Evan Zack is a financial advisor with Charles Schwab & Co., Inc. based in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Vanguard and Signature Dental Partners, as well as a background in education. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operations.

Trish Tallini is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at RBC Capital Markets from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

John Braden is a financial advisor at Edward Jones in Surprise, Arizona, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Daniel Broussard is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2009, including time at Charles Schwab Bank. Broussard also served in the Arizona Army National Guard from 2009 to 2017. 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 SMA portfolios and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Krystle Gonyo is a financial advisor at Charles Schwab with 14 years of industry experience. She previously worked at THE Vanguard Group, Inc. for 10 years before joining Charles Schwab in 2021. Her credentials include the Series 63 and Series 66 designations. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a centralized operational structure.

Branden Heins is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing six years of industry experience. His career includes roles at Ameritas Advisory Services, AssetMark Financial Holdings, and Merrill. 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 consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Dennis Heying is a financial advisor with Charles Schwab in Phoenix, Arizona, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Charles Schwab since 2016. 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 advice and access to discretionary separately managed accounts. The firm provides integrated brokerage, custody, and advisory services with a focus on multi-asset model portfolios and alternative investments.

Cole Adamson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and 18 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Morgan Stanley Private Bank, Morgan Stanley, and Scottrade. 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 models and offers a centralized, integrated approach to custody, brokerage, and alternative investments.

Randall Mardell is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Charles Schwab since 2016 and previously worked at Hilltop Securities, Inc. for one year. 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 multi-asset model portfolios, alternative investment due diligence, and a large-scale, integrated operational structure.

Ulises Barrera is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he operates a French bulldog breeding business under LZA Holdings LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Rob White is a financial advisor at Fidelity with 25 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. His career includes over two decades at Fidelity Brokerage Services and roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Ronald Vornberg is a financial advisor at Charles Schwab in Phoenix, AZ, with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Charles Schwab entities since 2013, including Schwab Trust Bank and Schwab Bank. 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 both non-discretionary and discretionary investment options, combining strategic asset allocation with centralized operational support.

Andrew Gauer is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior work includes roles at OC4 Venture Studio, Investable Games Technology, Happy Money, and Rising Tide. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, trust services, and securities-based lending options.

Thomas Brandt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Vanguard, USAA, and a 20-year career in the United States Air Force. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Lee Bradley is a financial advisor with Edward Jones in Surprise, AZ, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory services, he is a member and president of MINGO Hunt Club LLC, a business related to IRA-held property. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Daniel Gomez is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors Inc. since 2010. 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 management with a focus on multi-asset model portfolios and centralized operational support.

Joshua Peterson is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at RBC Capital Markets and DWS Investment Management Americas. He is a member of the audit finance committee for Vitalyst Health Foundation and serves as a youth soccer referee with US Soccer. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Ilic is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and previously worked at OptionsXpress, Inc. from 2015 to 2017. Based in Phoenix, AZ, he 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 and offers a range of multi-asset model portfolios supported by centralized custody and order-routing arrangements.

Jonathan Launder is a CFP® professional with 11 years of industry experience, currently working at OSAIC since 2025. His prior roles include positions at Lincoln Financial Advisors Corporation, Royal Alliance Associates, Legacy Wealth Alliance, Lincoln Financial Securities, Woodbury Financial Services, and WJS Wealth Management. He is based in Phoenix, AZ and holds a Series 66 license. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, providing a range of managed portfolio options and third-party money manager programs.

Dustin Ziegler is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked at Charles Schwab since 2018, including a role at Charles Schwab Bank, SSB, since 2021. Prior to joining Schwab, he was employed at Natural Grocers from 2014 to 2017. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by a centralized operational structure.