Matthew Ferro is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2022. Prior to that, he held positions at Robinhood Markets and Bank of America Corporation (Merrill Lynch). Charles Schwab serves a large client base 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 advisory relationships and access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Blake Lesueur is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Casey LeSueur Getz CPAs PLLC and Ernst & Young LLP. Outside of advising, he owns and operates BNL Tax & Advisory PLLC, a tax preparation business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes a collaborative approach with centralized research and algorithmic tools to deliver customized retirement recommendations.

Amy Andrews is a Series 66-credentialed financial advisor at Thrivent Investment Management in Chandler, AZ, with 10 years of industry experience. She has been with Thrivent and its affiliated firm since 2016. Outside of her financial advisory work, she teaches yoga classes to beginners and advanced beginners at EOS Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping services distinct.

Tracy Hamilton is a Wealth Management Advisor and managing partner of the Gunter Hamilton DeCaro Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1997, she has held various roles including Trust Administrator for Merrill Trust Company, where she provided fiduciary services to more than 100 trust clients. Currently based in Gilbert, Arizona, Tracy and her team serve clients across the greater Phoenix area and nationwide, focusing on multi-generational families, medical and legal professionals, business owners, contractors, tech professionals, as well as retirees and pre-retirees. Her areas of expertise encompass family wealth management, legacy planning, retirement income strategies, portfolio management, socially responsible investing, and personalized education funding strategies. Tracy works closely with clients to address a broad range of financial needs such as risk management, insurance planning, retirement plan adoption, and corporate benefits consultation. She holds a Bachelor’s degree in Business Management from the University of Phoenix and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of her professional role, Tracy spends time with her husband, Scott, their three children, and grandchildren. She maintains an active lifestyle through Hot Yoga and pursues crafts including soap and candle making. Tracy follows professional football, supporting the Arizona Cardinals and Pittsburgh Steelers.

Amy Brough is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a co-author of children's books. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kelly Hammer is a financial advisor with LPL Enterprise, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at United Planners Financial Services, SAGEPOINT FINANCIAL, and Lifetime Investments, LLC, among others. Kelly has also been involved with Barking Dog Creative Adventures. LPL Enterprise serves a diverse client base including individuals, retirement plans, and institutional clients, offering advisory and brokerage services supported by proprietary research, model portfolios, and third-party management programs.

Peter Colianni is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes nearly two decades at Metlife Securities Inc. before joining Mass Mutual in 2016. Outside of his advisory role, he manages two condominium buildings as an administrator. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by software tools and provides various educational programs.

Reina Giron is a Series 66 licensed financial advisor at Edward Jones in Tempe, AZ, with 11 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she engages in online marketplace sales of personal items through platforms such as Poshmark and eBay. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Traci Vaughan is a financial advisor with Primerica Advisors in Tempe, Arizona, holding Series 63 and Series 65 credentials and five years of industry experience. Her career includes roles at Primerica Financial Services since 2005 and Wyndelts & Company PLC from 2015 to 2019. Outside of financial advising, she works part-time as a temporary warehouse worker and event server. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on percentage-based fees rather than fixed fees.

Lynda Counts is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. She has worked at several firms, including Cetera and First Allied Securities, before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.

Teena Milldebrandt is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has been with Cetera and its affiliates since 2014. Outside of her advisory work, she is involved in selling fixed insurance products and facilitates self-help seminars focused on life balancing topics. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, 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 third-party managers and investment strategies.

Wayne Kandas is a CFP® professional with 37 years of experience, currently advising at Ameriprise Financial Services, LLC since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2016 to 2020. Outside of his advisory role, he has interests including real estate ownership in Mexico. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Sean Howard is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Reebok, Fry's Food Stores, and educational positions at Corona Del Sol High School and Aprende Middle School. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Richard Selzler is a financial advisor at Morgan Stanley with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including Chimera Securities, Credible/Young Alfred, Assetmark, and Morgan Stanley Private Bank. Outside of financial advising, he serves as a chess instructor at Chess Emporium in Tempe, Arizona. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and comprehensive investment resources.

Ronald Mabry is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 65 licenses and having 45 years of industry experience. He has worked at Merrill since 1981 and concurrently at Bank of America, N.A. since 2011. Outside of his advisory role, he is an owner of a family business based in Provo, Utah. 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 to a range of clients including individuals, high-net-worth clients, and institutions.

Mariano Munguia Garcia is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and previously worked at firms including Morgan Stanley, J.P. Morgan Securities LLC, and Northern Trust. Outside of finance, Mariano has worked as a delivery partner for Uber Eats. 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 and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and investment consulting, employing analytical tools such as risk profiling and probability modeling to support client goals.

Hans Hofstetter is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones, Mass Mutual Life Insurance, and Bank of America. Hofstetter is based in Tempe, Arizona. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework.

Caryn Mc Anelly is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 registrations and has been with Merrill since 2014. 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.

Megan Cassaday is a Series 66 licensed financial advisor with Merrill in Chandler, AZ, with 10 years of industry experience. She has been with Merrill since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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, retirement plans, corporations, and charitable organizations.

Elizabeth Wiley is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation and having recently begun her career in the industry. Her prior experience includes roles in travel and education sectors as well as involvement in real estate brokerage. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients, offering various advisory and investment strategies supported by a large national network of advisors and branch offices.