Jeremy Cook is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 18 years of industry experience. He previously worked at Metlife Securities Inc for 10 years and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is an independent insurance agent licensed to sell life, accident, health, and property & casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

David Barnett is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior roles include positions at Avantax Investment Services and 1ST Global Advisors, with ongoing involvement in his own firm, PK Financial Strategies. Outside of his advisory work, he is president of DB Golf, LLC, a company managing related revenue. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting both discretionary and non-discretionary strategies.

Vito Diperte is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, Merrill, Breakthru Beverage Group, Motion Technologies, and Medinah Country Club. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory capabilities with affiliated brokerage and investment management services.

Christina Bohnsack is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. She has been with Charles Schwab since 2006 and with Charles Schwab Bank SSB since 2017. 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 operates a dual-registered broker-dealer and investment adviser model, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment program.

John Skelton is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 designation. He has experience in the insurance industry, having worked at Brown and Brown Insurance of Arizona and Lockton Insurance, and was involved with East Valley Senior Care LLC for six years. He serves as a supervisory board member for Arizona Central Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and institutional services, utilizing model portfolios, research, and advanced technologies.

Kody Cameron is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill in 2023, he worked at Bank of America, N.A., and has experience in various roles including positions at Red Robin and Northern Arizona University. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Vagianos is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also serves as an officer and member of the Finance Committee at White Mountain Country Club, a volunteer role focused on evaluating the club’s expenses and projects. Additionally, he is a director and secretary of Spirit Mountain Insurance Company RRG Inc., a liability insurance provider for small nonprofits. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis while employing a centralized due-diligence framework.

Tate Schilling is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Enterprise Mobility, Super Express Inc, UPS, and Auto Spa Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers services through various channels, including individual and corporate financial planning agreements.

Yelena Stanisic is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, she worked at Banner Health and held various roles with the Arizona Department of Administration, Department of Homeland Security, and the Arizona Hispanic Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory services and investment options supported by a large network of financial advisors and branch offices nationwide.

Garrett Daily is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works closely with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. Garrett provides ongoing advice and adapts financial plans as clients' circumstances evolve. His areas of expertise include corporate benefits, executive compensation, equity compensation services, family wealth management strategies, and retirement planning. He holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Garrett earned his Bachelor's degree from Post University. Outside of his professional work, Garrett has interests in chess, cooking, golfing, pickleball, reading, swimming, watching movies, writing, and spending time with his family.

Olga Gonzalez is a financial advisor at Charles Schwab with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2015 and Charles Schwab Bank SSB since 2020. Outside of her financial advisory work, she owns a textile manufacturing business focused on producing knitted garments and socks. Charles Schwab & Co., Inc. serves 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, offering multi-asset model portfolios and integrated brokerage, custody, and advisory services.

Noel Goodrich is a financial advisor at Charles Schwab with 15 years of industry experience. He has been with Charles Schwab since 2015 and holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base, mainly 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 model portfolio approach supported by centralized custody and operational infrastructure.

Carly Kaiser is a financial advisor with Morgan Stanley in Tempe, Arizona, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at The Vanguard Group, Inc., Fleetmatics/Verizon Telematics, and Foresters Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Michael Plesh is a Wealth Management Advisor specializing in retirement planning and tax-efficient wealth management services. He works primarily with successful professionals approaching retirement, helping them assess their readiness and develop strategies to generate income, manage Social Security benefits, and minimize taxes. His expertise centers on the Personal Wealth Analysis® process, which he developed to help clients piece together their financial puzzles and create straightforward, understandable plans. Michael holds the CERTIFIED FINANCIAL PLANNER® designation and the Personal Investment Advisor credential. He earned a Bachelor's Degree from the University of Southern Maine. Additionally, he has been named to the Forbes "Best-in-State Wealth Management Teams" list in 2023, 2024, 2025, and 2026. Based in Gilbert, AZ, Michael serves clients nationwide through Merrill Lynch Wealth Management. Outside of work, he enjoys camping, golfing, and spending time with his family.

Daniel Stratton is a financial advisor at Merrill based in Chandler, AZ, holding a Series 66 designation with three years of industry experience. His career includes roles at Bank of America and Merrill, as well as positions outside the financial sector. Merrill 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 to individuals, high-net-worth clients, and institutional investors.

Jack Lamm is a CFP®-designated financial advisor at RBC Capital Markets with nine years of industry experience. He previously worked at UBS Financial Services Inc. and has a background in education. Outside of his advisory role, he serves as treasurer for Trout Unlimited, Inc., a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services through various wrap fee advisory programs, utilizing both in-house and third-party investment managers.

Jacob Somero is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 credential and nine years of industry experience. His prior work includes positions at Bank of the West, BancWest Investment Services, Merrill, and Randstad, Inc. He is also involved with BMO Investment Services in connection with his work at LPL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and institutions through a national network of adviser representatives, offering diverse advisory programs and financial planning services.

Steven Zeek is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has been with Charles Schwab since 1996. 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 integrated brokerage, custody, and advisory services.

Kevin Hogan is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with two years of industry experience. His prior work includes eight years at Wells Fargo and one year at Bank of America, N.A. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jake Warren is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments during 2025 and worked as a Workplace Planning Consultant from 2023 to 2025. He began his career in financial services as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023 and previously worked as an Associate Banker at Chase Bank from 2020 to 2022. Jake holds insurance licenses in Arkansas and California. His professional approach focuses on building lasting relationships grounded in trust, clarity, and commitment to clients' financial well-being. He aims to simplify complex financial concepts and support clients in feeling confident throughout their financial journeys. Outside of his professional work, Jake has interests in fitness, hiking, and traveling.