Connor Seymour is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. His work history includes roles at JPMORGAN Chase Bank, Old National Bank, and Klazroom, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and both quantitative and qualitative research.

Ryan Mills is a financial advisor with Wells Fargo Clearing in Tempe, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and associated with Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Alyssa Rosenberg is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she worked at Govig & Associates and held roles related to financial services at Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a large network of independent advisors and provides access to various investment models and third-party managers.

Ryan Harper is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously held roles at Axa Advisors, Nicola Imports, and Zoom Video Communications. Harper serves as a trustee for a family living trust and works as a broker for Unum Group's Long Term Disability products. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charities. The firm offers a range of investment programs and fiduciary services, utilizing third-party asset managers and endorsed advisory platforms to deliver customized client solutions.

Peter Spiteri is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, with prior roles at TD Ameritrade and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a commodity pool operator with advisory roles for multiple registered investment companies.

Jason Silitsky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Cetera and affiliated firms since 2019 and previously spent time with Foresters Financial Services from 2010 to 2019. Silitsky is also the owner of Granite Sky Wealth Advisors LLC, which operates as a DBA for his work with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, 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 retirement services, utilizing both affiliated and third-party managers across various program structures.

Franklin Wenning is a financial advisor at Morgan Stanley in Scottsdale, AZ, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2016 to 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both individual and corporate financial planning services.

Lindsey Martin is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and market modeling techniques as part of its financial planning process.

Maria Lucero is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. 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. The firm offers model-based and discretionary strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Carter is a financial advisor with Raymond James Financial in Surprise, Arizona, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Cetera and First Financial Equity Corporation. He is also the owner and president of Carter Wealth Management, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Gregory Huyck is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1992 following his graduation from the College of Business at Northern Arizona University with a bachelor's degree in finance. Over his more than 30 years of experience as a financial advisor, Gregory has advised hundreds of clients, tailoring financial strategies to align with individual client goals. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gregory is a member of the Phoenix Country Club. He is married with two children and enjoys reading, biking, golf, and tennis.

Anne King is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Cinnaholic LLC and Chick-fil-A. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions, including tailored financial planning supported by proprietary tools and models. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services that include both direct client engagements and corporate financial planning agreements.

William Herf is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining RBC and its affiliate City National Bank in 2019, he worked at Stifel and B.C. Ziegler and Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment solutions tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jesus Pineda is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Generational Financial Partners, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he is an active member of the West Valley Mavericks Foundation, assisting with fundraising and community events, and serves on his local HOA board. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars delivered through annual, collaborative client relationships.

Denise Arrington is a financial advisor based in Scottsdale, AZ, affiliated with Wells Fargo Clearing. She holds a Series 66 designation and has 19 years of industry experience. Denise has been with Wells Fargo Clearing since 2016 and has a longer tenure with Wells Fargo Bank, N.A., dating back to 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Tracy Shore is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 66 credentials and over 26 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1994. Outside of her advisory role, she serves as a trustee for a nonprofit fiduciary entity, C A C Trust, based in Sun City, Arizona. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Sheryl Martin is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following a 17-year tenure at UBS Financial Services. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Amos Yu is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. He serves clients from Scottsdale, AZ, and acts as power of attorney for his mother. 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.

Jennifer Hersh serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has contributed since 2007. With a career beginning in 1999, Jennifer has developed specialized expertise in income planning and retirement strategies, focusing on comprehensive financial guidance for business owners, corporate executives, and multigenerational families. Her approach emphasizes collaboration, continuity, and thoughtful planning aligned with each client's long-term objectives. Jennifer holds a Bachelor's degree from Arizona State University and professional designations including Certified Divorce Financial Analyst (CDFA), Chartered Retirement Planning Counselor (CRPC), and Certified Plan Fiduciary Advisor (CPFA). She works with diverse client needs such as retirement income, legacy planning, socially responsible investing, and wealth management strategies for women, LGBT clients, and small businesses. Outside her professional commitments, Jennifer is involved in community organizations including the Valley of the Sun United Way, Women's Leadership Council, National Charity League, and serves on the board of Hunkapi Programs, a nonprofit providing equine-assisted therapy. She enjoys horseback riding, spending time with her family, tennis, and traveling.

Jeremy Calhoun is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. He has been with Charles Schwab since 2006. 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 management, supported by multi-asset model portfolios and a centralized operational structure.