Dan Aldrich is a financial advisor with Wells Fargo Clearing based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for six and nine years respectively, and spent two years at Echo Global Logistics. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research from Wells Fargo Investment Institute and third-party sources to guide portfolio construction.

Victor Danzo is a financial advisor with Charles Schwab in Phoenix, Arizona, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Charles Schwab since 1997. 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 relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Stanton Dwight is a financial advisor at Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Thomas Mitchell Sr. is a CFP® with 42 years of industry experience, currently serving at LPL Financial since 2017. His prior experience includes roles at Cetera and American Airlines. In addition to his advisory work, he is involved with OneAZ Credit Union, where he also operates a wealth management business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, and corporations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Andrew Genco is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2006, including a role at Charles Schwab Bank since 2018. 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 offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Lori Walters is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. She has worked at Charles Schwab since 2006, with a three-year period at TD Ameritrade from 2021 to 2024. Charles Schwab & Co., Inc. 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 both non-discretionary and discretionary investment guidance, combining centralized custody and order-routing with access to affiliated investment management and alternative investments.

Hunter Jensen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Chase Bank NA and JPMorgan Securities LLC since 2022. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Darcy Drain is a CFP® with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked with various divisions of J.P. Morgan since 2014. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Stark is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers non-discretionary planning tailored to client goals, utilizing analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Holman Jr. is a financial advisor at Cetera with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones. Holman is based in Phoenix, AZ. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, operating as a multi-manager platform with access to both affiliated and third-party investment strategies.

David Shachory is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Edelman Financial Engines and its predecessor entities since 2023. Prior to his advisory roles, he held positions at several technology and mortgage companies, including DoorDash and Flatiron School. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering diversified portfolios and fiduciary services under ERISA.

John Mc Kay is a Series 66-licensed financial advisor based in Scottsdale, AZ, currently affiliated with Cetera. He has been working in the industry since 2025, including roles at Black Oak PLLC and Advanced Wealth Management. Prior to his advisory career, he was a full-time student for ten years. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

David Di Vito is a Series 66-licensed financial advisor with RBC Capital Markets in Scottsdale, AZ, bringing 17 years of industry experience. He has worked at RBC Capital Markets since 2009 and also holds a position at City National Bank since 2019. Outside of his advisory role, Di Vito serves as Vice President on the Executive Board of Scottsdale Cal Ripken, a nonprofit youth baseball league. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services through various advisory programs and integrates both in-house and third-party investment managers.

Michael Gombrich is a financial advisor with Ameriprise Financial Services LLC in Peoria, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2017 and previously at EF Legacy Securities LLC and Edelman Financial Services LLC. Outside of his advisory work, he participates in the planning giving committee for the Southwest Autism Research and Resource Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies. The firm uses centralized analysis incorporating investment research, third-party data, and internal committee oversight, with recommendations operating within an investment universe influenced by affiliated product relationships.

Melanie Cash is a financial advisor with J.P. Morgan Securities in Peoria, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes multiple roles within J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Madelaine Steiner is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to that, she spent one year at the University of Arizona. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Steven Andrews is a financial advisor with LPL Enterprise in Phoenix, AZ. He holds a Series 66 credential and has one year of industry experience. Prior to joining LPL Enterprise, he worked for Ski Pro for six years and has other experience including roles at BeatBox Beverages LLC and the University of Arizona. LPL Enterprise serves a broad mix of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, and access to model portfolios and third-party asset management, combining adviser programs with the sale of financial products such as insurance.

Adam Dugaw is a financial advisor with Wells Fargo Clearing in Chandler, AZ, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. His career also includes a long tenure with Wells Fargo Bank N.A. dating back to 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm employs an IPS-driven process grounded in modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Chase Cates is a financial advisor at RBC Capital Markets with three years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at MFS Fund Distributors, Inc. Chase has diverse experience including roles outside finance, such as positions at Cooper's Hawk Winery and Restaurant and the Chicago Justice Project. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Benjamin Cohen is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab in 2021, he worked at Vanguard from 2016 to 2020 and was self-employed for a period. Outside of his advisory work, he also drives for Uber and Lyft on a part-time basis. 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 client advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options, supported by a large-scale integrated operational structure.