Rachel Hall is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a ten-year tenure at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Carl Alvarez is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 12 years of industry experience. Prior to joining Cambridge in 2026, he spent over a decade with First Command in various advisory and financial planning roles. Alvarez is also the owner of Carl Alvarez Wealth Management, an independent wealth management firm based in Glendale, AZ. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody and platform arrangements and both proprietary and third-party investment strategies.

Christine Gustafson is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 65 licenses. She has 42 years of industry experience, including 15 years at UBS Financial Services prior to joining Ameriprise in 2022. Gustafson serves on the boards of several nonprofit organizations, including the Arizona Women's Board, the American Heart Association, and the Translational Genomics Research Institute, and is involved with Charter 100, a nonprofit for businesswomen in Arizona. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice that incorporates tax-aware withdrawal strategies and Social Security options.

Blake Ward is a financial advisor at Charles Schwab based in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has experience working in various roles since 2017, including prior positions at Stella Centers, Clarify Health, and Xactly Corp. Charles Schwab serves a large client base 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, backed by multi-asset model portfolios and centralized operational support.

Richard Sims is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Charles Schwab since 2007 and was previously with TD Ameritrade from 2022 to 2024. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Warren Black is a Financial Advisor with Merrill Lynch Wealth Management, focused on helping business owners, senior professionals, and families create clarity around their wealth to support confident decision-making and build meaningful legacies. He offers personalized strategies that address retirement planning, business transitions, tax-efficient wealth transfer, investment and portfolio management, education and multigenerational planning, and liquidity access, incorporating resources from Merrill and banking solutions from Bank of America. He holds a Bachelor's Degree from the University of Arizona and has earned the Personal Investment Advisor (PIA) designation. Warren's client focus includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, small business strategies, special needs planning, and women's wealth. Beyond his professional commitments, Warren contributes to his community as a Yellow Jacket Committee Member of the Fiesta Sports Foundation, supporting local events and charitable initiatives connected to Arizona's sports tradition. His personal interests include boating, football, golfing, ice hockey, music, reading, skiing, spending time with his family, tennis, and traveling.

Michael Antonelli is a financial advisor with Robert Baird & Co. in Phoenix, AZ. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance, as well as positions outside the financial industry at Professional Produce, MGM Studios, and William Morris Endeavor. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing strategies such as manager-traded and model-traded separately managed accounts and utilizing internal research and technology in client advisory processes.

Matthew Worthington is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 license and bringing 23 years of industry experience. His career includes roles at Woodbury Financial Services, Penn Mutual Life Insurance, Hornor Townsend & Kent, Wells Fargo Clearing, and A.G. Edwards & Sons. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a broad range of advisory and brokerage services, featuring various portfolio programs, third-party asset management, and institutional platforms.

Matias Sandoval is a financial advisor at Edward Jones with 36 years of industry experience. He holds a Series 63 designation and has been with Edward Jones since 1995. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate clients. The firm manages over $1 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Crystal Leon is a financial advisor at Merrill with six years of experience in the industry and holds a Series 66 designation. Her prior work includes roles at Bank of America, N.A., Phillips Law Group, Anderson and Cabrera Law Group, and Regus Business Centers. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Savannah Hanepen is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. Her previous roles include positions at Foresters Financial Services, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of finance, she is involved in modeling and acting with Signature Models and Talent Agency and performs as a dancer and interactive talent for various entertainment companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Thomas Delnoce is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 50 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011 and has operated his own advisory practice since 1993. He serves as a FINRA arbitrator in investment-related disputes on a monthly basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and planning services to individuals, trusts, and institutions. The firm offers a broad range of financial planning services that include specialized areas such as business-owner transition planning and special-needs analysis, delivering tailored recommendations through research and planning tools.

Jack Weiss is a Series 66-credentialed financial advisor at Cetera with one year of industry experience. Prior to joining Cetera, he held roles at Renaissance Financials and has been involved with Gainey Ranch Golf Club as an outside service attendant. Beyond his advisory work, he has experience in the golf club industry. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Mary Kelleher is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior work includes roles at MGA Business Consulting and Freedom Mortgage, as well as a period dedicated to full-time education. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Christopher Krznarich is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and has worked within the firm and its predecessor entities since 2017. Prior to entering financial advising, he was employed at the University of Phoenix for six years. 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 management and non-discretionary online advice with an emphasis on diversified model portfolios and long-term investment strategies.

Anthony McMahan is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wachovia Bank, N.A. McMahan’s career includes long-term experience within the Wells Fargo organization and its predecessors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Robert Gardiner is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at Cox Communications and Charles Schwab & Co Inc. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Kyle Harrison is a financial advisor at Wells Fargo Clearing with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at x2 Solutions, Georgetown University, the Department of Defense (NAVSEA), and the Virgil Group. 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 roughly $671 billion in assets through a large network of advisors and offers a diverse range of brokerage and advisory solutions.

Grace Bentivegna is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2019. Prior to joining Merrill, she worked at Wholesale Floors for one year and spent 11 years as a homemaker. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Peterson is a financial advisor at Cambridge Investment Research Advisors with Series 66 credentials. He has one year of industry experience, including prior roles at Northern Trust and Avenue North. Outside of financial services, he has experience working in the restaurant industry. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies across multiple platform arrangements.