Jackson Baines is a Financial Advisor based in Scottsdale, specializing in assisting active professionals and pre-retirees with building personalized plans focused on retirement, investments, and long-term financial security. He works with clients to understand their priorities and develop strategies to pursue their financial goals, covering areas such as general investing, retirement planning, saving for unexpected events, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, tax minimization, and retirement income. Jackson holds a Bachelor's Degree from Arizona State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He operates within Merrill Lynch Wealth Management and leverages access to Bank of America specialists to provide clients with comprehensive financial solutions including banking, credit, home financing, and small business services. Outside of his professional work, Jackson's personal interests include adventure sports, boating, golfing, ice hockey, skiing, spending time with family, tennis, traveling, and watching movies.

Sean Young is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2018. Prior to his current role, he held positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Darby Heidemann. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Nicole Salokar is a financial advisor with Charles Schwab, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. Her prior roles include positions at USAA Financial Planning Services and USAA Investment Management Company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custodial and supervisory operations.

Hasan Kamal is a Financial Consultant currently working with Fidelity Investments since 2022. He has held various positions at Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Financial Representative, Investment Solution Representative, High Net Worth Representative, and Client Service Advocate. Prior to that, he worked as an Institutional Financial Representative at Charles Schwab from 2012 to 2016. Throughout his career, Hasan has focused on building long-term client relationships founded on transparency, honesty, and trust. He collaborates with a dedicated team of professionals to strengthen clients' financial well-being. Outside of his professional work, Hasan enjoys family activities, golf, caring for pets, and traveling.

Luigi Derose is a financial advisor at Edelman Financial Engines with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Financial Engines Advisors L.L.C. since 2016. Outside of advising, he is the managing member of Gallery Home Concepts, LLC, a company that is no longer conducting business. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified model portfolios, periodic rebalancing, and long-term orientation.

Jeffrey Beneteau is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at CUNA Brokerage Services, CUNA Mutual Group, and Massachusetts Mutual Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kimberly Herrera is a financial advisor with LPL Enterprise and holds Series 63 and Series 66 licenses. She has 29 years of industry experience and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, BBVA-affiliated entities, Ameriprise, J.P. Morgan Securities, and Chase Investment Services Corp. She is also a member of Integrity Financial Planning & Investment Services PLLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is model-driven, utilizing portfolios developed by internal research or third-party strategists, and it offers a range of financial planning, asset management, and insurance product services.

Abraham Gamez is a CFP®-designated financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities in Phoenix, AZ, where he has worked since 2023. Prior to joining J.P. Morgan, he spent nine years at Wells Fargo NA and Wells Fargo Clearing. 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 and fund searches, and customized performance reporting. Their advisory process combines systematic quantitative screens with qualitative research and may incorporate an ESG eligibility framework.

Alexander Hernandez is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Schwab, Hernandez worked at Chase and has experience outside finance in full-time education and the restaurant industry. Charles Schwab serves a large client base primarily composed 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 options along with centralized custody and operational support.

Tae Hullum is a financial advisor with Raymond James & Associates in Phoenix, AZ, holding Series 63 and 66 credentials and six years of industry experience. Prior to joining Raymond James, Hullum worked at Robinhood Financial, PNC Investments, Citizens Bank, and Huntington Bank. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a variety of discretionary and non-discretionary programs.

Stanley Brase is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and 65 licenses. He has 47 years of industry experience and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He also operates Stan Brase & Associates, an independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Devin Fincher is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has a diverse background including roles in property management, hospitality, and education. Fincher is also affiliated with Renaissance Financial, providing financial advisory services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform combining affiliated and third-party strategies.

Cody Schrader is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Rocket Companies for 13 years. Outside of his advisory role, he is co-founder of Zonader LLC, a golf retail business, and founder of Schrader Enterprises LLC, a publishing and ecommerce venture focused on children's and sports books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard with over $1 trillion in assets under management.

Collin Looman is a financial advisor with Thrivent Investment Management in Surprise, Arizona, holding Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Thrivent Financial and prior involvement with Grand Canyon University and Summer House Lavender Farm. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management.

Max Murphy is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 credential and has worked in roles including investment consulting and real estate. Outside of his advisory work, he also serves as a security host at a local venue. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Edward Churray is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he serves as Vice President of the Sun City West Agriculture Club, a nonprofit organization, where he helps chair meetings, arrange activities, and serves as backup treasurer. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, with over 10,000 advisors and more than $256 billion in assets under management.

Brian Friedman is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 1992. With over 44 years of experience in the financial services industry, he specializes in advising ultra-high-net-worth individuals, families, and business owners. Brian takes a comprehensive approach to wealth management, focusing on understanding each client's unique goals and developing tailored financial strategies. He utilizes the investment resources of Merrill and the banking services of Bank of America, N.A. to deliver integrated solutions addressing various aspects of clients' financial lives. Brian earned his bachelor's degree in Finance from the W. P. Carey School of Business at Arizona State University. He holds the Personal Investment Advisor (PIA) designation. His areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Outside of his professional role, Brian enjoys traveling and golfing. He is a devoted supporter of Arizona State University athletics. Brian is married and has one child.

Sergio Villalobos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo, Cardinal IG, and service in the Arizona Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Karson Kobashi is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. His prior work includes roles at various companies such as Toyota, Abzena / Kingtech Consulting, and Lucille's BBQ. Outside of advisory work, he has been involved with Pickleball Kingdom. 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 committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.

Ghassan Charara is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2009. He also has ongoing experience with JPMorgan Chase Bank, N.A. since 2007. 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team, incorporating forward-looking capital market assumptions and an ESG eligibility framework.