Jeremy Cook is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 18 years of industry experience. He previously worked at Metlife Securities Inc for 10 years and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is an independent insurance agent licensed to sell life, accident, health, and property & casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Christina Bohnsack is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Charles Schwab since 2006 and with Charles Schwab Bank SSB since 2017. 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 operates a dual-registered broker-dealer and investment adviser model, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.

Brent Hodges is a Series 66 licensed financial advisor with Edward Jones in Goodyear, Arizona, and has three years of industry experience. Prior to joining Edward Jones in 2022, he spent 15 years at Palm Valley Church. He also coaches varsity softball at Millennium High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kyle Henze is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at USAA Investment Services Company and USAA Financial Advisors, Inc. There are no other notable outside activities reported. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Derrick Jennings is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab, Freedom Financial, and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its institutional consulting services program.

Shawn Perona is a financial advisor at Cetera with 10 years of industry experience. He holds a Series 66 designation and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, AXA Advisors, and Rocket Mortgage. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary programs.

Nicholas Brassill is a financial advisor with Raymond James & Associates in Scottsdale, AZ. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining Raymond James, he held various roles including positions at Mirabel Golf Club Inc. and Paradise Valley Country Club. 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, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Petr Chytka is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he coaches youth hockey for the Coyote Amateur Hockey Association and participates as a contractor in the CEM Arizona Youth Hockey Development Camp. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and investment modeling.

Tevis West is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2013 and owns a separate support company, T.W. FINANCIAL PLLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Ann Mathey is a financial advisor at Morgan Stanley in Scottsdale, AZ, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Icon Distributors, Inc. and Icon Advisers, Inc. for 15 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, using structured processes and firm-approved tools to support client planning.

Garrett Daily is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works closely with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Garrett provides ongoing advice and adapts financial plans as clients' circumstances evolve. His areas of expertise include corporate benefits, executive compensation, equity compensation services, family wealth management strategies, and retirement planning. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Garrett earned his Bachelor's degree from Post University. Outside of his professional work, Garrett has interests in chess, cooking, golfing, pickleball, reading, swimming, watching movies, writing, and spending time with his family.

Noel Goodrich is a financial advisor at Charles Schwab with 15 years of industry experience. He has been with Charles Schwab since 2015 and holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base, mainly 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Matthew Parker is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he was affiliated with Matt Parker PLLC and RE/MAX Professionals for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Steven Zeek is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Charles Schwab since 1996. 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 discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Jake Warren is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments during 2025 and worked as a Workplace Planning Consultant from 2023 to 2025. He began his career in financial services as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023 and previously worked as an Associate Banker at Chase Bank from 2020 to 2022. Jake holds insurance licenses in Arkansas and California. His professional approach focuses on building lasting relationships grounded in trust, clarity, and commitment to clients' financial well-being. He aims to simplify complex financial concepts and support clients in feeling confident throughout their financial journeys. Outside of his professional work, Jake has interests in fitness, hiking, and traveling.

Edward Sarraf is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with a team of wealth-management professionals to provide a broad range of financial strategies aimed at high net worth individuals and businesses. His comprehensive approach to wealth management encompasses investing, estate planning strategies, retirement planning strategies, concentrated stock positions, alternative investments, life insurance, and corporate relationship management. Ed earned a Bachelor of Science degree in Personnel Management from the University of Arizona Business School in 1991. He began his financial services career with Merrill Lynch Wealth Management in 1992 as a 401(k) representative at the World Financial Center in Manhattan, NY. After nine years working as a NASDAQ and hedge-fund trader, he returned to Merrill Lynch in 2004. Ed holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in North Scottsdale with his wife and daughter, Ed is an active member of the Senior Business to Business Networking group. In his spare time, he enjoys playing recreational ice hockey, a long-standing personal interest.

Dustin Soderholm is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Charles Schwab since 2011. 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 discretionary separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Andrew Kha is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior experience includes roles at Charles Schwab, Vanguard, and Zenreach. Kha is based in Scottsdale, Arizona. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Scott Strehlow is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Charles Schwab in Phoenix, AZ. He has been with Charles Schwab since 2016, including a role at Schwab Private Client Investment Advisory, Inc. for one year. 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. The firm is notable for its scale, integrated service model, and centralized operational infrastructure.

Max Jonnaert is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Clean Skies Technologies. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, providing advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program. The firm offers both non-discretionary and discretionary investment guidance utilizing multi-asset model portfolios and a centralized operational structure.