Angelo Mc Cartney is a financial advisor at Charles Schwab with 12 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and affiliate banks since 2019, following eight years at Bank of America and Merrill. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

William Goodman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2016. Goodman is also active as an independent insurance agent through Prizm Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides a range of investment solutions through a network of independent professionals, utilizing both proprietary and third-party model strategies with options for discretionary and non-discretionary management.

Christopher Fahy is a financial advisor with Raymond James & Associates in Queen Creek, AZ, holding a Series 66 credential and six years of industry experience. His prior roles include positions at Morgan Stanley, Robinhood Financial, and Opendoor. Outside of advising, he works as an independent contractor for Trilinear Consulting & Business Solutions, assisting with client onboarding and data verification tasks. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm offers a range of financial planning and investment consulting services with various portfolio management styles and notable municipal advisory capabilities.

Kole Bosworth is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Morgan Stanley from 2016 to 2021, briefly joined Prospera Financial Services in 2021, and has been with Morgan Stanley since later that year. Outside of advisory work, he owns and manages rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Ivy Ranere is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Morgan Financial Group and Merrill. Outside of her advisory role, she also serves as a notary in Chandler, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Marcus Velasco is a financial advisor at J.P. Morgan Securities with 2 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining J.P. Morgan Securities, he worked at Charles Schwab for two years. 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 recommendations.

Melissa King is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. She is based in Mesa, AZ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebekah Hunt is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, Hunt has worked as a part-time bookseller at Barnes & Noble, a retail store specializing in books, music, and related items. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors.

Jeremy Burnett is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Morgan Stanley, and other firms. Outside of finance, he coaches a high school swim team at Benjamin Franklin Charter School. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to inform non-discretionary investment recommendations.

Reed Lefevre is a CFP® credentialed financial advisor with 39 years of industry experience. He has worked at FSC Securities Corporation for 33 years before joining Osaic in 2023. Lefevre operates a sole proprietorship focusing on life insurance and annuity sales and service. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, and access to multiple third-party investment platforms.

Joseph Kurtz is a financial advisor with Edward Jones in Gilbert, Arizona, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Freedom Mortgage Corporation for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branches nationwide.

Christopher Lewis is a financial advisor with Cetera in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Cetera and its affiliated entities since 2012. Outside of his advisory role, he serves as a consultant for BOOSTA, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

Nicholas Dumond is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked for Education at Work from 2021 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process that includes firm-approved tools and modeling techniques such as Monte Carlo simulations.

Nathan Burhans is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Collin Whittier serves as a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Financial Representative, and High Net Worth Service Associate. In his current capacity, Collin focuses on supporting clients' financial needs with an emphasis on trust, clear communication, and integrity. His experience spans multiple facets of financial consulting and investment services within Fidelity. Outside of his professional responsibilities, Collin has personal interests that include baseball, biking, cooking and baking, golf, hiking, and parenthood.

Alexa Raleigh is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has prior work experience at Bank of America and Northern Arizona University. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peter Inserra is a CFP® with 44 years of industry experience, currently affiliated with Morgan Stanley in Phoenix, AZ. His prior roles include positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and utilizes firm‑approved tools, though clients are responsible for plan implementation and updates.

Alexander Kallweit is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Vanguard, Wells Fargo, JPMorgan Chase, and Apple. 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and employs a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Gregory Haas is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked with several firms including Wells Fargo and KeyBank before joining Raymond James in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and a broad advisor network.

Rea Mayer is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 designation and has worked at firms including RBC Capital Markets and City National Bank prior to joining J.P. Morgan. Mayer serves on the Board of Trustees for the Desert Botanical Garden in Phoenix, chairing its Planned Giving Committee and participating on the Finance Committee. 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 capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.