Eric Hunsinger is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Charles Schwab since 2000. 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 a multi-asset model portfolio approach supported by proprietary research and due diligence.

Michael Van Horn is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities since 2006, including ten years at Wells Fargo Clearing and nearly 20 years at Wells Fargo Bank. His prior experience also includes a position at Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services that include investment advisory, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by in-house research and third-party analytics.

Winne Wang is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Wang holds Series 66 and Series 63 designations and has worked at several firms including The Vanguard Group and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Lance Baxter is a CFP® and holds a Series 66 designation, with 11 years of experience in the financial industry. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

John Rinehart is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Lori Derrick is a financial advisor with Edward Jones in Glendale, AZ, holding the Series 66 designation and bringing 13 years of industry experience. She has worked at Edward Jones across two periods, from 2007 to 2020 and since 2025, as well as with Raymond James Financial Services from 2020 to 2025. She also operates Derrick Family Financial, her own business, concurrently since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Tony Anderson is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with clients to design, implement, and monitor investment strategies aimed at achieving their long-term investment goals. His professional journey at Fidelity Investments began in 2004 and includes a series of roles with increasing responsibility in investment services and management. His experience spans various positions such as Investment Management Consultant IV, Investment Strategist, Senior Portfolio Specialist, and Portfolio Advisory Service Investment Consultant. Tony holds a California Insurance License, which supports his advisory capabilities within the financial services sector. Outside of his professional work, Tony has interests in camping, outdoor adventures, and traveling.

Lisa Kubica is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the business manager for The Friedman Group. She has been with Merrill Lynch since 2000 and has over 35 years of experience in the financial services industry. In her role, she focuses on team management and deepening relationships with current clients, particularly working closely with families who have complex needs and unique circumstances. Lisa's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Arizona Lutheran Academy. Lisa resides in Peoria with her husband and their two children. She enjoys spending time with her family and engages in activities such as baseball, biking, football, hiking, and traveling.

David Cardiff is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Cody Darling is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with busy professionals and business owners to help them achieve their unique financial goals, providing a range of financial planning strategies including investment and risk management, trust and estate planning, concentrated stock strategies, credit and lending, access to family office services and private banking, alternative investments, and philanthropy. Darling draws on the resources of Merrill Lynch and Bank of America to support his clients' financial planning needs. Darling holds a Bachelor's Degree from Southeastern Oklahoma State University and holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He focuses on areas such as college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. An Arizona native and former collegiate golfer, Darling lives in Scottsdale with his wife, Karly, and their dog, Zorro. His personal interests include football, golfing, hiking, and spending time with his family.

Geri Mette is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2014. Outside of her advisory role, she is a partner in an investment-related business involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines a broad range of financial products and services.

Joseph Omutsani is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company, where he worked for over a decade. 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. Schwab offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Nathan Buckles is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has held roles at multiple firms including VOYA Financial Advisors and has specialized in special needs planning through his ownership of Meridian Special Needs Planning LLC. In addition to his advisory work, he operates as an independent insurance agent and is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and customizable investment options.

Tranell Hatfield is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative manager due diligence and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

David Ayala is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 18 years of industry experience. His prior roles include positions at Edward Jones, MassMutual Life Insurance Company, and MML Investors Services. He is also a partner at Heritage Wealth Solutions, LLC, where he provides account management, trading, and financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and high-net-worth clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and sponsors advisory programs while maintaining capabilities in municipal and public finance.

Raj Patel is a financial advisor at RBC Capital Markets with three years of industry experience. He previously worked at Morgan Stanley and has a background that includes roles outside of finance, such as involvement with DoorDash in a contractor capacity. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services.

Mark Callahan is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients, emphasizing structured financial planning supported by firm-approved tools and investment research.

Andrew Brooks is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank and Equitable Advisors, LLC, as well as education at the University of Arizona and Pinnacle High School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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.

Brian Dobry is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Charles Schwab since 2018, following prior roles at NinjaTrader/Mirus Futures and West Catholic High School. Charles Schwab 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 offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios, alternative investment due diligence, and integrated brokerage and custody services.

Peyton Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Walmart and Brigham Young University. His background also includes community involvement with The Church of Jesus Christ of Latter-Day Saints and experience in education with Peoria Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, 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.