Jeffrey Hyman is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2011 and 2014, respectively. Based in Phoenix, AZ, he operates within one of the largest firms in the industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and brokerage services within an integrated operational framework.

Robert Boschee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been active in the financial services industry since 1988 and joined Merrill Lynch in 1998. He focuses on developing strategies and providing investment guidance to individuals, families, and businesses, addressing both short and long-term financial objectives. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, and philanthropic planning among others. Bob holds the Chartered Financial Analyst (CFA) designation and the Personal Investment Advisor (PIA) certification. He earned both his Bachelor of Science in Justice Studies and his Master of Business Administration in Finance from Arizona State University. He has served as a past president of the Phoenix Chartered Financial Analyst Society, and participated in various leadership roles including as an executive board member and Treasurer of the Arizona State University Alumni Association and as a member of the Arizona State University Foundation Investment Committee. He is also a graduate member of the Phoenix Valley Leadership Institute. Outside of his professional duties, Bob is involved in philanthropy and community organizations such as the Arizona Kidney Foundation, St. Mary's Food Bank, and the Free Wheel Foundation. He engages in biking, skiing, golfing, and adventurous sports, and resides in Central Phoenix with his wife and two sons.

Roland Ho Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cambridge Investment Research and Royal Alliance Associates. Outside of his advisory role, he is also a Hawaiian lomi practitioner. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Dylan Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Transamerica Capital, Edward Jones, and Balboa Capital. Outside of his advisory work, he is involved with SilverTree Collective and serves as a wealth advisor with SilverTree Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and has notable capabilities in municipal and public finance advisory services.

Brendan Trossen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Brendan provides financial guidance and wealth management services to clients through Merrill Lynch. He earned a Bachelor's Degree from The College of William and Mary. Brendan’s expertise includes comprehensive financial planning and investment advisory services consistent with his professional certifications.

Derek Marquardt is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior roles include positions at The Vanguard Group, Opendoor Labs Inc., and Grand Canyon University. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and financial planning services.

Indigo Carroll is a financial advisor at Edelman Financial Engines based in Phoenix, AZ, holding the Series 66 designation. Carroll has experience in various industries through roles at firms including LPL Financial, Vanguard Marketing Corporation, The Vanguard Group, Inc., and several healthcare and technology companies. Carroll’s industry experience as a financial advisor is currently recorded as zero years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment orientation.

Andrew Nelsen is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB since 2023 and Charles Schwab since 2022. Prior to his finance career, he was employed in construction products and the fitness industry. 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 guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Scott Horner is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes long tenure at First Allied Advisory Services and First Allied Securities. He volunteers as a merit badge instructor for the Boy Scouts of America and teaches financial literacy classes through Dave Ramsey’s Financial Peace University; he also serves as an elder at St. Mark Lutheran Church in Phoenix. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures, including access to affiliated and third-party managers.

Christopher Hilyer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company before joining Raymond James in 2019. Outside of advisory work, he is a partner at Heritage Wealth Solutions, LLC, where he shares responsibilities for advisory services and portfolio management, and he owns Heritage Insurance Solutions, LLC, which produces non-variable insurance products. 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, pension plans, corporations, charitable organizations, and institutions. The firm’s approach involves tailored, non-discretionary planning and investment consulting using risk profiling and analytical modeling, with additional capabilities in municipal finance and specialized advisory programs.

Bruce Thompson is a financial advisor with Wells Fargo Clearing in Sun City, AZ, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for eight years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs a large-scale investment approach supported by research and analytics, offering both brokerage and advisory solutions.

Brigham Montez is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Ferguson Enterprises, BYU-Idaho, In-N-Out, and Liberty High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting its extensive network of over 22,800 advisors.

Tiffani Therrien is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 credential and has previously worked at Avantax Investment Services and Pittman Wealth Management, among other firms. She is also involved with Intentional Wealth Solutions LLC, where she works with advisors and clients on solutions and service. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment program options and third-party managers.

Victor Larosa is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he serves as Vice President of the Eagle Ridge Homeowners Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Alexis Manning is a financial advisor at RBC Capital Markets with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Schwab Wealth Advisory, Charles Schwab & Co., Inc., and St. Joseph's Hospital. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrates in-house and third-party investment managers to implement tailored strategies.

James Norris is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2013, including a recent tenure at Centaurus Financial Inc. Outside of advisory work, he is involved in tax planning through Forum Tax Planning and holds a notary commission in Arizona. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing a broad network of investment adviser representatives and combining advisory services with a range of non-advisory financial products.

Arvie Allison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Morgan Stanley and its affiliated entities from 1999 to 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Christine Sotiri is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2014. Prior to this, she worked at City National Bank beginning in 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a comprehensive platform that includes financial planning, custody, and brokerage services.

Anthony Collazo is a financial advisor with Merrill in Phoenix, AZ, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work history includes roles at Bank of America and Charles Schwab. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Iacometti is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at USAA Investment Management Company and USAA Financial Planning Services. Outside of his advisory role, he is involved in family rental real estate investments through a partnership established by his father. Charles Schwab 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 range of integrated brokerage, custody, and advisory solutions.