Joyce Smith is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Nathaniel Hunter is a Series 66 licensed financial advisor with Charles Schwab in Phoenix, AZ, and has six years of industry experience. His background includes roles at Charles Schwab and Charles Schwab Bank, as well as positions at Grand Canyon University, Daktronics, and Northern Arizona University. Charles Schwab & Co., Inc. serves primarily 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 advisory relationships with access to affiliated discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Paul Farabaugh is a Series 66 licensed financial advisor with Morgan Stanley in Phoenix, AZ, bringing 18 years of industry experience. He previously worked at Merrill for 16 years before joining Morgan Stanley Smith Barney LLC in 2023. Outside of his advisory role, he serves as a managing member and general partner of Crescent Ventures Holdings, LLC, which is involved in investment activities including real estate ownership. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment solutions alongside its planning services.

Callie Jones is a financial advisor at UBS Financial Services with four years of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining UBS in 2025, she worked at Stifel for five years. 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 leverages proprietary research and model-based asset allocations to tailor client solutions.

John Conklin is a financial advisor at Charles Schwab with six years of industry experience and holds a Series 66 designation. His career includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, eToro, and Equitable Advisors. He is based in Phoenix, Arizona. 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and has a distinctive integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Cody Nesper is a financial advisor with Primerica Advisors in Phoenix, AZ, holding a Series 63 designation and three years of industry experience. Prior to joining Primerica, he worked in various roles including positions at Uber, Carvana, Hillsong College, and Apple Retail. He is also involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail client portfolios rather than institutional pension or profit-sharing plans.

Peter Inserra is a CFP® with 44 years of industry experience, currently affiliated with Morgan Stanley in Phoenix, AZ. His prior roles include positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and utilizes firm‑approved tools, though clients are responsible for plan implementation and updates.

Jordan Williams is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 66 designations and 12 years of industry experience. Prior to joining RBC in 2020, he worked at Morgan Stanley, Advisor Group, and Edward Jones. He serves on the board of a small nonprofit focused on maintaining White Rock Lake through community clean-up and conservation programs. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients' risk profiles using both in-house and third-party investment managers.

Stephanie Bregante is a financial advisor at Morgan Stanley with eight years of industry experience. She has held roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Solium Financial Services, Charles Schwab, and First Convenience Bank. Outside of her advisory work, she is involved in a restaurant and bar business in Phoenix, Arizona. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Chandler Cole is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Arizona Public Service, CED Scottsdale, and Arizona State University. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing tools and a broad network of over 22,800 advisors.

Umta Younadim is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial, Younadim held roles at BMO Bank NA and The Vanguard Group, Inc., and has engaged in business activities including involvement with EOS Fitness and Pranam Yogi LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisers, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Raechel Owen is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 registrations and 12 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2014 and was previously employed at It Works from 2016 to 2018. Outside of her advisory role, Owen serves as a board member providing financial oversight for the Alpha Phi Fraternity and acts as a financial advisor to the Alpha Phi Sorority chapter at a university. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and the use of forward-looking capital market assumptions.

Drew Patnode is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he has experience working in education and athletics, including roles at Arizona State University, Mountainside Highschool, and Highland Park Middle School. Outside of his advisory work, he has been involved with Varsity Tavern since 2024. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Amiri Johnson is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he worked with the Houston Astros Baseball Club and held positions at SignValue Inc., Arizona State University, and Diamond Ranch High School. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a broad range of investment strategies.

Alyssa Shelton is a Senior Financial Advisor with Merrill Lynch Wealth Management at the Frankeberger Group. She joined the team in 2016 and brings experience from her previous role as a Personal Banker at Bank of America. Alyssa is a Personal Investment Advisor (PIA) and has a background in Business Management from Whitworth University in Spokane, Washington. She is originally from the Pacific Northwest and relocated to the Phoenix Valley in 2011. Alyssa resides in Cave Creek and enjoys spending time outdoors with her two sons.

David Balzarini is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 21 years of industry experience. He previously worked at Edward Jones for one year before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he writes fiction and earns book royalties. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Elyse Poulos is a financial advisor at Edelman Financial Engines with five years of industry experience. She holds a Series 65 designation and has worked at several firms, including Financial Engines Advisors L.L.C. and Edelman Financial Engines since 2021. Prior to her advisory career, she was employed in various roles across industries such as insurance and healthcare. 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, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Grant Mayer is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, Series 65, and Series 66 credentials and 34 years of industry experience. He has worked at Charles Schwab since 1997 and also spent 11 years at Shp Inc. from 2008 to 2019. 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 with centralized custody and operational services.

Jason Le is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and eight years of industry experience. He has worked at Charles Schwab since 2017 and previously at The Antigua Group, Inc. from 2012 to 2017. In addition to his advisory work, he has been affiliated with Glendale Community College since 2011. 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 SMA portfolios, offering multi-asset strategic allocation models supported by centralized operational and supervisory infrastructure.

Paul Hert is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 designations and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with tailored investment strategies and access to both in-house and third-party investment managers.