Abraham Gamez is a CFP® professional with seven years of experience in the financial services industry. He is currently with J.P. Morgan Securities and has previously worked at Wells Fargo NA and Wells Fargo Clearing. Outside of his advisory role, he owns and manages a rental property in Phoenix, AZ. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining advisory services with affiliated brokerage and investment management capabilities. The firm delivers non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Alexander Hernandez is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Schwab, he worked at Chase and has held positions outside finance including full-time education and roles in the food service industry. 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 discretionary separately managed accounts and offers multi-asset model portfolio guidance supported by Charles Schwab Investment Management and the Schwab Center for Financial Research.

Stanley Brase is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and 65 licenses. He has 47 years of industry experience and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He also operates Stan Brase & Associates, an independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Devin Fincher is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has a diverse background including roles in property management, hospitality, and education. Fincher is also affiliated with Renaissance Financial, providing financial advisory services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform combining affiliated and third-party strategies.

Cody Schrader is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Rocket Companies for 13 years. Outside of his advisory role, he is co-founder of Zonader LLC, a golf retail business, and founder of Schrader Enterprises LLC, a publishing and ecommerce venture focused on children's and sports books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard with over $1 trillion in assets under management.

Collin Looman is a financial advisor with Thrivent Investment Management in Surprise, AZ. He holds Series 63 and Series 66 credentials and has two years of industry experience. Prior to his current role, he has worked at entities including Eggstacy and GPRS, and has experience in education through positions at Grand Canyon University and Grand Rapids Community College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based planning that addresses a broad range of financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Edward Churray is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he serves as Vice President of the Sun City West Agriculture Club, a nonprofit organization, where he helps chair meetings, arrange activities, and serves as backup treasurer. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, with over 10,000 advisors and more than $256 billion in assets under management.

Brian Friedman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1992. With over 44 years of experience in the financial services industry, he specializes in advising ultra-high-net-worth individuals, families, and business owners. Brian takes a comprehensive approach to wealth management, focusing on understanding each client's unique goals and developing tailored financial strategies. He utilizes the investment resources of Merrill and the banking services of Bank of America, N.A. to deliver integrated solutions addressing various aspects of clients' financial lives. Brian earned his bachelor's degree in Finance from the W. P. Carey School of Business at Arizona State University. He holds the Personal Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Brian enjoys traveling and golfing. He is a devoted supporter of Arizona State University athletics. Brian is married and has one child.

Sergio Villalobos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo, Cardinal IG, and service in the Arizona Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Karson Kobashi is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. His prior work includes roles at various companies such as Toyota, Abzena / Kingtech Consulting, and Lucille's BBQ. Outside of advisory work, he has been involved with Pickleball Kingdom. 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 committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.

Daysi Castillo is a financial advisor at Ameriprise in Peoria, AZ, holding Series 66 and Series 63 designations with three years of industry experience. Her prior roles include positions at Cetera Advisors LLC, Wilde Wealth Management Group, Pinnacle Wealth Advisors, and Fidelity Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies. The firm uses a combination of proprietary research, third-party data, and algorithmic tools to support client recommendations within a controlled investment universe.

Kevin Hansen Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Based in Sun City West, AZ, Hansen has spent the majority of his career at this firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

Anndrea Ford is a financial advisor with Merrill in Phoenix, AZ, holding Series 63 and Series 66 licenses. She has 31 years of industry experience and has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Claire Kushan is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at various firms including J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kaylin Corrick is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank SSB since 2018 and 2020, respectively. Outside of finance, Corrick is involved with Babbo Italian Eatery in Tempe, Arizona, where she serves as a wedding caterer. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through Schwab Wealth Advisory's wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

James Clark is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Prior to that, he worked at Citigroup Global Markets beginning in 1996. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, as part of its financial planning process.

Jason Kunz is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Outside of his advisory role, he serves as an officer for Anasazi Investment Group and Kunz Wealth Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to align recommendations with client goals, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Jordan Johnson is a financial advisor at Cambridge Investment Research Advisors with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for several years before joining Cambridge Investment Research. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals, utilizing a variety of portfolio management approaches and custody arrangements.

Jacqueline Mckinney Rodriguez is an advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 credentials and has worked in senior living and education sectors prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Christopher Czanstke is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. His background includes roles at Fidelity Investments, The Vanguard Group, and Wells Fargo, as well as periods of self-employment. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse clientele ranging from individual investors to institutional retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals using a variety of portfolio management and model-based solutions.