Paulo De Souza is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2013, serving in various roles including Investment Consultant, Retirement Solutions Representative, Investment Solutions Representative, Premium Relationship Associate, and Financial Representative. Throughout his career, Paulo has focused on understanding clients' financial and retirement goals and establishing relationships based on comfort and trust. He emphasizes clear communication and simplifies complex aspects of financial planning to create clear and easy-to-follow plans. Paulo holds a California Insurance License. Outside of work, he has interests in movies, soccer, table tennis, theater, and traveling.

Catherine Estrada is a financial advisor at Edward Jones with 17 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

Deana Peters is a financial advisor at Edward Jones in Tempe, Arizona, holding Series 63 and Series 66 licenses with 21 years of industry experience, all with Edward Jones since 2005. She is involved in several real estate-related activities through family-owned LLCs but does not have active responsibilities in these ventures. Edward Jones is a full-service wealth management firm serving individual and institutional clients with varied investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports a large network of advisors and branch offices across the country.

Michael Mc Donald is a financial advisor at Cetera with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Terra Wealth Management, OASIS Advisors, and BOSS Advisors. Outside of his advisory role, he owns and manages a furniture and décor rental business in Tempe, Arizona. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Cristobal Rodriguez is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2004. 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 offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Drees is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Jeremy Tapia is a financial advisor at Morgan Stanley in Tempe, AZ, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and as a self-employed advisor. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Stacey Dunn Padilla is a Series 66-licensed financial advisor with Merrill in Gilbert, AZ, with 12 years of industry experience. She has been with Merrill since 2014 and has worked at Bank of America, N.A. since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Ferro is a financial advisor at Charles Schwab with six years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and its affiliated entities since 2022. Prior to that, he held positions at Robinhood Markets and Bank of America Corporation (Merrill Lynch). Charles Schwab serves a large client base 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 advisory relationships and access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Blake Lesueur is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and previously worked at Casey LeSueur Getz CPAs PLLC and Ernst & Young LLP. Outside of advising, he owns and operates BNL Tax & Advisory PLLC, a tax preparation business. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm utilizes a collaborative approach with centralized research and algorithmic tools to deliver customized retirement recommendations.

Amy Andrews is a Series 66-credentialed financial advisor at Thrivent Investment Management in Chandler, AZ, with 10 years of industry experience. She has been with Thrivent and its affiliated firm since 2016. Outside of her financial advisory work, she teaches yoga classes to beginners and advanced beginners at EOS Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping services distinct.

Tracy Hamilton is a Wealth Management Advisor and managing partner of the Gunter Hamilton DeCaro Wealth Management Group at Merrill Lynch Wealth Management. Since joining Merrill Lynch in 1997, she has held various roles including Trust Administrator for Merrill Trust Company, where she provided fiduciary services to more than 100 trust clients. Currently based in Gilbert, Arizona, Tracy and her team serve clients across the greater Phoenix area and nationwide, focusing on multi-generational families, medical and legal professionals, business owners, contractors, tech professionals, as well as retirees and pre-retirees. Her areas of expertise encompass family wealth management, legacy planning, retirement income strategies, portfolio management, socially responsible investing, and personalized education funding strategies. Tracy works closely with clients to address a broad range of financial needs such as risk management, insurance planning, retirement plan adoption, and corporate benefits consultation. She holds a Bachelor’s degree in Business Management from the University of Phoenix and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of her professional role, Tracy spends time with her husband, Scott, their three children, and grandchildren. She maintains an active lifestyle through Hot Yoga and pursues crafts including soap and candle making. Tracy follows professional football, supporting the Arizona Cardinals and Pittsburgh Steelers.

Amy Brough is a financial advisor with Edward Jones in Queen Creek, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she is a co-author of children's books. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Kelly Hammer is a financial advisor with LPL Enterprise, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Enterprise, Kelly worked at United Planners Financial Services, SagePoint Financial, and Wells Fargo Clearing, among other firms. Kelly also had a role at Barking Dog Creative Adventures from 2022 to 2023. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and participation in wrap programs, while also facilitating insurance product sales through affiliated entities.

Peter Colianni is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes nearly two decades at Metlife Securities Inc. before joining Mass Mutual in 2016. Outside of his advisory role, he manages two condominium buildings as an administrator. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by software tools and provides various educational programs.

Roy Chavez Guerra is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2000, including a concurrent role at Charles Schwab Bank, SSB since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of advisory, brokerage, custody, and cash-sweep services. The firm provides both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and due diligence on alternative investments.

Reina Giron is a Series 66 licensed financial advisor at Edward Jones in Tempe, AZ, with 11 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she engages in online marketplace sales of personal items through platforms such as Poshmark and eBay. 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 solutions, supported by a large network of financial advisors and branch offices nationwide.

Lynda Counts is a financial advisor at Ameriprise with 14 years of industry experience and holds a Series 66 designation. She has worked at several firms, including Cetera and First Allied Securities, before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers recommendations through a centralized consulting team in partnership with its financial advisors.

Abe Dye is a financial advisor with Edward Jones in Gold Canyon, AZ, holding a Series 63 designation and over 53 years of industry experience. He has been with Edward Jones since 1978. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Teena Milldebrandt is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. She has been with Cetera and its affiliates since 2014. Outside of her advisory work, she is involved in selling fixed insurance products and facilitates self-help seminars focused on life balancing topics. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.