Jeremy Horton is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christine Zubrod is a financial advisor with Merrill in Scottsdale, Arizona, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith since 2013. Outside of her advisory role, she was previously the owner of a commercial cleaning company that has been inactive for approximately ten years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Denise Weinreich is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has worked with SilverTree Collective and various firms within Raymond James since 2022. Outside of finance, she is involved with SilverTree Wealth Partners as a client relationship manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports a variety of advisory programs and institutional consulting services.

Brad Snavely is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked with various Vanguard entities since 2021 and previously held positions at Randstad and Lowes. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a digital delivery model.

Jacob Leenerts is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2021. Prior to his financial services career, he worked at Academies of Math & Science and NPC International, Inc. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Thomas Knudson is a CFP®-designated financial advisor with 12 years of industry experience. He has worked at Vanguard Advisers since 2020 and previously held roles at Ronald Blue Trust and Ronald Blue & Co. He also has experience at Arizona State University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Randy Shrimplin is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has been with The Vanguard Group since 2010. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, combining scale with digital delivery to manage a large client base effectively.

Kimberly Mccauley is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She holds the Series 66 and Series 63 designations and has previously worked at SVB Bank, LPL Financial, Early Warning LLC, and Charles Schwab. Kimberly serves as a co-trustee for her parents’ trust. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, risk, and wealth-transfer strategies. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and client summary letters.

Bradley Reber is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Vanguard Advisers since 2010. He holds a Series 63 license and is based in Scottsdale, AZ. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach featuring personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Robert Blendu is a financial advisor with Morgan Stanley in Peoria, Arizona, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked with various Morgan Stanley entities since 2007 and serves as a board member of Scottsdale Community Bank. He is also involved with LA Doors, a construction and engineering business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside various investment products and affiliated entities.

Gregory Hunter is a financial professional with 27 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has held positions at firms including Merrill, Edward Jones, and First Allied Advisory Services. Hunter is also a successor trustee for an individual trust and manages raw land development through a separate business entity. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

Natalie Rivosecchi is a CFP® with 16 years of industry experience, currently serving at Charles Schwab in Phoenix, AZ. Her work history includes roles at HF Management LLC since 2017 and Schwab Wealth Advisory Inc. from 2015 to 2025. Outside of her advisory career, she is involved in real estate through ownership and decision-making in a property management LLC. 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 offers a multi-asset investment approach supported by centralized operations and due diligence on alternative investments.

Shoba Ishaq is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her work background includes roles at JPMorgan Chase Bank, N.A. and multiple positions within Vanguard entities since 2022. Outside of finance, she owns and operates an e-commerce business, S&R NextGen, LLC. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through a combination of digital platforms and advisor teams.

Dan Aldrich is a financial advisor with Wells Fargo Clearing based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for six and nine years respectively, and spent two years at Echo Global Logistics. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research from Wells Fargo Investment Institute and third-party sources to guide portfolio construction.

Victor Danzo is a financial advisor with Charles Schwab in Phoenix, Arizona, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Charles Schwab since 1997. 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 a multi-asset investment approach and centralized operational infrastructure.

Thomas Mitchell Sr. is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. His prior roles include positions at Cetera and American Airlines. Outside of his advisory work, he is involved with OneAZ Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms while supporting various investment strategies and operational tools.

Andrew Genco is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2006, including a role at Charles Schwab Bank since 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Najla Arekat is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Wells Fargo in 2019, she worked at BBVA affiliated firms including BBVA Wealth Solutions and BBVA Securities. Outside of her advisory role, she owns and operates a personal interior design business, DLA Design Concepts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Collin Mc Hugh is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at various Vanguard entities since 2021 and has been involved with Epic Valet as a valet and lobby ambassador since 2019. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base with a combination of technology and advisor support.

Lori Walters is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. She has worked at Charles Schwab since 2006, with a three-year period at TD Ameritrade from 2021 to 2024. Charles Schwab & Co., Inc. 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 guidance, combining centralized custody and order-routing with access to affiliated investment management and alternative investments.