Gigi Schneppat is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. She previously worked at Commonwealth Financial Network and Professional Wealth Strategies for 15 years. Schneppat is also the owner of Diamonds and Platinum, an S corporation used for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.

Steven Steinbruegge is a financial advisor at Cetera with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Renaissance Financial and Minnesota Life Insurance Company. He is also involved in entrepreneurial activities as an owner and member of several LLCs outside of his advisory role. Cetera Investment Advisers LLC serves a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of investment program options and manages over $256 billion in assets through a network of more than 10,000 advisors.

Miguel Duenas Alcala is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 65, 63, and 66 licenses and has previously worked at Morgan Stanley, Merrill, and Bank of America. Outside of finance, he is involved with a family-owned painting business as a board member and operates a general contracting company focused on renovation and remodeling projects. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative asset-allocation and manager research process, incorporating ESG criteria and delivered on a non-discretionary basis.

Aidan Mosher is a financial advisor with Raymond James Financial in Phoenix, AZ, holding a Series 66 designation and beginning his industry career in 2025. He has experience working at several financial firms and educational institutions, including Desert Financial Credit Union and Baylor University. Mosher also serves as an investment consultant at Desert Financial Wealth Management. 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, institutions, and nonprofits. The firm offers tailored, non-discretionary planning and employs analytical tools to support client goals, while also maintaining specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Macdonald is a Series 66-licensed financial advisor with UBS Financial Services in Phoenix, AZ, where he has worked for 15 years. He has 18 years of industry experience. Macdonald serves on the boards of The V Foundation for Cancer Research and Catholic Charities, contributing to fundraising efforts for cancer research and community aid. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

Andrew Crooks is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and ten years of industry experience. He has been with Edward Jones for his entire advisory career, starting in 2016. 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 under management and provides a range of investment strategies and affiliated products, operating under a fiduciary standard with a nationwide network of financial advisors and branch offices.

Bradford Muir is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Advisors and Wells Fargo Clearing prior to joining J.P. Morgan in 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lewis Merrill is a financial advisor at Edward Jones in Mesa, AZ, with 18 years of industry experience and a Series 66 designation. He has been with Edward Jones since 2007. Outside of his advisory role, he is involved in farm maintenance and repairs as a member of Shoofly Farm Virginia LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing over $1 trillion in assets through a large network of financial advisors and branch offices nationwide.

Craig Carter is a financial advisor with Charles Schwab holding a Series 66 designation and 16 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2009 and Charles Schwab Bank, SSB since 2011. 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 options. The firm operates at scale with a comprehensive, integrated structure combining advisory, brokerage, custody, and cash-sweep services.

Christopher Lapaglia is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Everardo Huerta is a Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. His prior work includes positions at Wells Fargo, Merrill, and Bank of America. He is based in Tempe, AZ. 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 managed solutions and separately managed accounts, and operates under a fiduciary standard.

Paul Przewozniak is a Financial Consultant currently working at Fidelity Investments since 2020. He has held several roles at Fidelity, including Investment Consultant and Relationship Manager, and previously served as a Financial Advisor at Edward Jones from 2014 to 2016. His professional experience centers on partnering with individuals and families to define and construct financial plans. Paul holds a California Insurance License, supporting his work in the financial services industry. His approach emphasizes collaboration and education to assist clients in planning for significant financial moments.

Steven Hamilton is a financial advisor at Charles Schwab with 27 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and held prior roles at Wells Fargo and First Clearing, LLC. Outside of his advisory work, he has expressed interest in food delivery services as a Doordash driver. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and incorporates multi-asset model portfolios supported by its internal research and alternative investments platform.

John Neubauer is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Bank of America, Fidelity Investments, loanDepot, and Charles Schwab. He is based in Chandler, AZ. 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, and institutional investors.

Nicholas Hansen is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley, he worked at The Vanguard Group and New York Life Insurance Company. Outside of his advisory role, he is a partner at Story Bunny Studios, a publishing venture based in Scottsdale, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that use structured discovery and firm-approved tools to help clients model financial outcomes.

Joshua Symons is a financial advisor with Edward Jones in Phoenix, AZ, holding CFP® and Series 66 credentials and having eight years of industry experience. He previously worked at Keller Williams and North Rock Group LLC, among other roles. Symons serves as a board member for Valley Youth Theatre, where he participates in fundraising and governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Tyler Sears is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to his current role, he was employed at Enterprise Holdings from 2015 to 2018. 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 supported by internal and third-party managers for individuals, high-net-worth clients, and institutional accounts.

Judith Miller is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Elizabeth Leykam is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked within various JPMorgan entities since 2017, including J.P. Morgan Securities LLC and JPMorgan Chase Bank. 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 an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis through a select group of Wealth Advisors.

Cole Roether is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Charles Schwab since 2023 and previously held roles at QuikTrip and the City of Peoria. 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 and discretionary investment solutions with centralized custody and operational support.