Richard Riemer is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC since 2012, also maintaining a role with JPMorgan Chase Bank, N.A. since 2007. Prior to that, he spent a year with Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Cameron Hatfield is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has five years of industry experience and has worked at various financial firms including T3 Trading Group, Robinhood Markets, and Hantz Financial Services. He is based in Phoenix, AZ. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients with financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Sean Waltz is a Wealth Management Advisor and Managing Director at Waltz-Walker & Associates within Merrill Lynch Wealth Management. He has over 30 years of experience advising ultra-high-net-worth individuals and families, focusing on sophisticated, customized financial strategies that address complex wealth needs, including investment management, multi-generational planning, business transition strategies, and access to alternative investments. Sean holds a Bachelor's degree from Michigan State University and a Master's degree in Finance with a specialization in Economics from Arizona State University. He has earned the Certified Exit Planning Advisor (CEPA®), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), and Personal Investment Advisor (PIA) designations. His approach emphasizes personalized service, enduring client relationships, and objective advice. Beyond his professional work, Sean serves on the Board of Directors for the Boys and Girls Club of Metropolitan Phoenix, where he contributes to fundraising and financial strategy. He enjoys skiing and mountain biking in Park City, Utah, values that inform both his personal and professional outlook.

Joanna Ramos Vizcarra is a Series 66 licensed advisor with J.P. Morgan Securities, based in Phoenix, AZ, and has six years of industry experience. She is currently an owner and investor in Arizona Hedges LLC, a plant nursery business unrelated to her work at J.P. Morgan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG criteria, with implementation supported by affiliated investment-management entities.

Jacob Spaeth is a CFP® professional with eight years of experience in financial services. He currently works at Charles Schwab, where he has been since 2018, including six years at Charles Schwab Bank, SSB. His prior experience includes positions at The Money Source Inc. and Quicken Loans Inc. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

James Halloran is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to his advisory role, he was involved with Historic Brewing Co and Arizona Snowbowl. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Cameron Imwalle is a financial professional at Cetera with the Series 66 designation and no prior industry experience. Before joining Cetera, he held various roles including sales representative positions and worked at Northern Trust and LIQD Investments. He is also involved in student housing sales through Casa Bonita Rentals. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Megan Johnson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Charles Schwab since 2017 and previously held a position at PayPal from 2011 to 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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 multi-asset model portfolios supported by the Schwab Center for Financial Research.

Shauna Nichols is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2006, including roles at Charles Schwab Trust Bank, Premier Bank, and Charles Schwab Bank since 2019. Nichols serves as a board member and secretary for the PCOS Awareness Association, a nonprofit charitable organization. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, employing a multi-asset model portfolio investment approach and a centralized operational structure.

Daniel Duncan is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2021. Prior to that, he was employed at Nordson Sonoscan from 2016 to 2020. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios alongside a centralized operational structure.

Ajay Shingala is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley, Fidelity Investments, Merrill, and Bank of America. Cambridge Investment Research Advisors serves a broad mix 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 discretionary and non-discretionary management through various platforms and proprietary model strategies.

Rachel Thomas is a financial advisor at Morgan Stanley with the Series 66 credential. She has been with Morgan Stanley since 2024 and previously worked at ASU Enterprise Partners and engaged in various roles including babysitting and education. Outside of finance, she has experience in community-related and educational positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Nick Polydoros is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he is an active owner and racer of thoroughbred horses and operates a pet sitting business, as well as serving as a hockey referee. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of services including wealth management, institutional trading, and capital markets solutions.

Dominic Fiorito is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Renaissance Financial and Cetera Wealth Services, LLC. Outside of financial advising, his background includes roles in diverse fields such as winery operations and education. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management services and program options, leveraging affiliated and third-party managers to provide tailored investment strategies.

Amy Antonellis is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. Outside of her advisory role, she works as an independent contractor providing backup prescription delivery services on weekends. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers various advisory programs with customized portfolio management tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers.

Jonathon Paul is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63, Series 65, and Series 66 designations and with 33 years of industry experience. He has worked at Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association, and previously at Merrill from 2005 to 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis methodologies such as Monte Carlo simulations.

Toby Prestegaard is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at several firms, including Robert W Baird, PNC Investments LLC, and Raymond James Financial Services, before joining Edward Jones in 2025. Based in Phoenix, AZ, he holds Series 66 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jaxon Reinhardt is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he spent ten years involved with Chaparral High School, the University of North Florida, and Grand Canyon University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anthony Hauseman is a financial advisor with Merrill based in Phoenix, AZ, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Bank of America, GWN SECURITIES, Inc., and Axa Advisors, LLC. Outside of his advisory work, he manages an online e-commerce business called Hause of Cards. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alec Jones is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Company since 2018. Prior to his current role, he was involved with Fun Language from 2016 to 2018. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.