Everardo Huerta is a Series 66-licensed financial advisor at Edward Jones with nine years of industry experience. His prior work includes positions at Wells Fargo, Merrill, and Bank of America. He is based in Tempe, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including managed solutions and separately managed accounts, and operates under a fiduciary standard.

Scott Given is a Series 66-licensed financial advisor with Charles Schwab in Phoenix, AZ, and has 15 years of industry experience. He has served with Charles Schwab and Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by Schwab Center for Financial Research due diligence.

Paul Przewozniak is a Financial Consultant currently working at Fidelity Investments since 2020. He has held several roles at Fidelity, including Investment Consultant and Relationship Manager, and previously served as a Financial Advisor at Edward Jones from 2014 to 2016. His professional experience centers on partnering with individuals and families to define and construct financial plans. Paul holds a California Insurance License, supporting his work in the financial services industry. His approach emphasizes collaboration and education to assist clients in planning for significant financial moments.

Steven Hamilton is a financial advisor at Charles Schwab with 27 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2020 and held prior roles at Wells Fargo and First Clearing, LLC. Outside of his advisory work, he has expressed interest in food delivery services as a Doordash driver. Charles Schwab & Co., Inc. 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’s approach combines non-discretionary advisory relationships with access to discretionary separately managed accounts and incorporates multi-asset model portfolios supported by its internal research and alternative investments platform.

Kyle Mendoza is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab in 2024, he held positions at Wells Fargo, Target, and other companies. 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 offers a combination of non-discretionary advice alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and an integrated operational structure.

Adrian Puentes is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Morgan Stanley during his career. 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 offers a combination of non-discretionary and discretionary investment options, leveraging multi-asset model portfolios and alternative investments within a large, integrated operational structure.

John Neubauer is a financial advisor at Merrill with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Bank of America, Merrill, Fidelity Investments, loanDepot, and Charles Schwab. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

Nicholas Hansen is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. Prior to joining Morgan Stanley, he worked at The Vanguard Group and New York Life Insurance Company. Outside of his advisory role, he is a partner at Story Bunny Studios, a publishing venture based in Scottsdale, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that use structured discovery and firm-approved tools to help clients model financial outcomes.

Joshua Symons is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. He previously worked at Keller Williams and North Rock Group LLC and has a background that includes roles in commerce and communications. Outside of his advisory work, he serves on the board of Valley Youth Theatre in Phoenix, assisting with fundraising and organizational guidance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and maintains a large nationwide network of financial advisors and branch offices.

Tyler Sears is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to that, he worked at Enterprise Holdings from 2015 to 2018. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Charles Konopaski II is a financial advisor at Charles Schwab with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2020, previously working with USAA Investment Management Company and USAA Financial Advisors. Outside of finance, he is an artist specializing in custom abstract acrylic paintings. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment advisory services supported by multi-asset model portfolios and due diligence on alternative investments.

Judith Miller is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 16 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Ralph Moreno is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab Trust Bank since 2020 and at Charles Schwab since 2018. Prior to that, he was employed at First Convenience Bank from 2015 to 2018. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Elizabeth Leykam is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked within various JPMorgan entities since 2017, including J.P. Morgan Securities LLC and JPMorgan Chase Bank. 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 an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis through a select group of Wealth Advisors.

Kristin Hass is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Charles Schwab since 1996, including time at Charles Schwab Bank and optionsXpress, Inc. Charles Schwab & Co., Inc. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence through its Alternative Investments Select program.

Cole Roether is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Charles Schwab since 2023 and previously held roles at QuikTrip and the City of Peoria. 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 offers a combination of non-discretionary and discretionary investment solutions with centralized custody and operational support.

Brian Spann is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses with three years of industry experience. Prior to joining Schwab, he served in the United States Air Force for 14 years and worked for American Public University for nine years. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a range of investment and custody services supported by its centralized operational platform.

Brady Denton is a Series 66 licensed financial advisor at LPL Financial with two years of industry experience. Prior to joining LPL Financial in 2025, he held roles at RBC Capital Markets, Vanguard, and several other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Nikos Dalton is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill, and Ivancich & Costis LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Brody Asheim is a financial advisor with Fidelity holding a Series 66 designation. He has recent experience at Strategic Advisors LLC, Fidelity Brokerage Services LLC, and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across mutual funds, ETFs, and ETPs.