Jonathan Mueller Schrader is a financial advisor with LPL Financial based in Glendale, AZ, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has worked at notable firms including BMO Harris Financial Advisors, Inc. and M&I Trust Company Inc, with tenures spanning more than two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, utilizing both proprietary and third-party investment strategies across various account types.

Brandon Bryan is a CFP® with 19 years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Financial Advisors and USAA Investment Management Company from 2006 to 2020. He is based in Phoenix, AZ. 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 discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Scott Mac Donald is a CFP® with 21 years of industry experience, currently serving at Charles Schwab. He has been with Charles Schwab & Co., Inc. since 2010 and joined Schwab Wealth Advisory, Inc. in 2026. 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, supported by a centralized operational structure and a multi-asset investment approach.

Lucas Felbel is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the CFP® designation along with Series 63, 66, and 65 licenses. Prior to joining RBC in 2025, he worked at Dynamic Wealth Advisors for five years and at M.S. Howells and Company for three years. Outside of advising, he operates a sole proprietorship overseeing a management company. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by a broad capital-markets platform.

Nathan Laidig is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Synergy Insurance Group for six years. Laidig is an active member of the Executives' Association of Greater Phoenix, a networking organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jesse Witt is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding a CFP® designation and several securities licenses. He has 26 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base ranging from individual investors to institutional clients, offering customized portfolio management and financial planning through a variety of advisory programs. The firm employs a mix of in-house and third-party investment managers and offers multiple features such as tax management and responsible investing options.

Israh Gharib is a Series 66 licensed financial advisor with three years of industry experience. They currently work at Cambridge Investment Research Advisors and previously held positions at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Gharib has also been involved with the Morgridge Center for Public Service and the Literacy Network. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering multiple portfolio management strategies and platform options tailored to client objectives.

Brooke Ellerbe is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 designations with 13 years of industry experience. She worked at Merrill from 2015 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Laura Olson is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with Ameriprise and its predecessor firm since 2004. Outside of her advisory role, Olson co-owns a personal fitness training business and is involved with New Life Community Church, assisting with its missionary activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice and written recommendations developed by a centralized team in collaboration with advisors.

Eric Cook is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 24 years of industry experience. He previously worked at National Planning Corporation for 15 years before joining LPL Financial in 2017. In addition to his advisory role, Cook is involved in fixed insurance sales, including life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of over 22,800 advisors. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with non-advisory financial products and extensive operational support tools.

Aaron Supita is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at various Morgan Stanley affiliates since 2014, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights in its financial planning process.

Serenity Smith is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. Her approach includes providing resources on general investing, retirement planning, and saving for unexpected events. She also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Serenity holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Westwood High School. She emphasizes ongoing advice and guidance tailored to clients' changing needs, aiming to create strategies that reflect what matters to clients and their families.

Joshua Willard is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Coghlan Financial Group, Inc. since 2007. Outside of his advisory work, he owns Willard Capital Consulting, a business consulting firm focused on organizational and workflow optimization for local businesses in San Diego. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across diverse investment types, providing both discretionary and non-discretionary account options.

Samuel Laidig is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. He previously worked at Keystone Insurers Group, Inc., Rink Printing Company, and Total Quality Logistics, LLC. Samuel is based in Phoenix, AZ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Keaton Koch is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, Arizona, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and Ethos Lending. Outside of finance, he was involved with Cactus Pricks, LLC for seven years. 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 and discretionary investment solutions, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Marvin L Stancil II is a CFP® with 19 years of industry experience. He is currently with RBC Capital Markets and previously worked at UBS Financial Services for 17 years. Outside of financial advising, he owns and operates Stancil Holdings LLC, a private company that does business as Elegant Anomaly Reptiles. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Joseph Chase is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and its affiliated entities since 2009. His tenure includes service at Charles Schwab Bank, SSB since 2012. 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 centralized operational and supervisory infrastructure.

Cameron Whelan is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked with Fidelity and its brokerage services since 2015. Outside of his advisory role, he is involved in real estate renting and flipping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Humberto Yee Flores Jr. is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The Vanguard Group and Financial Engines Advisors. 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 fiduciary services for retirement accounts.

Sean Nash is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2024, he served in the United States Army for five years and held roles at Duke University and Boston College. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances, leveraging institutional trading capabilities alongside wealth management services.