Cindy Duong is a financial advisor with Wells Fargo Clearing in Tempe, AZ, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Kelly Schaefer is a financial advisor with Edward Jones in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Herf is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining RBC and its affiliate City National Bank in 2019, he worked at Stifel and B.C. Ziegler and Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment solutions tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jesus Pineda is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Generational Financial Partners, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he is an active member of the West Valley Mavericks Foundation, assisting with fundraising and community events, and serves on his local HOA board. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars delivered through annual, collaborative client relationships.

Jeremy Pickles is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial services since 2005. He offers advice and guidance for potential investment solutions that consider clients' life goals, risk tolerance, time horizon, and liquidity needs. Jeremy assists a select group of affluent clients with investment tax minimization, estate planning services, and wealth transfer strategies. Utilizing data-driven analysis, historical data, and Merrill's proprietary research, he develops customized financial strategies designed to meet client expectations and long-term goals. His services also include portfolio management, stock option analysis, retirement planning, life insurance analysis and funding, and wealth preservation. He works closely with clients' other family advisors, including attorneys and accountants, to address total wealth management needs. Jeremy holds a Bachelor of Arts degree in Economics from Queens College and has earned the Personal Investment Advisor (PIA) designation. He lives in Gilbert, Arizona with his three children. Additionally, he is involved with USA Swimming and USA Waterpolo.

Denise Arrington is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2002. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Amos Yu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He also serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s approach 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.

James Meetze is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 2014 and at Bank of America since 2017. Outside of advising, he is involved part-time in a construction and special trade contracting business focused on refinishing homes and pools. 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 offers a range of model‑based and discretionary investment strategies and serves individual, high-net-worth, institutional, and charitable clients.

Benjamin Bisgard is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Robinhood Markets, American Express, and Bank of America. 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 institutional investors.

Hannah Ramos is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo and The Vanguard Group. Hannah is currently based in Tempe, Arizona. J.P. Morgan Securities LLC 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 delivers non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Mitchell Papenfus is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. His prior experience includes roles at Charles Schwab and AML Rightsource, as well as non-financial work in entertainment and hospitality. Outside of advising, he is active as a Twitch streamer. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing various model portfolios and research resources to support diversified investment strategies.

Nama Soukouna is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Tempe, AZ. Their work history includes multiple tenures at Edward Jones as well as a three-year period at The Vanguard Group, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Michael Kulaski is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, 65, and 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Edward Jones and State Farm, as well as operating the Mike Kulaski Insurance Agency. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jerry Frady is a financial advisor with Primerica Advisors in Queen Creek, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Primerica Advisors since 1999 and has additional affiliations with Primerica Financial Services dating back to 1998. Outside of his advisory role, he is involved in selling home security and automation products through part-time referrals with Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Sara Matheson is the Vice President and Branch Leader at Fidelity Investments, where she leads the team of financial professionals at the Chandler, Arizona Investor Center. She focuses on financial planning and aims to provide an outstanding client experience. Sara has been with Fidelity Investments since 2004, holding various roles including Assistant Branch Leader, Branch Service Manager, Interim Service Manager, Financial Representative, Senior Investment Consultant, and Investment Consultant before her current position. Her extensive experience within the company spans areas related to client service and financial advising. No information about her education, credentials, personal interests, or community involvement has been provided.

Rodrigo Monteverde Jr. is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 65 and Series 63 credentials and has been with Charles Schwab & Co., Inc. since 2012, including a current role at Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base of 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 management, using multi-asset model portfolios and a centralized operational structure.

Hailey Nordstrom Moffat is a financial advisor at Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior work includes positions at Nextiva and The Vanguard Group, Inc. She also has experience at Arizona State University. 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 advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Kyle Smith is a financial advisor with LPL Financial in Pittsfield, MA, holding a Series 66 designation and having four years of industry experience. Prior to his advisory career, he served five years in the United States Marine Corps. He is also associated with Castle Investment Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning services, and uses both discretionary and non-discretionary management, supported by research and model portfolios.

Kyle Masingill is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America since 2014 and 2018, respectively. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Mangels is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with three years of industry experience. His work history includes roles at Russ Lyon Sotheby's International Realty and Next Generation Real Estate, as well as experience with the University of Arizona and Desert Mountain Golf Club. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.