Aaron Supita is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at various Morgan Stanley affiliates since 2014, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights in its financial planning process.

Serenity Smith is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. Her approach includes providing resources on general investing, retirement planning, and saving for unexpected events. She also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Serenity holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Westwood High School. She emphasizes ongoing advice and guidance tailored to clients' changing needs, aiming to create strategies that reflect what matters to clients and their families.

Joshua Willard is a financial advisor at Osaic Wealth, Inc. with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Coghlan Financial Group, Inc. since 2007. Outside of his advisory work, he owns Willard Capital Consulting, a business consulting firm focused on organizational and workflow optimization for local businesses in San Diego. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across diverse investment types, providing both discretionary and non-discretionary account options.

Harry Calivas is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 25 years of industry experience, including over 17 years with Wells Fargo entities. Calivas serves as a trustee for his parent's trust, a role he has held since 2022. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement consulting services to individual, corporate, and institutional clients, managing approximately $671 billion in assets across more than 14,000 advisors.

Samuel Laidig is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. He previously worked at Keystone Insurers Group, Inc., Rink Printing Company, and Total Quality Logistics, LLC. Samuel is based in Phoenix, AZ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Keaton Koch is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, Arizona, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and Ethos Lending. Outside of finance, he was involved with Cactus Pricks, LLC for seven years. Charles Schwab serves a large client base, 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 offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Marvin L Stancil II is a CFP® with 19 years of industry experience. He is currently with RBC Capital Markets and previously worked at UBS Financial Services for 17 years. Outside of financial advising, he owns and operates Stancil Holdings LLC, a private company that does business as Elegant Anomaly Reptiles. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.

Jeffrey Lamp is a financial advisor with Wells Fargo Advisors in Fargo, ND, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Advisors and its related entities since 2011. Lamp has ownership interests in JJL Capital LLC and OneWealth LLC, two investment-related ventures based in Fargo. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and integrates advisory services with other financial products and referral channels.

Joseph Chase is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and its affiliated entities since 2009. His tenure includes service at Charles Schwab Bank, SSB since 2012. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized operational and supervisory infrastructure.

Cameron Whelan is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has worked with Fidelity and its brokerage services since 2015. Outside of his advisory role, he is involved in real estate renting and flipping. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Kevin Kirlin is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked in various roles including at Morgan Stanley and multiple positions related to education and beach patrols. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Kevina Ramirez is a financial advisor at Fidelity with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2018. Her prior experience includes roles at Cognizant and in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various asset classes.

Humberto Yee Flores Jr. is a financial advisor at Edelman Financial Engines with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors, L.L.C. since 2018, following four years at The Vanguard Group, Inc. Edelman Financial Engines provides technology-enabled investment advisory services focusing 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.

Sean Nash is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2024, he served in the United States Army for five years and held roles at Duke University and Boston College. He holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor strategies according to clients’ goals and risk tolerances, leveraging institutional trading capabilities alongside wealth management services.

Jamie Breyer is a financial advisor at Merrill with 18 years at the firm and seven years of industry experience. He holds a Series 66 designation and previously worked with Merrill Edge from 2016 to 2018. Outside of his advisory role, he assists with a family-related LLC, Arizona Care Providers, supporting his son’s special needs and habilitation. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Michelle Miller is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at The Vanguard Group for 13 years and Peloton Interactive for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work, portfolio management, and fund consulting. The firm employs a process combining fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Austin Jackman is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and with eight years of industry experience. He has been with Charles Schwab since 2016 and previously worked at Desert Parking. He is involved in a family LLC aimed at investing in a privately owned fast food company. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program and affiliated managed account services. The firm combines non-discretionary advice with access to discretionary separately managed accounts and emphasizes multi-asset model portfolios and alternative investment options.

Zachary Lichlyter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2009. Outside of his advisory role, he manages a residential rental property through his ownership of ZNL Rentals LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations.

Ryan Granados is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Northern Arizona University. Granados is based in Phoenix, AZ. Merrill, along 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, pension plans, corporations, and charitable organizations.

Paul Malin is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he has involvement in a real estate business in Sonora, Mexico. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning methods supported by firm‑approved tools.