James Arnold is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously spent 14 years with Commonwealth Financial Network. Arnold is the sole owner of Door Creek Financial, an investment-related business operating at his branch location. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs.

Andrew Brooks is a financial advisor at Charles Schwab based in Phoenix, AZ, with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC, and Charles Schwab Bank. His background includes attending the University of Arizona and Pinnacle High School. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research and alternative investment options.

Brian Dobry is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2018. Prior to this, he worked at NinjaTrader/Mirus Futures and West Catholic High School. 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 management, utilizing multi-asset model portfolios and a centralized operational structure.

Chester Mccoy is a financial advisor with Primerica Advisors in Goodyear, AZ, holding a Series 63 credential and one year of industry experience. His work history includes roles at Nellis Auction, Alpha Dog Firearms, and PFS Investments Inc., alongside a six-year tenure at Primerica Financial Services. He is involved in the sale of investment and loan products, as well as referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable organizations. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers, supported by an overlay manager and custodial services.

Patrick Devlin is a Financial Consultant at Fidelity Investments, where he provides financial planning support and investment guidance tailored to individual goals and long-term investment strategies. He has been with Fidelity Investments since 2023, holding various roles including Retirement Planner, Director, Retirement Planner, and Planning Consultant prior to his current position. Before joining Fidelity, Patrick worked as a Client Support Representative at Robinhood from 2021 to 2022 and as a Financial Advisor at Northwestern Mutual from 2020 to 2021. His career experience spans financial consulting, retirement planning, and client support within the financial services industry. Outside of his professional work, Patrick engages in golf and hiking during his personal time.

Thomas Laporte is a financial advisor with Stifel in Phoenix, AZ, holding Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Raymond James & Associates from 2007 to 2018. Laporte serves as an advisory board member for the Seena Magowitz Foundation, which focuses on pancreatic cancer research and patient support. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer analyses and allocation guidance intended to assist client decision-making.

Thomas Samios is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Charles Schwab, he worked at the Odyssey Institute and has experience in customer service roles with companies including Chipotle Mexican Grill and Walmart. Charles Schwab 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured alternative investment program.

Jennifer Kim is a CFP® professional with 18 years of industry experience. She is currently with Fidelity Investments, having joined in 2022, and previously worked at Ameriprise Financial Services, Raymond James & Associates, Bank of America, and Merrill. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and it is notable for its use of AI-driven methodologies and its formal advisory roles within the investment industry.

Brian Warren is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Fidelity Investments. Before entering the financial industry, he was employed at Midwestern State University. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options with a focus on multi-asset model portfolios and centralized operational support.

David Clingman is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and its affiliated entities since 2021, following fourteen years at TD Ameritrade. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research and formal alternative investment options.

John Corn is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes long-standing service at Charles Schwab since 2000, with prior experience at optionsXpress, Inc. from 2011 to 2017. 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 a multi-asset class investment approach supported by centralized operational and custodial services.

Gage Hough is a financial advisor at Cetera with eight years of industry experience and holds the CFP® and Series 66 credentials. He has worked at Renaissance Financial and Securian Financial Services Inc, among other firms. His other business activities include serving as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Ronda Lahey is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at Charles Schwab & Co., Inc. since 1999 and was also with Charles Schwab Bank from 2005 to 2020. Outside of her advisory role, she is involved in managing a home rental business in Arizona. 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 management across multi-asset model portfolios, supported by a centralized operational structure and extensive due diligence on alternative investments.

Joshua Love is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses with 11 years of industry experience, all at Charles Schwab since 2015. He is co-owner of New Game Plus LLC, an event planning business. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through integrated wrap fee programs and both non-discretionary and discretionary investment options.

Thomas Howard is a financial advisor with Ameriprise in Phoenix, AZ, holding the Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Culinary Dropout and FedEx. He also serves as a paraplanner for Heick, Hester, Smith & Associates LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning focused on retirement income, using proprietary research and algorithmic tools.

Mark Trefzger is a Series 66 licensed financial advisor with Edward Jones in Phoenix, Arizona, and has 12 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Drake Evans is a Series 66–licensed financial advisor at RBC Capital Markets with four years of industry experience. He has worked at RBC Capital Markets since 2021 and previously held roles at City National Bank, Lululemon, Fitness World Clubs, Ankeny Parks and Recreation, and Lil Tots Daycare. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Shannon Knight is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, 65, and 66 licenses and having 25 years of industry experience. She has been with Charles Schwab since 2006, including a one-year role at Schwab Private Client Investment Advisory, Inc. She is also involved in the oversight of Nickel Plate Clothing Company LLC, where she manages marketing, pricing, and distribution decisions. Charles Schwab & Co., Inc. serves a broad 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 advisory services supported by multi-asset model portfolios and a centralized operational structure.

Christopher Basque is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 66 designations and accumulating 25 years of industry experience. His prior work includes roles at Charles Schwab, Triad Advisors, Fidelity Investments, Raymond James Financial Services Advisors, and Morgan Stanley. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning and investment management through a network of independent professionals, utilizing proprietary and third-party strategies across various platform arrangements.

Matthew Julian is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera since 2019. Outside of his advisory role, he has ownership interests in Arizona Capital Management, LLC, and Cactus Jiu Jitsu, where he is also actively involved. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a large network of advisors and extensive assets under management.