Aidan Mosher is a financial advisor with Raymond James Financial in Phoenix, AZ, holding a Series 66 designation and beginning his industry career in 2025. He has experience working at several financial firms and educational institutions, including Desert Financial Credit Union and Baylor University. Mosher also serves as an investment consultant at Desert Financial Wealth Management. 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, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Crooks is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones for his entire advisory career, starting in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of investment strategies and affiliated products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Bradford Muir is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lewis Merrill is a financial advisor at Edward Jones in Mesa, AZ, with 18 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in farm maintenance and repairs as a member of Shoofly Farm Virginia LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Craig Carter is a financial advisor with Charles Schwab holding a Series 66 designation and 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2009 and Charles Schwab Bank, SSB since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management options. The firm operates at scale with a comprehensive, integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Everardo Huerta is a Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. His prior work includes positions at Wells Fargo, Merrill, and Bank of America. He is based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Steven Hamilton is a financial advisor at Charles Schwab with 27 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and held prior roles at Wells Fargo and First Clearing, LLC. Outside of his advisory work, he has expressed interest in food delivery services as a Doordash driver. 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and incorporates multi-asset model portfolios supported by its internal research and alternative investments platform.

John Neubauer is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Bank of America, Fidelity Investments, loanDepot, and Charles Schwab. He is based in Chandler, AZ. Merrill, along 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, and institutional investors.

Nicholas Hansen is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley, he worked at The Vanguard Group and New York Life Insurance Company. Outside of his advisory role, he is a partner at Story Bunny Studios, a publishing venture based in Scottsdale, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that use structured discovery and firm-approved tools to help clients model financial outcomes.

Joshua Symons is a financial advisor with Edward Jones in Phoenix, AZ, holding CFP® and Series 66 credentials and having eight years of industry experience. He previously worked at Keller Williams and North Rock Group LLC, among other roles. Symons serves as a board member for Valley Youth Theatre, where he participates in fundraising and governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Tyler Sears is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to his current role, he was employed at Enterprise Holdings from 2015 to 2018. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional accounts.

Judith Miller is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Cole Roether is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Charles Schwab since 2023 and previously held roles at QuikTrip and the City of Peoria. 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 and discretionary investment solutions with centralized custody and operational support.

Brian Spann is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Schwab, he served in the United States Air Force for 14 years and worked for American Public University for nine years. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of investment and custody services supported by its centralized operational platform.

Brady Denton is a Series 66 licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2025, he held roles at RBC Capital Markets, Vanguard, and several other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Brody Asheim is a financial advisor with Fidelity holding a Series 66 designation. He has recent experience at Strategic Advisors LLC, Fidelity Brokerage Services LLC, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.

Matthew Munn is a financial advisor at Cetera with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Cetera in 2022, he spent 20 years at First Financial Equity Corporation. Outside of his advisory role, Munn is also a licensed real estate agent involved in listing, buying, and selling residential properties. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

Nathan Dunn is a Series 66-registered advisor with Thrivent Investment Management in Mesa, Arizona, with eight years of industry experience. He has worked at Thrivent since 2018 and served at Salem First Baptist Church from 2007 to 2018. Outside of his advisory role, he volunteers with a nonprofit missions organization focused on music and creative arts, where he provides spiritual oversight and participates in songwriting and worship leadership. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial planning without discretionary trading authority. The firm’s approach emphasizes holistic analyses and combines planning with managed-account programs under a consolidated billing option.

Kevin Zirk is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and having over 33 years of industry experience. He has maintained long-term business interests through several entities, including Zirk Enterprises, Inc. and Zirkzone, LLC. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-based investment strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

Jeff Lee is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Bank of America and Merrill Lynch prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.