Mackisha Mc Clure is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, affiliated managed-account, and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios with periodic reviews and alternative investment options.

Tristan Cruz is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work experience includes roles at Forest Highlands Golf Club and Flagstaff Equipment Co. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

Jason Romero is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Glendale, Arizona. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining Raymond James in 2019, he worked at LPL Financial for five years and is currently associated with Desert Financial Wealth Management. He is listed as treasurer for an accounting firm owned by his spouse but does not have active duties there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients, employing tailored, non-discretionary planning supported by analytical modeling and risk profiling.

Jessica Duran is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Charles Schwab since 2014. Based in Phoenix, AZ, she works within one of the largest advisory firms in the industry. Charles Schwab 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 blend of non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and a centralized operational structure.

Daniel Anstett Jr. is a financial advisor with OSAIC based in Phoenix, AZ, holding a Series 63 designation and over 34 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He is the proprietor of Anstett Financial, an insurance brokerage specializing in life, health, disability, long-term care, and annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services, with an investment process focused on model-based asset allocation and portfolio optimization through multiple platforms and affiliated relationships.

Brian King is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Exit Planning Advisor® (CEPA) designations, focusing on comprehensive financial planning that addresses both individual and business financial health. Brian's expertise centers on providing tax-efficient strategies tailored to corporate executives and business owners, including executive compensation, equity compensation services, retirement income strategies, and business exit planning. He works closely with clients to develop personalized financial strategies designed to help them pursue their long-term goals, emphasizing wealth preservation and smooth business transitions. He earned his Bachelor's degree from Southern Methodist University and completed his high school education at Brophy College Preparatory. Outside of his professional work, Brian enjoys baseball, music, running marathons, skiing, traveling, and spending time with his family.

Robert Fjell is a financial advisor at UBS Financial Services in Phoenix, AZ, holding Series 65 and Series 63 licenses with three years of industry experience. Before joining UBS in 2024, he worked at JB Cusick Company, INC for five years and Archer Daniels Midlands for four years. Fjell is also the owner and founder of Fjell Ingredients, LLC, a supply chain consulting business focused on peanuts, tree nuts, and seeds. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor investment plans to clients' goals and risk tolerances.

Timothy Woodlock is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, SagePoint Financial, Bank of America, Merrill, and Charles Schwab. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Edward Moran III is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 63 designation and 43 years of industry experience. He has been with Cambridge since 2008 and previously worked at Aegis Financial Group. Moran is also an independent insurance agent offering individual life, group medical, dental, and disability insurance, and serves on the board of a non-public entity, One Step Beyond Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Joseph Wollersheim is a financial advisor with Thrivent Investment Management in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Wollersheim has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based planning covering a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Richard Riemer is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2012, also maintaining a role with JPMorgan Chase Bank, N.A. since 2007. Prior to that, he spent a year with Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Sean Waltz is a Wealth Management Advisor and Managing Director at Waltz-Walker & Associates within Merrill Lynch Wealth Management. He has over 30 years of experience advising ultra-high-net-worth individuals and families, focusing on sophisticated, customized financial strategies that address complex wealth needs, including investment management, multi-generational planning, business transition strategies, and access to alternative investments. Sean holds a Bachelor's degree from Michigan State University and a Master's degree in Finance with a specialization in Economics from Arizona State University. He has earned the Certified Exit Planning Advisor (CEPA®), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), and Personal Investment Advisor (PIA) designations. His approach emphasizes personalized service, enduring client relationships, and objective advice. Beyond his professional work, Sean serves on the Board of Directors for the Boys and Girls Club of Metropolitan Phoenix, where he contributes to fundraising and financial strategy. He enjoys skiing and mountain biking in Park City, Utah, values that inform both his personal and professional outlook.

Jacob Spaeth is a CFP® professional with eight years of experience in financial services. He currently works at Charles Schwab, where he has been since 2018, including six years at Charles Schwab Bank, SSB. His prior experience includes positions at The Money Source Inc. and Quicken Loans Inc. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

James Halloran is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to his advisory role, he was involved with Historic Brewing Co and Arizona Snowbowl. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Megan Johnson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Charles Schwab since 2017 and previously held a position at PayPal from 2011 to 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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 multi-asset model portfolios supported by the Schwab Center for Financial Research.

Shauna Nichols is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2006, including roles at Charles Schwab Trust Bank, Premier Bank, and Charles Schwab Bank since 2019. Nichols serves as a board member and secretary for the PCOS Awareness Association, a nonprofit charitable organization. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, employing a multi-asset model portfolio investment approach and a centralized operational structure.

Daniel Duncan is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021. Prior to that, he was employed at Nordson Sonoscan from 2016 to 2020. 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 utilizes multi-asset model portfolios alongside a centralized operational structure.

Rachel Thomas is a financial advisor at Morgan Stanley with the Series 66 credential. She has been with Morgan Stanley since 2024 and previously worked at ASU Enterprise Partners and engaged in various roles including babysitting and education. Outside of finance, she has experience in community-related and educational positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Nick Polydoros is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he is an active owner and racer of thoroughbred horses and operates a pet sitting business, as well as serving as a hockey referee. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of services including wealth management, institutional trading, and capital markets solutions.

Amy Antonellis is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. Outside of her advisory role, she works as an independent contractor providing backup prescription delivery services on weekends. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers various advisory programs with customized portfolio management tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers.