Erica Molina is a CFP® certificant with 22 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2024. Her prior experience includes roles at The Vanguard Group and Charles Schwab. Outside of her advisory work, she is also an independent travel advisor. Cambridge Investment Research Advisors serves a broad range of clients, including individuals, pension plans, charitable organizations, and retirement-plan sponsors, providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers both discretionary and non-discretionary investment management across multiple platforms and utilizes a mix of proprietary and third-party strategies.

Lori Derrick is a financial advisor with Edward Jones in Glendale, AZ, holding the Series 66 designation and bringing 13 years of industry experience. She has worked at Edward Jones across two periods, from 2007 to 2020 and since 2025, as well as with Raymond James Financial Services from 2020 to 2025. She also operates Derrick Family Financial, her own business, concurrently since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Tony Anderson is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2024. In this capacity, he partners with clients to design, implement, and monitor investment strategies aimed at achieving their long-term investment goals. His professional journey at Fidelity Investments began in 2004 and includes a series of roles with increasing responsibility in investment services and management. His experience spans various positions such as Investment Management Consultant IV, Investment Strategist, Senior Portfolio Specialist, and Portfolio Advisory Service Investment Consultant. Tony holds a California Insurance License, which supports his advisory capabilities within the financial services sector. Outside of his professional work, Tony has interests in camping, outdoor adventures, and traveling.

Lisa Kubica is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the business manager for The Friedman Group. She has been with Merrill Lynch since 2000 and has over 35 years of experience in the financial services industry. In her role, she focuses on team management and deepening relationships with current clients, particularly working closely with families who have complex needs and unique circumstances. Lisa's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Arizona Lutheran Academy. Lisa resides in Peoria with her husband and their two children. She enjoys spending time with her family and engages in activities such as baseball, biking, football, hiking, and traveling.

David Cardiff is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Isaac Olson is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. He has worked with multiple entities within the Cetera network since 2023. Outside of his advisory role, he works as a bartender at Firerock Country Club. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Geri Mette is a financial advisor at Morgan Stanley with 9 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016 and 2017, respectively. Prior to that, she was with Ribadeneira Law Offices, PC for one year. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a broad range of investment offerings.

Joseph Omutsani is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company, where he worked for over a decade. 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. Schwab offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Nathan Buckles is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has held roles at multiple firms including VOYA Financial Advisors and has specialized in special needs planning through his ownership of Meridian Special Needs Planning LLC. In addition to his advisory work, he operates as an independent insurance agent and is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and customizable investment options.

Tranell Hatfield is a financial advisor with J.P. Morgan Securities in Glendale, AZ, holding Series 63 and Series 66 registrations and having nine years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC 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 strategies.

David Ayala is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 17 years of industry experience. His prior roles include positions at Edward Jones and MassMutual Life Insurance Company. He is also a partner in Heritage Wealth Solutions, LLC, where he provides account management, trading, and financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical modeling to tailor non-discretionary planning and investment consulting to client goals.

Raj Patel is a financial advisor at RBC Capital Markets with three years of industry experience. He previously worked at Morgan Stanley and has a background that includes roles outside of finance, such as involvement with DoorDash in a contractor capacity. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services.

Mark Callahan is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, as well as having experience with Citigroup Global Markets dating back to 1995. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct financial planning and Corporate Financial Planning agreements.

Joseph Scheid is a financial advisor with MassMutual Investors Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with MassMutual Life Insurance Company and its affiliates since 1994. Outside of his advisory work, Scheid is involved in business coaching and participates in a business consulting study group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, emphasizing collaborative annual planning with a focus on investment categories rather than specific products.

Andrew Brooks is a financial advisor at Charles Schwab based in Phoenix, AZ, with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC, and Charles Schwab Bank. His background includes attending the University of Arizona and Pinnacle High School. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by proprietary research and alternative investment options.

Brian Dobry is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab & Co., Inc. since 2018. Prior to this, he worked at NinjaTrader/Mirus Futures and West Catholic High School. 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 management, utilizing multi-asset model portfolios and a centralized operational structure.

Peyton Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Walmart and Brigham Young University. His background also includes community involvement with The Church of Jesus Christ of Latter-Day Saints and experience in education with Peoria Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Thomas Laporte is a financial advisor with Stifel in Phoenix, AZ, holding Series 63 and Series 65 credentials and 49 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018 and was previously with Raymond James & Associates from 2007 to 2018. Laporte serves as an advisory board member for the Seena Magowitz Foundation, which focuses on pancreatic cancer research and patient support. Stifel serves a broad range of clients, including individuals, institutional accounts, and charitable organizations, providing brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to offer analyses and allocation guidance intended to assist client decision-making.

Thomas Samios is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining Charles Schwab, he worked at the Odyssey Institute and has experience in customer service roles with companies including Chipotle Mexican Grill and Walmart. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured alternative investment program.

Jennifer Vidaure is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2018, following a 19-year tenure at JPMChase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.