Jacob Rotner is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and has prior employment with Fidelity Investments and Fidelity Brokerage Services LLC. Outside of his advisory role, he has worked seasonally with Kona Ice. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Karen Green is a Series 66 licensed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2010. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Apolinar is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab & Co., Inc. since 2009. Outside of his advisory role, he is a member and operator of Copper State Alliance, an online outdoor sporting goods retailer. 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 affiliated discretionary separately managed accounts and offers a centralized operational platform supporting a large client base.

Donald Whitman is a financial advisor with Cetera Wealth Services, LLC in Phoenix, Arizona, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has previously worked with Avantax Advisory Services and 1st Global Advisors, and he is also a member of the board of directors for the Martin Auto Museum, a nonprofit organization. Whitman is involved in several business ventures, including Intentional Wealth Solutions, LLC, a financial services entity formed through a merger, and he owns Whitman & Jackson CPAs, PC. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.

Christine Melancon is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services and Foresters Financial Services. Melancon also owns Christine Melancon LLC and serves as successor trustee for the Aaron J Cunningham Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating a multi-manager platform that includes affiliated and third-party managers.

Emily Stead is a CFP® professional with 10 years of industry experience, currently serving at Cetera since 2019. Her previous roles include positions at Foresters Advisory Services LLC and Foresters Financial Services. Outside of her advisory work, she operates a financial planning firm established for tax purposes. Cetera Investment Advisers LLC is a large, nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Kent Seacat is a CFP® professional affiliated with LPL Financial in Phoenix, AZ, with 39 years of industry experience. He has worked at LPL Financial since 2021 and previously held a position at BMO Harris Financial Advisors since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network. The firm offers a range of advisory and brokerage services, including financial planning and retirement consulting, supported by both discretionary and non-discretionary management programs.

Joshua Butler is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes roles at Uber Technologies, BlockFi, and American Express. Outside of his advisory duties, he owns and operates an auto detailing business, Dropless Detail LLC, in Glendale, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Jessica Bradley is a financial advisor with Edward Jones in Surprise, Arizona, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked in various educational roles and operated as an independent consultant for Norwex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, supported by a large nationwide network of advisors and branch offices.

Jonathan Mueller Schrader is a financial advisor at LPL Financial with 30 years of industry experience. His prior work includes roles at BMO Harris Financial Advisors, M&I Trust Company, and related entities, where he has extensive experience dating back to 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Tricia Pickering is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2002. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Brandon Bryan is a CFP® with 19 years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Financial Advisors and USAA Investment Management Company from 2006 to 2020. He is based in Phoenix, AZ. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides integrated brokerage, custody, and cash-sweep services.

Scott Mac Donald is a CFP® credentialed financial advisor at Charles Schwab with 21 years of industry experience. He has been with Charles Schwab since 2010. 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. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investments through a centralized operational structure.

Lucas Felbel is a financial advisor at RBC Capital Markets with four years of industry experience. He holds the CFP® designation along with Series 63, 66, and 65 licenses. Prior to joining RBC in 2025, he worked at Dynamic Wealth Advisors for five years and at M.S. Howells and Company for three years. Outside of advising, he operates a sole proprietorship overseeing a management company. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a variety of advisory programs with tailored investment strategies implemented through both in-house and third-party managers, supported by a broad capital-markets platform.

Nathan Laidig is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Synergy Insurance Group for six years. Laidig is an active member of the Executives' Association of Greater Phoenix, a networking organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jesse Witt is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding a CFP® designation and several securities licenses. He has 26 years of industry experience, including prior roles at Wells Fargo Advisors and Wells Fargo Clearing. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base ranging from individual investors to institutional clients, offering customized portfolio management and financial planning through a variety of advisory programs. The firm employs a mix of in-house and third-party investment managers and offers multiple features such as tax management and responsible investing options.

Israh Gharib is a Series 66 licensed financial advisor with three years of industry experience. They currently work at Cambridge Investment Research Advisors and previously held positions at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Gharib has also been involved with the Morgridge Center for Public Service and the Literacy Network. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering multiple portfolio management strategies and platform options tailored to client objectives.

Brooke Ellerbe is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 designations with 13 years of industry experience. She worked at Merrill from 2015 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Laura Olson is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 designations and 24 years of industry experience. She has been with Ameriprise and its predecessor firm since 2004. Outside of her advisory role, Olson co-owns a personal fitness training business and is involved with New Life Community Church, assisting with its missionary activities. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing, tax-aware advice and written recommendations developed by a centralized team in collaboration with advisors.

Eric Cook is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 24 years of industry experience. He previously worked at National Planning Corporation for 15 years before joining LPL Financial in 2017. Cook is also involved in selling fixed insurance products, including life, health, and disability insurance. LPL Financial serves a broad client base, including individuals, retirement plans, banks, corporations, and charities, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm employs a range of investment strategies supported by internal and third-party research and provides additional services such as overlay portfolio management and participant advice programs.