Hunter Ogle is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. He previously worked at Northwestern Mutual and has diverse experience including teaching at Brigham Young University-Idaho and community involvement with the Church of Jesus Christ of Latter Day Saints. 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Kimber Bettino is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc., First Financial Equity Corp, and engaged in notary services. Bettino has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving over 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.

Omar Abdelshife is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Charles Schwab, he worked in various roles including positions at West & East LLC and the El Segundo Unified School District. Outside of financial advising, he is involved in freelance work related to Excel spreadsheet design. 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 blend of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a formal alternative investment program.

John Cameron Harper is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Fisher Investments. His prior experience includes roles at Charles Schwab Bank, USAA Investment Management Company, and USAA Financial Planning Services. Outside of finance, he has a long-term involvement with Jacob Zuniga DDS. Fisher Investments provides discretionary portfolio management to institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized, research-driven investment process and offers a range of services including sub-advisory and retirement plan management.

Taylor Montgomery is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has previously worked at Northwestern Mutual and held roles at Indiana University and Malibu Grill. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options alongside comprehensive brokerage and custody services. The firm is notable for its scale, integrated operational structure, and a multi-asset investment approach supported by proprietary research and alternative investment offerings.

Michael Gardner is a financial advisor at Stifel with a Series 66 designation and one year of experience in the industry. Prior to joining Stifel, he worked at Schneider National, Inc. for ten years. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology. The firm provides fee-based financial planning and utilizes forward-looking capital market assumptions to guide asset allocation and retirement planning.

Clyde Ellis is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Chacon, Diaz & Di Virgilio Wealth Management and the University of Florida. Ellis serves on the parish council of Holy Trinity Greek Orthodox Cathedral as treasurer, managing the church’s budget and financial reporting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and includes capabilities in derivatives and commodities.

Chris Howard is a financial advisor with LPL Financial based in Sun City, AZ. He holds the CFP® designation and securities registrations Series 63, 65, and 66, and has 25 years of industry experience. His prior work includes a year at Merrill before joining LPL Financial and Flagstar Bank N.A., where he has worked since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various strategies and advisor-support tools across a broad platform.

Justin Martz is a financial advisor with Primerica Advisors in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC, Voya Financial Advisors, and Wells Fargo Bank. Outside of finance, he operates a wedding officiant service and serves as a contractor for Sun Valley Community Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Maryse Marshall is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2015, including a role at Bank of America, N.A. since 2023. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Marco Nido is a financial advisor with UBS Financial Services in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, Amazon, and Vanguard. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Nimmi Bratcher is a financial advisor with Charles Schwab in Phoenix, Arizona, holding a Series 66 designation and 11 years of industry experience. She has been with Charles Schwab since 2014. 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-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Marc Villa is a financial advisor at Charles Schwab & Co., Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Voya Financial and PayPal. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by centralized custody, order-routing, and a structured alternative-investment platform.

James Perry is a financial advisor with Charles Schwab in Phoenix, AZ, holding CFP®, Series 66, and Series 63 credentials and bringing 10 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank since 2018. 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-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and offers a multi-asset investment approach supported by centralized operational and supervisory structures.

Tramell Williams is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 designations and bringing 18 years of industry experience. His career includes over a decade at Pershing Advisor Solutions LLC before joining Raymond James Financial Services in 2018. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and a range of portfolio management strategies.

Bruce Keller is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at OSAIC since 2023. His previous roles include 14 years at Sagepoint Financial, Inc., 18 years at OSAIC Services, Inc., and four years at Sunamerica Securities, Inc. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Maria Longhini is a financial advisor at Raymond James Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and BMO Bank N.A. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients as well as institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Piankhi Sykes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2016 and was previously involved with Private Client Travel L.L.C. from 2021 to 2026. 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. The firm's advisory process combines quantitative screening and qualitative research, and incorporates ESG criteria within a non-discretionary, client-driven framework.

Stuart Murray is a financial advisor with LPL Financial in Phoenix, AZ, holding the Series 63 and Series 66 designations and bringing 29 years of industry experience. His prior experience includes roles at Merrill and A. G. Edwards & Sons, Inc. He is involved with SMurray Enterprises LLC and BDC Group in non-investment related business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning, asset management, and institutional platforms supported by research and advisor tools.

Josh Williams is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 designations and five years of industry experience. His prior work includes roles at City National Bank, Indeed, and AXIO Financial. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers.