Skyler Moore is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Schwab in 2019, Moore taught English online for one year. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, which offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its integrated operational structure and multi-asset model portfolios supported by centralized custody and a rigorous due diligence process.

John Vallentine is a financial advisor with Raymond James & Associates in Chandler, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch and BlackTide Capital Management. Outside of his advisory work, Vallentine holds a small equity stake as a partner in Dixxon Flannel Co., where he contributes to business growth discussions and strategy. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering tailored financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a broad network of advisers and research resources.

Michelle Ovadia is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She owns and operates two healing businesses in Chandler, Arizona, focusing on hypnosis healing, coaching, and energy work. Additionally, she receives royalties from TuneCore. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Jeffrey Whipple is a financial advisor at Fidelity with 18 years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021, following a prior tenure at Wells Fargo Clearing and Wells Fargo Bank, N.A. in roles spanning nearly two decades. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive features such as registration with the CFTC and use of AI-driven methods in its investment process.

Darcie Brown is a financial advisor with Fidelity who holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to her current role, she worked at Better Homes and Gardens Influence Partners Brokerage and was a fitness coach specializing in weightlifting and nutrition. She continues to be involved in fitness coaching on a part-time basis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across various investment vehicles.

John Hebert is a CFP® with 33 years of industry experience. He is currently with LPL Financial and has previously worked at Kestra Private Wealth Services, Kestra Investment Services, and UBS Financial Services. He has also been associated with the University of Phoenix since 1998. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice provided primarily by investment adviser representatives using a range of strategies and tools.

Ginny Conroy is a financial advisor with Edward Jones in Mesa, Arizona, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karen Chan is a Financial Consultant currently working at Fidelity Investments, a role she has held since 2020. She holds the designation of Certified Financial Planner and has developed her career entirely within Fidelity Investments since 2010, gaining experience in client service, retirement solutions, investment consulting, and relationship management. Her professional journey includes positions such as Investment Consultant, Central Relationship Manager, Client Management Representative, and other roles focused on customer service and investment solutions. She is also licensed to provide insurance services in California. Outside of her professional responsibilities, Karen enjoys a range of personal interests including family activities, fitness, culinary experiences, social events with friends, caring for pets, and traveling.

Gage Johnson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having three years of industry experience. He has been with Charles Schwab & Co., Inc. since 2023 and Charles Schwab Bank, SSB since 2026. Prior to his career in finance, he worked at Scottsdale Waterfront Residences and Vector Marketing. 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 provides both non-discretionary and discretionary investment options supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Nickolaus Roeschley is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

Zachary Dees is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and tax-efficient solutions, operating under a fiduciary standard.

Parker Lindhorst is a Financial Advisor with Merrill Lynch Wealth Management. He works with individuals and families to create personalized wealth management strategies tailored to their goals and priorities. His approach focuses on building long-term relationships through trust, communication, and a deep understanding of each client's unique financial situation. He provides guidance to help clients navigate important financial decisions while maintaining focus on their long-term objectives. Parker's expertise encompasses assisting clients with a variety of financial priorities, including investing, retirement planning, and managing competing demands such as home buying, college savings, and healthcare needs. As a Merrill Financial Advisor, he works one-on-one with clients to define their financial goals and develop portfolio strategies designed to achieve them, offering ongoing advice and adapting strategies as clients' situations change. He holds a Bachelor's Degree from Brigham Young University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Parker has interests in chess, golfing, and running.

Jessica Dechant is a CFP® professional with 22 years of industry experience, currently serving at Edward Jones in Chandler, AZ since 2005. She holds the Series 63 designation and has spent over two decades with Edward Jones. Jessica and her husband jointly own a rental property with her mother-in-law. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a broad network of financial advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Connor Modd is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, he held positions at Great Lakes Solutions and worked at Michigan State University. 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 plans, corporations, and charitable organizations.

Brandon Kocmoud is a CFP® professional with four years of industry experience, currently affiliated with Charles Schwab in Chandler, AZ. His prior work includes roles with the Phoenix Suns and Grand Canyon University. Charles Schwab & Co., Inc. serves a large client base primarily made up of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers integrated brokerage, custody, and advisory services.

Lucas Tisland is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously operated art-related businesses in Chandler, Arizona. Lucas creates and sells his own artwork and manages art operations outside of his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm has a large network of advisors and branch offices, managing over $1 trillion in assets.

Gregory Budge is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2009. He holds Series 63 and Series 65 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a large network of financial advisors and branch offices.

L Ross is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill and Bank of America, N.A. since 2015. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Scott Aitken is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. His career includes prior roles at JP Morgan Chase Bank and J.P. Morgan Securities. He is involved with Executive Counsel 70, a charitable organization focused on organizing and coordinating fundraising events. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to a variety of program structures and third-party managers.

Alec Garcia is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding a Series 66 credential and two years of industry experience. He has previously worked with Bank of America Corporation and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and may incorporate an ESG eligibility framework.