Thomas Pilling Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Timothy Gish is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Principal Securities, and Securities America. Outside of advisory work, he is involved with non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Karla Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation and nine years with the firm. She has 27 years of prior self-employment experience. Outside of her advisory role, she is a trustee of a family trust associated with a family farm and participates in a local business and community networking group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of financial advisors and branch offices.

Brianne Martinoni is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses with six years of industry experience. Her work history includes multiple roles at Charles Schwab and Merrill. 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 recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Ty Robinson is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in educational positions at Northern Arizona University, Basha High School, and Payne Junior High School. Outside of finance, he is involved with The Northern Pines Restaurant. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of advisors and provides access to both affiliated and third-party money managers.

Michele Kisenwether is a financial advisor with Primerica Advisors in Sun City West, AZ, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2009. In addition to her advisory role, she is involved in the sale of home-related products and services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, primarily via a tiered wrap-fee structure.

Brandi Palomo is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds Series 65 and Series 63 licenses and has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016. Outside of her advisory work, she owns Ember Sky Publishing, a company used to self-publish fiction novels. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various investment programs, including wrap and money-manager offerings.

Ryan Young is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and previously worked at the U.S. Department of Agriculture, the University of Maryland, Howard Community College, the YMCA, and served five years in the U.S. Marine Corps. Young is also the owner of Young Money Management, a corporation used for managing expenses. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Reed Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been providing financial advisory services for over eight years. He is a member of the Hughes team, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Reed and his team focus on building lifelong relationships and educating clients on wealth management strategies tailored to meet their financial goals. Reed utilizes a goals-based approach that considers clients' personal considerations, risk tolerance, time horizon, and liquidity needs to develop personalized financial strategies. He works with clients to create clear financial plans, including retirement spending strategies and tax implications, to ensure their financial needs are met. He holds a Bachelor's Degree from Arizona State University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Reed also participates in community service activities aligned with the Merrill tradition of community involvement.

Jaime Avila is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo for six years before joining Charles Schwab. Jaime 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 offers both non-discretionary and discretionary investment solutions, combining centralized supervisory, custody, and order-routing operations with access to alternative investments and multi-asset model portfolios.

Jacob Parent is a Series 66-licensed financial advisor with six years of industry experience, currently with Ameriprise in Glendale, AZ since 2024. He previously worked at Equitable Advisors for four years. Outside of his advisory role, he owns JSP Global Consulting, a consulting business based in Scottsdale, AZ. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized, tax-aware retirement income planning through a collaborative and research-driven approach.

Monica Joffre is a financial advisor at Fidelity with 34 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at USAA Investment Services Company, Morgan Stanley, LPL Financial, and Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting services such as discretionary portfolio management and fund advisory.

James Barasha is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he builds trusted, long-term relationships by delivering personalized financial strategies tailored to each client's unique goals, values, and stage of life. He focuses on helping individuals, families, and institutions navigate financial complexities through comprehensive planning and disciplined guidance. James has expertise in personal retirement planning, portfolio management services, and retirement income. He provides clients with access to investment insights and integrated banking and lending solutions through Merrill and Bank of America. His approach emphasizes ongoing collaboration and communication to empower clients to make informed decisions and adapt to changes. He holds a Bachelor's Degree from Kings College and the credential of Personal Investment Advisor (PIA). Outside of work, James enjoys biking, hiking, and spending time with his family. He is also committed to community involvement through active volunteering aligned with Merrill's tradition of giving back.

Brian Nething is a Senior Financial Advisor with Merrill Lynch Wealth Management. He is a Certified Plan Fiduciary Advisor (CPFA) and holds the Retirement Benefits Consultant title. Brian began his career at Merrill in 2012 and is a member of The Longnecker-Nething-Leonard Wealth Management Team, which was recognized on the Forbes Best-In-State Wealth Management Teams 2026 list. His expertise includes retirement benefits consulting, wealth management strategies for high-net-worth individuals, and investment consulting for defined contribution and defined benefit plans. Brian is a Summa Cum Laude graduate of Arizona State University, where he earned a B.S. in Communication. He takes a consultative and objective approach, focusing on understanding each client's financial situation, preferences, goals, risk tolerance, time horizon, and liquidity needs. He works with a diverse client base including owners, executives, C-suite professionals, surgeons, physicians, dentists, and lawyers, helping them develop personalized wealth management and tax deferral strategies. In addition to his professional work, Brian is involved in community organizations such as the Girl Scouts of America and the Lucky Dog Animal No Kill Shelter. He also holds the Eagle Scout rank with the Boy Scouts of America. Brian resides in Phoenix with his wife, daughter, and three dogs.

Samantha Mosher is a financial advisor at Fidelity with a Series 66 credential and four years of industry experience. Her prior work includes roles at JPMorgan Chase and Renaissance Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios.

Marin Masters is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, Marin has held roles in various organizations including Renaissance Financial and The Ironman Group, where Marin works as a merchandise sales representative involved in race event operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm provides portfolio management, financial planning, and access to multiple program platforms with both discretionary and non-discretionary options.

Srdjan Calija is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 designations and bringing 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Melissa Santangelo is a financial advisor at LPL Enterprise with three years of industry experience. She holds a Series 66 designation and has previously worked at Pruco Securities LLC and Auxilia Asset Management. She has also been involved with Push Models LLC and Clipper Magazine in prior roles. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, third-party asset management, and access to a broad range of financial products via an integrated platform that combines advisory programs with insurance and lending services.

Tom McNertney is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2014. He has more than 18 years of experience in the financial services industry, during which he has worked in various capacities including Investment Consultant and Retirement Solutions Representative at Fidelity Investments. His professional background spans wealth accumulation, retirement income planning, and financial legacy protection. Tom is committed to building trust-based relationships with clients and focuses on simplifying investment complexities while prioritizing clients' interests. Tom holds a California Insurance License and has been associated with Fidelity Investments since 2008, following his initial experience with Northwestern Mutual.

Connor Rosser is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 designations and five years of industry experience. He has been affiliated with Charles Schwab since 2020 and concurrently operates the Rosser Law Group. 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 multi-asset model portfolios alongside alternative investment options.