Jessica Bradley is a financial advisor with Edward Jones in Surprise, Arizona, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked in various educational roles and operated as an independent consultant for Norwex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, supported by a large nationwide network of advisors and branch offices.

Jonathan Mueller Schrader is a financial advisor at LPL Financial with 30 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors, M&I Trust Company, and related entities, where he has extensive experience dating back to 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Tricia Pickering is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brandon Bryan is a CFP® with 19 years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Financial Advisors and USAA Investment Management Company from 2006 to 2020. He is based in Phoenix, AZ. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Scott Mac Donald is a CFP® credentialed financial advisor at Charles Schwab with 21 years of industry experience. He has been with Charles Schwab since 2010. 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investments through a centralized operational structure.

Lucas Felbel is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the CFP® designation along with Series 63, 66, and 65 licenses. Prior to joining RBC in 2025, he worked at Dynamic Wealth Advisors for five years and at M.S. Howells and Company for three years. Outside of advising, he operates a sole proprietorship overseeing a management company. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by a broad capital-markets platform.

Nathan Laidig is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Synergy Insurance Group for six years. Laidig is an active member of the Executives' Association of Greater Phoenix, a networking organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Israh Gharib is a Series 66 licensed financial advisor with three years of industry experience. They currently work at Cambridge Investment Research Advisors and previously held positions at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Gharib has also been involved with the Morgridge Center for Public Service and the Literacy Network. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering multiple portfolio management strategies and platform options tailored to client objectives.

Brooke Ellerbe is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 designations with 13 years of industry experience. She worked at Merrill from 2015 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Laura Olson is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with Ameriprise and its predecessor firm since 2004. Outside of her advisory role, Olson co-owns a personal fitness training business and is involved with New Life Community Church, assisting with its missionary activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice and written recommendations developed by a centralized team in collaboration with advisors.

Eric Cook is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 24 years of industry experience. He previously worked at National Planning Corporation for 15 years before joining LPL Financial in 2017. Cook is also involved in selling fixed insurance products, including life, health, and disability insurance. LPL Financial serves a broad client base, including individuals, retirement plans, banks, corporations, and charities, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm employs a range of investment strategies supported by internal and third-party research and provides additional services such as overlay portfolio management and participant advice programs.

Aaron Supita is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at various Morgan Stanley affiliates since 2014, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights in its financial planning process.

Lori Crilley is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Her prior roles include positions at Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments, Inc. Outside of her advisory work, she is involved as an independent insurance agent and operates LC Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charities, and trusts. The firm offers a range of financial planning and investment management services through independent professionals, utilizing multiple platform arrangements and a mix of proprietary and third-party investment strategies.

Serenity Smith is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. Her approach includes providing resources on general investing, retirement planning, and saving for unexpected events. She also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Serenity holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Westwood High School. She emphasizes ongoing advice and guidance tailored to clients' changing needs, aiming to create strategies that reflect what matters to clients and their families.

Joshua Willard is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Coghlan Financial Group, Inc. since 2007. Outside of his advisory work, he owns Willard Capital Consulting, a business consulting firm focused on organizational and workflow optimization for local businesses in San Diego. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across diverse investment types, providing both discretionary and non-discretionary account options.

Harry Calivas is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including over 17 years with Wells Fargo entities. Calivas serves as a trustee for his parent's trust, a role he has held since 2022. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 advisors.

Samuel Laidig is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. He previously worked at Keystone Insurers Group, Inc., Rink Printing Company, and Total Quality Logistics, LLC. Samuel is based in Phoenix, AZ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Keaton Koch is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, Arizona, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and Ethos Lending. Outside of finance, he was involved with Cactus Pricks, LLC for seven years. Charles Schwab 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 both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Marvin L Stancil II is a CFP® with 19 years of industry experience. He is currently with RBC Capital Markets and previously worked at UBS Financial Services for 17 years. Outside of financial advising, he owns and operates Stancil Holdings LLC, a private company that does business as Elegant Anomaly Reptiles. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Jeffrey Lamp is a financial advisor with Wells Fargo Advisors in Fargo, ND, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2011. Lamp has ownership interests in JJL Capital LLC and OneWealth LLC, two investment-related ventures based in Fargo. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.