Brian Spann is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he served in the United States Air Force for 14 years and worked at American Public University for nine years. He is based in Phoenix, AZ. 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 with a multi-asset model portfolio approach and centralized operational support.

Brady Denton is a Series 66 licensed financial advisor with LPL Financial in Tempe, AZ, holding two years of industry experience. His prior roles include positions at RBC Capital Markets, Vanguard, and Cascade Financial Services. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brody Asheim is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Nautilus Insurance Group, Crosscountry Mortgage, and Pinnacle Peak Private Client Group. He has also been involved with Arizona State University and entrepreneurial ventures such as UpMerch and Integrity Valet. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Sean Dickes is a financial advisor with J.P. Morgan Securities in Phoenix, Arizona, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities Inc., Wells Fargo Clearing, and BMO. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering a range of eligible investment strategies.

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.

David Telles is a financial advisor with Cetera based in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at United Planners, PFG Advisors, Centaurus Financial, and several other financial services firms. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, retirement services, and program platforms, supporting diverse investment approaches including model portfolios, third-party managers, and bespoke strategies.

Michael Ayache is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior work includes roles at Wells Fargo, Nationwide Investment Services, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with an advisory process supported by centralized due diligence and incorporating both quantitative and qualitative research.

Nathan Dunn is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Investment Management since 2018 and Thrivent Financial since 2019. Outside of his advisory role, Dunn serves as a volunteer chaplain and creative director for Melody and Truth, a nonprofit missions organization focused on using music and the arts to share the gospel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that addresses various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kevin Zirk is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has more than 33 years of industry experience and has been affiliated with Primerica since 1985. Outside of his advisory role, he has owned multiple private business entities since the late 1990s. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies and partners with third-party managers and custodians to provide advisory services.

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.

Nathan Thompson is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2005. 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, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ryan La Ganke is a financial advisor with Morgan Stanley in Tempe, Arizona, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Merrill from 2019 to 2022 and has experience in other business roles including a position with Discountpatio.com. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a wide range of investment services through its financial advisors.

Abdul Nawabi is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Bank of America, Merrill, TD Ameritrade, Delta Global Services, and Werner Enterprises. Outside of advising, he is co-owner and partner of Arbor Roofing & Construction LLC and owns Lime Solutions LLC, a limited liability company managing rental properties. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shane Force is a Series 66-licensed financial advisor with Merrill in Chandler, AZ, bringing three years of industry experience. His prior roles include positions at Bank of America and Specialized Loan Servicing. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Burns is a financial advisor with LPL Financial in Phoenix, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at Woodbury Financial Services and OSAIC. Outside of his advisory work, he is involved in non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing a network of advisors supported by research, technology tools, and a broad platform including insurance and banking services.

Michael Medina is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Shea Homes for 13 years. He has no reported responsibilities outside his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large network of financial advisors and offices nationwide.

Brian Bolton is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with 12 years of industry experience. His prior firms include E*TRADE Securities, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from retirement planning to access to private funds and structured products.

Shane O'Keefe is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cetera in Scottsdale, AZ. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Renaissance Financial, and Securian Financial Services, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a diverse 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 both discretionary and non-discretionary strategies across various program structures.

Hunter Parker is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, McKesson, and a range of other organizations across different sectors. He has also been affiliated with Arizona State University since 2023. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Theodore Crowley II is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate a range of portfolio management, financial planning, and brokerage services.