David Vidaure is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fisher Investments and previously worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC. Before entering financial services, he spent 20 years with the Glendale Police Department. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and tactical defensive measures.

Gerald Owsianny is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including Wells Fargo Investments and National Bank of Arizona, where he serves as a private banker focused on deposit and lending relationships. Based in Phoenix, AZ, he has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nathan Warwick is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2018 after three years with Merrill Edge, initially serving as a Registered Wealth Management Client Associate. His responsibilities have included client service, account administration, and maintenance. Nathan holds a Bachelor of Science degree in Business from the University of Phoenix. He has earned professional designations as a Certified Investment Management Analyst (CIMA) and as a Personal Investment Advisor (PIA). Nathan resides in Tempe with his wife, Brooke, and their children. The family spends much of their free time hiking and participating in activities within the local school district community.

Malaya Watanabe is a financial advisor at Robert Baird & Co. based in Phoenix, AZ, holding a Series 66 designation and with three years of industry experience. Prior to joining Robert Baird & Co., Watanabe has worked in various roles outside finance, including in the restaurant and retail sectors, and has been a full-time student at the University of Arizona. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, families, institutional clients, and charitable organizations, offering tailored financial planning, portfolio management, and consulting. The firm employs a range of investment strategies and overlays to meet client goals and risk tolerances, and also offers municipal advisory and public finance services.

Jacob Keeslar is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following roles at Wells Fargo Home Mortgage and OneMain Financial. Prior to his financial services career, he spent six years working at Ocotillo Golf Course. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Jessica Lindsey is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her prior experience includes roles at Citizens Bank and Fidelity Brokerage Services. Outside of finance, she works as a narrator for authors in the performing and fine arts. 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 guidance with access to affiliated discretionary separately managed accounts and offers a broad range of integrated custody, brokerage, and cash management solutions.

Beaux Johnston is a Series 66 credentialed financial advisor with Stifel in Phoenix, AZ, bringing four years of industry experience. Prior to joining Stifel in 2021, he worked at UBS Financial Services and has experience in both business education and the entertainment sector. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Derek Fox is a financial advisor at Charles Schwab with 27 years of industry experience. He has held roles at Charles Schwab since 1997 and Charles Schwab Bank, SSB since 2005. He holds the Series 63 and Series 66 designations. 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 offers integrated custody, brokerage, and cash-sweep services.

Michelle Palermo is a financial advisor with Charles Schwab in Phoenix, Arizona, holding Series 63 and Series 66 licenses and 24 years of industry experience. She has worked at Charles Schwab since 2006 and previously at TD Ameritrade from 2020 to 2024. Outside of financial advising, she is involved with Rousey Farms, a family farm business in Scottsdale, Arizona. 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 management, employing multi-asset model portfolios and centralized custody and supervisory arrangements.

Adam Argo is a financial advisor at UBS Financial Services with 10 years of industry experience. He has held positions at UBS since 2018 and previously worked at JP Morgan Chase Bank NA and JP Morgan Securities LLC. He holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Joshua Obolewicz is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab, he worked seven years at Swain Electric Inc. and held various roles in the construction and entertainment sectors. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary financial planning and access to discretionary separately managed accounts. The firm is notable for its scale, integrated brokerage and advisory services, and use of multi-asset model portfolios.

Alexis Schumann is a financial advisor at Cambridge Investment Research Advisors with 23 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at firms including Ladenburg Thalmann & Co., Inc. and Cadaret Grant & Co., Inc. located in Phoenix, AZ. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers various investment platforms and strategies, including proprietary models and third-party managers, with both discretionary and non-discretionary management tailored to client goals.

Christopher Stradley is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2009. Prior to his current role, he worked at Charles Schwab Bank, SSB starting in 2026. 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 discretionary separately managed accounts, using multi-asset model portfolios and centralized operational processes.

Kevin Hofberger is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services LLC and First Investors Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party model portfolios.

Nathalie Potvin is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at WELLS FARGO Advisors. Potvin is a committee member of the Women Wealth Advisors of Arizona, where she participates in discussions about the role of women in the financial industry and supports a platform for women advisors to exchange ideas. 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Sean Murphy is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at USAA Investment Management Company and TeamBeachbody.com. Outside of his advisory work, he assists with website development for a retail business, writes a blog on sleep improvement, co-owns a retail camping and survival business, and creates occasional video game content on YouTube. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and extensive research.

James Enriquez is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, liquidity management, managing new wealth, and personal retirement planning. In his role, he focuses on connecting clients with people, plans, and processes that align with their unique financial ambitions. James holds a Bachelor's Degree from Arizona State University and has earned the Personal Investment Advisor (PIA) designation. He takes the time to understand clients' perspectives and priorities to develop personalized strategies aimed at achieving their financial goals. His approach includes guidance on general investing, retirement planning, and preparing for unexpected expenses. Outside of his professional work, James has personal interests that include antiquing, football, pickleball, reading, spending time with his family, traveling, and watching movies.

Lauren Marshell is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2015, and previously at Voya Investment Management Co. LLC from 2013 to 2015. Outside of her advisory role, she is involved in individual and group life and health insurance sales through Revere Financial. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Justine Gidaro is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2013. Edelman Financial Engines provides technology-enabled investment advisory services to workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Michael Ross is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including UBS Financial Services and Minnesota Life Insurance Co. Outside of advising, he is involved in the sale of fixed insurance products and operates Renaissance Financial, offering securities, insurance, and advisory services. Cetera is an SEC-registered adviser serving a broad client base from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services featuring multiple program structures and access to third-party money managers.