Tyson Tibshraeny is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1984 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a partner in a family real estate partnership and manages an investment LLC benefiting his son, as well as a computer consulting business. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

John Czelusniak Jr. is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2021 and has prior experience at Infosys BPM, Randstad, Consolidated Container Company, Costco, and Amazon. Outside of finance, he operated a handyman business for six years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Anthony Ludtka is a financial advisor with Charles Schwab based in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab since 2018, as well as prior positions in various fields such as solar energy and commercial systems analysis. 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 combined non-discretionary and discretionary investment guidance model, utilizing multi-asset portfolios and due diligence on alternative investments, supported by a large-scale, integrated operational structure.

William Mcelroy is a financial advisor with Edelman Financial Engines based in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including 10 years with Financial Engines Advisors L.L.C. at the same firm. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Christopher Barozie is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and bringing 23 years of industry experience. His previous roles include positions at USAA Investment Management Company and various USAA financial planning and advisory services from 2013 to 2020. 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 a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Nicholas Mcarthur is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses and having five years of industry experience. Prior to joining Schwab in 2021, he worked at Northern Arizona University, Albertsons, Lifetime Fitness, Sushi Brokers, and the United States Forest Service. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 centralized operations and extensive investment research.

Jessica Wert is a financial advisor at UBS Financial Services in Phoenix, AZ, with 11 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. Wert served on the board of directors for the East Valley Women's League, where she was involved in planning annual fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Walter Fielder is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he provides personalized financial strategies tailored to help clients pursue their long-term goals. Walter focuses on delivering a comprehensive approach to wealth management, ensuring clients receive customized planning and investment advice. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, and small business strategies. Walter is committed to working closely with clients to understand their needs, goals, and concerns, aiming to provide financial confidence through disciplined, goal-based wealth management processes. He conducts regular reviews to update retirement plans and adjust strategies as needed. Walter holds a Bachelor's Degree in Finance from the University of Arizona and maintains the Personal Investment Advisor (PIA) designation. He is involved with professional organizations such as ChildHelp, NotMyKid, Phoenix Children's Hospital, and United Way. Additionally, he participates in community activities with NDP High School. In his personal time, Walter enjoys hiking, skiing, and spending time with his family.

Christopher Mette is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, as well as at Citigroup Global Markets since 2008. Outside of advisory work, he is a partner in an investment-related business involved with property management. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing approved tools and analytical models to support clients’ financial goals.

Edward Greene is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Charles Schwab since 2016. 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 offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Dylan Erdei is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked within various roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2022. Prior to his financial services career, his background includes positions at The Chart House and Crownline Plastic, as well as time at the University of Wisconsin Madison. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Rizwan Shah is a Senior Financial Advisor specializing in wealth management strategies that align with clients' long-term financial goals. He leverages the investment insights of Merrill and the banking services of Bank of America to provide comprehensive financial solutions. Shah emphasizes a personalized approach, focusing on understanding each client's unique needs to develop strategies that respond to changing market conditions. He holds a Bachelor's Degree from California State University East Bay and a Master's Degree from the University of Phoenix. Shah's professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His expertise centers on delivering tailored wealth management solutions while maintaining a commitment to excellent client service. Shah follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of his professional responsibilities, he pursues interests in adventure sports, hiking, music, and running.

Davis Buckhannon is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. His prior work includes roles at Morgan Stanley, Fidelity Investments, Wells Fargo, and E*TRADE Financial. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services focused on asset allocation, manager searches, and customized performance reporting, combining quantitative modeling with centralized due diligence and applying an ESG eligibility framework.

Eric Hunsinger is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Charles Schwab since 2000. 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 model portfolio approach supported by proprietary research and due diligence.

Blayne Anderson is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and possessing two years of industry experience. His prior work includes roles at Bell Bank and Northwestern Mutual. Outside of advisory activities, he has been involved with 46 North Landscaping. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Michael Van Horn is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Bank since 2007 and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Winne Wang is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan, Wang worked at firms including The Vanguard Group and Northwestern Mutual. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Hannah Weber is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company. Outside of her advisory role, she serves as an assistant volleyball coach at Chandler Preparatory Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers.

Lance Baxter is a CFP® and holds a Series 66 designation, with 11 years of experience in the financial industry. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

John Rinehart is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.