Kaylin Corrick is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank SSB since 2018 and 2020, respectively. Outside of finance, Corrick is involved with Babbo Italian Eatery in Tempe, Arizona, where she serves as a wedding caterer. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through Schwab Wealth Advisory's wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Jordan Johnson is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for several years before joining Cambridge Investment Research. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Christopher Czanstke is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior experience includes roles at Fidelity Investments and The Vanguard Group. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals. The firm offers multiple investment implementation platforms and both proprietary and third-party model strategies tailored to client objectives.

Stewart Deregt is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 66 designation. He has been in the industry since 2025, with prior experience at Merrill and a business role at Big Brand Tire and Service / Majco LLC. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Joy Di Valentino is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Monat Global. Outside of her advisory role, she is a co-owner of JD's Premiere Pet Waste Removal, a personal services business. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by comprehensive research and due diligence.

Sean Kennedy is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and has been involved with Trilogy Financial Services since 1999, where he also serves as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Michael Eliason is a financial advisor at Charles Schwab in Phoenix, AZ, with 27 years of industry experience. He has been with Charles Schwab since 1999 and holds a Series 66 designation. 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 separately managed accounts, offering a multi-asset model portfolio approach supported by due diligence on alternative investments.

Douglas Beguin is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has worked at Charles Schwab since 2006 and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Nicholas Hanson is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Charles Schwab since 2011, including a role at Charles Schwab Bank, SSB since 2015. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by a centralized operational structure.

Tony Widowski Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 17 years of industry experience. Widowski has worked with firms including Quadrant Asset Management L.L.C. and TLT Partners LLC. He serves as President of a local BNI chapter, where he organizes and runs weekly meetings that are not investment-related. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs and partnerships focused on municipal finance and retirement solutions.

Todd Muncy is a CFP® with 29 years of industry experience, currently serving at Fidelity Investments. His prior roles include positions at The Vanguard Group, Scottrade, and TD Ameritrade. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct and oversee model portfolios across various asset classes.

Frank J C Gennaro is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and 26 years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Planning Services. Outside of advising, he manages rental property investments. Charles Schwab serves a large client base, 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 investment guidance and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized custody and order-routing.

Alexandra Parrish is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She previously worked at USAA in various investment and financial planning roles from 2014 to 2020 before joining Charles Schwab in 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Clinton Stanley is a financial advisor at Edelman Financial Engines with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2012. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Thomas West is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has previously worked at various firms including Michael Salomon CPA and multiple fitness-related companies. He is also associated with Renaissance Financial as a financial advisor. Cetera Investment Advisers LLC 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 consulting services through a multi-manager platform that supports various investment strategies and program structures.

Sarah Desmond is a financial advisor at UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 65 licenses with four years of industry experience. Her prior work includes roles at Fidelity Investments, Platinum Dermatology, and the City of Phoenix. Outside of her advisory work, she is a member of Abbey Boiler Room LLC, a dormant bar business based in Phoenix. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and capital market insights to tailor strategies to clients’ goals.

Conner Kemmerer is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Morgan Stanley and has held roles in both corporate and educational settings. Outside of his advisory work, he is a partner at Knimble, LLC, a technology firm focused on software development. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk profiles.

Mario Pardo is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Charles Schwab since 2015 and concurrently has been affiliated with Lyft and Uber since 2016. Outside of his advisory role, he is the founder and CEO of Mar Productions LLC, a company focused on producing creative visual, audio, and written content. Charles Schwab 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 solutions, integrating multi-asset model portfolios, alternative investment due diligence, and centralized custody services.

Michael Dwyer is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates and RBC Capital Markets Corporation. Based in Phoenix, AZ, he joined RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services, employing a mix of in-house and third-party managers tailored to each client's risk profile.

Matthew Forcucci is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Vanguard and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment platform.