Jeffrey Beneteau is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at CUNA Brokerage Services, CUNA Mutual Group, and Massachusetts Mutual Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kimberly Herrera is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. She has 29 years of industry experience and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, BBVA-affiliated entities, Ameriprise, J.P. Morgan Securities, and Chase Investment Services Corp. She is also a member of Integrity Financial Planning & Investment Services PLLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research or third-party strategists, and it offers a range of financial planning, asset management, and insurance product services.

Abraham Gamez is a CFP®-designated financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities in Phoenix, AZ, where he has worked since 2023. Prior to joining J.P. Morgan, he spent nine years at Wells Fargo NA and Wells Fargo Clearing. 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. Their advisory process combines systematic quantitative screens with qualitative research and may incorporate an ESG eligibility framework.

Alexander Hernandez is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Schwab, Hernandez worked at Chase and has experience outside finance in full-time education and the restaurant industry. 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 management options along with centralized custody and operational support.

Tae Hullum is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding Series 63 and 66 credentials and six years of industry experience. Prior to joining Raymond James, Hullum worked at Robinhood Financial, PNC Investments, Citizens Bank, and Huntington Bank. Raymond James & Associates is a large 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 financial planning and investment consulting through a variety of discretionary and non-discretionary programs.

Devin Fincher is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has a diverse background including roles in property management, hospitality, and education. Fincher is also affiliated with Renaissance Financial, providing financial advisory services. Cetera Investment Advisers LLC 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 utilizes a multi-manager platform combining affiliated and third-party strategies.

Collin Looman is a financial advisor with Thrivent Investment Management in Surprise, Arizona, holding Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Thrivent Financial and prior involvement with Grand Canyon University and Summer House Lavender Farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Brian Friedman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1992. With over 44 years of experience in the financial services industry, he specializes in advising ultra-high-net-worth individuals, families, and business owners. Brian takes a comprehensive approach to wealth management, focusing on understanding each client's unique goals and developing tailored financial strategies. He utilizes the investment resources of Merrill and the banking services of Bank of America, N.A. to deliver integrated solutions addressing various aspects of clients' financial lives. Brian earned his bachelor's degree in Finance from the W. P. Carey School of Business at Arizona State University. He holds the Personal Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Brian enjoys traveling and golfing. He is a devoted supporter of Arizona State University athletics. Brian is married and has one child.

Karson Kobashi is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. His prior work includes roles at various companies such as Toyota, Abzena / Kingtech Consulting, and Lucille's BBQ. Outside of advisory work, he has been involved with Pickleball Kingdom. 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 committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.

Ghassan Charara is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2009. He also has ongoing experience with JPMorgan Chase Bank, N.A. since 2007. 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. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Anndrea Ford is a financial advisor with Merrill in Phoenix, AZ, holding Series 63 and Series 66 licenses. She has 31 years of industry experience and has been with Merrill since 1993. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Claire Kushan is a Series 66 licensed financial advisor with J.P. Morgan Securities in Phoenix, AZ, and has four years of industry experience. She joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. Her prior work includes roles at Curriculum Associates LLC and KLD Inc / Healthcare Is. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm's advisory process incorporates centralized due diligence, quantitative and qualitative research, and may include ESG eligibility considerations.

Davney Mazzuca is a financial advisor at Edward Jones in Goodyear, AZ, holding a Series 66 designation and beginning his advisory career in 2024. Prior to joining Edward Jones, he worked in various roles including at Big Rigs Tanker Service and Oral Surgical Associates. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, 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.

Kaylin Corrick is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank SSB since 2018 and 2020, respectively. Outside of finance, Corrick is involved with Babbo Italian Eatery in Tempe, Arizona, where she serves as a wedding caterer. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through Schwab Wealth Advisory's wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Jordan Johnson is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. His prior experience includes seven years at Edward Jones. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals managing a multi-billion dollar asset base.

Christopher Czanstke is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments and The Vanguard Group. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of Financial Professionals. The firm manages a multi-billion dollar asset base and provides access to various platforms, third-party advisers, and proprietary model strategies.

Stewart Deregt is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 66 designation. He has been in the industry since 2025, with prior experience at Merrill and a business role at Big Brand Tire and Service / Majco LLC. 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, offers sub-advisory services, and supports a large participant base through both advisor-led and online offerings.

Joy Di Valentino is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and Monat Global. Outside of her advisory role, she is a co-owner of JD's Premiere Pet Waste Removal, a personal services business. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by comprehensive research and due diligence.

Sean Kennedy is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked at LPL Financial since 2017 and has been involved with Trilogy Financial Services since 1999, where he also serves as a non-variable insurance agent. 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, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Andrea Swanson is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously spent three years at NYU Tandon School of Engineering. Outside of finance, she works intermittently as a flight attendant for American Airlines. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.