James Halloran is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to his advisory role, he was involved with Historic Brewing Co and Arizona Snowbowl. 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 proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Cameron Imwalle is a financial professional at Cetera with Series 66 credential and less than one year of industry experience. His prior work includes roles at Northern Trust and LIQD Investments, and he is also involved in sales at Casa Bonita Rentals, a student housing business. Cetera Investment Advisers LLC is a large SEC-registered firm offering a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to affiliated and third-party managers with various portfolio and program options.

Megan Johnson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Charles Schwab since 2017 and previously held a position at PayPal from 2011 to 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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 portfolios supported by the Schwab Center for Financial Research.

Shauna Nichols is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2006, including roles at Charles Schwab Trust Bank, Premier Bank, and Charles Schwab Bank since 2019. Nichols serves as a board member and secretary for the PCOS Awareness Association, a nonprofit charitable organization. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, employing a multi-asset model portfolio investment approach and a centralized operational structure.

Daniel Duncan is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Charles Schwab in 2021, he worked at Nordson Sonoscan from 2016 to 2020. 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 guidance using multi-asset model portfolios and provides integrated custody, brokerage, and advisory services.

Ajay Shingala is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Fidelity Investments, Merrill, and Bank of America. Shingala is based in Phoenix, AZ. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a variety of investment solutions and employs both proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Rachel Thomas is a financial advisor at Morgan Stanley with the Series 66 credential. She has been with Morgan Stanley since 2024 and previously worked at ASU Enterprise Partners and engaged in various roles including babysitting and education. Outside of finance, she has experience in community-related and educational positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Allan Rosen is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Cetera and its affiliates since 2013. In addition to his advisory role, Rosen serves as president of a nonprofit private water company and operates his own financial services firm, Rosen Investment Advisors, Ltd. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and a multi-manager platform.

Nick Polydoros is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he is an active owner and racer of thoroughbred horses and operates a pet sitting business, as well as serving as a hockey referee. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of services including wealth management, institutional trading, and capital markets solutions.

Dominic Fiorito is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Renaissance Financial and Cetera Wealth Services, LLC. Outside of financial advising, his background includes roles in diverse fields such as winery operations and education. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management services and program options, leveraging affiliated and third-party managers to provide tailored investment strategies.

Amy Antonellis is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. Outside of her advisory role, she works as an independent contractor providing backup prescription delivery services on weekends. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers various advisory programs with customized portfolio management tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers.

Jonathon Paul is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63, Series 65, and Series 66 designations and with 33 years of industry experience. He has worked at Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association, and previously at Merrill from 2005 to 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis methodologies such as Monte Carlo simulations.

Toby Prestegaard is a CFP® and ChFC® credentialed advisor at Edward Jones in Phoenix, AZ, with 25 years of industry experience. His prior roles include positions at PNC Investments, Robert W Baird, Raymond James Financial Services, Midland Financial Advisors, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, 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 large nationwide network of financial advisors and branch offices.

Alec Jones is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Company since 2018. Prior to his current role, he was involved with Fun Language from 2016 to 2018. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Ryan Zeifert is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group from 2007 to 2018. Since 2018, he has been with Financial Engines Advisors L.L.C., which is part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Nathan Miller is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank, SSB since 2024. His background includes roles at Charles Schwab Charitable and Financial Planning First, as well as experience outside finance in restaurant and fraternity management. Charles Schwab 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Gabriel Puentes is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2017, including time at Charles Schwab Bank. His background also includes roles at Quiktrip and Robert Wayne Footwear. 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 advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Ronald Barton is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 65 designations and 48 years of industry experience. He has worked at LPL Financial since 2021 and has been involved with Triwealth Partners, LLC since 2019. His prior experience includes long-term roles at Waddell & Reed, Inc. and various insurance carriers from 1977 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisers, employing both proprietary and third-party strategies.

Jennifer Foglia is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, she worked for Nationwide Investment Services Corporation for 10 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a blend of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs, and maintains a formal advisory role with multiple registered funds.

Grace Meredith is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. She has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach supported by in-house research and alternative investment programs.