Thomas Cantrell is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has been with Charles Schwab since 1999. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 advisory services and access to discretionary separately managed accounts, supported by centralized custody and order-routing systems.

Madelyn Knee is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation. She joined J.P. Morgan in 2025 and has prior experience working at JPMorgan Chase Bank, N.A. and various other roles across different industries. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Nicholas Ascherl is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill in 2020, he operated Sustainable Landscaping Services for six years. Outside of finance, he runs a woodworking business as a hobby in his free time. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Austin Harrison is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones, Lyft, Vault, Cincinnati Insurance, and US Bank. Outside of financial services, he has experience as a dog trainer. 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’s integrated structure combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Michael Dzioba is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2020, following a decade at USAA Financial Planning Services and related USAA investment entities. 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 employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Elias Weber is a CFP® and holds a Series 66 license with six years of experience at UBS Financial Services in Phoenix, AZ. His background includes roles at Total Wine & More, H.B. Fuller, and positions in education and food brokerage. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Dale Lewis is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as Regional Vice President of Events for the Clan MacLeod Society USA, coordinating clan activities at local Scottish gatherings in the Southwestern United States. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Harison Sidhu is a CFA charterholder affiliated with Cambridge Investment Research Advisors, where he has worked since 2025. He has two years of industry experience, including previous roles at BlackRock and Choate Investment Advisors. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and proprietary investment strategies under the Founders Gate Capital brand.

Michael Hemken is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has been with Stifel, Nicolaus & Company, Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Steve Shmatko is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Shmatko serves as secretary and board member of the Sun City Mid Week Bell Club and is president of a Business Networking International chapter in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is distinguished by its extensive network of financial advisors and branch offices, as well as its affiliated offerings beyond traditional advisory services.

Kyle Fugit is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Matthew Hirshberg is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2026, he worked at UBS Financial Services for four years and held positions at Republic Services, Inc. and Seagate Technology. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients through a variety of advisory programs that offer portfolio management, financial planning, custody, and brokerage services. The firm uses tailored investment strategies delivered via in-house and third-party managers, supported by its capital markets capabilities and integrated financial solutions.

Ryan Lurie is a financial advisor with UBS Financial Services in Phoenix, AZ. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Elayna Nolasco is a financial advisor at Charles Schwab with 7 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab since 2018, following positions at Houzz, Medix, and Mary Kay. Outside of finance, she operates a custom cake-making business, creating cakes and sweet treats for special occasions. 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 and provides multi-asset model portfolios supported by research and due diligence on alternative investments.

Trevor Cantarini is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill and has experience in various roles across multiple industries before joining Schwab. 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 with a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at LPL Financial, Alaska USA FCU, CUNA Brokerage Services, and TIAA-CREF. He is also involved with Global Retirement & Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures and investment options.

Marvella Cubit is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding a Series 63 designation and eight years of industry experience. Her prior roles include positions at Charles Schwab and Cetera Advisors LLC. Outside of financial services, she has been involved with the music group Through and Through Gospel Review for over a decade. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and uses diversification principles and modern portfolio theory in its investment approach.

Errol Blackmon is a financial advisor at Merrill with nine years of industry experience and a Series 66 license. He has been with Merrill since 2016. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brandon Willard is a financial advisor at Edward Jones in Phoenix, AZ, with 10 years of industry experience. He holds a Series 66 designation and has worked with Edward Jones since 2016. Outside of his advisory role, he serves as an assistant football coach for the Deer Valley Unified School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Nicole Perez is a financial advisor at Charles Schwab with 8 years of industry experience. She has held positions at Merrill from 2010 to 2018 before joining Charles Schwab, where she has worked since 2018. Perez holds Series 63 and Series 65 licenses. 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 a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.