Brandon Echeverria is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Cetera and Cetera Wealth Services, LLC, and is the owner of Factor Admin LLC, an investment-related business based in Phoenix, AZ. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in their investment approach.

Steven Leonard is a financial advisor at Merrill with 8 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, Merrill, The Federal Savings Bank, and Freedom Mortgage Corporation. Leonard is based in Phoenix, AZ. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Wells is a financial advisor at Charles Schwab with 11 years of industry experience. He has been with Charles Schwab since 2014 and holds Series 63 and Series 66 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 both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Alyssa Murphy is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Surprise, AZ, bringing nine years of industry experience. Prior to joining J.P. Morgan and JPMorgan Chase Bank in 2019, she worked at The Vanguard Group and has experience in both financial services and other ventures. Outside of her advisory role, she co-manages two real estate LLCs with a focus on property management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm delivers non-discretionary advice via a select group of Wealth Advisors and is registered for a range of security and futures activities uncommon among competitors.

Shannon Long is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 credential and two years of industry experience. Prior to joining Morgan Stanley in 2026, Shannon worked at RBC Capital Markets, LLC for three years and was involved in the hospitality industry as a part-time bartender at GenuWine Arizona, a wine bar in downtown Phoenix. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Samuel Sells is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors and in various non-financial roles including at In-N-Out Burger and Amazon. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary client relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Joanne Dushek is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. She has worked at notable firms including Merrill Lynch, Bank of America, and JPMorgan Chase Bank. Prior to her current role, she was involved with Empowered Home Pros for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Courter is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. Prior to joining Cambridge Investment Research in 2022, he spent 10 years at First Financial Equity Corporation. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm delivers customized investment solutions via multiple platforms and includes both proprietary and third-party strategies.

Katrina Hanks is a financial advisor with UBS Financial Services in Phoenix, AZ. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she has served as treasurer for the Greenfield Elementary Parent Teacher Student Organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Chris Wilczynski is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC and then at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Elise Kausen is a CFP® with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Carson Brechner is a financial advisor at Charles Schwab with a Series 66 designation and approximately two years of industry experience. Prior to joining Schwab, he held various roles outside the financial sector, including multiple positions related to education and customer service. Charles Schwab & Co., Inc. serves a large client base composed mainly of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a blend of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by comprehensive custodial and brokerage services.

Ella Moore is a financial advisor with Cetera, holding a Series 66 designation and based in Phoenix, AZ. She has one year of industry experience, having worked at Cetera Investment Advisers, Cetera Wealth Services, and Renaissance Financial. Outside of her advisory roles, she has experience working at several golf courses. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes 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 affiliated and third-party managers, supporting various investment strategies and program structures.

Mikaela Baker is a Financial Consultant currently working at Fidelity Investments. She has been in this role since 2024, following her position as a Planning Consultant at the same firm from 2022 to 2024. Prior to joining Fidelity Investments, Mikaela held multiple roles at Charles Schwab, including Client Relationship Specialist and Financial Consultant Partner in 2022, as well as working in Advisor Services from 2019 to 2021. Her professional experience encompasses client relationship management and financial planning, with a focus on collaborating closely with clients to understand their financial situations and goals. Mikaela emphasizes the importance of creating adaptable financial plans and supporting clients through ongoing financial planning processes.

Laurel Whitney is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. She has been affiliated with Cetera and its related entities since 2013. Whitney also operates L.M. Whitney & Associates as a financial planning and consulting business and works as an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides access to both affiliated and unaffiliated third-party money managers within a multi-manager platform.

Carter Koranda is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and previously worked at Renaissance Financial. His background includes roles outside finance, such as positions at Skyline Country Club and educational institutions. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.

Sarahy Gonzalez Gonzalez is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Her prior work includes positions at JP Morgan Chase and Northern Arizona University. Outside of her advisory role, she works as a server at Plaza Bonita, a restaurant in Prescott Valley, AZ. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures and affiliations.

Brendan Goodwin is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has accumulated experience in various financial services positions, including Wealth Planning Associate at UBS (2023-2024), Service Relationship Professional at Morgan Stanley (2022-2023), Registered Representative at Robinhood (2021-2022), and High Net Worth Case Manager at Vanguard (2016-2020). Throughout his career, Brendan has focused on client service, emphasizing empathy, transparency, and personalized strategies tailored to individual financial goals and challenges. He prioritizes open communication and trust-building to develop financial plans addressing both immediate needs and long-term financial health. Outside of his professional work, Brendan's personal interests include baseball, football, hiking, music, and parenthood.

Tana Hiebel is a financial advisor at Charles Schwab with 11 years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2022, following eight years at Bank of America and Merrill. 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 affiliated discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custodial and operational infrastructure.

Brannon Hampton is a financial advisor at Edward Jones in Goodyear, AZ, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at Arizona Public Service for 17 years and has served as a council member for the City of Goodyear since 2018. He is involved in local civic and business organizations, including serving on the board of the Southwest Valley Chamber of Commerce and participating in the National League of Cities and Towns Community and Economic Development Committee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 financial advisors.