Valeria Bahena is a financial advisor at LPL Financial with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and The Vanguard Group. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven solutions.

Brittinie Saylor is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses with seven years of industry experience. She previously worked at Ameriprise for six years and has held positions at several firms and insurance carriers since 2016. She is also a notary. 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. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios, third-party research, and various technology-driven investment strategies.

Nicolette Weyer is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Equitable Advisors. Outside of finance, she is involved with Dashing Spirits, a luxury mobile beverage service for private events, where she manages operational tasks on a contract basis. J.P. Morgan Securities 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.

Joseph Kevlin is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, Amerisave Mortgage Corporation, and Freedom Mortgage Corporation. Outside of his advisory role, Kevlin works as a delivery contractor for DoorDash. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jennifer Romano is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. She previously worked for Prudential Insurance Company of America and PRUCO Securities for 23 years before joining Cambridge in 2018. Romano also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through a network of independent financial professionals, utilizing both discretionary and non-discretionary strategies and combining proprietary models with access to third-party managers.

Cooper Dreifort is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he held positions at firms including Govig & Associates and Bayne Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery and firm-approved planning tools.

Joseph Meyer is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Bank of America, and Merrill. Meyer 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a range of integrated investment and custody services.

Brittany Trapasso is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2013 and 2014, respectively. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erik Woods is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Robinhood Markets, Inc., Robinhood Financial, LLC, and The Vanguard Group, Inc. Outside of his advisory work, he has experience in the hospitality industry with Flemings Prime Steakhouse and Wine Bar. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools overseen by dedicated committees to support its advisory approach.

Deborah Simonds is a financial advisor with Edelman Financial Engines in Chandler, AZ, holding Series 63 and Series 65 designations and six years of industry experience. She has previously worked at The Vanguard Group and operated Proper Paths LLC. Outside of finance, Deborah is involved in mental health as a hypnotherapist and trauma recovery coach through her business KathleenSimonds.com and also provides addiction counseling with Proper Paths LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified, long-term oriented portfolios and operates as a fiduciary for retirement accounts under ERISA and DOL guidance.

Tyler Buck is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2013. Outside of his advisory role, he serves as Treasurer for Raising Arizona's Men, a nonprofit charitable organization. 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 services supported by multi-asset model portfolios and centralized operational infrastructure.

Kyle Macleish is a Financial Advisor with Merrill Lynch Wealth Management, working with individuals and families throughout Arizona and across the country. He is affiliated with the Gunter Hamilton DeCaro Wealth Management Group in Gilbert, Arizona. Kyle focuses on delivering personalized wealth management and financial planning strategies that align with his clients' goals, values, and priorities. His expertise includes retirement planning, college education planning, family wealth management strategies, legacy planning, portfolio management, socially responsible and values-based investing, tax minimization, and retirement income. Kyle holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and the Personal Investment Advisor (PIA) credential. He earned a Bachelor's degree from Northern Arizona University. Outside of his professional role, Kyle is involved with Foothills Baptist Church and enjoys spending time with his wife and children. He also has personal interests in baseball, basketball, cooking, football, golfing, music, reading, traveling, and watching movies.

Mitchell Schrader is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones Investments since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Armstrong is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2017 and has prior experience at Veyo and First Financial Equity Corporation. Outside of his advisory roles, Armstrong was involved with Desert Tortoise Vending LLC from 2012 to 2017. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Joseph Sidman is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. He has prior experience at OSAIC, Woodbury Financial Services, and Hershenberg Financial, where he has also been involved with Hershenberg & Stone-Walsh Insurance Services since 2017. Outside of finance, he has worked as an independent photographer and maintains a notary public role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Scott Ortiz is a financial advisor at LPL Financial in Tempe, AZ, holding Series 63 and Series 65 credentials with one year of industry experience. He previously worked at Voya Financial and MassMutual. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, along with model portfolios and various investment strategies.

Benjamin Rogers is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 66 and Series 63 licenses and having one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is an owner and host of an Airbnb property managed virtually. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Tedi Darbroudi is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, Tedi worked at Merrill and Bank of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Richard Solomon is a CFP® with 11 years of industry experience, currently affiliated with Cetera. He has worked at Avantax Investment Services, Inc. and operates Solomon CPAs & Financial Services, where he provides tax preparation, bookkeeping, and payroll services. His professional background includes ownership roles in several related entities focused on financial and consulting services. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform, featuring discretionary and non-discretionary program options and access to third-party money managers.

Anthony Fisher is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Fidelity Investments, OneAmerica Securities, Citizens Securities, Bank of America, and Merrill. Outside of finance, he owns and manages Breezy Clean Cleaning Services, a remote cleaning business. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.