Clotilda Chinyanya is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo, and she managed Clovit Investments P/L for 15 years. Outside of advising, she serves as treasurer for the Zimbabwe Chapter of the International League Against Epilepsy and is a trustee of Demystifying Epilepsy LLC. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts. The firm’s integrated model combines advisory, brokerage, custody, and cash-sweep services on a large scale.

Aaron Rosas is a CFP® and Series 66 licensed financial advisor with Edward Jones, where he has worked since 2019. He has six years of industry experience and a background that includes law enforcement roles with the Bend Police Department and Ashland Police Department, as well as service in the Oregon Air National Guard. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Omar Elwer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan in various capacities since 2012 and also operated ELWER Interpreting, LLC from 2017 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Ian Sanchez is a financial advisor at Merrill in Phoenix, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing, and has experience in accounting and management through his role as a general partner and managing member of YWOP Enterprise. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients, including pension plans and charitable organizations.

Joseph Di Vito Jr. is a CFP® with 33 years of industry experience, currently affiliated with RBC Capital Markets in Phoenix, AZ. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. His other activities include serving as treasurer for a homeowner’s association and holding multiple board roles related to fundraising and support for the Maricopa County Sheriff’s Office, as well as serving on the board of the Arizona Elk Society. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies, utilizing both in-house and third-party investment managers and features integrated capital-markets and lending capabilities.

Collin O'neil is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been associated with LPL Financial since 2016. Outside of his advisory role, he works as an insurance agent for Neil Advisory, LLC, selling fixed annuities and various life and health insurance products. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Matthew Greer is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 17 years of industry experience. Prior to joining Charles Schwab in 2011, he worked at Edward Jones for two years. Outside of advising, he is the owner of a custom woodworking business. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 distinctive operational model integrating custody, brokerage, and advisory services.

Nicholas Bishop is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, portfolio management services, and retirement income. Nicholas focuses on developing personalized strategies that align with what matters most to his clients and their families. His approach involves understanding clients' priorities to help them pursue their financial goals effectively. Nicholas holds a Bachelor's Degree from Ohio University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He assists clients with a range of financial planning services, from general investing to retirement planning and preparing for unexpected events. Outside of his professional work, Nicholas has personal interests in baseball, football, golfing, and pickleball. He values building relationships with clients and helping them navigate financial decisions with clarity and confidence.

Kyle Anglin is a financial advisor with Charles Schwab in Peoria, Arizona, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at United Planners Financial Services and Giallo Consulting LLC. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Eric Brudi is a financial advisor with Edward Jones in Peoria, AZ, holding the CFP® and ChFC® designations and industry licenses Series 63 and Series 66. He has 29 years of experience, all with Edward Jones since 1997. Outside of his advisory role, he is associated with several family businesses and timber-related ventures in Washington state. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Rafael Blanco is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2000, including roles at Charles Schwab Bank and optionsXpress, Inc. 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 and discretionary SMA portfolios supported by multi-asset model strategies and a centralized operational platform.

Zachary Smith is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Smith is also associated with Renaissance Financial as registered staff and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Charles Belton is a Series 66 licensed advisor with J.P. Morgan Securities in Glendale, AZ, with nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017 and had prior experience at Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process utilizes centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria.

Jacob Leenerts is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2021. Prior to his financial services career, he worked at Academies of Math & Science and NPC International, Inc. 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Robert Blendu is a financial advisor with Morgan Stanley in Peoria, Arizona, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked with various Morgan Stanley entities since 2007 and serves as a board member of Scottsdale Community Bank. He is also involved with LA Doors, a construction and engineering business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside various investment products and affiliated entities.

Kirby Pederson is a financial advisor with MassMutual Investors Services in Phoenix, AZ, holding CFP® and ChFC® designations and possessing 14 years of industry experience. He has been with MassMutual and its affiliated firms since 2011 and has additional experience dating back to 2010 with Dollarhide Financial Group. Outside of his advisory role, Pederson serves as treasurer on the board of Fatih Lutheran Preschool, where he assists with budgeting and serves on the executive committee. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, employing firm-approved analytical tools to deliver customized financial recommendations.

Natalie Rivosecchi is a CFP® with 16 years of industry experience, currently serving at Charles Schwab in Phoenix, AZ. Her work history includes roles at HF Management LLC since 2017 and Schwab Wealth Advisory Inc. from 2015 to 2025. Outside of her advisory career, she is involved in real estate through ownership and decision-making in a property management LLC. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operations and due diligence on alternative investments.

Megan Koopman is a CFP®-certified financial advisor at Equitable Advisors with 20 years of industry experience. She previously worked at Next Financial Group Inc for 15 years and Woodbury Financial Services, Inc. for two years. Outside of her advisory role, she serves as Secretary for the Arizona Sailing Foundation, a community sailing and education organization based in Tempe, AZ. Equitable Advisors serves individual and institutional clients with financial planning, retirement plan consulting, and asset-management programs. The firm utilizes a range of third-party advisory platforms and provides ERISA fiduciary services, focusing on matching clients to program models or discretionary managers without sponsoring its own wrap fee program.

Victor Danzo is a financial advisor with Charles Schwab in Phoenix, Arizona, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Charles Schwab since 1997. 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 a multi-asset investment approach and centralized operational infrastructure.

Stanton Dwight is a financial advisor at Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.