Gregory Long is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses. He has 15 years of industry experience, including five years with Charles Schwab Bank. 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 supported by in-house research and alternative investment options.

Tyson Dredge is a Planning Consultant at Fidelity Investments. In his current role, he works closely with clients to develop comprehensive financial plans and clear investment strategies tailored to their unique priorities. Tyson emphasizes the importance of building genuine relationships and ensuring client confidence in their financial decisions. He began his tenure at Fidelity Investments in 2022 as a Workplace Planning Consultant 2 before advancing to his current position in 2023. Prior to that, Tyson worked as a Senior Financial Service Representative 3 at Mountain America Federal Credit Union from 2016 to 2022. Outside of his professional career, Tyson enjoys activities such as visiting the beach, playing board games, fitness, scuba diving, and traveling.

Stephen Woodard is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. He has worked at Charles Schwab and Co., Inc. since 2020 and previously held roles at USAA Financial Advisors, Inc. and Usaa Investment Management Company from 2010 to 2020. He 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Robert Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Kevin Youatt is a financial advisor at Charles Schwab with 16 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2009. Outside of his advisory role, he owns a business that creates and sells graphic t-shirt designs online. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its wealth advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and an integrated operational structure.

Christopher Janes is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 credential and five years of industry experience. He has worked with Renaissance Financial since 2021 and has experience with Minnesota Life Insurance Co and Securian Financial Services Inc. Outside of his advisory role, he is active as an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to various program structures and third-party managers.

Maxwell King is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has prior work history at Whole Foods and UW-Madison's Center for Teaching. 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 options, utilizing multi-asset model portfolios and a formal alternative-investment process.

Mia Mc Connell is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and has worked at UBS since 2022. Prior to her financial advisory role, she held positions in various industries including retail and education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Andrew Tuell is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior roles include nine years at Lincoln Financial Advisors and three years at Equitable Advisors. Tuell also operates a business entity for tax and investment purposes under his name. 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, including financial planning, model portfolios, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors.

Elaine Giese is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2017, including time at Charles Schwab Bank SSB and Wells Fargo Clearing. 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 multi-asset model portfolios and a centralized operational structure.

Brittinie Saylor is a financial advisor at LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked at Ameriprise and Waddell & Reed among other firms. She is also a commissioned notary. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Stephen Arntson is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Questar Asset Management and Raymond James Financial Services. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Connor Niemtschk is a financial advisor at J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses with five years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting supported by centralized due diligence and a blend of quantitative and qualitative research.

Brittany Trapasso is a financial advisor with Merrill in Phoenix, AZ, holding a Series 66 designation and bringing 12 years of industry experience. She has been with Merrill since 2013 and concurrently with Bank of America since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jonah Bentz is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2015 and 2017, respectively. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Valarie Vest is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked with Princor Financial Services Corporation and Principal Life Insurance Company. Vest is also the CEO and founder of an online coaching business. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Reid Greenspan is a CFP® with 17 years of industry experience, currently affiliated with Charles Schwab in Phoenix, AZ. He has worked at Charles Schwab and Charles Schwab Bank since 2020. Prior to this, he spent a decade with USAA in various financial planning and investment management roles. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a centralized platform for advisory, brokerage, custody, and cash-sweep services.

Samantha Merrick is a Planning Consultant at Fidelity Investments, where she began her current role in 2024. Prior to this, she worked as a Relationship Manager at Fidelity Investments in the same year. In her capacity as a Planning Consultant, Samantha focuses on understanding each client's unique needs to develop tailored plans that align with their priorities and goals. Outside of her professional responsibilities, Samantha is dedicated to her family, friends, and community. She engages in various personal interests including spending time at the beach, fitness activities, exploring food, attending social events with friends, caring for pets, and traveling.

Geoffrey Moore is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor plans to client goals and risk tolerances.

Timothy Bunker is a financial advisor with OSAIC based in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. He is also president of Bunker Financial Services, Inc., a firm focused on life insurance, fixed annuities, group health, and disability insurance. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and a range of advisor-managed strategies.