Nicholas King is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 18 years of industry experience. He previously worked at Charles Schwab from 2008 to 2026 before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Swanson is a Planning Consultant at Fidelity Investments, where she works with clients to develop engagement strategies tailored to their unique planning needs. She has been with Fidelity Investments since 2000, holding various roles including Senior Media Buyer, Financial Representative, Investment Representative, Financial Consultant, and currently Planning Consultant. Throughout her career at Fidelity Investments, Karen has accumulated extensive experience in financial consulting and investment representation. Her progression through multiple positions within the company reflects her expertise in financial planning and client engagement strategies.

Brian Ko is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Allstate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, supported by oversight controls and the use of AI and systematic methodologies.

Bryan Momsen is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Charles Schwab since 1997 and Charles Schwab Bank since 2006. Outside of his advisory role, he is an owner of a rental property in the Phoenix area. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset investment strategies.

Robert Conroy is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by the largest financial advisor and branch network in its category.

John Jacobson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63, 65, and 66 licenses and with 20 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, following roles at Schwab Private Client Investment Advisory Inc. and Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Matthew Huizenga is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2016. 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 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 Goodstein is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Bank of America and Morgan Stanley. Outside of his advisory role, he maintains a long-standing Twitch channel where he streams video games to friends and family. 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 a range of individual and institutional clients.

Valeria Bahena is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley, The Vanguard Group, and Brigham Young University - Hawaii. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies.

Nicolette Weyer is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Equitable Advisors. Outside of finance, she is involved with Dashing Spirits, a luxury mobile beverage service specializing in private events, where she handles operational tasks. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a centralized due diligence process.

Joseph Kevlin is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, Amerisave Mortgage Corporation, and Freedom Mortgage Corporation. Outside of his advisory role, Kevlin works as a delivery contractor for DoorDash. 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.

Jennifer Romano is a financial advisor at Cambridge Investment Research Advisors with 31 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Prudential Insurance Company of America and PRUCO Securities, LLC for 23 years. Romano is also an independent insurance agent for various companies. Cambridge Investment Research Advisors, Inc. 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 provides multiple platform options and proprietary model strategies under the Founders Gate Capital brand.

Cooper Dreifort is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he worked at The Rack, Bayne Company, and Govig & Associates. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Joseph Meyer is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Bank of America, and Merrill. Meyer is based in Phoenix, AZ. 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 portfolios and offers a range of integrated investment and custody services.

Erik Woods is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Robinhood Markets, Inc., Robinhood Financial, LLC, and The Vanguard Group, Inc. Outside of his advisory work, he has experience in the hospitality industry with Flemings Prime Steakhouse and Wine Bar. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools overseen by dedicated committees to support its advisory approach.

Deborah Simonds is a financial advisor with Edelman Financial Engines in Chandler, AZ, holding Series 63 and Series 65 designations and six years of industry experience. She has previously worked at The Vanguard Group and operated Proper Paths LLC. Outside of finance, Deborah is involved in mental health as a hypnotherapist and trauma recovery coach through her business KathleenSimonds.com and also provides addiction counseling with Proper Paths LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified, long-term oriented portfolios and operates as a fiduciary for retirement accounts under ERISA and DOL guidance.

Tyler Buck is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2013. Outside of his advisory role, he serves as Treasurer for Raising Arizona's Men, a nonprofit charitable organization. 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 services supported by multi-asset model portfolios and centralized operational infrastructure.

Kyle Macleish is a Financial Advisor with Merrill Lynch Wealth Management, working as part of the Gunter Hamilton DeCaro Wealth Management Group. He collaborates with individuals, families, and organizations to develop personalized strategies around retirement, investments, preparing for future generations, and other important financial decisions. Kyle emphasizes an approach that begins with understanding each client's goals, values, and priorities to build strategies aligned with what matters most to them. Kyle has expertise in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA), holding a Bachelor's Degree from Northern Arizona University. Outside of his professional role, Kyle is involved with Foothills Baptist Church and enjoys spending time with his wife and children. His mission is to assist individuals and families in making confident financial decisions by bringing clarity, organization, and purpose to every stage of life through personalized advice, thoughtful planning, and long-term relationships.

Mitchell Schrader is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones Investments since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Armstrong is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2017. Prior to that, he was with Veyo for one year and operated Desert Tortoise Vending LLC for five years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.