail LLC, in Glendale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jessica Bradley is a financial advisor with Edward Jones in Surprise, Arizona, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked in various educational roles and operated as an independent consultant for Norwex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, supported by a large nationwide network of advisors and branch offices.

Tricia Pickering is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 66 and Series 63 designations and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Bryan is a CFP® with 19 years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Financial Advisors and USAA Investment Management Company from 2006 to 2020. He is based in Phoenix, AZ. 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 managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Lucas Felbel is a CFP® professional at RBC Capital Markets with four years of industry experience. He previously worked at Dynamic Wealth Advisors and M.S. Howells and Company. Outside of his advisory role, he manages a sole proprietorship involved in a non-investment related business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Nathan Laidig is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Synergy Insurance Group for six years. Laidig is an active member of the Executives' Association of Greater Phoenix, a networking organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Leon Jin is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of experience in the industry. His background includes roles at Amazon and involvement with various musical organizations such as The Phoenix Symphony and ProMusica Orchestra & Chorale. He also has connections to educational institutions including Glendale Community College and Brophy College Preparatory. 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 broad range of investment options supported by centralized custody and operational infrastructure.