Grady Melton is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He is also a partner in Ren Square LLC, a restaurant business in Phoenix, Arizona. 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 utilizes advanced analytical tools to support client goals across a large advisor network.

William Schlofman is a financial advisor at Robert W. Baird & Co. Inc. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Outside of his advisory role, Schlofman is a managing partner at Pressio LLC, a manufacturing and licensing startup, where he contributes to finance, marketing, design, and operations. He also serves as a bishop with check signing authority at the Church of Jesus Christ of Latter-day Saints in Peoria, Arizona. Schlofman is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and reporting services, utilizing both in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.

Eric Bottolfsen is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual/GoldBook Financial. Outside of advisory work, he is involved in fixed insurance sales and co-founded a financial planning firm, AllWealth Planning, where he manages private wealth clients and employee benefits. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party investment options.

William Macgeorge is a financial advisor with Robert Baird & Co. in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves as one of three trustees for the Maxwell Foundation Trust, which provides financial aid and scholarships to college freshmen. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Susan Brown is a financial advisor at Edelman Financial Engines with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Financial Engines Advisors L.L.C. and The Vanguard Group, Inc. 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 platforms.

Maddey Puckett is Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. In this role, she leads a team focused on collaborating with clients to address their significant wealth decisions. Prior to this, she served as Assistant Branch Leader at Fidelity Investments from 2022 to 2023. Maddey's experience at Fidelity Investments includes roles such as Workplace Planning Consultant II from 2019 to 2020 and High Net Worth Associate from 2017 to 2019. She also worked as an Administrative Manager at UBS Financial Services between 2021 and 2022. Outside of her professional responsibilities, Maddey enjoys hiking, kayaking, and volunteering.

Tamaria Hodges is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Charles Schwab since 2010. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed accounts, and financial planning services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with periodic reviews and alternative investment due diligence.

Kathryn Riel is a financial advisor at Cetera with eight years of industry experience. She holds a Series 66 designation and has worked with Renaissance Financial and Minnesota Life, among others. She serves as a director for two nonprofit organizations, We're MOVING FORWARD!, which supports individuals affected by brain injury, and EPWNG, a women's networking group. Cetera Investment Advisers LLC is a nationwide SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and consulting services through a multi-manager platform.

Johnna Malik is a financial advisor at Charles Schwab with 26 years of industry experience. She has been with Charles Schwab since 2005 and holds Series 63 and Series 66 designations. 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 integrated brokerage, custody, and advisory services with a client relationship model that combines non-discretionary advice and access to discretionary separately managed accounts.

Mitchell Eich is a CFP®-designated financial advisor with Charles Schwab in Phoenix, AZ, and has 10 years of industry experience. He has been with Charles Schwab since 2014. 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 and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Matthew Mc Nally is a CFP® certificant with 10 years of experience in financial advising, currently working at Edward Jones since 2016. He holds a Series 66 license and is based in Sun City West, AZ. Outside of his advisory work, Mc Nally owns a rental property business in Surprise, AZ. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Lesnick is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Woodbury Financial Services, National Planning Corporation, and he has operated Sound Advice Financial Planning since 1997. He is also the owner of Dimona.biz, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Christopher Collins is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 credential and 19 years of industry experience. His prior roles include positions at USAA Financial Advisors Inc., USAA Financial Planning Services, USAA Investment Services Company, and USAA Life Insurance Company. Collins has been with Charles Schwab and Charles Schwab Bank SSB since 2022. 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 multi-asset model portfolios supported by extensive research and due diligence.

Curtis Levalley is a financial advisor with OSAIC in Peoria, AZ, holding the CFP® designation and Series 63 and 66 licenses. He has 33 years of industry experience and has worked with Osaic Wealth, Inc. since 2018, following prior roles at LeValley Wealth Management and Signator Investors, Inc. He serves as a backup trustee and financial and healthcare power of attorney for a family member. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, automated rebalancing, and multiple advisory platforms to manage portfolios that may contain a range of securities and investment vehicles.

Donald Swanson is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 21 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of financial advising, he is president of a real estate company, Kirby Properties LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of investment programs and educational seminars.

Crystal Gilbertson is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and TD Ameritrade. Charles Schwab 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, offering both non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Kyle Backus is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2011. Outside his advisory role, he is involved as a managing member of Millenial Monopoly L.L.C. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers investment services alongside corporate financial planning solutions.

Spencer Van Den Broeke is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 credential and has previously worked at Renaissance Financial and various other firms in non-financial roles. He is also associated with Renaissance Financial Corporation as a financial advisor. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers portfolio management, financial planning, and retirement services through a large network of independent advisors using a multi-manager platform with discretionary and non-discretionary program options.

Aaron Adams is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 65 and Series 63 licenses and 12 years of industry experience. Prior to joining Charles Schwab in 2020, he worked at USAA Financial Planning Services and USAA Investment Management Company from 2014 to 2020. Outside of advising, he is a rental property owner. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering bundled advisory, brokerage, custody, and cash-sweep services with a combination of non-discretionary guidance and access to discretionary separately managed accounts.

Mircea Ionescu is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2022. Outside of finance, he has taught violin lessons and operated a live wedding music business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a focus on discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive retail advisor network and affiliated capabilities beyond advisory services.