Exton Bassett is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab since 2019 and has prior experience with Marcus And Millichap and Tri CS Inc. Outside of his advisory role, Bassett serves as an assistant coach for a high school lacrosse team. 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 affiliated discretionary SMA portfolios and emphasizes multi-asset model portfolios and alternative investment due diligence.

Ryan Bentzen is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has prior experience at RC Wealth Management LLC, where he worked for 10 years, and has held roles at Amazon.com, Inc. and Grand Home Holdings Inc. in recent years. Bentzen has been with Morgan Stanley since 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client financial goals.

Jason Kinsman is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 credential and 19 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, operating under a fiduciary standard.

Justin Hope is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Equitable Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services. The firm operates at a large scale with integrated custody, advisory, and brokerage services.

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.

Andrew Held is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Phoenix, AZ. His prior roles include positions at UBS Financial Services, Merrill, and various entities within the J.P. Morgan organization. Outside of his advisory work, he serves on the Board of Directors for the Greater Seattle Business Association, an LGBTQ and allied chamber of commerce. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a manager solutions team.

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. Additionally, she has been associated with Leighton Agency since 2007. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers and sub-advisors.

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.

Lan Jones is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Jones is an owner and partner of JT Property Ventures LLC, a real estate business focused on residential rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG criteria, supported by centralized due diligence.

Ricardo Lee Sandoval is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Charles Schwab & Co and Charles Schwab, as well as positions at JPMorgan Chase Bank. Outside of finance, he has experience working with the Sundevil Fitness Complex and Arizona State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christian Arenas is a Series 66 licensed advisor with LPL Financial, based in Tempe, Arizona, and has two years of industry experience. His prior roles include positions at Morgan Stanley, Vanguard, Fidelity Brokerage Services, and Strategic Advisors, LLC. He also has a business background with Nativa and O.Y.E. Business Intelligence. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Timothy Whitney is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Resources from 2006 to 2017. Additionally, he operates as an independent insurance agent specializing in life, accident, health, disability, fixed annuities, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that utilize firm-approved tools to develop customized recommendations.

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® professional affiliated with LPL Financial, based in Tempe, AZ, with four years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. before joining LPL Financial. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Nicole Curtis is a financial advisor with Wells Fargo Advisors in Chandler, AZ, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2016, with a brief period away from the firm in 2020-2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

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.