Joseph Matura is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Charles Schwab since 2016 and also founded Designed Wood Flooring Center LLC, a business he has managed since 2013. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, delivering investment guidance through multi-asset model portfolios and centralized custody and order-routing operations.

Robert Prucha is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2015 and 2017 respectively. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of investment strategies implemented by Managed Account Advisors LLC and third-party managers, integrated with the broader Bank of America platform.

Susan Radley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has worked at Cetera Investment Adviser LLC since 2006 and CETERA Financial Specialists LLC since 2004. In addition to her advisory role, she has worked as a health insurance agent since 1995, selling medical and dental insurance and receiving referral fees for group health insurance since 2007. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, and it supports advisors with a large network and over $256 billion in assets under management.

Tania Kvakic is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at RBC Capital Markets since 2013 and also at City National Bank since 2018. Kvakic serves on the Board of Directors for the Arizona Coyotes Foundation, a charity focused on community involvement and fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring customizable portfolio management and financial planning services supported by in-house and third-party investment managers.

Erick Geryol is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in the restaurant industry as a silent partner in several establishments, including Rock Junction Inc., Ascenders LLC, and Barley Bros LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Ronald Fisher is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior firms include Bank of America, LPL Financial, BancWest Investment Services, Bank of the West, and BMO Bank. Merrill 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 to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Brooklyn Taylor is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and eight years of industry experience. Taylor’s background includes roles at JPMorgan Chase Bank, N.A. and JP Morgan Private Bank. Outside of finance, Taylor is a partner in a bakery franchise with two locations in Arizona and manages a residential rental property through a revocable trust. 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 to guide investment recommendations.

Chad Stauffacher is a financial advisor at Ameriprise with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he owns Camelback Padel, LLC, a padel and pickleball court rental business in Phoenix, AZ. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing comprehensive written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice while emphasizing managed accounts and affiliated investment products.

Alejandro Fragoso is a CFP® and holds a Series 66 license with Charles Schwab. He has seven years of industry experience, including roles at Charles Schwab and Charles Schwab Bank since 2018. Prior to his financial services career, he worked at Fry's Food & Drug Stores for three years. Charles Schwab 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 a mix of non-discretionary and discretionary investment solutions supported by a multi-asset allocation approach and centralized operational infrastructure.

Dylan Ollendieck is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior work history includes roles at John Deere, Ascentra Credit Union, and TBK Bank Sports Complex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Jeffrey Hostenske is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over seven years of experience in advisory roles, complemented by two decades of leadership in the restaurant industry, which provided him with insights into disciplined financial management, strategic growth, and operational excellence. Jeffrey focuses on comprehensive wealth management strategies that include college education planning, retirement planning, legacy planning, tax minimization, and portfolio management services. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Jeffrey earned an Associate's Degree and a Bachelor's Degree from Johnson & Wales University, following his graduation from Fisher Catholic High School. He emphasizes a planning approach built on three pillars: Planning, Investing, and Coaching, aimed at helping clients navigate the complexities of market volatility and achieve their long-term financial goals. Originally from Lancaster, Ohio, Jeffrey values the work ethic and educational foundation instilled in him from an early age. Since relocating to Phoenix in 2011 with his wife Jennifer, he has been committed to assisting clients in turning their ambitions into financial achievements. Outside of work, Jeffrey's interests include cooking, football, golfing, music, and watching movies.

Buba Nyassi is a CFP® professional with seven years of industry experience, currently affiliated with Charles Schwab in Phoenix, AZ. His previous roles include positions at The Vanguard Group and Great-West Financial, as well as experience in senior care and health systems. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and an integrated operational structure.

Tariq Shaikh is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials with 14 years of industry experience. His prior roles include positions at Solium Financial Services LLC and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing structured discovery processes and advanced modeling tools.

Brisa Ibarra is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of advisors and branch offices, offering a range of advisory services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Lilliana Alonzo Gomez is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. She has worked at Merrill since 2022 and at Bank of America, N.A. since 2024. Outside of finance, she has experience with Chicanos por la Causa, a community organization, where she was involved in 2022. Merrill 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 to individuals, high-net-worth clients, and institutional investors.

Jake Faust is a financial advisor with Edward Jones in Tempe, AZ, holding the CFP® designation and Series 66 license. He has four years of industry experience, including roles at Envision Retirement and Heliospace Corporation prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Melina Thompson is a Series 66 credentialed financial advisor with 17 years of industry experience. She currently works at Edward Jones, where she has been since 2005 with a brief gap in 2021 when she was employed at Liveops Inc. Outside of her advisory role, she is a silent investor and owner of a restaurant in San Tan Valley, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products supported by a large nationwide network of financial advisors and branch offices.

Jack Pochiro is a financial advisor at LPL Financial with three 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 held various roles in education and business. Outside of advising, he is employed as an Uber Eats driver. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Ryan Toronto is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 credentials and with 30 years of industry experience. He has been with LPL Financial since 2008. In addition to advisory work, he is involved in the marketing and sales of fixed insurance products through several affiliated insurance agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Taylor Ryan is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as an Investment Consultant and Planning Consultant at Fidelity Investments, and held positions at Goldman Sachs Personal Financial Management as a Wealth Manager and Relationship Manager from 2018 to 2022. Taylor's professional experience spans various aspects of financial planning and wealth management. Taylor is a Certified Financial Planner™ (CFP®) and holds a California Insurance License. Their approach to financial planning emphasizes building a foundation of trust and providing ongoing guidance and support to clients as they work towards their unique financial life goals. Outside of professional responsibilities, Taylor is interested in family activities, fitness, pets, traveling, and volunteering.