Andrew Genco is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2006, including a role at Charles Schwab Bank since 2018. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Lori Walters is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. She has worked at Charles Schwab since 2006, with a three-year period at TD Ameritrade from 2021 to 2024. 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 both non-discretionary and discretionary investment guidance, combining centralized custody and order-routing with access to affiliated investment management and alternative investments.

Darcy Drain is a CFP® credentialed financial advisor with 14 years of industry experience, currently affiliated with J.P. Morgan Securities in Phoenix, AZ. Drain’s career includes multiple roles within JPMorgan entities since 2014 and a prior position at Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized manager solutions team that applies both quantitative and qualitative research methods.

Scott Holman Jr. is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for nine years. Outside of his advisory role, he owns and maintains a rental property in Paradise Valley, AZ. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with a multi-manager platform allowing advisors to utilize affiliated and third-party investment strategies.

David Shachory is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Edelman Financial Engines and Financial Engines Advisors L.L.C., as well as previous positions outside finance at companies such as 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 uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and both discretionary and non-discretionary investment options.

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.

Steven Andrews is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ski Pro and BeatBox Beverages LLC. Outside of advisory work, he has been involved in employment at Ski Pro and data entry for Fairytale Brownies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Chase Cates is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining RBC in 2026, he worked at MFS Fund Distributors, Inc. for four years. His background also includes roles outside of finance, such as positions at Cooper's Hawk Winery and Restaurant and the Chicago Justice Project. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers.

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 Financial Services, LLC, holding a Series 63 designation and bringing 33 years of industry experience. Prior to joining Ameriprise, he worked at Merrill and LPL Financial. He also owns Retirement Wealth Strategies, LLC, a consulting business unrelated to investment management. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

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.

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 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 at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Louie Inc. and spent several years at the University of Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

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.

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.

Marcus Brandt is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 12 years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.