Brooke Ellerbe is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 designations with 13 years of industry experience. She worked at Merrill from 2015 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Laura Olson is a financial advisor with Ameriprise in Glendale, AZ, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. She has been with Ameriprise and its affiliate since 2004. Outside of her advisory work, Olson is a co-owner of a personal fitness training business and is involved with New Life Community Church, supporting missionary activities and organizing mission services. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Aaron Supita is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at various Morgan Stanley affiliates since 2014, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights in its financial planning process.

Serenity Smith is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. Her approach includes providing resources on general investing, retirement planning, and saving for unexpected events. She also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Serenity holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Westwood High School. She emphasizes ongoing advice and guidance tailored to clients' changing needs, aiming to create strategies that reflect what matters to clients and their families.

Harry Calivas is a CFP® with 25 years of industry experience and has been with Wells Fargo Clearing since 2016. He is based in Peoria, AZ. Outside of his advisory role, he serves as a trustee for his parent's trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, leveraging research and analytics to support portfolio diversification and investment evaluation.

Samuel Laidig is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. He previously worked at Keystone Insurers Group, Inc., Rink Printing Company, and Total Quality Logistics, LLC. Samuel is based in Phoenix, AZ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Keaton Koch is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, Arizona, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and Ethos Lending. Outside of finance, he was involved with Cactus Pricks, LLC for seven years. Charles Schwab 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 both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Marvin L Stancil II is a CFP® with 19 years of industry experience. He is currently with RBC Capital Markets and previously worked at UBS Financial Services for 17 years. Outside of financial advising, he owns and operates Stancil Holdings LLC, a private company that does business as Elegant Anomaly Reptiles. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Jeffrey Lamp is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds a Series 66 designation and has worked at several Wells Fargo affiliated firms since 2009, as well as Merrill from 2005 to 2009. Outside of his advisory role, he has ownership interests in JJL Capital LLC and OneWealth LLC, both investment-related businesses. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions and integrates advisory services with other financial products and referral channels.

Joseph Chase is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and its affiliated entities since 2009. His tenure includes service at Charles Schwab Bank, SSB since 2012. 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 centralized operational and supervisory infrastructure.

Kevina Ramirez is a financial advisor at Fidelity with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she has worked at Fidelity Brokerage Services LLC, Cognizant, and in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a broad range of clients, including registered investment companies and charitable funds, and is noted for its use of systematic methodologies and oversight controls.

Timothy Cowdrey is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley Private Bank, City National Bank, RBC Capital Markets Corporation, Banc of America Investment Services, and Merrill. He is based in Phoenix, AZ. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers its services through both direct and corporate financial planning agreements.

Sean Nash is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2024, he served in the United States Army for five years and held roles at Duke University and Boston College. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances, leveraging institutional trading capabilities alongside wealth management services.

Jamie Breyer is a Series 66-licensed financial advisor with Merrill in Phoenix, Arizona, with 18 years at Merrill and a total of 8 years of industry experience. He previously worked with Merrill Edge from 2016 to 2018. Outside of advising, he holds a part-time role at Arizona Care Providers LLC, assisting with special needs habilitation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charities.

Austin Jackman is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and with eight years of industry experience. He has been with Charles Schwab since 2016 and previously worked at Desert Parking. He is involved in a family LLC aimed at investing in a privately owned fast food company. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed account services. The firm combines non-discretionary advice with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment options.

Zachary Lichlyter is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2024. Outside of his advisory role, he manages a residential rental property through his ownership of ZNL Rentals LLC. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities through related affiliates.

Monessa Duran is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at The Vanguard Group and Bancwest Investment Services. Duran is also affiliated with BMO Bank NA in an advisory capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a broad network of advisers, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Paul Malin is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he has involvement in a real estate business in Sonora, Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning methods supported by firm‑approved tools.

James Vaccaro is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at First International Bank and Trust, LPL Financial, Arizona Bank and Trust, and BMO Harris. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice based on proprietary research and third-party data.

Jammie Fort is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Edward Jones in Phoenix, AZ since 2014. His background is primarily with Edward Jones, where he has served for over a decade. Outside of advising, he is involved in managing a rental property in Flagstaff, AZ. 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 solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.