Robert Rosenfeld is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. His current role at Fidelity began in 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies in managing diversified portfolios and serves as an advisor to multiple registered investment companies.

Sandra Vanvolkinburg is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a one-year tenure at Morgan Stanley. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to offer both brokerage and advisory solutions across a broad range of financial products.

Rob White is a financial advisor at Fidelity with 25 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. His career includes over two decades at Fidelity Brokerage Services and roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Cole Cardon is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, The Vanguard Group, Randstad, and Ameriprise Financial Services. Merrill, along 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, and various institutional entities.

Bill LaRue is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2019. In this role, he works closely with clients to understand their unique financial needs and collaborates with them to set specific goals, focusing on developing wealth building strategies that benefit clients and their families both presently and in the future. Prior to joining Fidelity Investments, Bill served as a Wealth Advisor at USAA from 2016 to 2019. He began his career as an Investment Representative at Vanguard, where he worked from 2014 to 2016. Throughout his career, Bill has gained experience in wealth planning and investment advisory services.

Jacob Ciesniewski is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab & Co. and State Farm. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening and qualitative research, incorporating a forward-looking approach to capital markets and ESG eligibility in its recommendations.

Preston Lemay is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Charles Schwab & Co. and various other positions, along with involvement at Depop. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates systematic quantitative and qualitative research supported by a centralized manager solutions team.

Frank Nudo is a financial advisor at Osaic with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Triad Advisors, Inc. and A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves in executive capacities at several companies involved in cybersecurity, compliance, and financial services, including acting as president of Opulent Minds LLC, where he consults with clients on investment and financial planning. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and it is notable for its scale, complex affiliate network, and private-equity ownership.

Brandi Burgess is a Series 66-credentialed financial advisor at Edward Jones in Chandler, Arizona, with 11 years of industry experience. She has been with Edward Jones for her entire career, joining the firm in 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Bret Seeley is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds the Series 63 license and is based in Gilbert, AZ. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Layton is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Robinhood, Morgan Stanley, GoDaddy, Crate and Barrel, and Comcast. 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, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Jonathan Launder is a CFP® professional with 11 years of industry experience, currently working at OSAIC since 2025. His prior roles include positions at Lincoln Financial Advisors Corporation, Royal Alliance Associates, Legacy Wealth Alliance, Lincoln Financial Securities, Woodbury Financial Services, and WJS Wealth Management. He is based in Phoenix, AZ and holds a Series 66 license. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, providing a range of managed portfolio options and third-party money manager programs.

Scott Duncan is a financial advisor at LPL Financial in Tempe, AZ, holding Series 66 and Series 63 licenses with five years of industry experience. He previously worked at Voya Financial Advisors and related Voya entities for several years before joining LPL Financial in 2026. 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 investment and advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Geffre is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, Geffre has taught a basic financial markets class through Moorhead Community Education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of advisors and branch offices nationwide.

Jorge Ramos Terrazas is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and The Vanguard Group, Inc. Outside of advisory work, he is a partner in a restaurant and bar business based in Phoenix, Arizona. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Jake Dahmer is a financial advisor with J.P. Morgan Securities in Tempe, Arizona. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Charles Schwab from 2024 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Brian Urry is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2013. He provides financial guidance aimed at helping clients make informed decisions to achieve their long-term goals, such as retirement planning, investment management, tax minimization, and liquidity management. Brian leverages the resources of Merrill and Bank of America, along with his team's expertise, to support individuals and families in managing their wealth confidently. Brian holds a Bachelor of Science degree in Finance from Arizona State University. He also earned the Certified Private Wealth Advisor (CPWA) designation, an advanced professional certification awarded by the Investments & Wealth Institute, which serves advisors working with high-net-worth clients. Additionally, he holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Brian is involved in his community through church assignments and youth sports coaching. He resides in Gilbert, AZ, with his wife and five children.

Linda Netjes is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked with Wells Fargo entities since 2004, including Wells Fargo Investments, LLC, and currently serves as co-trustee for her spouse’s trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Brien Laster is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience, with previous roles at Charles Schwab, Array Technologies, Omni Hotels, and other companies. Morgan Stanley Wealth Management is a large registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured processes and advanced modeling tools.

Andrew Denys is a Series 66-credentialed advisor at Merrill with 12 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a range of model-based and discretionary investment strategies.