Shannon Long is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2026, Shannon worked at RBC Capital Markets, LLC for three years and was involved in the hospitality industry as a part-time bartender at GenuWine Arizona, a wine bar in downtown Phoenix. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Samuel Sells is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors and in various non-financial roles including at In-N-Out Burger and Amazon. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Joanne Dushek is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She has worked at notable firms including Merrill Lynch, Bank of America, and JPMorgan Chase Bank. Prior to her current role, she was involved with Empowered Home Pros for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Courter is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. Prior to joining Cambridge Investment Research in 2022, he spent 10 years at First Financial Equity Corporation. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm delivers customized investment solutions via multiple platforms and includes both proprietary and third-party strategies.

Katrina Hanks is a financial advisor with UBS Financial Services in Phoenix, AZ. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she has served as treasurer for the Greenfield Elementary Parent Teacher Student Organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Chris Wilczynski is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC and then at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Elise Kausen is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Carson Brechner is a financial advisor at Charles Schwab with a Series 66 designation and approximately two years of industry experience. Prior to joining Schwab, he held various roles outside the financial sector, including multiple positions related to education and customer service. Charles Schwab & Co., Inc. serves a large client base composed mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by comprehensive custodial and brokerage services.

Ella Moore is a financial advisor with Cetera, holding a Series 66 designation and based in Phoenix, AZ. She has one year of industry experience, having worked at Cetera Investment Advisers, Cetera Wealth Services, and Renaissance Financial. Outside of her advisory roles, she has experience working at several golf courses. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, supporting various investment strategies and program structures.

Mikaela Baker is a Financial Consultant currently working at Fidelity Investments. She has been in this role since 2024, following her position as a Planning Consultant at the same firm from 2022 to 2024. Prior to joining Fidelity Investments, Mikaela held multiple roles at Charles Schwab, including Client Relationship Specialist and Financial Consultant Partner in 2022, as well as working in Advisor Services from 2019 to 2021. Her professional experience encompasses client relationship management and financial planning, with a focus on collaborating closely with clients to understand their financial situations and goals. Mikaela emphasizes the importance of creating adaptable financial plans and supporting clients through ongoing financial planning processes.

Carter Koranda is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Renaissance Financial. His background includes roles outside finance, such as positions at Skyline Country Club and educational institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Sarahy Gonzalez Gonzalez is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at JP Morgan Chase and Northern Arizona University. Outside of her advisory role, she works as a server at Plaza Bonita, a restaurant in Prescott Valley, AZ. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures and affiliations.

Brendan Goodwin is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has accumulated experience in various financial services positions, including Wealth Planning Associate at UBS (2023-2024), Service Relationship Professional at Morgan Stanley (2022-2023), Registered Representative at Robinhood (2021-2022), and High Net Worth Case Manager at Vanguard (2016-2020). Throughout his career, Brendan has focused on client service, emphasizing empathy, transparency, and personalized strategies tailored to individual financial goals and challenges. He prioritizes open communication and trust-building to develop financial plans addressing both immediate needs and long-term financial health. Outside of his professional work, Brendan's personal interests include baseball, football, hiking, music, and parenthood.

Tana Hiebel is a financial advisor at Charles Schwab with 11 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following eight years at Bank of America and Merrill. 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 separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custodial and operational infrastructure.

Angel Miranda is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Charles Schwab since 2008. 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 financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios, supported by centralized supervisory and custody infrastructure.

Thomas Liberty is a financial advisor at Charles Schwab with 26 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2016, following a brief tenure at MetLife Securities. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves a large client base primarily comprising 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 guidance, supported by multi-asset model portfolios, written advice policies, alternative investment due diligence, and integrated custody and brokerage services.

Jacob Bello is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Sharon Layman State Farm and CVS Pharmacy. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, utilizing a range of mutual funds, ETFs, and ETPs, and incorporates algorithmic methods and AI in its investment process.

Marcin Urbanowicz is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. He has worked at LPL Financial since 2019 and also maintains a longstanding association with Rock Martin Private Wealth Management since 2008. Additionally, he has experience in tax preparation and accounting. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

Jennifer Rydzewski is a financial advisor with Stifel in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She worked at UBS Financial Services for 13 years before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Ayan Siddiqui is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at RBC Capital Markets, Morgan Stanley, Robinhood Financial, and The Vanguard Group. 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 offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.