Christopher Stradley is a financial advisor at Charles Schwab with 19 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2009. Prior to his current role, he worked at Charles Schwab Bank, SSB starting in 2026. 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, using multi-asset model portfolios and centralized operational processes.

Tatiana Shoptaugh is a financial advisor at Merrill with two years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2006. 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, offering model-based and discretionary strategies for a range of individual and institutional investors.

Kevin Hofberger is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 15 years of industry experience. He has worked at Cetera since 2019 and previously held roles at Foresters Advisory Services LLC and First Investors Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party model portfolios.

Laura Delahanty is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 65 and Series 66 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following three years at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm's advisory process integrates quantitative and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Jackson Roder is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior work experience includes roles at Fidelity Investments, JPMorgan Chase Bank, and Grand Canyon Education. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team.

Sean Murphy is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at USAA Investment Management Company and TeamBeachbody.com. Outside of his advisory work, he assists with website development for a retail business, writes a blog on sleep improvement, co-owns a retail camping and survival business, and creates occasional video game content on YouTube. 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 supported by multi-asset model portfolios and extensive research.

James Enriquez is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in family wealth management strategies, liquidity management, managing new wealth, and personal retirement planning. In his role, he focuses on connecting clients with people, plans, and processes that align with their unique financial ambitions. James holds a Bachelor's Degree from Arizona State University and has earned the Personal Investment Advisor (PIA) designation. He takes the time to understand clients' perspectives and priorities to develop personalized strategies aimed at achieving their financial goals. His approach includes guidance on general investing, retirement planning, and preparing for unexpected expenses. Outside of his professional work, James has personal interests that include antiquing, football, pickleball, reading, spending time with his family, traveling, and watching movies.

Lauren Marshell is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2015, and previously at Voya Investment Management Co. LLC from 2013 to 2015. Outside of her advisory role, she is involved in individual and group life and health insurance sales through Revere Financial. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Justine Gidaro is a financial advisor at Edelman Financial Engines with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Financial Engines Advisors L.L.C. since 2013. Edelman Financial Engines provides technology-enabled investment advisory services to workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Michael Ross is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. He has worked with firms including UBS Financial Services and Minnesota Life Insurance Co. Outside of advising, he is involved in the sale of fixed insurance products and operates Renaissance Financial, offering securities, insurance, and advisory services. Cetera is an SEC-registered adviser serving a broad client base from individuals to institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services featuring multiple program structures and access to third-party money managers.

David Coffeen is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that include portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to each client’s risk profile.

Ruben Belbe is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Charles Schwab, he worked at Rocket Mortgage from 2021 to 2023 and spent four years engaged in full-time education alongside employment at Towne Park Valet. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and a blend of advisory, brokerage, custody, and cash-sweep services.

Octavio Torres is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2011. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Justyn Delgadillo is a Series 65 licensed financial advisor with 10 years of industry experience. He has worked at Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, since 2015. Edelman Financial Engines provides technology-enabled investment advisory services to workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages customized and model-based portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Kile Weaver is a financial advisor at Edelman Financial Engines in Phoenix, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Kestra Financial, Foresters Financial, and Amazon. Weaver is also involved with Hybrid Retirement Solutions, LLC, operating under Oxford Retirement & Estate. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management solutions.

Brian Galvin is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2010, including three years at Charles Schwab Bank. 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 accounts. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investments program.

Joseph Whitfield is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has five years of industry experience, including prior roles at Edward Jones and INSYS Therapeutics. Outside of finance, he is a partner in MC6, a six-part men’s a cappella group based in Mesa, Arizona, where he participates in performing, recording, and event coordination. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various product services through a network of investment adviser representatives.

Brian Bates is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions, J.P. Morgan Securities, and Securities America Advisors. He is 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 other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Huy Chau is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining Charles Schwab in 2020, he worked at Vexcel and Star Marianas Air and spent seven years with Southwest Airlines. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Russell Huffer is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Schwab entities since 2006, including Charles Schwab Premiere Bank, Charles Schwab Trust Bank, and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options. The firm is notable for its large scale, integrated structure, and centralized services.