Tricia Wilke is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked at Merrill since 2011 and Bank of America, N.A. since 2014. 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, and institutional investors, supported by internal and third-party investment teams.

Mary Cavanaugh Marsh is a financial advisor with Edward Jones, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Hertzog is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets LLC since 2016. Outside of his advisory work, he co-owns a rental vacation home in Hayden Lake, Idaho. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management. The firm utilizes both in-house and third-party investment managers and provides a variety of account structures and services.

Terrance Woodfield Jr. is a financial advisor with Edward Jones in Phoenix, AZ, holding Series 63, 65, and 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Genti Basha is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials and has previously worked at Edward Jones and USAA in various financial planning and insurance roles. In addition to his advisory work, Basha is involved with Great Synergy LLC, a non-investment related business based in Peoria, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, leveraging multiple investment approaches and technology tools to support client account management.

Ken Sakamoto is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2013. Outside of his advisory role, he serves on the Board of Directors for the Redwood Square Homeowner Association. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Ronald Adamoli is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Financial Engines Advisors, Bank of America, and Merrill. He also spent over two decades working as a caregiver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, and estate matters. The firm’s approach combines holistic, goal-based analyses with flexible planning and managed-account options while maintaining discrete services and conducting periodic plan reviews.

Zachary Holly is a financial advisor at OSAIC with 12 years of industry experience. He holds the CFP® designation and Securities Licenses Series 66 and 63. Prior to joining OSAIC in 2025, he worked for ONEAZ Credit Union and LPL Financial LLC for six years and Financial Engines Advisors, L.L.C. for three years. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Kelley Sullivan is a financial advisor at Cetera with six years of industry experience and holds the Series 66 designation. She has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company, among others. Sullivan is also involved with Renaissance Financial, where she provides securities, insurance, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Kyle Rhine is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, UBS Financial Services, Charles Schwab, and The Vanguard Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes portfolio strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Charles Sacks is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has been with Charles Schwab since 2013 and also works with Charles Schwab Bank, SSB. 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multiple service offerings with centralized supervision and custody.

Dana Davis is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2008, including Charles Schwab Trust Bank and Charles Schwab Bank. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Daniel Andrei is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His prior positions include roles at Bank of America and a variety of non-financial jobs including work at Ohso Brewery and Distillery. 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, offering both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Ali Rizvi is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including Integra Partners LLC, Ascend Financial Services, and North Star Consultants. Rizvi also serves as a board member for the Honor Health Foundation in Scottsdale, AZ. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Juan Manuel Garcia is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill, Oracle Insurance, The Prudential Insurance Company of America, Pruco Securities LLC, and Wells Fargo Bank & Co. He has been with Charles Schwab since 2023. 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 advisory relationships and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized supervisory and custody services.

William Sturdevant is a Series 66 credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones in Peoria, AZ since 2012. Edward Jones is a full-service wealth management firm serving over 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stacey Wisman is a financial advisor with MassMutual Investors Services in Phoenix, AZ, holding the ChFC® and Series 63 designations with 16 years of industry experience. She has worked at MML Investors Services and MassMutual Life Insurance Company since 2010. In addition to her advisory role, Wisman is involved in insurance sales through Strategic Financial Concepts LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.

Jami Martorana is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked at Cetera and its related entities since 2016 and has prior experience with Foresters Financial Services. Outside of her advisory role, she serves as president of a BNI networking chapter. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving 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 with access to various program structures and third-party managers.

Kelly Miller is a financial advisor with LPL Financial in Sun City West, AZ. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining LPL Financial, Miller worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. for three years. 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, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Robert Campbell is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and 25 years of industry experience. He previously worked for National Planning Corporation for 16 years before joining LPL Financial in 2017. He is involved in offering life, disability, long-term care insurance, and fixed annuities in addition to his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.