Juan Roman is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017 and previously was employed at Charles Schwab. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, managing approximately $2.74 trillion in client assets.

John Hoover is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior roles include time as a self-employed advisor and work with TLH Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Nadya Mirza is a financial advisor at Merrill with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has been with Merrill and Bank of America since 2014. Outside of her advisory role, she is involved in marketing for Phoenix Luxury Ride, a transportation service. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Exton Bassett is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at Charles Schwab since 2019 and has prior experience with Marcus And Millichap and Tri CS Inc. Outside of his advisory role, Bassett serves as an assistant coach for a high school lacrosse team. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and emphasizes multi-asset model portfolios and alternative investment due diligence.

Ryan Bentzen is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has prior experience at RC Wealth Management LLC, where he worked for 10 years, and has held roles at Amazon.com, Inc. and Grand Home Holdings Inc. in recent years. Bentzen has been with Morgan Stanley since 2026. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models to support client financial goals.

Jason Kinsman is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 credential and 19 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated mutual funds, operating under a fiduciary standard.

Justin Hope is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Equitable Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services. The firm operates at a large scale with integrated custody, advisory, and brokerage services.

Clifton Kelly is a financial advisor at RBC Capital Markets with 41 years of industry experience. He has held positions at City National Bank since 2019 and previously worked at Bank of America and Merrill. He holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Lenny Letcher II is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. He has been with Charles Schwab since 2009 and previously worked at USA Today. Outside of his advisory role, Letcher owns and operates a self-published sports blog called The Long Ball and develops Alexa Voice skills through an internet services business. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management options combined with integrated brokerage, custody, and advisory services.

Lisa Strecker is a Series 66 credentialed financial advisor at Merrill with 30 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she holds a power of attorney position with a fiduciary entity based in Houston, Texas. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using both model-based and discretionary investment strategies.

Andrew Held is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Phoenix, AZ. His prior roles include positions at UBS Financial Services, Merrill, and various entities within the J.P. Morgan organization. Outside of his advisory work, he serves on the Board of Directors for the Greater Seattle Business Association, an LGBTQ and allied chamber of commerce. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a manager solutions team.

Paula Przewlocki is a financial advisor at Cambridge Investment Research Advisors with 15 years of industry experience. She holds a Series 65 designation and has been with Cambridge since 2011. Additionally, she has been associated with Leighton Agency since 2007. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies alongside access to third-party advisers and sub-advisors.

Christopher Zotos is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Lan Jones is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Jones is an owner and partner of JT Property Ventures LLC, a real estate business focused on residential rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG criteria, supported by centralized due diligence.

Ricardo Lee Sandoval is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Charles Schwab & Co and Charles Schwab, as well as positions at JPMorgan Chase Bank. Outside of finance, he has experience working with the Sundevil Fitness Complex and Arizona State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christian Arenas is a Series 66 licensed advisor with LPL Financial, based in Tempe, Arizona, and has two years of industry experience. His prior roles include positions at Morgan Stanley, Vanguard, Fidelity Brokerage Services, and Strategic Advisors, LLC. He also has a business background with Nativa and O.Y.E. Business Intelligence. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Ian Sanchez is a financial advisor at Merrill in Phoenix, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. He previously worked at Wells Fargo Bank and Wells Fargo Clearing, and has experience in accounting and management through his role as a general partner and managing member of YWOP Enterprise. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individual and institutional clients, including pension plans and charitable organizations.

Timothy Whitney is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Resources from 2006 to 2017. Additionally, he operates as an independent insurance agent specializing in life, accident, health, disability, fixed annuities, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that utilize firm-approved tools to develop customized recommendations.

Joseph Di Vito Jr. is a CFP® with 33 years of industry experience, currently affiliated with RBC Capital Markets in Phoenix, AZ. He has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. His other activities include serving as treasurer for a homeowner’s association and holding multiple board roles related to fundraising and support for the Maricopa County Sheriff’s Office, as well as serving on the board of the Arizona Elk Society. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies, utilizing both in-house and third-party investment managers and features integrated capital-markets and lending capabilities.

Matthew Greer is a financial advisor with Charles Schwab, holding a Series 66 designation and bringing 17 years of industry experience. Prior to joining Charles Schwab in 2011, he worked at Edward Jones for two years. Outside of advising, he is the owner of a custom woodworking business. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a distinctive operational model integrating custody, brokerage, and advisory services.