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.

Kathleen Saba is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Principal Life Insurance Company, The Vanguard Group, and Fundbox, among others. Saba has also provided one-on-one investment advice to retirement plan participants as part of her role with Principal Advised Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including custody, underwriting, and securities-backed lending programs.

Alexander Stuchen is a Senior Financial Advisor and partner at SLS Wealth Management Group, based in Phoenix, Arizona. He has been with Merrill Lynch Wealth Management since 2014 and also serves as a Retirement Benefits Consultant. In his role, Alexander collaborates with institutional clients such as 401(k) plans, foundations, and endowments, and develops customized financial strategies for high-net-worth clients alongside his partner. Alexander holds a Bachelor of Science degree in Regional Development with minors in Business Management and Spanish from the University of Arizona. He also holds the Certified Plan Fiduciary Advisor (CPFA) designation. His professional focus areas include corporate benefits, divorce transition planning, family wealth management strategies, institutional consulting, retirement income, and portfolio management services. Originally from Nogales, Arizona, Alexander is fluent in Spanish. He has been active in community organizations, including serving on the board of directors for the University of Arizona Hillel Foundation, the Young Men's Group of the Jewish Federation of Southern Arizona, and the Phoenix Board of Directors of JNF Future. He is also a member of Executive Council 70, a nonprofit dedicated to supporting youth. Alexander resides in Phoenix with his wife Roya.

Michael Cross is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked for nine years at Woodbury Financial Services Inc. Outside of his advisory role, he is the managing member of Cross Financial, LLC, where he has provided investment and insurance-related guidance since 2010. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with access to third-party money managers and unified managed accounts. The firm employs firm-provided tools and automated rebalancing to construct portfolios tailored to clients’ risk tolerances and investment restrictions.

Susan Dionne is a financial advisor at Morgan Stanley with 17 years of industry experience, including 12 years with her current firm. She holds a Series 66 designation. Outside of her advisory role, she owns and operates Susie G Consulting, a business focused on self-development teaching, coaching, and public speaking on topics such as emotional intelligence, confidence, motivation, and self-esteem. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies.

Russell Harris is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He was previously with First Financial Equity Corporation for 12 years before joining Cambridge in 2022. In addition to his advisory role, he is engaged as an insurance agent and operates under the trade name Arrowhead Financial Services. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers various portfolio management options through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies with flexible custody and platform arrangements.

Lawrence Fann is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He worked previously at UBS Financial Services for ten years. Outside of his advisory role, he serves on the board of the Canadian Arizona Business Council and participates in committees at Phoenix Children’s Hospital. 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 customizable portfolio management and incorporates both in-house and third-party investment managers to implement strategies tailored to clients’ risk profiles.

Deanna Stow is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she serves as the primary point of contact for addressing the complex needs of affluent clients and their families. She focuses on delivering personalized service, fostering trust, and building lasting relationships. Deanna facilitates conversations around wealth growth, preservation, and transfer, aiming to provide a seamless client experience. Her career in financial services spans over two decades, including roles such as Planning Consultant at Fidelity Investments, Sales Assistant at PNC (formerly BBVA Compass Investment Solutions), Broker Service Center Associate at Chase Bank (formerly Bank One), and Financial Advisor at American Express Financial Advisors. Outside of her professional responsibilities, Deanna's personal interests include family activities, food, movies, reading, theater, and volunteering.

Christopher Donofrio is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at E*TRADE Capital Management and TD Ameritrade. Donofrio is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by an integrated operational platform.

Robert Solis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he is an author. Wells Fargo Clearing provides retirement plan consulting services, including investment policy statement preparation, investment recommendations, and participant education, with an advisory approach grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Jeffrey Peterson is a CFP® professional with 32 years of experience in financial services, currently advising at Cetera since 2025. He previously worked at Concourse Financial Group Securities Inc for 31 years and operates Financial Planning Unlimited, Inc., offering financial services and tax planning. Additionally, he provides insurance, tax preparation, estate planning support, and notary services to his clients. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, 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 various investment strategies and program structures.

Christopher Mcdermott is a CFP® professional at Charles Schwab with 18 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2020, and previously spent 13 years at Fidelity, including two years with Fidelity Personal and Workplace Advisors. 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. Schwab combines a non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance using multi-asset model portfolios and research from its Schwab Center for Financial Research.

Kevin Schenk is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and JP Morgan Chase Bank. Outside of his advisory role, he serves as a membership committee member for Growing Emerging Talent Phoenix, a nonprofit organization. Charles Schwab 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 advisory solutions supported by strategic asset allocation models and centralized operational services.

Amanda Williams is the Vice President and Branch Leader at Fidelity Investments. In her current role, she focuses on supporting and coaching representatives to achieve their goals, aligning with the mission of strengthening the financial well-being of customers and delivering better outcomes. Her professional experience includes positions as a Senior Service Relationship Leader at Morgan Stanley from 2022 to 2023 and as a Senior Retail Sales Specialist at Vanguard from 2021 to 2022. These roles contribute to her expertise in financial services and client relationship management. Outside of her professional career, Amanda engages in activities such as cooking and baking, family activities, fitness, hiking, and parenthood.

Patrick Betancourt is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 66 designation and has worked previously at Fidelity Investments and several other financial firms. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Matthew Jenner is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and began his advisory career in 2026. His prior work experience includes positions at Legacy Wealth Management and various educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Darin Victor is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has worked with Charles Schwab in various capacities 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 guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Jacob Dodson is a financial advisor at Charles Schwab with 19 years of industry experience. He has been with Charles Schwab since 2009 and holds Series 63 and Series 65 licenses. Based in Phoenix, AZ, he operates within one of the largest advisory firms in the industry. 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 and discretionary investment solutions, utilizing multi-asset model portfolios and alternative investment programs supported by centralized custody and operational infrastructure.

Grady Melton is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He is also a partner in Ren Square LLC, a restaurant business in Phoenix, Arizona. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals across a large advisor network.

William Schlofman is a financial advisor at Robert W. Baird & Co. Inc. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Outside of his advisory role, Schlofman is a managing partner at Pressio LLC, a manufacturing and licensing startup, where he contributes to finance, marketing, design, and operations. He also serves as a bishop with check signing authority at the Church of Jesus Christ of Latter-day Saints in Peoria, Arizona. Schlofman is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and reporting services, utilizing both in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.