David Dobrusin is a financial advisor with LPL Financial in Sun City, AZ, holding CFP® and Series 66 credentials and over 16 years of industry experience. He has worked at Cambridge Investment Research Advisors and operates Dobrusin Financial LLC as well as David J. Dobrusin, CPA, PLLC, providing tax and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research tools and a broad range of investment options.

Thomas Levin is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, alongside a long tenure at Citigroup Global Markets beginning in 1993. Outside of his advisory role, Levin serves as president of Saguaro Partners Holdings LLC, a private equity and venture capital firm. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Brayden Salmins is a financial advisor with LPL Financial in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at the Department of Economic Security and various roles in the private sector. Outside of advising, Salmins is involved with RB Builders, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing a variety of investment strategies supported by research and technology.

Thomas Gerboth is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise. His prior roles include positions at Harbour Investments, Thompson Wealth Management, Tandem Wealth Advisors, and Charles Schwab. Outside of advising, he is involved in real estate through Gerboth Ventures LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement planning recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Gary Yeager is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Cetera and its related entities since 2013 and has operated his own firm, G. A. Yeager & Co, since 1977. In addition to his advisory work, he prepares taxes through a separate business activity. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Thomas Wheeler is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes roles at The Vanguard Group and AllState Insurance Company. Outside of his advisory work, he has maintained soccer coaching and referee licenses and occasionally engages in youth soccer coaching and officiating. 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, offering clients multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

Lukas Haugen is a financial advisor with Charles Schwab holding a Series 66 designation and eight years of industry experience. He has worked at Charles Schwab since 2017, including a year at Charles Schwab Bank, SSB, and previously spent six years at Groupon. 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 using multi-asset model portfolios and conducts due diligence on alternative investments through its formal onboarding and placement process.

Ty Meadows is a financial advisor with Charles Schwab holding Series 66 and Series 63 credentials and 18 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2008 and Schwab Wealth Advisory Inc. from 2016 to 2025. Based in Phoenix, AZ, Meadows's career spans nearly two decades within the Schwab organization. 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, delivering investment guidance via multi-asset model portfolios and offering centralized supervisory, custody, and order-routing arrangements.

Karen Berkman is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2008, including her current role starting in 2018. In addition to her advisory work, she is a general partner at Bewilderknits, a retail business focused on clothing, accessories, and knitting and crochet pattern publishing. 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 accounts. The firm combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts and employs a multi-asset strategic allocation approach supported by centralized operational and custodial services.

Eric Long is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. 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 approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Jessica Love is a financial advisor at Charles Schwab with eight years of industry experience. She has held her current role since 2017 and previously worked at AeroCare Holdings, Inc. from 2013 to 2017. She holds Series 63 and Series 66 credentials. 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 advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured approach to alternative investments.

Anthony Gutierrez is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Charles Schwab, he spent ten years in full-time education. He 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investments.

Shie Hadar is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at various Charles Schwab entities since 2010, including Premier Bank and Charles Schwab Bank. Outside of his advisory role, he is a 30% owner of two property management LLCs in Castle Hills, Texas, and Tucson, Arizona. Charles Schwab 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 offers a blend of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and access to alternative investments within an integrated operational framework.

Stacey Cicotello is a financial advisor at Charles Schwab with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Scottrade and TD Ameritrade. Cicotello is based in Phoenix, AZ. Charles Schwab serves a large client base primarily made up 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 advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operational and custodial services.

Jared Duran is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Edward Jones and Financial Engines Advisors L.L.C. 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 modeling process paired with planner delivery and online tools, offering diversified portfolios and discretionary and non-discretionary management options.

William Newbury is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. His career includes prior roles at First Financial Equity Corporation, Waddell & Reed, and RBC Capital Markets. Outside of his advisory work, he is involved in an insurance business and operates under a trade name for financial services. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies as well as unaffiliated third-party advisers.

Kelli Thurmond is a financial advisor at Charles Schwab with 18 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at USAA Financial Planning Services and USAA Financial Advisors, Inc. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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 supported by multi-asset model portfolios and a centralized operational structure.

Wendy Woudenberg is a financial advisor at Morgan Stanley in Phoenix, Arizona, holding a Series 66 credential with seven years of industry experience. Her career includes roles at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A., as well as prior positions with Golf Fore Africa, Realty One Group, and the National Association of Railroad Trial Counsel. She serves as a board member of the Phoenix Country Club. Morgan Stanley Wealth Management offers advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning emphasizes structured discovery and firm-approved tools, providing a range of investment and advisory solutions without individual security recommendations in standalone plans.

Veronica Coope is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. She has been with Charles Schwab in various roles since 2010, including Schwab Wealth Advisory and Charles Schwab Bank. Based in Phoenix, AZ, she provides advisory services within a large institutional firm. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, financial planning, and custody services. The firm is notable for its integrated structure and scale, delivering multi-asset portfolio guidance alongside alternative investment options.

Hunter Long is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with families and high net worth individuals, helping them develop customized financial plans that align with their life goals. His role involves guiding clients through various aspects of financial planning, including general investing, retirement planning, education planning, equity compensation services, and tax minimization. Hunter holds a Bachelor's Degree from Arizona State University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is also a member of the professional organization Hockey Players in Business. Hunter is involved in his community through connections with Arizona State University and Horizon High School. Outside of his professional work, Hunter has personal interests in cooking, football, golfing, ice hockey, reading, and spending time with his family. He approaches financial advising with the philosophy of helping clients uncover what matters most to them and their families in order to create strategies that pursue their financial goals.