Patricia Wightman is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones, she worked in the education sector for nine years within Mesa Public Schools and Tempe Elementary School District. She is the owner of PG Wightman Consulting, LLC, a consulting business based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nicholas Robinson is a financial advisor at Merrill with Series 63 and Series 66 registrations and three years of industry experience. His prior work includes roles at Charles Schwab Co., Inc. and Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Ernesto Ortega is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Bank of America Merrill Lynch and National PEO. Outside of his advisory role, he provides rideshare services as a driver for Lyft and Uber. J.P. Morgan Securities offers 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.

Kyle Niemtschk is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan entities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Steven Bregman is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Charles Schwab since 2020. Prior to Schwab, he worked at USAA Financial Advisors, Inc., USAA Financial Planning Services, and USAA Investment Management Company from 2007 to 2020. 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, combining non-discretionary client relationships with access to discretionary separately managed accounts and an integrated operational structure.

Joshua Jolin is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ, holding a Series 66 designation. He began his advisory career in 2025 after 14 years with the Kyrene School District. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm provides a variety of portfolio management solutions across multiple platforms, including proprietary and third-party strategies, with implementation tailored to client objectives.

Michael Draper is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses. He has three years of industry experience, including prior roles at J.P. Morgan Securities LLC and Strategic Capital Holdings Group LLC. Outside of finance, he has been involved with the Electric Bike Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Marko Paravac is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021. His prior roles include positions at Education At Work and Cetera Investors, as well as experience in education and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques such as Monte Carlo simulations.

Corbin Krell is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of advisory activities, Krell is a partner in a cigar bar and is a licensed real estate salesperson working with Axen Realty as an independent contractor. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm uses proprietary asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Brian Warden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He previously worked at Wells Fargo Securities, LLC for 12 years before joining his current firm. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Melinda Hernandez is a financial advisor at Merrill with over two years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, previously working at Bank of America, N.A. Melinda is also involved with Amway, where she participates as a member in buying household products online. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jordan De Mott is a financial advisor at LPL Financial in Tempe, AZ, with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining LPL Financial, he worked at The Vanguard Group and has experience in the food and beverage industry, including involvement with Fate Brewing Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management along with research from multiple sources.

Francis Kirk is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses. He has been with Charles Schwab since 2025 and is based in Phoenix, AZ. Outside of his advisory role, he has been involved with Arizona State Men's Lacrosse since 2025. 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 and emphasizes multi-asset model portfolios and alternative investment options.

Cory Dawson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank for over a decade and is also president of GSS West LLC, a distributor of sealers and automotive products. Additionally, he has participated as an event worker on the football chain gang for the Tempe Union School District. 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, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational resources.

Jeffrey Gober is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 designations and 16 years of industry experience. He previously worked at Edward Jones for eight years and Osaic, Inc for ten years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s process includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering services on a non-discretionary basis with clients retaining final decision-making authority.

Brian Jacobus is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 license and 24 years of industry experience. His career includes roles at PNW Wealth Management and Financial Advocates Investment Management. Outside of his advisory work, he is involved as a business owner in non-investment ventures including International Integrity First, LLC, BPA Arizona, and Ghost Lab Arizona. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Simon Norman is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked for The Vanguard Group, Inc. for three years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and firm-approved processes to support clients in financial decision-making, operating primarily in an advisory capacity.

Eric Reataza is a CFP® and ChFC® with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. In addition to his advisory role, he operates ELR Financial Planning & Tax Services, providing CPA, enrolled agent, tax preparation, and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Jeffrey Van Cott is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Victoria Ortegon is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo affiliates since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and summary letters.