Jennifer Rydzewski is a financial advisor with Stifel in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She worked at UBS Financial Services for 13 years before joining Stifel Nicolaus & Co Inc in 2018. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide investment analysis and asset allocation.

Brian Kordansky is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he serves on the advisory board of the Phoenix Art Museum. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and serving approximately $2.74 trillion in client assets.

Jason Rhodes is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His previous roles include positions at Royal Alliance, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc., and Foresters Financial. He is also involved in Arizona Capital Management, a business affiliated with Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options including automated allocations and bespoke strategies.

Ryan Schwenn is a financial advisor at Charles Schwab with eight years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab since 2019. His prior experience includes roles at Growler USA, LEST Group, LLC, Axa Advisors, LLC, and Arizona Benefit Plans, Inc. 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 investment guidance and access to discretionary separately managed accounts. The firm combines brokerage, advisory, custody, and cash-sweep services within an integrated operational structure to support a large client base.

Joshua Moody is a Series 66 licensed advisor with six years of industry experience, currently serving at J.P. Morgan Securities in Phoenix, AZ. His career includes roles at JPMorgan Chase Bank, N.A. since 2018, and J.P. Morgan Securities since 2020. 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 combines quantitative screening and qualitative research, incorporating ESG frameworks and leveraging broader derivatives and commodities capabilities.

Steven Thomas is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at USAA Investment Services Company and USAA Financial Planning Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

Nicholas Luitgaarden is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including The Vanguard Group and CCO Capital. Outside of advising, he is an owner and partner of NW Property Network, a residential real estate business. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Mitch Hatton is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he provides clients with personalized financial services and collaborates with them to develop investment strategies aligned with their financial objectives. He has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Investment Solutions Representative, Central Relationship Manager, Relationship Manager, Investment Consultant, and Financial Consultant. This experience has equipped him with a broad understanding of investment and client relationship management. Outside of his professional work, Mitch is interested in comedy, fitness, movies, parenthood, pets, and traveling.

Kristin Johnson is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. Previously, she was with Foresters Financial Service from 2002 to 2019. She serves as Vice President of a networking group, managing education tracking and referral activities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Sharon Welch is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill for 11 years before joining LPL Financial in 2023. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting a network of over 22,800 advisors.

Andrew Castor is a financial advisor at Merrill with Series 66 credentials and 10 years of industry experience. He has been with Merrill since 2015 and concurrently associated with Bank of America, N.A. since 2018. Outside of his advisory role, he is a general partner and managing member of A-Squared Capital Management LLC, a firm focused on investment real estate in Scottsdale, Arizona. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm delivers model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Joyce Barden is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2018 and previously spent 24 years at DeVry University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Kristine Krahn is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BMO Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Joseph McNaughton is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Phoenix, Arizona. He assists a diverse client base including multi-generational families, C-suite executives, young professionals, physicians, business owners, and athletes. With over 10 years of experience, Joseph focuses on uncovering his clients' financial goals and working collaboratively to help them achieve those ambitions. His areas of expertise cover retirement planning tailored to desired lifestyle and income needs, goals-based wealth management strategies, tax-efficient financial strategies, trust and estate planning, legacy planning, executive services such as diversifying concentrated stock options and 10b5-1 plan execution, business owner services including succession and growth planning, as well as banking, liquidity, lending solutions, and alternative investments like private equity and hedge funds. Joseph emphasizes individualized and sophisticated recommendations combined with high-quality client service. Joseph holds a Bachelor's Degree from Arizona State University and the Personal Investment Advisor (PIA) designation. He is a member of the Arizona Country Club and Saint Theresa Dad's Club, and volunteers with the United Way, reflecting his commitment to community involvement.

Sean Bowers is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. He previously worked at USAA from 2010 to 2020 and has been with Edelman Financial Engines since 2021. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and serves a large client base through both advisor-led and online platforms.

Michael Hudak is a Private Wealth Advisor with Merrill Private Wealth Management. He has over 28 years of experience providing advice and guidance on complex wealth management issues to high-net-worth families, business owners, entrepreneurs, and corporate executives. His expertise includes legacy planning, liquidity management, managing new wealth, philanthropic planning, retirement income, tax minimization, and both individual and corporate investment strategies. Michael focuses on developing integrated, goals-based financial strategies tailored to clients' short- and long-term investment objectives and managing the personal and financial impacts of liquidity events on entrepreneurs and business owners. Michael joined Merrill Lynch Wealth Management in 2002 after serving eight years as an Executive Director at Morgan Stanley Private Wealth Management in Chicago. Prior to his career in wealth management, he worked in the real estate development division of JMB Realty Corporation. He holds a bachelor's degree in business administration from Southern Methodist University and an MBA in finance from Northwestern University. Michael is also a qualified Portfolio Manager and a Personal Investment Advisor (PIA). Residing in both Chicago, Illinois, and Paradise Valley, Arizona, Michael and his wife Alison have two daughters and two sons. In his leisure time, he enjoys biking, boating, golfing, hiking, and tennis. He has been recognized consistently on Barron’s "Top 1,200 Financial Advisors" list since 2009 and was named to Forbes' “Best-in-State Wealth Advisors” list for the third consecutive year in 2024.

Emily Buehler is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 license and 22 years of industry experience. Her career includes roles at several notable firms, including J.P. Morgan Securities, Wells Fargo Clearing, LPL Financial, and BMO Harris Financial Advisors. She has been with Morgan Stanley since 2024. 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, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved planning tools in its financial planning process.

Jason Harrison is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has worked within various J.P. Morgan entities since 2011. Outside of his advisory work, he is involved as an owner and partner of LP208 LLC, which holds a condominium in Mexico. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program emphasizes non-discretionary written asset allocation advice, manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Aaron Martin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. Prior to joining Raymond James in 2026, he worked at Edward Jones for 15 years. He is based in Phoenix, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports both advisory programs and institutional consulting services.

Laura Grewe is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Raymond James Financial Services since 2022 and previously spent five years at Kestra Investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services through various portfolio management strategies and extensive affiliated research.