Rolando Quintana is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he develops and guides a team of financial consultants who work to improve the financial well-being of the families they serve. Prior to this, he served as Director of Executive Services at Fidelity Investments from 2020 to 2023. His professional experience at Fidelity Investments includes leadership and management responsibilities focused on financial consulting and executive services. Specific details about his education, credentials, personal interests, or community involvement were not provided.

Derek Fogarty is a Series 66–licensed financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, he held roles at StayFrank, STOA Acquisitions, Zillow Offers, Coldwell Banker, Bank of America, and Merrill Edge. He is also involved in real estate through two domestic professional LLCs based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of investment advisory programs and affiliated products supported by a nationwide network of more than 23,700 financial advisors.

Roman Chacon Cornejo is a Series 66-registered financial advisor with Edward Jones in Tempe, AZ, with nine years of industry experience. He has been with Edward Jones since 2016. 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, operating under a fiduciary standard.

Michael Tenore is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2012. Outside of finance, he is a partner and owner of Miguelito's Meat LLC, a food service business specializing in cured meats. 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 affiliated brokerage, distribution, and investment management capabilities.

Callahan Mc Andrew is a Series 66-licensed financial advisor with six years of industry experience, currently with Edward Jones in Tempe, AZ. His prior roles include positions at Edward Jones and the University of Missouri, as well as involvement with the Jewish Community Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Trey Donaldson is an advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and has two years of industry experience. His prior work includes roles at Northwestern Mutual and Charles Schwab Bank, SSB. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a range of integrated brokerage, custody, and advisory services.

Nicholas King is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 18 years of industry experience. He previously worked at Charles Schwab from 2008 to 2026 before joining Edward Jones in 2026. 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, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Ko is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Allstate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, supported by oversight controls and the use of AI and systematic methodologies.

Bryan Momsen is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Charles Schwab since 1997 and Charles Schwab Bank since 2006. Outside of his advisory role, he is an owner of a rental property in the Phoenix area. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset investment strategies.

John Jacobson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63, 65, and 66 licenses and with 20 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, following roles at Schwab Private Client Investment Advisory Inc. and Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Matthew Huizenga is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and eight years of industry experience. He has been with Charles Schwab since 2016, including a role at Charles Schwab Bank since 2019. Prior to his career in finance, he worked in education with the Tucson Unified School District and in retail at Starbucks. 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 and centralized operational infrastructure.

Blake Goodstein is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Bank of America and Morgan Stanley. Outside of his advisory role, he maintains a long-standing Twitch channel where he streams video games to friends and family. 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 a range of individual and institutional clients.

Joseph Kevlin is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, Amerisave Mortgage Corporation, and Freedom Mortgage Corporation. Outside of his advisory role, Kevlin works as a delivery contractor for DoorDash. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Romano is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. She previously worked for Prudential Insurance Company of America and PRUCO Securities for 23 years before joining Cambridge in 2018. Romano also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through a network of independent financial professionals, utilizing both discretionary and non-discretionary strategies and combining proprietary models with access to third-party managers.

Cooper Dreifort is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he held positions at firms including Govig & Associates and Bayne Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery and firm-approved planning tools.

Joseph Meyer is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Bank of America, and Merrill. Meyer is based in Phoenix, AZ. 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 portfolios and offers a range of integrated investment and custody services.

Erik Woods is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Robinhood Markets, Inc., Robinhood Financial, LLC, and The Vanguard Group, Inc. Outside of his advisory work, he has experience in the hospitality industry with Flemings Prime Steakhouse and Wine Bar. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools overseen by dedicated committees to support its advisory approach.

Deborah Simonds is a financial advisor with Edelman Financial Engines in Chandler, AZ, holding Series 63 and Series 65 designations and six years of industry experience. She has previously worked at The Vanguard Group and operated Proper Paths LLC. Outside of finance, Deborah is involved in mental health as a hypnotherapist and trauma recovery coach through her business KathleenSimonds.com and also provides addiction counseling with Proper Paths LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified, long-term oriented portfolios and operates as a fiduciary for retirement accounts under ERISA and DOL guidance.

Tyler Buck is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2013. Outside of his advisory role, he serves as Treasurer for Raising Arizona's Men, a nonprofit charitable organization. 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 and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Kyle Macleish is a Financial Advisor with Merrill Lynch Wealth Management, working with individuals and families throughout Arizona and across the country. He is affiliated with the Gunter Hamilton DeCaro Wealth Management Group in Gilbert, Arizona. Kyle focuses on delivering personalized wealth management and financial planning strategies that align with his clients' goals, values, and priorities. His expertise includes retirement planning, college education planning, family wealth management strategies, legacy planning, portfolio management, socially responsible and values-based investing, tax minimization, and retirement income. Kyle holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's degree from Northern Arizona University. Outside of his professional role, Kyle is involved with Foothills Baptist Church and enjoys spending time with his wife and children. He also has personal interests in baseball, basketball, cooking, football, golfing, music, reading, traveling, and watching movies.