Omar Elwer is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. Outside of his advisory role, he was involved with ELWER Interpreting, LLC from 2017 to 2025. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Timothy Whitney is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Resources from 2006 to 2017. Additionally, he operates as an independent insurance agent specializing in life, accident, health, disability, fixed annuities, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that utilize firm-approved tools to develop customized recommendations.

Joseph Di Vito Jr. is a CFP® with 33 years of industry experience, currently affiliated with RBC Capital Markets in Phoenix, AZ. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. His other activities include serving as treasurer for a homeowner’s association and holding multiple board roles related to fundraising and support for the Maricopa County Sheriff’s Office, as well as serving on the board of the Arizona Elk Society. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies, utilizing both in-house and third-party investment managers and features integrated capital-markets and lending capabilities.

Collin O'neil is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 registrations and four years of industry experience. He has been with LPL Financial since 2016. In addition to his advisory role, he acts as an agent for Neil Advisory, LLC, selling fixed annuities and various insurance products including life, health, long-term care, disability, and income protection. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a range of investment management solutions.

Matthew Greer is a financial advisor at Charles Schwab with 16 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2011. Outside of his advisory role, he owns a custom woodworking business, M86 Design, based in Phoenix, AZ. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a mix of non-discretionary and discretionary investment management, financial planning, and alternative investment options.

Nicholas Bishop is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, portfolio management services, and retirement income. Nicholas focuses on developing personalized strategies that align with what matters most to his clients and their families. His approach involves understanding clients' priorities to help them pursue their financial goals effectively. Nicholas holds a Bachelor's Degree from Ohio University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He assists clients with a range of financial planning services, from general investing to retirement planning and preparing for unexpected events. Outside of his professional work, Nicholas has personal interests in baseball, football, golfing, and pickleball. He values building relationships with clients and helping them navigate financial decisions with clarity and confidence.

Kyle Anglin is a financial advisor with Charles Schwab based in Peoria, AZ, holding Series 63 and Series 66 designations and 11 years of industry experience. His work history includes multiple roles at Charles Schwab and positions at United Planners Financial Services of America, Giallo Consulting LLC, and Arizona Precision Security. 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 discretionary separately managed accounts and offers a broad range of integrated brokerage, custody, and cash-sweep services.

Vincent Esparza III is a financial advisor with Cetera, holding the CFP® designation and Securities Series 63 and 65 licenses. He has 41 years of industry experience, including long tenures at American Portfolios Financial Services and Lafayette Life. Esparza is involved with a nonprofit organization that hosts fundraising events such as charity golf tournaments. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies across discretionary and non-discretionary programs.

Alec Yamauchi is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles including positions at Hirayama Electric, Perfect Game Baseball, and DoorDash. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Eric Brudi is a financial advisor with Edward Jones in Peoria, Arizona, holding CFP® and ChFC® designations and possessing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he is an owner of Brudi Properties LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, supported by a large network of more than 23,700 advisors and emphasizes fiduciary standards in its services.

Rafael Blanco is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliated entities since 2000, including a prior role at optionsXpress, Inc. from 2011 to 2017. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios, with centralized custody and order-routing functions supporting its integrated wealth management approach.

Zachary Smith is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Smith is also associated with Renaissance Financial as registered staff and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Charles Belton is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Edward Jones. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jeremy Horton is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christine Zubrod is a financial advisor with Merrill in Scottsdale, Arizona, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith since 2013. Outside of her advisory role, she was previously the owner of a commercial cleaning company that has been inactive for approximately ten years. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Kimberly Mccauley is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. She has previously worked at SVB Bank, LPL Financial, Early Warning LLC, and Charles Schwab. Kimberly holds Series 66 and Series 63 credentials. Outside of her advisory role, she serves as co-trustee for her parents' trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment strategies, utilizing proprietary research and tools to develop tailored recommendations for clients.

Robert Blendu is a financial advisor with Morgan Stanley in Peoria, Arizona, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked with various Morgan Stanley entities since 2007 and serves as a board member of Scottsdale Community Bank. He is also involved with LA Doors, a construction and engineering business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside various investment products and affiliated entities.

Kirby Pederson is a financial advisor with MassMutual Investors Services in Phoenix, AZ, holding CFP® and ChFC® designations and possessing 14 years of industry experience. He has been with MassMutual and its affiliated firms since 2011 and has additional experience dating back to 2010 with Dollarhide Financial Group. Outside of his advisory role, Pederson serves as treasurer on the board of Fatih Lutheran Preschool, where he assists with budgeting and serves on the executive committee. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, employing firm-approved analytical tools to deliver customized financial recommendations.

Gregory Hunter is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has held positions at Wilde Wealth Capital Markets, Wilde Wealth Management, and First Allied Advisory Services, among others. Hunter is also the Successor Trustee for Lauren Ackerman and is involved in managing raw land development as a partner at Hunter's Ridge, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving 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, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Natalie Rivosecchi is a CFP® with 16 years of industry experience, currently serving at Charles Schwab in Phoenix, AZ. Her work history includes roles at HF Management LLC since 2017 and Schwab Wealth Advisory Inc. from 2015 to 2025. Outside of her advisory career, she is involved in real estate through ownership and decision-making in a property management LLC. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized operations and due diligence on alternative investments.