Evelyn Quintanar is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at Edward Jones and Bank of America, where she had a 19-year tenure. Outside of her advisory role, Evelyn serves as a Member at Large for the Centennial Packbackers, a booster club supporting student and parent participation in local football programs through fundraising and volunteer efforts. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Brandon Sparks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he serves as an assistant football coach at Phoenix Christian High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed-account programs while maintaining separate services and does not manage institutional portfolios.

Kurt Finchum is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Vanguard Group and Financial Engines Advisors L.L.C. Outside of his advisory role, he is a freelance musician and bandleader. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and supports other financial institutions via sub-advisory services.

Alden Meulenberg is a CFP® certificant with nine years of industry experience, currently serving clients at Edward Jones since 2016. He holds the Series 66 designation and is based in Goodyear, Arizona. Outside of his advisory role, he manages a mixed-use rental property in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Diana Carrillo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2020, following a 17-year tenure at JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Noah Williams is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He is dedicated to providing a deep and thorough planning process to cover all parts of one's financial life. Prior to his current role, Noah served as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2024 and 2022 to 2023, respectively. He also worked as a Client Relationship Specialist at Vanguard from 2021 to 2022. Throughout his career, Noah has gained experience in client relationship management and financial planning. His professional background reflects a focus on assisting clients with comprehensive financial strategies. Further details regarding his education, credentials, or personal interests have not been provided.

Wayne Crews is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and Hilton. 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 multi-asset model portfolios, written advice policies, and a formal alternative-investment onboarding process.

Ryan Adams is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked exclusively at Charles Schwab since 2019, with prior experience in other fields including roles at Discover the World London and Salty Sow. Charles Schwab & Co., Inc. 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 combines non-discretionary and discretionary investment approaches, offering multi-asset model portfolios and access to alternative investments with centralized operational support.

Tyler Saile is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Cetera in Phoenix, AZ, and has held prior roles at firms including LPL Financial, Triad Advisors, and The Vanguard Group. He is a co-owner of Ironwood Family Wealth Advisors and Saile Group. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to a broad range of portfolio management services and third-party money managers.

Shawn Cressman is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has over 20 years of experience in finance, including roles as an Investment Consultant at Fidelity Investments and as a Financial Advisor at Ameriprise and CUSO Financial Services. His professional background also includes positions in private banking and wholesale account management at various financial institutions. Shawn holds a California Insurance License and brings a collaborative and thoughtful approach to financial planning, utilizing Fidelity's technology and strategic offerings to help clients achieve their long-term financial goals. Outside of his professional work, he enjoys activities such as comedy, fitness, football, hiking, kayaking, and snowboarding.

Bridger Johnson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked with Renaissance Financial and Minnesota Life Insurance Co, among other firms. Johnson is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and affiliations.

David Vidaure is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fisher Investments and previously worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC. Before entering financial services, he spent 20 years with the Glendale Police Department. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and tactical defensive measures.

Gerald Owsianny is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has worked with firms including Wells Fargo Investments and National Bank of Arizona, where he serves as a private banker focused on deposit and lending relationships. Based in Phoenix, AZ, he has been with LPL Financial since 2015. 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, third-party asset management, and institutional platforms.

Nathan Warwick is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2018 after three years with Merrill Edge, initially serving as a Registered Wealth Management Client Associate. His responsibilities have included client service, account administration, and maintenance. Nathan holds a Bachelor of Science degree in Business from the University of Phoenix. He has earned professional designations as a Certified Investment Management Analyst (CIMA) and as a Personal Investment Advisor (PIA). Nathan resides in Tempe with his wife, Brooke, and their children. The family spends much of their free time hiking and participating in activities within the local school district community.

Malaya Watanabe is a financial advisor at Robert Baird & Co. based in Phoenix, AZ, holding a Series 66 designation and with three years of industry experience. Prior to joining Robert Baird & Co., Watanabe has worked in various roles outside finance, including in the restaurant and retail sectors, and has been a full-time student at the University of Arizona. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, families, institutional clients, and charitable organizations, offering tailored financial planning, portfolio management, and consulting. The firm employs a range of investment strategies and overlays to meet client goals and risk tolerances, and also offers municipal advisory and public finance services.

Jacob Keeslar is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following roles at Wells Fargo Home Mortgage and OneMain Financial. Prior to his financial services career, he spent six years working at Ocotillo Golf Course. Charles Schwab 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 relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Paulette Treguboff is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational and research tools.

Jessica Lindsey is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 10 years of industry experience. Her prior experience includes roles at Citizens Bank and Fidelity Brokerage Services. Outside of finance, she works as a narrator for authors in the performing and fine arts. 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 guidance with access to affiliated discretionary separately managed accounts and offers a broad range of integrated custody, brokerage, and cash management solutions.

Beaux Johnston is a Series 66 credentialed financial advisor with Stifel in Phoenix, AZ, bringing four years of industry experience. Prior to joining Stifel in 2021, he worked at UBS Financial Services and has experience in both business education and the entertainment sector. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Derek Fox is a financial advisor at Charles Schwab with 27 years of industry experience. He has held roles at Charles Schwab since 1997 and Charles Schwab Bank, SSB since 2005. He holds the Series 63 and Series 66 designations. Charles Schwab & Co., Inc. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated custody, brokerage, and cash-sweep services.