Jason Pickering is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. He previously spent 22 years at Sentinel Technologies before joining Edward Jones. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products, supported by a nationwide network of over 23,000 financial advisors.

Justyn Delgadillo is a Series 65 licensed financial advisor with 10 years of industry experience. He has worked at Financial Engines Advisors L.L.C., now part of Edelman Financial Engines, since 2015. Edelman Financial Engines provides technology-enabled investment advisory services to workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages customized and model-based portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Kile Weaver is a financial advisor at Edelman Financial Engines in Phoenix, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including AE Wealth Management, Kestra Financial, Foresters Financial, and Amazon. Weaver is also involved with Hybrid Retirement Solutions, LLC, operating under Oxford Retirement & Estate. Edelman Financial Engines provides technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven, proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management solutions.

Brian Galvin is a financial advisor at Charles Schwab with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab since 2010, including three years at Charles Schwab Bank. 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 accounts. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investments program.

Joseph Whitfield is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has five years of industry experience, including prior roles at Edward Jones and INSYS Therapeutics. Outside of finance, he is a partner in MC6, a six-part men’s a cappella group based in Mesa, Arizona, where he participates in performing, recording, and event coordination. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm typically employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and various product services through a network of investment adviser representatives.

Brian Bates is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior roles include positions at PNC Investments, BBVA Wealth Solutions, J.P. Morgan Securities, and Securities America Advisors. He is based in Phoenix, AZ. 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 and access to model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Huy Chau is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining Charles Schwab in 2020, he worked at Vexcel and Star Marianas Air and spent seven years with Southwest Airlines. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options.

Russell Huffer is a financial advisor at Charles Schwab with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with various Schwab entities since 2006, including Charles Schwab Premiere Bank, Charles Schwab Trust Bank, and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and alternative investment options. The firm is notable for its large scale, integrated structure, and centralized services.

Ann Lonergan is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 66 designations and 25 years of industry experience. Her work history includes roles at Fidelity Brokerage Services LLC, The Vanguard Group, Inc., and managing member duties at ARL Enterprises LLC, a family LLC providing administration and notary services. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction utilizing mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and provides model portfolios for Fidelity Institutional Wealth Adviser.

Mitchell Berner is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, Arizona, holding a Series 66 designation and seven years of industry experience. He has been with Charles Schwab since 2018. Prior to his advisory role, he worked briefly at Foresters Financial and gained experience outside finance at Tailgaters Sports Grill. 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 a combination of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and a structured alternative investment program.

Jeffrey Johnston is a financial advisor with Robert Baird & Co. holding a Series 66 designation and two years of industry experience. Prior to joining Robert Baird & Co., he held positions at Medallion, Solv., and PatientPop Inc., and also worked at the University of Arizona. Robert Baird & Co.’s DDK Group, where Johnston works, provides wealth management services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, including separately managed accounts and tax-managed strategies, supported by internal research and investment professionals.

John Seaquist is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 17 years of industry experience. He has worked with Charles Schwab since 2009, following a brief tenure at Edward Jones. 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 options, combining multi-asset model portfolios with centralized supervision and custody services.

Ted Duvall is a Series 66-credentialed financial advisor with 25 years of industry experience. He has been with Ameriprise since 2005, including six years at the current firm location in Peoria, AZ. Outside of his advisory role, he is a member of Kingdom Advisors, a professional association. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income and tax-aware withdrawal strategies.

Paul Koch is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2016 to 2023. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, utilizing manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Lizette Parada is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. 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 and institutional platforms, supported by a large network of investment adviser representatives.

Daniel Kalff is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at USAA Financial Advisors, Inc., USAA financial planning services, and USAA Investment Management Company, covering a combined period from 2007 to 2020. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering comprehensive wealth advisory wrap fee programs along with managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts, employing multi-asset portfolio strategies and a centralized operational structure.

Wendy Stolcis is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Hunter Hinton is a Planning Consultant at Fidelity Investments, a role he has held since 2026. He focuses on providing clients with clear peace of mind, ongoing predictability, and overall control of their financial lives. Prior to this, he served as a Relationship Manager at Fidelity Investments from 2024 to 2026 and began his financial advisory career as a Financial Advisor at Edward Jones from 2023 to 2024. His professional experience encompasses various aspects of financial planning and client relationship management.

Ziomara Reyes is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and three years of industry experience. She has worked at Charles Schwab since 2022 and has prior experience at Target, AML Rightsource LLC, and the Phoenix Elementary School District. Charles Schwab 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 due diligence on alternative investments, supported by its scale and integrated operational structure.

David Conrad is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 1999, including his current role at Charles Schwab Trust Bank since 2023. 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 investment approach supported by centralized custody and operational infrastructure.