Mark Boykin Jr. is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. Prior to joining LPL Enterprise, he held roles at Cetera and Rayhons Financial Solutions. Before entering the financial advisory field, he worked for 14 years at Mayo Clinic. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charities, and institutions through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a variety of brokerage and insurance products, relying on an integrated platform that combines advisory programs with sales of financial products.

Justin Dewane is a financial advisor at RBC Capital Markets with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining RBC, he worked at The Vanguard Group and held various roles including self-employment and positions related to technology and sports organizations. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations, offering tailored portfolio management and financial planning services through multiple advisory programs.

Alec Trentler is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Edward Jones, Charles Schwab, Mass Mutual Life Insurance, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization.

Kevin Sutcliffe is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at Schwab since 1999, including roles at Schwab Private Client Investment Advisory from 2016 and again from 2021 to 2023. 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Aleksandra Karac is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities within JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Brandon Sparks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he serves as an assistant football coach at Phoenix Christian High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed-account programs while maintaining separate services and does not manage institutional portfolios.

Kurt Finchum is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Vanguard Group and Financial Engines Advisors L.L.C. Outside of his advisory role, he is a freelance musician and bandleader. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and supports other financial institutions via sub-advisory services.

Richard Alexander is a financial advisor with Merrill, holding Series 63 and Series 66 designations and having 20 years of industry experience. His prior work includes roles at Bank of America and Lexington Law Firm. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alden Meulenberg is a CFP® certificant with nine years of industry experience, currently serving clients at Edward Jones since 2016. He holds the Series 66 designation and is based in Goodyear, Arizona. Outside of his advisory role, he manages a mixed-use rental property in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Diana Carrillo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and five years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2020, having accumulated a total of 23 years at JPMorgan Chase in various roles. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Noah Williams is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He is dedicated to providing a deep and thorough planning process to cover all parts of one's financial life. Prior to his current role, Noah served as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2024 and 2022 to 2023, respectively. He also worked as a Client Relationship Specialist at Vanguard from 2021 to 2022. Throughout his career, Noah has gained experience in client relationship management and financial planning. His professional background reflects a focus on assisting clients with comprehensive financial strategies. Further details regarding his education, credentials, or personal interests have not been provided.

Wayne Crews is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and Hilton. 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, written advice policies, and a formal alternative-investment onboarding process.

Ryan Adams is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked exclusively at Charles Schwab since 2019, with prior experience in other fields including roles at Discover the World London and Salty Sow. 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 and discretionary investment approaches, offering multi-asset model portfolios and access to alternative investments with centralized operational support.

Tyler Saile is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Cetera and has prior experience at firms including LPL Financial, Triad Advisors, and The Vanguard Group. Saile is co-owner of Ironwood Family Wealth Advisors and Saile Group, which are business entities related to his advisory activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers within a multi-manager platform.

Shawn Cressman is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has over 20 years of experience in finance, including roles as an Investment Consultant at Fidelity Investments and as a Financial Advisor at Ameriprise and CUSO Financial Services. His professional background also includes positions in private banking and wholesale account management at various financial institutions. Shawn holds a California Insurance License and brings a collaborative and thoughtful approach to financial planning, utilizing Fidelity's technology and strategic offerings to help clients achieve their long-term financial goals. Outside of his professional work, he enjoys activities such as comedy, fitness, football, hiking, kayaking, and snowboarding.

Bridger Johnson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked with Renaissance Financial and Minnesota Life Insurance Co, among other firms. Johnson is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and affiliations.

David Vidaure is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fisher Investments and previously worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC. Before entering financial services, he spent 20 years with the Glendale Police Department. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and tactical defensive measures.

Gerald Owsianny is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015. In addition to his advisory role, he serves as a private banker at National Bank of Arizona, focusing on deposit and lending relationships and cross-selling investment products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by extensive research and technological tools.

Nathan Warwick is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2018 after three years with Merrill Edge, initially serving as a Registered Wealth Management Client Associate. His responsibilities have included client service, account administration, and maintenance. Nathan holds a Bachelor of Science degree in Business from the University of Phoenix. He has earned professional designations as a Certified Investment Management Analyst (CIMA) and as a Personal Investment Advisor (PIA). Nathan resides in Tempe with his wife, Brooke, and their children. The family spends much of their free time hiking and participating in activities within the local school district community.

Malaya Watanabe is a financial advisor at Robert Baird & Co. based in Phoenix, AZ, holding a Series 66 designation and with three years of industry experience. Prior to joining Robert Baird & Co., Watanabe has worked in various roles outside finance, including in the restaurant and retail sectors, and has been a full-time student at the University of Arizona. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, families, institutional clients, and charitable organizations, offering tailored financial planning, portfolio management, and consulting. The firm employs a range of investment strategies and overlays to meet client goals and risk tolerances, and also offers municipal advisory and public finance services.