Heath Granneman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Cambridge-affiliated entities since 2012. Outside of his primary role, he is involved with Camelback Wealth Consultants, dedicating part of his time to this investment-related activity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing multiple custody platforms and a range of portfolio management strategies.

Conner Kemmerer is a financial advisor at UBS Financial Services with six years of industry experience. He previously worked at Morgan Stanley and has held roles in both corporate and educational settings. Outside of his advisory work, he is a partner at Knimble, LLC, a technology firm focused on software development. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk profiles.

Mario Pardo is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at Charles Schwab since 2015 and concurrently has been affiliated with Lyft and Uber since 2016. Outside of his advisory role, he is the founder and CEO of Mar Productions LLC, a company focused on producing creative visual, audio, and written content. 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 offers both non-discretionary and discretionary investment solutions, integrating multi-asset model portfolios, alternative investment due diligence, and centralized custody services.

Michael Dwyer is a financial advisor at RBC Capital Markets with 41 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates and RBC Capital Markets Corporation. Based in Phoenix, AZ, he joined RBC Capital Markets in 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services, employing a mix of in-house and third-party managers tailored to each client's risk profile.

Matthew Forcucci is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes roles at Vanguard and Charles Schwab Bank, SSB. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment platform.

Gilbert Valadez Jr. is a financial advisor with LPL Enterprise, holding CFP® and ChFC® designations and over 39 years of industry experience. He has a long tenure with Prudential Insurance Company of America starting in 1986 and transitioned to LPL Enterprise in 2024. Outside of his advisory work, he owns a golf club regripping business. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

Brandon Baenke is a Series 66 licensed financial advisor with nine years of industry experience. He currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having previously held roles at Charles Schwab Bank, Charles Schwab, Bank of America, and Merrill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Garette Swanson is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and based in Phoenix, AZ. He has one year of industry experience and prior work experience includes roles in aquatic clubs and the hospitality sector. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, notable for its specialized Premier Retirement Income service that provides tailored retirement-income planning and written recommendation reports focused on tax-aware strategies and dependable income sources.

David Lewark is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lincoln Financial Advisors Corporation and Edward Jones. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with access to various investment solutions, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed-account programs.

Shelley O'Brien is a financial advisor at Osaic Wealth Inc with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at firms including Woodbury Financial Services, National Planning Corporation, and Phoenix Financial Group. In addition to her advisory role, she serves as a branch operations manager for Phoenix Financial Group Ltd and assists with estate and tax planning administrative tasks. Osaic Wealth, Inc. serves a diverse client base ranging from individual and high-net-worth investors to institutional clients such as pension plans and charitable organizations. The firm offers a range of services including brokerage and investment advisory, financial planning, managed accounts, and access to third-party money managers, utilizing firm-provided asset allocation tools and integrated platforms.

Lovella Mckim is a financial advisor at UBS Financial Services with 23 years of industry experience. She has held roles at UBS since 2020 and previously worked at Morgan Stanley and Morgan Stanley Smith Barney from 2009 to 2020. She holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Rosh Mangalat is a CFP®-certified financial advisor with 15 years of industry experience, currently with Edelman Financial Engines in Phoenix, AZ. His prior experience includes roles at The Vanguard Group and Vista Monterey c/o FirstService Residential. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with a focus on diversified portfolios and long-term strategies.

Christian Travelle is a Series 65-registered advisor at Edelman Financial Engines in Phoenix, AZ, with one year of industry experience. His prior work includes roles outside the financial industry, such as positions at Culinary Dropout and KD Rise, as well as teaching experience at Arizona State University and local schools. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner support and online tools to offer diversified portfolios, discretionary and non-discretionary management, and specialized exposures including direct-indexing and thematic digital-asset strategies.

Travis Bloom is a financial advisor at LPL Enterprise with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Prudential Insurance Company of America, Pruco Securities, LLC, and various BBVA entities. He is also involved with Prudential Sponsored Non-Variable Insurance activities. LPL Enterprise serves a broad client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Akiah Cepielik is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 license and three years of industry experience. Prior to joining Morgan Stanley, Akiah worked at Intuit, Freedom Mortgage, and Nationstar Mortgage. Outside of advisory work, Akiah is the sole proprietor of The Family Project LLC, a social media business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Michael Byrnes is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. His prior roles include positions at Edward Jones, Bank of America, Merrill Lynch, and JPMorgan Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Anthony John Esguerra is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2012. Outside of his advisory role, he is involved as a sole proprietor of a retail and online store business, a partner in a healthcare med spa, and serves as a certified pickleball coach. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive wealth management services alongside broader investment and private fund activities.

John Karsnitz is a financial advisor at Merrill with 27 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2006. Outside of his advisory role, he serves on the banner committee for the Arcadia High School PTO Baseball Boosters in Phoenix, Arizona, where he coordinates fundraising efforts to support the local high school baseball team. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nicholas Vannini is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2014. Vannini has also been affiliated with Everest College Phoenix since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Moraya Canales is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Prior to joining Fidelity, she worked at Merrill for five years. She served in the Arizona Army National Guard from 2016 to 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.