Mac Arthur Morrison is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having five years of industry experience. His background includes roles at Vanguard and MAP Strategies prior to joining JPMorgan Chase Bank and JPMorgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and supported by related investment-management affiliates.

Grant Gunderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. His prior work experience includes roles at First Command Brokerage Services, Inc., First Command Advisory Services, Inc., and First Command Insurance Services, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Robert Alt is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 credential and 12 years of industry experience. He has been with Edward Jones for a total of 11 years, including a prior role in 2014 and ongoing service since 2016. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Rockwell Nierenberg is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Charles Schwab, he worked at Cetera Investment Services LLC and has a background that includes roles outside the financial industry and periods of full-time education. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Scott Viesselmann is a financial advisor with Cambridge Investment Research Advisors in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and bringing 47 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also operates Scott Viesselmann, Inc. He serves as a board member for 4Vet's, a veterans support organization. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Jacob Spencer is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and a variety of positions outside the financial sector, including a year at Eggstasy and earlier education-related roles. Charles Schwab & Co., Inc. serves a large client base mainly consisting 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and integrated operational infrastructure.

Jeffrey Kolzow is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding Series 63 and Series 66 licenses and with 32 years of industry experience. He has been with Thrivent and its predecessor entity since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without portfolio management or discretionary trading authority.

Davis Stewart is a financial advisor with Morgan Stanley in Tempe, Arizona. He holds Series 65 and Series 63 designations and has one year of industry experience. Outside of his advisory work, Stewart operates a retail business focused on buying and reselling sports cards and memorabilia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and analyses.

Madison Ortmeyer is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, Madison spent four years in full-time education. 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 client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Jake Desiderio is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 licenses and approximately one year of industry experience. His prior roles include positions at Cetera Wealth Services, Renaissance Financial, and several other financial and non-financial firms. Outside of advising, he has worked with Frosty Tops, LLC (Little O's), indicating involvement in entrepreneurial activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

Edward Plotkin is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 65 and Series 63 licenses and 25 years of industry experience. His career includes roles at Raymond James since 2018, as well as prior positions at BOK Financial Securities, Zions Capital Advisors, Midfirst Bank, UBS Financial Services, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Braeden Smith is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill Edge and Gps Insight. Outside of his advisory role, he owns Smith Industries LLC, a business focused on HVAC repair and maintenance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a mix of quantitative and qualitative research.

Joseph Anderson is a CFP® professional with 41 years of industry experience. He has worked at Merrill for 32 years, Bank of America for 11 years, and has been with Raymond James & Associates since 2020. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Todd Dragoo is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has ownership interests in several investment-related LLCs, including residential rental properties and a financial practice. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics.

Jaicie Sangoi is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, Bank of America, and Walgreens Corporate Office. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, delivering tailored recommendations through both meetings and written summaries.

Joshua Bradley is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ. He holds a Series 66 designation and has 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Derek Jodarski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has held various roles including at JPMorgan Chase Bank and Starbucks. In addition to his advisory work, he has business interests in entities such as 49th Ave Unit 1097 LLC and Proverbs 31 18 LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a range of investment strategies, supported by affiliates providing implementation and portfolio services.

Jesus Ontiveros is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones across two periods totaling seven years. Outside of his advisory role, he has worked as a Lyft driver in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard.

Nicholas Maddern is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Nuveen Services LLC and BlueBay Asset Management. 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 through a non-discretionary program.

Justin Grimes is a financial advisor at Edward Jones in Mesa, Arizona, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at McDonald's for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.