Corbin Krell is a financial advisor with OSAIC, holding Series 65 and Series 66 registrations and over 26 years of industry experience. His career includes previous roles at Woodbury Financial Services and Questar Asset Management, as well as operating Krell Financial Group since 2007. Outside of advising, he is a partner in a cigar bar and is licensed as a real estate salesperson, working as an independent contractor with Axen Realty. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services, financial planning, and retirement consulting. The firm employs a model-based investment process with various portfolio management options and is notable for its scale and complex affiliate network.

Brian Warden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He previously worked at Wells Fargo Securities, LLC for 12 years before joining his current firm. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Melinda Hernandez is a financial advisor at Merrill with over two years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, previously working at Bank of America, N.A. Melinda is also involved with Amway, where she participates as a member in buying household products online. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Francis Kirk is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses. He has been with Charles Schwab since 2025 and is based in Phoenix, AZ. Outside of his advisory role, he has been involved with Arizona State Men's Lacrosse since 2025. 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 emphasizes multi-asset model portfolios and alternative investment options.

Cory Dawson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank for over a decade and is also president of GSS West LLC, a distributor of sealers and automotive products. Additionally, he has participated as an event worker on the football chain gang for the Tempe Union School District. 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 affiliated discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational resources.

Brian Jacobus is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at PNW Wealth Management, Key Investment Services LLC, RBC Capital Markets, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in non-investment businesses including mortgage and real estate services and owns two other businesses in Arizona. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of financial planning and investment management solutions implemented through a large network of investment adviser representatives.

Eric Reataza is a CFP® and ChFC® with 27 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010, following prior roles at Nationwide Securities, LLC and 1717 Capital Management Company. In addition to his advisory work, Reataza operates a financial planning and tax services business in Chandler, AZ, where he also holds a CPA and enrolled agent designation. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers multiple account platforms and proprietary model strategies, supporting both discretionary and non-discretionary management.

Jeffrey Van Cott is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs 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 more than 23,700 financial advisors.

Victoria Ortegon is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing for eight years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs analysis.

Samuel Barber is a financial advisor with Charles Schwab in Chandler, AZ. He holds the Series 66 designation and began his industry career in 2024. His prior work experience includes roles at Phoenix Cards and involvement with event and detailing services. 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 affiliated discretionary separate managed accounts and provides a range of integrated brokerage, custody, and advisory services.

Alfonso Ochoa III is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Based in Tempe, AZ, he operates within one of the largest wealth management firms in the country. Edward Jones serves more than four million individual and institutional clients with a broad range of advisory services, 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 is notable for its extensive network of financial advisors and branch offices across the United States.

Tsvetelin Stanchev is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America and various companies outside finance, such as Berge Toyota and Chrysler Dodge Jeep Ram. 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, pension plans, corporations, and charitable organizations.

Brenda Ghosh is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with various Charles Schwab entities since 2013 and has experience in real estate and property management dating back to 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to discretionary separately managed accounts and a comprehensive range of brokerage, custody, and cash management solutions.

Alexandra Cooke is a financial advisor at Merrill with six years of industry experience. She has held her current role since 2019 and previously worked for Seven Peaks Brewing Company for seven years. She holds a Series 66 designation. 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 plans, corporations, and charitable organizations.

Gregory Bennett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at PaymentCloud and Playa Realty Boutique. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Wick is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. His prior work history includes positions at Bank of America and various retail and pharmacy roles. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Stephanie Buechting is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 credentials and has 23 years of industry experience, including over two decades at Edward Jones. She also serves as Branch Manager for Buechting Financial LLC in Tempe, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs in municipal advisory and employer retirement plans.

Annette Escalante is a financial advisor with Cetera in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank. Outside of finance, she owns and operates Spirited Cakes, a cake business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers diversified portfolio management options, including discretionary and non-discretionary services, with access to a range of third-party money managers and investment programs.

Jayson Biedebach is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at JP Morgan Securities, LLC, and JPMorgan Chase Bank, N.A. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts, using multi-asset model portfolios alongside a structured alternative-investment program.

Patrick Mulcahy Jr. is a financial advisor with Cetera, holding Series 65 and Series 63 designations and 11 years of industry experience. His prior work includes roles at Edward Jones and several firms operating under the Anderson, Foe, Kent, and Madsen group. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to both affiliated and third-party managers through various program structures and custodial relationships.