Clifton Kelly is a financial advisor at RBC Capital Markets with 41 years of industry experience. He has held positions at City National Bank since 2019 and previously worked at Bank of America and Merrill. He holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Lisa Strecker is a Series 66 credentialed financial advisor at Merrill with 30 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she holds a power of attorney position with a fiduciary entity based in Houston, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using both model-based and discretionary investment strategies.

Paula Przewlocki is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 65 designation and has been with Cambridge since 2011. Paula also has a longstanding association with the Leighton Agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing proprietary models and unaffiliated strategies across multiple platform arrangements.

Clotilda Chinyanya is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 credential and five years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo, and she managed Clovit Investments P/L for 15 years. Outside of advising, she serves as treasurer for the Zimbabwe Chapter of the International League Against Epilepsy and is a trustee of Demystifying Epilepsy LLC. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering both non-discretionary advice and access to discretionary separately managed accounts. The firm’s integrated model combines advisory, brokerage, custody, and cash-sweep services on a large scale.

Christopher Zotos is a financial advisor at Edward Jones with 11 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. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Ricardo Lee Sandoval is a financial advisor at J.P. Morgan Securities in Tempe, AZ, holding Series 66 and Series 63 credentials with one year of industry experience. His career includes roles at JPMORGAN Chase Bank, N.A., Charles Schwab & Co., Charles Schwab, ADP, and a period affiliated with Arizona State University and Sundevil Fitness Complex. 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 applying an ESG eligibility framework when recommending strategies.

Omar Elwer is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. Outside of his advisory role, he was involved with ELWER Interpreting, LLC from 2017 to 2025. J.P. Morgan Securities 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Rachel Hopkins is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with 13 years of industry experience. She has been with Edward Jones since 2010. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christian Arenas is a Series 66 licensed financial advisor with two years of industry experience. He is currently with LPL Financial in Tempe, AZ, and previously worked at firms including Strategic Advisors, Fidelity Brokerage Services, Morgan Stanley, and Vanguard. Arenas has experience in both advisory and brokerage roles across multiple investment firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jessica Kellogg is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Pierce Anderson is a CFP®-designated financial advisor with LPL Financial in Tempe, AZ, and has three years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services with access to model portfolios and research from multiple sources.

Nicole Curtis is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and possessing 16 years of industry experience. She has been with Wells Fargo Advisors and its affiliated entities since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options tailored to clients who meet specific net-worth thresholds, using proprietary research and tools to develop recommendations delivered through meetings and written summaries.

Andrew Figueroa is a CFP®-certified financial advisor with 10 years of industry experience, currently with Morgan Stanley. He previously worked at The Vanguard Group, Inc. from 2015 to 2021. Outside of advisory work, he is involved with Arbonne International in sales and marketing. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers financial planning and advisory services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Mary Golda is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, operating under a fiduciary standard.

William Wilkes Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2014. He also has experience with Midfirst Bank dating back to 2006. Wilkes participates in a referral program through Midfirst. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a broad range of portfolio management and retirement services, managing over $256 billion in assets through more than 10,000 advisors.

Daxesh Bhavsar is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. 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 operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

David Limone is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Charles Schwab & Co Inc. Outside of finance, he maintains a masonry business, Dave Limone Masonry LLC, which he has operated since 2018. J.P. Morgan Securities 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 to support customized investment solutions.

Vince Lagatta is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at Osaic Wealth, PNC Investments, BBVA Compass Insurance Agency, and several BBVA subsidiaries. Outside of his advisory work, Vince serves as the head coach of the high school baseball program at Valley Christian High School and is a director of Raven Ministries, a nonprofit organization. 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, retirement plan consulting, and brokerage services, providing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Jacob Leenerts is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2021. Prior to his financial services career, he worked at Academies of Math & Science and NPC International, Inc. 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 and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Tate Kopulos is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. He has worked at several firms, including Thompson Wealth Management and Harbour Investments, Inc., before joining J.P. Morgan Securities. 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 applying an ESG eligibility framework in its investment recommendations.