Mirza Kevric is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at multiple J.P. Morgan entities since 2016, as well as The Monolith Group and Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Stephen Hatcher is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining Baird in 2021, he worked at Wells Fargo Clearing from 2016 to 2021 and UBS Financial Services from 1999 to 2009. He serves as a member of the Carefree City Council and the Town of Carefree Water Oversight Committee in Arizona. Baird’s Private Wealth Management department, including the DDK Group to which Hatcher belongs, serves individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a combination of manager-traded and model-traded investment strategies along with ongoing manager selection and monitoring supported by internal research and technology.

Robert Gage is a financial advisor with Morgan Stanley in Barrington, IL, holding a Series 66 designation and 22 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and modeling techniques.

David Cabral is a financial advisor at Ameriprise in Scottsdale, AZ, holding Series 63 and Series 66 designations with three years of industry experience. His prior work includes roles at U.S. Bancorp Investments, U.S. Bank, Letter Stream, and Kelly-Moore Paints. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, with a centralized consulting team supporting its financial advisors.

Benjamin Laine is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and previously worked for Woodbury Financial Services, Inc. for 14 years before joining OSAIC. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach involves model-based asset allocation and portfolio optimization, supported by various tools and options for discretionary and client-tailored strategies.

Oscar Gonzalez Perez is a financial advisor with Osaic Wealth in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at SagePoint Financial, Advisor Group, Vanguard, and State Farm Bank. Outside of financial advising, he is a partner in EP Construction, LLC, a residential general contracting business, and operates a fixed insurance agency as a sole proprietor. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations through a multi-advisor platform. The firm provides brokerage and advisory services with an emphasis on model-based asset allocation, portfolio optimization, and offers a range of investment programs including advisor-managed portfolios and third-party money manager options.

Brock Stephens is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Jeffery Slump is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he rejoined the firm in 2022. He has been working in the financial services industry since 2009. Jeffery's approach to financial advising is influenced by his background growing up on a farm in Iowa, which instilled in him an understanding of operational consistency and long-term planning despite short-term uncertainties. His expertise includes value investing, cash flow accumulation strategies, and retirement income planning. To support his focus on income and cash flow planning, Jeffery completed the Retirement Income Certified Professional® certification accreditation in 2018. He holds professional designations including Personal Investment Advisor (PIA) and Retirement Income Certified Professional (RICP). Jeffery graduated from the Ivy College of Business at Iowa State University with a bachelor's degree. Jeffery emphasizes patient and focused guidance for families in financial decision-making. He values temperament, reliability, and purpose when guiding family wealth and aims to help clients plan proactively. Outside of his professional work, Jeffery spends time with his wife, Krystle, and their three children, Nora, Henry, and Vivienne. He also participates in community volunteering and pursues personal interests such as basketball, golfing, and music.

Carol Cromer is a financial advisor at Merrill with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1988. Her prior experience includes a position at Bank of America, N.A., where she has been employed since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Phillip Clark is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and a senior partner of The SG Group. He has nearly two decades of experience working with corporate executives, institutions, and affluent multi-generational families. His role involves providing services such as corporate executive education on equity compensation plans and awards, investment and retirement planning, portfolio management, and goals-based wealth management strategies. Phillip also focuses on managing clients' concentrated stock positions and coordinating 10b5-1 Trading Plans, among other financial planning needs. Phillip holds the Chartered Financial Analyst (CFA) designation and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. He earned a bachelor's degree in finance from the W.P. Carey School of Business at Arizona State University. Additionally, he is part of the Merrill Institutional Consulting Group, which serves the complex requirements of institutional clients. He is a member of the CFA Society Phoenix. Phillip contributes to his community by serving on the Men's Board of the Fresh Start Women's Foundation, an organization that provides resources to support women's self-sufficiency. Outside of his professional and volunteer commitments, he enjoys golfing, hiking, ice hockey, surfing, traveling, and yoga.

Summer Darkis is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Surprise, Arizona. She has 12 years of industry experience, all with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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 with client decision-making authority. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Ross Pearlman is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered 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 utilizes structured planning processes and firm-approved tools for its financial planning services.

Larry Osa is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. His previous roles include 11 years at RBC Capital Markets before joining Robert W. Baird in 2019. Outside of his advisory work, he serves on the board of Sunshine Dog Rescue, where he helps establish intake and adoption policies. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional to non-traditional investments and providing both discretionary and non-discretionary management options.

Robert Manhardt is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera since 2023, with prior experience at Securian Financial Services and Minnesota Life Insurance Company. Manhardt is also involved with North Star Consultants as an agent/broker specializing in fixed insurance sales and serves as a financial professional at North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including 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, supporting discretionary and non-discretionary strategies across various program structures.

Sarah Loe is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2021. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Equitable Advisors. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a broad range of services including financial planning, portfolio management, separately managed account programs, and custody and brokerage services, supported by ongoing manager selection and internal research.

Antonio Cancilla is a financial advisor with Charles Schwab based in Scottsdale, AZ, holding Series 66 and Series 63 licenses and having 38 years of industry experience. His career at Charles Schwab and its affiliated entities spans over two decades, including roles at Charles Schwab Trust Bank and Charles Schwab Premiere 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 a large client base with integrated advisory, brokerage, custody, and cash-sweep services.

Matthew Rea is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on retirement income strategies.

Cannon Wray is a Series 66 licensed financial advisor with 15 years of industry experience. He is currently with Osaic Wealth and has previously worked at Advisor Group, Charles Schwab, and D.A. Davidson & Co. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and access to multiple custodial and legacy program arrangements.

Brandon Carlo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held positions at Bank of America, Dutch Bros, Chipotle Mexican Grill, and Panda Express. He is a member of an LLC that manages a rental property with his father. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering both model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jackson Stafford is a financial advisor at Robert Baird & Co. in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Matthews REIS and Mountainside Fitness, as well as positions at Texas Christian University and Notre Dame Preparatory. The DDK Group at Robert W. Baird & Co., where he is based, serves a range of clients including individuals, corporate entities, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm utilizes manager-traded and model-traded strategies supported by internal research and employs a variety of investment and fee arrangements.