Jeffrey Anthony is a CFP® with 17 years of industry experience, currently affiliated with Cetera in Chandler, AZ. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. He is active as a financial professional with multiple family office and wealth management entities and serves on the advisory board of TriState Capital Bank. 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 independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Robert Henegar is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 credentials with five years of industry experience. Prior to his current role, he worked at Morgan Stanley & Co. LLC and has a background that includes ten years of service in the United States Navy and six years at Simmec Training Solutions. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers plans both directly and through corporate agreements.

Haven Aiton is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with three years of industry experience. Prior to joining Morgan Stanley in 2025, Aiton worked at The Vanguard Group for two years and has experience in various sectors including previous roles at Primoris Services Corporation and the San Diego Zoo Safari Park. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Michael Killeen is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and Bank of America, N.A. since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Paul Wintermantel is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at LPL Financial from 2013 to 2019 and is also associated with Desert Financial Federal Credit Union as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a notable affiliation with a municipal advisor to support its public finance work.

Cindy Duong is a financial advisor with Wells Fargo Clearing in Tempe, AZ, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Kelly Schaefer is a financial advisor with Edward Jones in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffery Schenk is a CFP®-certified financial advisor with Edward Jones in Phoenix, AZ, where he has worked since 2006. He holds a Series 66 license and has 19 years of industry experience. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Pickles is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial services since 2005. He offers advice and guidance for potential investment solutions that consider clients' life goals, risk tolerance, time horizon, and liquidity needs. Jeremy assists a select group of affluent clients with investment tax minimization, estate planning services, and wealth transfer strategies. Utilizing data-driven analysis, historical data, and Merrill's proprietary research, he develops customized financial strategies designed to meet client expectations and long-term goals. His services also include portfolio management, stock option analysis, retirement planning, life insurance analysis and funding, and wealth preservation. He works closely with clients' other family advisors, including attorneys and accountants, to address total wealth management needs. Jeremy holds a Bachelor of Arts degree in Economics from Queens College and has earned the Personal Investment Advisor (PIA) designation. He lives in Gilbert, Arizona with his three children. Additionally, he is involved with USA Swimming and USA Waterpolo.

Stephen Riordan is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, Inc. and M&I Brokerage Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Daniel Kravits is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 66 licenses and 41 years of industry experience. He has worked with Cetera and its affiliated entities since 2019, and previously with Foresters Advisory Services and Foresters Financial Services from 2012 to 2019. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, utilizing a multi-manager platform with options for model portfolios, third-party managers, and bespoke strategies.

James Meetze is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 2014 and at Bank of America since 2017. Outside of advising, he is involved part-time in a construction and special trade contracting business focused on refinishing homes and pools. 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 a range of model‑based and discretionary investment strategies and serves individual, high-net-worth, institutional, and charitable clients.

Benjamin Bisgard is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Robinhood Markets, American Express, and Bank of America. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Hannah Ramos is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and The Vanguard Group. Hannah is currently based in Tempe, Arizona. 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. The firm delivers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Mitchell Papenfus is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. His prior experience includes roles at Charles Schwab and AML Rightsource, as well as non-financial work in entertainment and hospitality. Outside of advising, he is active as a Twitch streamer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various model portfolios and research resources to support diversified investment strategies.

Nama Soukouna is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Tempe, AZ. Their work history includes multiple tenures at Edward Jones as well as a three-year period at The Vanguard Group, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Kulaski is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Edward Jones and State Farm, as well as operating the Mike Kulaski Insurance Agency. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jerry Frady is a financial advisor with Primerica Advisors in Queen Creek, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Primerica Advisors since 1999 and has additional affiliations with Primerica Financial Services dating back to 1998. Outside of his advisory role, he is involved in selling home security and automation products through part-time referrals with Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Sara Matheson is the Vice President and Branch Leader at Fidelity Investments, where she leads the team of financial professionals at the Chandler, Arizona Investor Center. She focuses on financial planning and aims to provide an outstanding client experience. Sara has been with Fidelity Investments since 2004, holding various roles including Assistant Branch Leader, Branch Service Manager, Interim Service Manager, Financial Representative, Senior Investment Consultant, and Investment Consultant before her current position. Her extensive experience within the company spans areas related to client service and financial advising. No information about her education, credentials, personal interests, or community involvement has been provided.

Rodrigo Monteverde Jr. is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Charles Schwab & Co., Inc. since 2012, including a current role at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base of 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 management, using multi-asset model portfolios and a centralized operational structure.