Jodie Shtabsky is a CFP® professional with 20 years of industry experience, currently affiliated with Osaic Wealth, Inc. in Phoenix, AZ. She has worked at Osaic Wealth since 2018 and previously spent time at Sii. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Brandon Mcalister is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Avantax Investment Services Inc, UNest Advisors, Robinhood Markets, and The Vanguard Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party managers.

Alexis Manning is a financial advisor at RBC Capital Markets with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Schwab Wealth Advisory, Charles Schwab & Co., Inc., and St. Joseph's Hospital. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrates in-house and third-party investment managers to implement tailored strategies.

Randy Sitzman is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Cetera since 2023 and was previously with First Financial Equity Corporation for 14 years. Sitzman is also owner and COO of FFEC Wealth Partners and principal of FFEC Insurance Agency. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of third-party managers.

Christine Sotiri is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2014. Prior to this, she worked at City National Bank beginning in 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a comprehensive platform that includes financial planning, custody, and brokerage services.

Daniel Iacometti is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at USAA Investment Management Company and USAA Financial Planning Services. Outside of his advisory role, he is involved in family rental real estate investments through a partnership established by his father. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory solutions.

Collin Pike is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Nicholas Kryvicky is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the restaurant industry with roles at BEI Restaurants LLC and Culinary Dropout. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Jason Boyer is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at several firms including Morgan Stanley, Financial Engines Advisors LLC, and multiple divisions of Charles Schwab since 2019. Boyer 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 multi-asset model portfolios supported by centralized custody and order-routing infrastructure.

Frank Fairbanks Jr. is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior roles include positions at Northwestern Mutual and USAA, where he worked in both investment management and financial planning capacities. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory through independent Financial Professionals, utilizing a range of portfolio management strategies and platform options tailored to client objectives.

Roc Faillaci is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and over 27 years of industry experience. He has been with Charles Schwab since 1998 and also has experience at Charles Schwab Bank, SSB. 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 range of multi-asset investment models supported by centralized custody and operational infrastructure.

Jessica Anderson is a financial advisor at Fidelity with eight years of industry experience. She has previously worked at The Vanguard Group, Inc. and Capital Wealth Advisory Group. Anderson holds Series 63 and Series 66 designations. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment platforms.

Maxwell Miller is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and is based in Phoenix, AZ. Prior to joining Charles Schwab in 2024, his background includes roles in education and fitness. 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.

Richard Griffin is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab since 2013. 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’s approach combines non-discretionary advisory relationships with access to discretionary separate managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Courtney Schuh is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining Cetera in 2019, she worked for Foresters Financial Services and Foresters Advisory Services. She is also active in child advocacy through her involvement with the Arizona Parent Teacher Association. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across various investment program structures.

Aaron Parsel is a financial advisor at Thrivent Investment Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab, USAA Investment Services Company, and AssetMark Brokerage, LLC. Parsel is based in Phoenix, Arizona. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based analyses and written recommendations across various financial topics. The firm’s approach separates planning from managed-account services and does not involve discretionary trading authority for its planning engagements.

Teressa Ryder is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior experience includes roles at New York Life and its affiliated entities from 2005 to 2024, followed by positions at Pruco Securities LLC and The Prudential Insurance Company of America before joining LPL Enterprise. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Christopher Caposey is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017 and at The Vanguard Group from 2014 to 2017. Edelman Financial Engines provides technology-driven investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Theresa Calahan is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2016. 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 offers a blend of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Landon Perry is a financial advisor at Edelman Financial Engines in Phoenix, AZ, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, Quicken Loans/Rocket Mortgage, and Financial Engines Advisors L.L.C. prior to his current role. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers a mix of discretionary and non-discretionary programs, serving a large client base through advisor-led and online platforms.