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.

Joseph Sidman is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at OSAIC and Woodbury Financial Services Inc, as well as work with Hershenberg Financial and Hershenberg & Stone-Walsh Insurance Services. Outside of his advisory work, he has experience as an independent photographer and holds a notary commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing a variety of investment strategies and operational tools.

Scott Ortiz is a financial advisor with LPL Financial based in Tempe, AZ. He holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining LPL Financial, he worked at Voya Financial and MassMutual. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Benjamin Rogers is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 66 and Series 63 licenses and having two years of industry experience. Prior to joining J.P. Morgan, he worked at Charles Schwab and JPMORGAN Chase Bank, N.A. He also operates an Airbnb rental property as a host outside of his advisory activities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice and investment manager searches supported by centralized due diligence and both quantitative and qualitative research.

Tedi Darbroudi is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan Securities, Darbroudi worked at Merrill and Bank of America, N.A. for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. Their advisory process integrates quantitative and qualitative research, with implementation support from affiliated investment-management entities.

Richard Solomon is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Avantax Investment Services and has owned Solomon Wealth Management, LLC, Solomon CPA's & Financial Services, and Christopher T. Solomon, CPA, PC since 2014. Outside of advising, he is involved in tax preparation, bookkeeping, and payroll services through his CPA firm. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms with options spanning automated allocations to bespoke investment strategies.

Anthony Fisher is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Fidelity Investments, OneAmerica Securities, Citizens Securities, Bank of America, and Merrill. Outside of finance, he owns and manages Breezy Clean Cleaning Services, a remote cleaning business. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.

Jessica Montecalvo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at Vanguard and JPMorgan Chase Bank, N.A., as well as diverse roles outside of finance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments. Their program offers written asset allocation advice and manager searches supported by centralized due diligence, with clients retaining final decision-making authority.

Elia Parrish is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has worked at Bank of America and Merrill since 2015, following a one-year tenure at Equitable Advisors. 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, offering both model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.