Magno Davila Arias is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019, as well as Bank of America from 2019 to 2021. Prior to his financial advisory career, he held roles at BMW of Bloomfield and Best Buy, and was affiliated with Rutgers Business School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary strategies developed by internal and third-party investment teams.

Lindsay Rodriguez is a financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Charles Schwab from 2020 to 2023 and has held various roles outside finance, including positions at California Pizza Kitchen and Texas Roadhouse. She holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and market modeling techniques.

Justin Low is a financial advisor with UBS Financial Services in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Dallin Montez is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he has worked in marketing and service roles, including positions at Ninefold Marketing, Grit Marketing, and In-N-Out Burger. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Gregg Smith brings more than two decades of experience in business development, strategic relationship management, and executive-level client engagement to the Phoenix Biltmore Group at Morgan Stanley. Prior to joining the firm, Gregg spent 23 years at Microsoft, where he led national and international sales initiatives and managed strategic relationships with some of the world’s largest retail organizations, consistently delivering results across highly competitive markets. Today, Gregg supports the team in delivering thoughtful wealth management strategies and high-touch client service. His background in managing sophisticated client relationships, navigating complex financial conversations, and driving disciplined execution allows him to bring structure and clarity to each client interaction. Gregg holds his Series 7 and Series 66 registrations. He spends as much time as he can with his wife, Erin, and his two college-age boys Aidan and Tyler. After hours, he enjoys skiing, golf, and any activity that brings his family together — whether on the course, the slopes, or beyond.

Peter Herbst is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Charles Schwab since 2005, including roles at Charles Schwab Bank, SSB, and optionsXpress. Based in Phoenix, AZ, he currently serves clients through Schwab’s advisory platform. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through its integrated wrap fee programs. The firm provides both non-discretionary and discretionary investment management solutions, supported by centralized operational and supervisory structures.

Julie Anderson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, Anderson operates a photography business, runs YouTube channels featuring hiking, DIY projects, and collectibles, and manages an online Etsy shop selling handmade crafts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a large network of financial advisors.

Courtney Lovett is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Raymond James and JP Morgan Securities. Charles Schwab & Co., Inc. serves a large client base, mainly 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 guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Dominic Filicicchia is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Charles Schwab since 2011, including eight years at Charles Schwab Bank, SSB. 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 investment guidance and access to discretionary separately managed accounts, supported by integrated brokerage, custody, and cash-sweep services.

Ana Cristina Sipos Convery is a financial advisor at Robert Baird & Co. with Series 66 credentials and three years of industry experience. Prior to joining Baird in 2023, she worked at LoanDepot from 2019 to 2022 and DHI Mortgage from 2014 to 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Fuad Hassan is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their individual financial goals and develops strategies tailored to their unique ambitions. His expertise encompasses a broad range of client focus areas including college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports & entertainment, tax minimization, and retirement income. As a Personal Investment Advisor (PIA), Fuad is dedicated to helping clients navigate general investing, retirement planning, and preparing for unexpected financial needs. Fuad holds a Bachelor's Degree from Arizona State University. Outside of his professional work, he enjoys playing basketball, football, and pickleball.

Kendall Konopka is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked at Charles Schwab since 2013, including roles at Charles Schwab Bank, SSB, and briefly at TD Ameritrade Inc. from 2023 to 2024. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs a multi-asset model portfolio approach supported by comprehensive due diligence and integrated custody and brokerage services.

Jason Voss is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank SSB since 2021. Charles Schwab & Co., Inc. serves a large clientele 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a broad range of investment options supported by centralized custody and operational infrastructure.

Andrew Castro is a financial advisor with Charles Schwab & Co., Inc., holding Series 66 and Series 63 licenses and five years of industry experience. Before joining Charles Schwab in 2021, he worked in various roles including positions at Gowireless, Spring Mobile, Vector Marketing, and Taco Bell. 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. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and conducts due diligence on alternative investments through its integrated, large-scale platform.

Michael Pergola is a financial advisor at Morgan Stanley in Phoenix, AZ, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Mr Cooper, Spring Venture Group, Level 10, and Wheels. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools to develop plans, while clients are responsible for implementation and updates.

Brenna Killoran is a CFP® and Series 66-licensed financial advisor with Charles Schwab, based in Phoenix, AZ, and has three years of industry experience. Her prior work includes roles at Charles Schwab Bank, The Entrust Group, and Robert Half. Outside of her advisory work, she manages rental property investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts, supported by a multi-asset model portfolio approach and proprietary research.

Andrew Savage is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2013 and 2015, respectively. Outside of his advisory work, he serves as treasurer for a congressional political campaign. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering integrated advisory, brokerage, custody, and financial planning services. The firm combines non-discretionary client relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Herb Hopkinson is a CFP®-certified financial advisor with seven years of industry experience, currently with Charles Schwab in Phoenix, AZ. He previously worked at TD Ameritrade and has taught business communication courses at the University of Dubuque. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary advice and access to discretionary separately managed accounts with a multi-asset investment approach.

Brandon Lev is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 credential and two years of industry experience. He has worked at Charles Schwab since 2021 and previously spent six years at USAA. 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 both non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a centralized operational structure.

Margaret Williams is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and one year of industry experience. Her background includes multiple roles within Charles Schwab and full-time education prior to entering the financial industry. 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 combination of non-discretionary advisory relationships and affiliated discretionary SMA options, supported by strategic asset allocation and access to alternative investments.