Jessica Barry is a financial advisor at Raymond James & Associates with four years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at PlanMember Securities Corporation. Outside of her advisory role, she is involved with DoorDash, delivering food to customers as an independent contractor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research resources.

Trevor Guenther is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Lido Advisors, RBC Capital Markets, and Robert W. Baird & Co Inc. He has also held teaching roles at Iowa State University and Kirkwood Community College and worked in construction and the food service industry. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm delivers a broad range of planning solutions to clients meeting certain net-worth thresholds, including specialized services such as business-owner transition and sports and entertainment planning.

Karla Stroh is a financial advisor with Osaic who holds Series 63 and Series 66 licenses and has 35 years of industry experience. She previously worked at Sagepoint Financial, Inc. and Sunamerica Securities, Inc. Outside of her advisory role, she works as an independent Stampin’ Up demonstrator, promoting and selling paper crafting supplies through workshops and individual hostess parties. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through various programs. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, with options for discretionary management, third-party managers, and proprietary strategies.

Daniel Boyett is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Charles Schwab Bank SSB and Charles Schwab since 2022, following 14 years at Scottrade and four years at TD Ameritrade. Outside of advising, he owns a business selling home security products, handmade clothing, and wooden furniture online. Charles Schwab 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 advice and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Greg Kittilson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He supports clients in connecting all aspects of their financial lives to prioritize and pursue personal goals. His approach emphasizes simplicity and transparency in wealth planning, helping clients develop personalized strategies to address objectives such as funding education, planning for retirement, and managing long-term family goals. Greg holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Arizona State University. He focuses on creating financial plans that reflect each client's unique perspectives and priorities.

Daniel Slager is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 65 and Series 66 credentials. His career includes roles at Morgan Stanley since 2013 and J.P. Morgan Securities from 2016 to 2025. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and methodologies.

William Carlson is a CFP® and Series 66 professional with four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Allbridge, CLA, Nortland Vapor, and WEX. Carlson serves as Secretary of the Young Professionals Council for Big Brothers Big Sisters in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sarah Simes is a financial advisor at Osaic with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Royal Alliance and Boston Partners Financial Group. She also serves as a notary public. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform with a model-based investment approach.

Sarah Finelli is a Series 66 licensed financial advisor with Edward Jones in Anthem, AZ, and has eight years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Armando Castaneda is a financial advisor at Merrill with a Series 66 designation and 2 years of industry experience. He has been with Merrill since 2015. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy Woods is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services Inc. and Waddell & Reed, Inc. Woods operates a private wealth management business under Rock Martin Private Wealth Management affiliated with LPL Financial. 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, utilizing various portfolio management strategies and technology tools to support investment decision-making.

Enwiya Toma is a financial advisor at Merrill with 14 years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2012 and has also been with Bank of America, N.A. since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual and high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Cody Hampson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients preserve, grow, and transfer wealth through objective financial guidance grounded in a disciplined planning process. With a focus on building long-term relationships, he delivers strategies that support lasting financial success for individuals, families, and business owners. He brings experience in legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Drawing on the discipline and preparation learned from competitive sports, Cody applies a proactive approach to assist clients in navigating important financial decisions with confidence, aiming to reduce financial stress and help clients make informed choices. Cody holds a bachelor's degree from Grand Canyon University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he enjoys baseball, football, golfing, and spending time with his family.

Stephen Horrell III is a financial advisor at Wells Fargo Advisors with eight years of industry experience and holds a Series 66 designation. Prior to joining Wells Fargo Advisors in 2023, he worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory roles, he has a background working at Paradise Valley Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailored recommendations utilizing Wells Fargo research and planning tools, with a range of services spanning retirement, education, risk, wealth-transfer, and specialized planning areas.

Karen Green is a Series 66 licensed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2010. 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.

Rachel Bukacek is a financial advisor at OSAIC with 28 years of industry experience and holds a Series 66 designation. She has been employed with Securities America Advisors, Inc. since 2003 and has held roles at All Pro Access, LLC and Iron Man Studio since 2007. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a broad range of brokerage and advisory services through a multi-advisor platform with a model-based investment process.

Donald Whitman is a financial advisor with Cetera Wealth Services, LLC in Phoenix, Arizona, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has previously worked with Avantax Advisory Services and 1st Global Advisors, and he is also a member of the board of directors for the Martin Auto Museum, a nonprofit organization. Whitman is involved in several business ventures, including Intentional Wealth Solutions, LLC, a financial services entity formed through a merger, and he owns Whitman & Jackson CPAs, PC. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.

Scott Indgjer is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Securities America Inc. and Ameritas Investment Corp. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services across various programs. The firm’s investment process uses model-based asset allocation and portfolio optimization with tools such as risk-tolerance questionnaires and efficient frontier analysis.

Joshua Butler is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Uber Technologies, BlockFi, and American Express. Outside of his advisory duties, he owns and operates an auto detailing business, Dropless Detail LLC, in Glendale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jessica Bradley is a financial advisor with Edward Jones in Surprise, Arizona, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked in various educational roles and operated as an independent consultant for Norwex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, supported by a large nationwide network of advisors and branch offices.