Tedda Rogers is a financial advisor at Charles Schwab with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2018, following prior roles at USAA Financial Planning Services and related entities. Outside of her advisory work, she owns a storage rental business providing space for vehicles and belongings. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its 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 utilizes multi-asset model portfolios supported by centralized operational and custody services.

Gayle Starr is a CFP® professional with 41 years of industry experience, currently with LPL Financial since 2026. Previously, she worked at Commonwealth Financial Network for 21 years, as well as Ameritas Investment Company and The Advisors Group. She is president and owner of Starr Wealth Strategies, Inc., a private securities business. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers diverse investment programs and tools, including model portfolios and third-party management, supported by technology and extensive non-advisory financial services.

Jana Frydman is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Charles Schwab since 2010. Charles Schwab 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational services.

Robert Palke is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Bank of America, N.A. for nine years before joining Merrill in 2022. He is also associated with a family-held real estate LLC, Land Research and Development, though he is not actively engaged in its operations. 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 a range of individual and institutional clients.

Daniel Wellman is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2007, including 10 years with Schwab Wealth Advisory, Inc. in Phoenix, AZ. 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 advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Lindsey Barba is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2010. Outside of her advisory role, she occasionally works as a grocery delivery shopper for Instacart on weekends. 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-account and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and centralized operational support.

Pedro Franco is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Morgan Stanley, and Vanguard. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Eric Mc Kay is a financial advisor at Edward Jones in Mesa, AZ, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Conservice, Offerpad LLC, and Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory services featuring both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Alejandra Lerma is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior roles include positions at Morgan Stanley, JP Morgan Chase Bank, and The Vanguard Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and fiduciary advisory services, supported by a large national network of advisors and branch offices.

Gregory La Monica is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Paley is a financial advisor at LPL Financial in Tempe, Arizona, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining LPL Financial, he worked at Merrill and J.P. Morgan Securities. 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, model portfolio programs, and third-party asset management, supported by technology and a large network of advisors.

Brendan Wanek is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and six years of industry experience. His career includes positions at Bank of America, American Express, and Edward Jones. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Schneider is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has been with UBS since 2006. Outside his advisory role, he serves as a co-executor for the Estate of Alexander Dube, overseeing asset liquidation and distribution. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Tessa Garnett is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 license and previously worked at BMO Harris Bank for nine years. Garnett is based in Phoenix, AZ. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process and a combination of quantitative and qualitative research.

Jeffrey Meyers is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Robinhood Financial, Carvana, Morgan Stanley, and Bank of America. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mark Dunn is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has been with Charles Schwab & Co., Inc. and Charles Schwab Bank SSB since 2020, following previous roles at USAA-affiliated firms from 2005 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, utilizing multi-asset model portfolios and centralized operational structures.

John Figueroa is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab since 1997, including an 11-year tenure 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 and discretionary investment solutions, leveraging multi-asset model portfolios and centralized operational structures.

Jeremy Cook is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 18 years of industry experience. He previously worked at Metlife Securities Inc for 10 years and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is an independent insurance agent licensed to sell life, accident, health, and property & casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

David Barnett is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. His career includes prior roles at Avantax Investment Services and PK Financial Strategies. He is also president of DB Golf, LLC, a company involved in revenue management. Cetera Investment Advisers LLC serves individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Vito Diperte is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Bank of America and Merrill. Outside of finance, he has experience with Breakthru Beverage Group, Motion Technologies, and Medinah Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with a range of eligible strategies, supported by affiliated implementation and portfolio services.