Aaron Martin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. Prior to joining Raymond James in 2026, he worked at Edward Jones for 15 years. He is based in Phoenix, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports both advisory programs and institutional consulting services.

Laura Grewe is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Raymond James Financial Services since 2022 and previously spent five years at Kestra Investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services through various portfolio management strategies and extensive affiliated research.

Blake Allison is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and Ladenburg Thalmann. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Caleb Riddle is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to joining Schwab, he worked in various roles across different industries, including The Dive Bar, The Kroger Co., and FedEx. 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 offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Marcus Lespron is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012 and 2015, respectively. 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 options, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Michael Gelfand is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab since 2012, including nine years at 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. The firm offers a combination of non-discretionary and discretionary investment advisory services with integrated brokerage, custody, and cash-sweep capabilities.

Karen Stevison is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, Series 65, and Series 66 licenses and bringing 37 years of industry experience. Her prior work includes tenures at Nuveen Asset Management, U.S. Bancorp Asset Management, Fred Alger Management, and Goldman Sachs. She has been with Charles Schwab since 2012. 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 advisory services with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Mark Kowalek is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses. He has 17 years of industry experience and has been with Financial Engines since 2008. 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.

Ricardo Harris is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab since 2013. Outside of his advisory role, he is involved in hosting through Airbnb. Charles Schwab serves a large client base of high- and ultra-high-net-worth individuals with a range of wealth advisory, brokerage, custody, and financial planning services. The firm’s wealth advisory program combines non-discretionary client guidance with access to affiliated discretionary strategies, supported by a multi-asset model portfolio approach and a structured alternative investments platform.

Michael Doubleday is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning, portfolio management, and capital markets solutions.

William Wilkins Jr. is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2009. He previously worked at Merrill and Fidelity. Wilkins produces marketing videos and hosts a podcast through his Wilkins Wealth Management Group, and he also consults on tax preparation and insurance services. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Umbreen Kazmi is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Prior to that, she worked at JPMorgan Chase Bank, N.A., where she has been employed since 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with an emphasis on forward-looking capital market assumptions.

Timothy Lovell is a Client Experience Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Timothy aims to provide clients with knowledge and tools to take control of their financial lives and select platforms suited to their needs. He holds the Professional Investment Advisor (PIA) designation and completed his high school education at Centennial High School. His work is guided by a personal philosophy of helping clients identify what matters to them and their families to develop strategies aligned with their financial goals.

Yijuan Zheng is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been active in the financial services industry since 1994 and joined Merrill / Bank of America Corporation in 1997. Her current focus is on developing personalized financial strategies for clients, their families, and their businesses. She utilizes the Merrill Lynch Wealth Management program to implement tailored portfolio changes and provides comprehensive services including asset allocation, employer stock and option risk management, and alternative investment strategies. Jane holds a PhD in Economics with a concentration in Quantitative Finance from the University of California, Santa Barbara. She also holds the Chartered Retirement Planning Counselor™ (CRPC) designation and the Personal Investment Advisor (PIA) certification. She is fluent in Chinese (Mandarin and several dialects) and has a strong understanding of Asian culture. Jane works closely with clients’ other service providers to address estate planning, insurance, and tax minimization strategies. Outside of her professional role, Jane is involved with several community organizations including Tempe Chinese School and the Distinguished Young Women Arizona chapter. She lives in Mesa, Arizona with her family and enjoys hobbies such as cooking, gardening, knitting and crocheting, reading, refereeing, volleyball, watching movies, and practicing yoga.

Hunter Ogle is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. He previously worked at Northwestern Mutual and has diverse experience including teaching at Brigham Young University-Idaho and community involvement with the Church of Jesus Christ of Latter Day Saints. 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 investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Kimber Bettino is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc., First Financial Equity Corp, and engaged in notary services. Bettino has been with Edward Jones since 2021. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Omar Abdelshife is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he worked in various roles including positions at West & East LLC and the El Segundo Unified School District. Outside of financial advising, he is involved in freelance work related to Excel spreadsheet design. 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 offers a blend of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a formal alternative investment program.

John Cameron Harper is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fisher Investments. His prior experience includes roles at Charles Schwab Bank, USAA Investment Management Company, and USAA Financial Planning Services. Outside of finance, he has a long-term involvement with Jacob Zuniga DDS. Fisher Investments provides discretionary portfolio management to institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized, research-driven investment process and offers a range of services including sub-advisory and retirement plan management.

Taylor Montgomery is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and held roles at Indiana University and Malibu Grill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options alongside comprehensive brokerage and custody services. The firm is notable for its scale, integrated operational structure, and a multi-asset investment approach supported by proprietary research and alternative investment offerings.

Michael Gardner is a financial advisor at Stifel with a Series 66 designation and one year of experience in the industry. Prior to joining Stifel, he worked at Schneider National, Inc. for ten years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology. The firm provides fee-based financial planning and utilizes forward-looking capital market assumptions to guide asset allocation and retirement planning.