James Wiggins is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has been with J.P. Morgan Securities since 2009 and has worked at JPMorgan Chase Bank, N.A. since 2017. J.P. Morgan Securities 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 applying an ESG eligibility framework when recommending investment strategies.

Brandon Corvin is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. In his role, he partners with clients to understand their financial goals and develop tailored financial plans. Prior to becoming a Financial Consultant, he held positions as an Investment Consultant and Relationship Manager at Fidelity Investments from 2020 to 2021 and 2019 to 2020, respectively. Brandon's career in financial services began in 2015 as a Registered Associate at Morgan Stanley. He also worked as a Financial Advisor at Raymond James & Associates between 2018 and 2019. His experience spans various roles focused on client relationship management and investment consulting. Building strong relationships with clients and maintaining trust, reliability, and competency are central to Brandon's professional approach. Further details regarding his education, credentials, personal interests, or community involvement have not been provided.

Gary Frisch is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has held roles with firms including Avantax and 1st Global Advisors and serves as trustee for multiple trusts and estates. Frisch is also involved in nonprofit governance as treasurer on the board of directors for Sun City Area Interfaith Services, Inc. Cetera Investment Advisers LLC is an SEC-registered advisor supporting a nationwide network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Charlotte Kroeppler is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 21 years of industry experience. She has been with Charles Schwab since 2008. 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, utilizing multi-asset model portfolios and alternative investment due diligence.

Michele Healey is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. She has worked at LPL Financial since 2017 and has prior experience with TFS Securities, Inc. and The Beacon Group. Michele is also involved with One2One Wealth Strategies, LLC, an entity related to her LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, supported by research and model portfolios from both internal and third-party sources.

Garrett Turnbull is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation and Marcus & Millichap Real Estate. Outside of his advisory work, he is the owner of Phoenix Political Solutions, LLC, a contract services business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to portfolio construction, employing proprietary models and largely utilizing Vanguard funds and ETFs.

Shawn Bowen is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Evan Lucas is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has held prior roles at The Vanguard Group and Merrill. Outside of finance, he has worked as a model for print advertising with Biomech Insight. 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, offering multi-asset model portfolios and alternative investment options.

Sean Neifert is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009, including time with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Andrew Davault IV is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at OHSO Brewery and Strategy Financial Group, as well as time at Arizona State University. 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 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 alternative investment due diligence.

Christian Diegel is a CFP® with 20 years of experience in the financial services industry. He is currently affiliated with Cetera and has prior experience at Edward Jones. Diegel also serves as managing member of Chawoogie Buckaroo LLC, a real estate holding company. Cetera is a large nationwide advisory firm serving individual, corporate, and institutional clients with portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering a range of investment strategies through discretionary and non-discretionary programs.

Brian Enns is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning facilitated by its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by proprietary tools and modeling techniques.

Tyler Hochwalt is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Clearing in 2021, he was self-employed running Tyler Hochwalt Tennis and played professional tennis from 2009 to 2018. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Clark Gilliland is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 and Series 63 designations and previously worked at JP Morgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo. Outside of his advisory roles, he has been involved with entities such as Not My First Rodeo and Life Events LLC. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Grossnickle is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in financial services in 1996 and joined Merrill Lynch in 1997. Ken focuses on strategic planning and implementing financial strategies for affluent families, individuals, and business owners, particularly in areas such as family wealth management strategies, legacy planning, and managing new wealth. Ken holds several professional designations including Chartered Retirement Planning Counselor (CRPC), Accredited Domestic Partnership Advisor (ADPA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). He earned a Bachelor of Science degree in Business Administration with a focus on Finance from the Eller College of Management at the University of Arizona. Ken has been involved with the Parent Advisory Board at the University of Tennessee, Knoxville. Outside of his professional work, Ken participates in volunteer activities in Phoenix, supporting organizations such as Phoenix Children's Hospital and The Society of St. Vincent de Paul. His personal interests include football, hiking, music, and skiing.

Parker Adam is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cetera Advisors LLC and Telesis Tax and Financial. Adam also has prior involvement with SportivoAI Limited and educational experience at UC San Diego Rady School of Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research to support diversified investment strategies.

Brayden Hodson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2018 and Wells Fargo from 2016 to 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Zackary Marquez is a CFP®-certified financial advisor with three years of industry experience, currently affiliated with Cetera. His work history includes roles at Cetera Wealth Services, Renaissance Financial Corp, and Minnesota Life Insurance Co. Outside of his advisory work, he is also active as a licensed insurance agent selling fixed insurance products and works as a Realtor with Remax Coastal Homes. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a range of portfolio management and advisory services delivered through a multi-manager platform with various program structures and access to third-party money managers.

Richard Kueltzo is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Vanguard Group since 2021. Prior to this, he was employed by Northern Trust Securities and Northern Trust Bank from 2012 to 2021. Outside of his advisory role, he has worked as a contracted driver for DoorDash. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs, serving a large client base through a blend of digital platforms and a team servicing model.

Gigi Schneppat is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. She previously worked at Commonwealth Financial Network and Professional Wealth Strategies for 15 years. Schneppat is also the owner of Diamonds and Platinum, an S corporation used for tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large nationwide network of independent advisors.