Brian Friedman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1992. With over 44 years of experience in the financial services industry, he specializes in advising ultra-high-net-worth individuals, families, and business owners. Brian takes a comprehensive approach to wealth management, focusing on understanding each client's unique goals and developing tailored financial strategies. He utilizes the investment resources of Merrill and the banking services of Bank of America, N.A. to deliver integrated solutions addressing various aspects of clients' financial lives. Brian earned his bachelor's degree in Finance from the W. P. Carey School of Business at Arizona State University. He holds the Personal Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Brian enjoys traveling and golfing. He is a devoted supporter of Arizona State University athletics. Brian is married and has one child.

Sergio Villalobos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo, Cardinal IG, and service in the Arizona Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Karson Kobashi is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. His prior work includes roles at various companies such as Toyota, Abzena / Kingtech Consulting, and Lucille's BBQ. Outside of advisory work, he has been involved with Pickleball Kingdom. 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 proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.

Daysi Castillo is a financial advisor at Ameriprise with Series 63 and Series 66 credentials and three years of industry experience. Her prior work history includes roles at Cetera Advisors LLC, Wilde Wealth Management Group, Pinnacle Wealth Advisors, Fidelity Investments, and Riversource Distributors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides clients with written recommendation reports and ongoing retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kevin Hansen Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Based in Sun City West, AZ, Hansen has spent the majority of his career at this firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Anndrea Ford is a financial advisor with Merrill in Phoenix, AZ, holding Series 63 and Series 66 licenses. She has 31 years of industry experience and has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Kaylin Corrick is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank SSB since 2018 and 2020, respectively. Outside of finance, Corrick is involved with Babbo Italian Eatery in Tempe, Arizona, where she serves as a wedding caterer. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through Schwab Wealth Advisory's wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

James Clark is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Citigroup Global Markets from 1996 to 2009 and Morgan Stanley Smith Barney since 2009, transitioning to Morgan Stanley Private Bank, National Association in 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and firm-approved analytical tools.

Jacqueline Mckinney Rodriguez is an advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 credentials and has worked in senior living and education sectors prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Stewart Deregt is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 66 designation. He has been in the industry since 2025, with prior experience at Merrill and a business role at Big Brand Tire and Service / Majco LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Joy Di Valentino is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Monat Global. Outside of her advisory role, she is a co-owner of JD's Premiere Pet Waste Removal, a personal services business. Charles Schwab 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 separately managed accounts and employs multi-asset model portfolios supported by comprehensive research and due diligence.

Michael Eliason is a financial advisor at Charles Schwab in Phoenix, AZ, with 27 years of industry experience. He has been with Charles Schwab since 1999 and holds a Series 66 designation. 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 separately managed accounts, offering a multi-asset model portfolio approach supported by due diligence on alternative investments.

Tron Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Edward Jones for 17 years before joining Raymond James in 2021. Brinkmann is also an officer and treasurer for The SilverTree Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance advisory services uncommon among large institutional advisors.

Douglas Beguin is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Charles Schwab since 2006 and Charles Schwab Bank since 2008. 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, supported by centralized custody and operational infrastructure.

Nicholas Hanson is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2011, including a role at Charles Schwab Bank, SSB since 2015. 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 multi-asset investment approach supported by a centralized operational structure.

John Snyder is a financial advisor at Ameriprise with 10 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Eagle Strategies and New York Life Insurance Company. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted advice through a centralized consulting team.

Brian Derrick is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James Financial Services in 2020. He is also involved in Derrick Family Financial, a support company related to his practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs analytical tools and tailored non-discretionary planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Frank J C Gennaro is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Planning Services. Outside of advising, he manages rental property investments. Charles Schwab 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 investment guidance and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized custody and order-routing.

Alexandra Parrish is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2020. Prior to that, she was affiliated with USAA Investment Management Company and USAA Financial Planning Services from 2014 to 2020. 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 models with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Clinton Stanley is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2012. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.