Jessica Bradley is a financial advisor with Edward Jones in Surprise, Arizona, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2023, she worked in various educational roles and operated as an independent consultant for Norwex. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory solutions, supported by a large nationwide network of advisors and branch offices.

Jonathan Mueller Schrader is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at BMO Harris Financial Advisors, Inc. and various M&I affiliated companies where he has worked since 2001. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tricia Pickering is a financial advisor at Edward Jones with 25 years of industry experience. She holds Series 66 and Series 63 designations and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brandon Bryan is a CFP® with 19 years of industry experience. He has worked at Charles Schwab since 2020 and previously held roles at USAA Financial Advisors and USAA Investment Management Company from 2006 to 2020. He is based in Phoenix, AZ. 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 provides integrated brokerage, custody, and cash-sweep services.

Lucas Felbel is a CFP® professional at RBC Capital Markets with four years of industry experience. He previously worked at Dynamic Wealth Advisors and M.S. Howells and Company. Outside of his advisory role, he manages a sole proprietorship involved in a non-investment related business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Nathan Laidig is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Synergy Insurance Group for six years. Laidig is an active member of the Executives' Association of Greater Phoenix, a networking organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Jesse Witt is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. His prior roles include five years at Wells Fargo Clearing and two years at Lincoln Financial Distributors. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides customized portfolio management and financial planning through a range of advisory programs, utilizing both in-house and third-party investment managers.

Leon Jin is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and two years of experience in the industry. His background includes roles at Amazon and involvement with various musical organizations such as The Phoenix Symphony and ProMusica Orchestra & Chorale. He also has connections to educational institutions including Glendale Community College and Brophy College Preparatory. 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 affiliated discretionary separately managed accounts and offers a broad range of investment options supported by centralized custody and operational infrastructure.

Israh Gharib is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Cambridge, Israh worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Outside of finance, Israh has been involved with the Morgridge Center for Public Service and the Literacy Network. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm supports both discretionary and non-discretionary management and provides access to proprietary and third-party investment strategies.

Brooke Ellerbe is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 designations with 13 years of industry experience. She worked at Merrill from 2015 to 2019 before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Laura Olson is a financial advisor with Ameriprise in Glendale, AZ, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. She has been with Ameriprise and its affiliate since 2004. Outside of her advisory work, Olson is a co-owner of a personal fitness training business and is involved with New Life Community Church, supporting missionary activities and organizing mission services. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Eric Cook is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 24 years of industry experience. He previously worked at National Planning Corporation for 15 years before joining LPL Financial in 2017. In addition to his advisory role, Cook is involved in fixed insurance sales, including life, health, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of over 22,800 advisors. The firm offers a range of financial planning, model portfolios, third-party asset management, and institutional platforms, combining advisory services with non-advisory financial products and extensive operational support tools.

Aaron Supita is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has worked at various Morgan Stanley affiliates since 2014, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment committee insights in its financial planning process.

Lori Crilley is a financial professional with Cambridge Investment Research Advisors, holding Series 63 and 65 licenses and 15 years of industry experience. She has been with Cambridge since 2017 and has prior experience at Ameritas Investment Corp., Capital Choice Investment Advisers, and CCF Investments, Inc. Outside of her advisory work, she owns and operates LC Financial LLC, an independent insurance agency. Cambridge Investment Research Advisors serves individual and institutional clients with financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management, offers access to third-party advisers, and maintains proprietary model strategies under the Founders Gate Capital brand.

Serenity Smith is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. Her approach includes providing resources on general investing, retirement planning, and saving for unexpected events. She also facilitates access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Serenity holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Westwood High School. She emphasizes ongoing advice and guidance tailored to clients' changing needs, aiming to create strategies that reflect what matters to clients and their families.

Joshua Willard is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining OSAIC in 2024, he worked at Securities America Advisors, Inc. for over two decades and has been affiliated with Coghlan Financial Group, Inc. since 2007. Outside of his advisory role, Willard owns Willard Capital Consulting, which provides business office organization and workflow consulting. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization, supported by a complex affiliate network and multiple program offerings.

Harry Calivas is a CFP® with 25 years of industry experience and has been with Wells Fargo Clearing since 2016. He is based in Peoria, AZ. Outside of his advisory role, he serves as a trustee for his parent's trust. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, leveraging research and analytics to support portfolio diversification and investment evaluation.

Samuel Laidig is a financial advisor with UBS Financial Services, holding a Series 66 designation and three years of industry experience. He previously worked at Keystone Insurers Group, Inc., Rink Printing Company, and Total Quality Logistics, LLC. Samuel is based in Phoenix, AZ. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Keaton Koch is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, Arizona, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Morgan Stanley and Ethos Lending. Outside of finance, he was involved with Cactus Pricks, LLC for seven years. Charles Schwab 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 both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and a formal alternative-investment onboarding process.

Marvin L Stancil II is a CFP® with 19 years of industry experience. He is currently with RBC Capital Markets and previously worked at UBS Financial Services for 17 years. Outside of financial advising, he owns and operates Stancil Holdings LLC, a private company that does business as Elegant Anomaly Reptiles. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client's risk profile.