Callie Jones is a financial advisor at UBS Financial Services with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Stifel for five years. Prior to her advisory career, she had roles at Maricopa County Community College, Arizona State University, and Santa Clara University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in client advising.

John Conklin is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Charles Schwab, having joined the firm in 2025, following prior roles at JPMorgan Chase Bank, J.P. Morgan Securities, eToro, and Equitable Advisors. In 2019, he was involved with The Grass Chopper. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and centralized operational infrastructure.

Cody Nesper is a financial advisor with Primerica Advisors in Phoenix, AZ, holding a Series 63 designation and three years of industry experience. Prior to joining Primerica, he worked in various roles including positions at Uber, Carvana, Hillsong College, and Apple Retail. He is also involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail client portfolios rather than institutional pension or profit-sharing plans.

Jordan Williams is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Morgan Stanley, Advisor Group, Edward Jones, and The Vanguard Group. He serves on the board of a small nonprofit, For the Love of the Lake, which focuses on maintaining White Rock Lake through community cleanup and conservation programs. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management and integrated financial planning.

Stephanie Bregante is a financial advisor at Morgan Stanley with eight years of industry experience. She has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Solium Financial Services, Charles Schwab, and First Convenience Bank. Outside of her advisory work, she is involved in a restaurant and bar business in Phoenix, Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Chandler Cole is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Arizona Public Service, CED Scottsdale, and Arizona State University. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Raechel Owen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan since 2014. Outside of her advisory role, Owen serves as a board member and Finance Director for the nonprofit Alpha Phi Fraternity and advises the Alpha Phi Sorority chapter on financial matters. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Drew Patnode is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he has experience working in education and athletics, including roles at Arizona State University, Mountainside Highschool, and Highland Park Middle School. Outside of his advisory work, he has been involved with Varsity Tavern since 2024. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Amiri Johnson is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he worked with the Houston Astros Baseball Club and held positions at SignValue Inc., Arizona State University, and Diamond Ranch High School. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a broad range of investment strategies.

Alyssa Shelton is a Senior Financial Advisor with Merrill Lynch Wealth Management at the Frankeberger Group. She joined the team in 2016 and brings experience from her previous role as a Personal Banker at Bank of America. Alyssa is a Personal Investment Advisor (PIA) and has a background in Business Management from Whitworth University in Spokane, Washington. She is originally from the Pacific Northwest and relocated to the Phoenix Valley in 2011. Alyssa resides in Cave Creek and enjoys spending time outdoors with her two sons.

Paul Fudurich is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 66 designation and seven years of industry experience. He previously worked at Wells Fargo Bank, NA for 21 years before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving more than 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 wrap fee strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

David Balzarini is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he writes fiction and has received book royalties for his work. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tristan Medearis is a financial advisor with Merrill, holding a Series 66 license and one year of industry experience. He has worked at Bank of America and Merrill, and serves as a military police officer in the Arizona Army National Guard. Additionally, he works with Spark Driver delivering groceries and household items. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

Elyse Bibb is a financial advisor at Edelman Financial Engines with four years of industry experience. She holds a Series 65 designation and has worked within various roles at Edelman Financial Engines and its predecessor firms since 2021. Prior to her financial advisory career, she held positions in diverse industries including animal care and insurance. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Grant Mayer is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, Series 65, and Series 66 credentials and 34 years of industry experience. He has worked at Charles Schwab since 1997 and also spent 11 years at Shp Inc. from 2008 to 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options with centralized custody and operational services.

Michael Seigal is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Co., Inc. since 2020. His prior experience includes roles at USAA Financial Advisors, Inc., USAA Financial Planning Services, and USAA Investment Management Company. Charles Schwab & Co., Inc. serves predominantly 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Jason Le is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Charles Schwab since 2017 and previously at The Antigua Group, Inc. from 2012 to 2017. In addition to his advisory work, he has been affiliated with Glendale Community College since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios, offering multi-asset strategic allocation models supported by centralized operational and supervisory infrastructure.

Paul Hert is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored investment strategies and access to both in-house and third-party investment managers.

Lynn Semall is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She 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 discretionary separately managed accounts, leveraging multi-asset model portfolios and centralized operational resources.

Robert Clark is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Charles Schwab since 1999, including a role at Schwab Private Client Investment Advisory, Inc. from 2014 to 2017. Outside of his advisory work, he composes music, collaborates with other artists, and performs occasionally. Charles Schwab 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 centralized supervisory, custody, and order-routing services.