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 at Charles Schwab with 11 years of industry experience. She holds Series 63 and Series 65 designations and has been with Charles Schwab in various roles since 2006, including nine years at Charles Schwab Bank SSB. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 and discretionary investment advisory services supported by multi-asset model portfolios and a centralized operational structure.

John Skelton is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. He previously worked in insurance at Brown and Brown Insurance of Arizona and Lockton Insurance and served six years at East Valley Senior Care LLC. Skelton is a supervisory board member of Arizona Central Credit Union, a nonprofit organization. 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 financial planning and a range of investment programs, combining advisory services with a breadth of non-advisory financial activities.

Kody Cameron is a Series 66-licensed financial advisor with Merrill, based in Chandler, AZ, and has three years of industry experience. Prior to joining Merrill, Cameron worked at Bank of America, N.A., and has held positions outside the financial sector at companies including Red Robin and Rubio's Coastal Grill. 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 a wide range of clients including individuals, high-net-worth clients, and institutions.

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 at Edward Jones in Tempe, Arizona, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Banner Health and the Arizona Department of Administration. From 2018 to 2023, she was involved with the Arizona Hispanic Chamber of Commerce. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and maintaining a large nationwide network of financial advisors and branch offices.

Garrett Daily is a Financial Advisor with Merrill Lynch Wealth Management, where he works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs. He provides ongoing advice and adjusts strategies as clients' situations evolve. Garrett's expertise spans a range of areas including corporate benefits, executive services, divorce transition planning, employee benefits planning, executive compensation, equity compensation services, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, and personal retirement planning. He holds several professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Post University. Outside of his professional role, Garrett enjoys chess, cooking, golfing, pickleball, reading, spending time with his family, swimming, watching movies, and writing.

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.

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, holding a Series 66 designation and nine years of industry experience. His career includes roles at Merrill, Bank of the West, BancWest Investment Services, and Vanguard through Randstad, Inc. He is currently based in Phoenix, AZ. 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 managers, supported by a large network of advisors and advanced operational tools.

Kevin Hogan is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes eight years at Wells Fargo and a year at Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Kelley Kaspszak is a financial advisor at Edward Jones in Tempe, AZ, holding the Series 66 designation with 13 years of industry experience. Kaspszak has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Dustin Soderholm is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Charles Schwab since 2011. 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 separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jeremiah Bartlett is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to develop customized wealth plans that align with their goals, values, and future vision, aiming to simplify complex financial matters and support confident wealth management. Jeremiah's professional experience includes roles at Vanguard, where he served as Google Retirement and Benefits Planning Concierge from 2018 to 2021, Senior High Net Worth Wealth Planning Consultant from 2014 to 2018, and Retirement Plan Services Consultant from 2012 to 2014. He holds a California Insurance License.

Joseph Vojtech 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 Bayview Asset Management, Rocket Mortgage, and Bank of America, among others. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a focus on tailored financial planning supported by structured discovery and firm-approved planning tools.