Dale Lewis is a financial advisor at Stifel with 36 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as Regional Vice President of Events for the Clan MacLeod Society USA, coordinating clan activities at local Scottish gatherings in the Southwestern United States. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Harison Sidhu is a CFA® charterholder and holds Series 66 and Series 63 licenses. He has two years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at BlackRock and Choate Investment Advisors. Cambridge Investment Research Advisors serves a diverse client base including individual investors, pension funds, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Michael Hemken is a financial advisor at Stifel with nine years of industry experience. He holds a Series 66 designation and has been with Stifel, Nicolaus & Company, Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Steve Shmatko is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Shmatko serves as secretary and board member of the Sun City Mid Week Bell Club and is president of a Business Networking International chapter in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is distinguished by its extensive network of financial advisors and branch offices, as well as its affiliated offerings beyond traditional advisory services.

Macauley Beloney is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 designations and 34 years of industry experience. He previously worked at Woodbury Financial Services for 22 years and spent brief periods at OSAIC and LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning, advisory, and institutional services and supports advisors with various model portfolios and investment tools.

Kyle Fugit is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and fiduciary services supported by a large network of financial advisors and branch offices nationwide.

Matthew Hirshberg is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Republic Services, Inc., and Seagate Technology. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm utilizes both in-house and third-party investment managers and offers customizable portfolio strategies tailored to clients' risk profiles.

Ryan Lurie is a financial advisor with UBS Financial Services in Phoenix, AZ. He holds a Series 66 designation and has 20 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

Elayna Nolasco is a financial advisor at Charles Schwab with 8 years of industry experience. She holds Series 66 and Series 63 credentials. Prior to joining Charles Schwab in 2018, she worked at Houzz, Medix, and Mary Kay. Outside of advising, she operates a small business creating custom cakes and sweet treats in Phoenix, AZ. Charles Schwab serves primarily 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 advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Trevor Cantarini is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and six years of industry experience. He previously worked at Merrill and has experience in various roles across multiple industries before joining Schwab. 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 guidance with a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Robert Davis is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at LPL Financial, Alaska USA FCU, CUNA Brokerage Services, and TIAA-CREF. He is also involved with Global Retirement & Investment Services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of advisors and employs a multi-manager platform with various program structures and investment options.

Marvella Cubit is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding a Series 63 designation and eight years of industry experience. Her prior roles include positions at Charles Schwab and Cetera Advisors LLC. Outside of financial services, she has been involved with the music group Through and Through Gospel Review for over a decade. Wells Fargo Advisors is a national firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and uses diversification principles and modern portfolio theory in its investment approach.

Errol Blackmon is a financial advisor at Merrill with nine years of industry experience and a Series 66 license. He has been with Merrill since 2016. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Bonge is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 65 and Series 66 licenses and having 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012, with a brief gap in 2020. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Nicole Perez is a financial advisor at Charles Schwab with 8 years of industry experience. She has held positions at Merrill from 2010 to 2018 before joining Charles Schwab, where she has worked since 2018. Perez holds Series 63 and Series 65 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 a combination of non-discretionary and discretionary investment solutions supported by centralized custody and operational infrastructure.

George Henderson is a CFP® with 10 years of industry experience, currently serving at Wells Fargo Clearing since 2021. His prior roles include positions at Comerica Securities and Charles Schwab, where he worked from 2014 to 2019. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its product offerings.

Jayden Rolstone Kobal is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC, Albertsons Companies, and Robinhood Financial. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves a large client base focused primarily on 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 mix of non-discretionary and discretionary investment solutions supported by a multi-asset model portfolio approach and a centralized operational structure.

Christopher Harris is a CFP® with 25 years of industry experience, currently working at Morgan Stanley in Phoenix, AZ. His career includes roles at Bank of America and Merrill prior to joining Morgan Stanley's Private Bank and Smith Barney divisions. Outside of his advisory work, he is involved with Angel Seed Equity Holdings LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Indumathi Anand is a financial advisor at Cetera with 23 years of industry experience and holds a Series 66 designation. She has worked with Cetera since 2025 and concurrently leads Anand Financial Services, which has operated since 2010. Prior to this, she was associated with Avantax Advisory Services and Avantax Investment Services for over two decades. Anand previously owned and managed Anand & Anand CPA P.C., a CPA practice sold in 2022, and currently provides advisory services related to accounting and tax matters during its transition. Cetera Investment Advisers LLC distributes its services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services, operating as a multi-manager platform with access to various investment managers and customized strategies.

Wayne Engebretson is a financial advisor with Edward Jones in Phoenix, AZ, holding Series 63 and Series 66 licenses and over 25 years of industry experience. He has been with Edward Jones since 2000. Outside of his advisory role, he is a member of Cornerstone LLC, a commercial property business in Red Lodge, MT. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.