Leland Callahan is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2022. Prior to joining Morgan Stanley, he had brief positions at California State University Long Beach and Pied Parker Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by proprietary tools and market outlook models.

Michael O'Brien is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation. His prior work includes roles at Centaurus Financial INC., Argosy Financial, Vanguard, Ricoh USA, and Trilogy at Vistancia. Outside of his advisory work, he operates a social media business, The Guess Room, LLC. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Travis Todd is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2020 and previously worked at Charles Schwab for 20 years. Outside of his advisory role, he is a partner in a partnership focused on real estate investment and development and is a member of the Arizona Action Sports Park, LLC, a sports park facility development venture. Charles Schwab 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 and discretionary investment management with multi-asset model portfolios and centralized custody and brokerage services.

Julian Peters is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses with 13 years of industry experience. He previously worked at THE Vanguard Group, Inc. before joining Financial Engines Advisors L.L.C., which later became part of Edelman Financial Engines. Outside of his advisory role, he is an owner of a rental property managed by a third-party company. Edelman Financial Engines provides technology-driven investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm combines model-based and customized portfolios with both advisor-led and online offerings, serving a large client base through a mix of discretionary and non-discretionary programs.

Agustin Silva is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2015, with concurrent experience at JPMORGAN Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and specialized derivatives and commodities capabilities.

Katherine Scardello is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill, Bofa Securities, and JPMorgan Chase Bank prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting with clients retaining final decision-making authority.

Mackisha Mc Clure is a financial advisor at Charles Schwab with 10 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, affiliated managed-account, and financial planning services. The firm offers a combination of non-discretionary advisory services alongside access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios with periodic reviews and alternative investment options.

Tristan Cruz is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work experience includes roles at Forest Highlands Golf Club and Flagstaff Equipment Co. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of non-discretionary and discretionary advisory services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts.

Dalton Herrington is a financial advisor at Cetera with seven years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has worked with firms including Renaissance Financial Services Inc. and Securian Financial Services Inc. Since 2018, he has been involved in financial advisory and fixed insurance sales through Renaissance Financial. Cetera Investment Advisers LLC serves a broad client base ranging from individuals to institutional accounts, offering a multi-manager platform with a variety of portfolio management and advisory services.

Matthew Ham is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds the Series 66 designation and has previously worked at firms including Advisor Group, SAGEPOINT FINANCIAL, and OSAIC. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of Financial Professionals and manages a multi-billion dollar asset base, offering access to multiple platforms, third-party advisers, and proprietary model strategies.

Jason Romero is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Glendale, Arizona. He holds Series 63 and Series 65 credentials and has 26 years of industry experience. Prior to joining Raymond James in 2019, he worked at LPL Financial for five years and is currently associated with Desert Financial Wealth Management. He is listed as treasurer for an accounting firm owned by his spouse but does not have active duties there. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, corporations, and institutional clients, employing tailored, non-discretionary planning supported by analytical modeling and risk profiling.

Jessica Duran is a financial advisor at Charles Schwab with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has been with Charles Schwab since 2014. Based in Phoenix, AZ, she works within one of the largest advisory firms in the industry. Charles Schwab 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 blend of non-discretionary and discretionary investment options, combining multi-asset model portfolios with access to alternative investments and a centralized operational structure.

Daniel Anstett Jr. is a financial advisor with OSAIC based in Phoenix, AZ, holding a Series 63 designation and over 34 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. He is the proprietor of Anstett Financial, an insurance brokerage specializing in life, health, disability, long-term care, and annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of advisory and brokerage services, with an investment process focused on model-based asset allocation and portfolio optimization through multiple platforms and affiliated relationships.

Brian King is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Exit Planning Advisor® (CEPA) designations, focusing on comprehensive financial planning that addresses both individual and business financial health. Brian's expertise centers on providing tax-efficient strategies tailored to corporate executives and business owners, including executive compensation, equity compensation services, retirement income strategies, and business exit planning. He works closely with clients to develop personalized financial strategies designed to help them pursue their long-term goals, emphasizing wealth preservation and smooth business transitions. He earned his Bachelor's degree from Southern Methodist University and completed his high school education at Brophy College Preparatory. Outside of his professional work, Brian enjoys baseball, music, running marathons, skiing, traveling, and spending time with his family.

Donald Garduno is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ. He holds a Series 66 designation and has six years of industry experience. His prior work includes roles at AssetMark Financial Holdings, Inc. and Vanguard, among other firms. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Robert Fjell is a financial advisor at UBS Financial Services in Phoenix, AZ, holding Series 65 and Series 63 licenses with three years of industry experience. Before joining UBS in 2024, he worked at JB Cusick Company, INC for five years and Archer Daniels Midlands for four years. Fjell is also the owner and founder of Fjell Ingredients, LLC, a supply chain consulting business focused on peanuts, tree nuts, and seeds. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor investment plans to clients' goals and risk tolerances.

Timothy Woodlock is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, SagePoint Financial, Bank of America, Merrill, and Charles Schwab. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Edward Moran III is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 63 designation and 43 years of industry experience. He has been with Cambridge since 2008 and previously worked at Aegis Financial Group. Moran is also an independent insurance agent offering individual life, group medical, dental, and disability insurance, and serves on the board of a non-public entity, One Step Beyond Inc. Cambridge Investment Research Advisors serves a diverse client base, including individuals and institutions such as pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base across multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Ronald Brown is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, BMO Private Bank, Ameriprise Financial Services, and Wells Fargo. He is based in Phoenix, AZ. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities.

Joseph Wollersheim is a financial advisor with Thrivent Investment Management in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Wollersheim has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based planning covering a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services separate.