Donald Kemp is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. He previously worked at State Farm for eight years before joining Charles Schwab in 2023. 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

William Goodman is a financial advisor with Cambridge Investment Research Advisors and holds a Series 66 designation. He has 18 years of industry experience, including prior roles at Morgan Stanley and Citigroup Global Markets. Alongside his advisory work, he is an independent insurance agent with Prizm Wealth Management LLC. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions by providing 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 through its Founders Gate Capital brand.

Kole Bosworth is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He worked at Morgan Stanley from 2016 to 2021, briefly joined Prospera Financial Services in 2021, and has been with Morgan Stanley since later that year. Outside of advisory work, he owns and manages rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Ivy Ranere is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2023, she worked at Morgan Financial Group and Merrill. Outside of her advisory role, she also serves as a notary in Chandler, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Anthony Cosentino is a CFP® professional with 12 years of experience in the financial services industry. He currently works at Cetera and has prior experience at The Vanguard Group and Wilde Wealth Management. Outside of his advisory role, he serves as a board member for the Sedona Humane Society and is involved with the Arizona Community Foundation as both a grant committee member and mentor for small nonprofits. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of investment strategies and program options, with over 10,000 advisors and more than $256 billion in assets under management.

Marcus Velasco is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Charles Schwab for two years. Marcus is based in Tempe, AZ. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Dolman Vineyard III is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding the CFP® designation and Series 63 and 66 licenses, and has 18 years of industry experience. His career includes roles at Vinity Financial Group, LLC, SharpePoint, LLC, LPL Financial, and Private Advisor Group, LLC. Outside of his advisory work, he is involved in several entrepreneurial ventures, including ownership of D'VINE FINANCIAL, LLC and Vinity Insurance Group, LLC, and is a partner at Vinity Legacy Group, LLC, which focuses on facilitating estate planning. 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 offers ongoing financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships using firm-approved analytical tools to provide recommendations primarily at the investment category and strategy level.

Anthony Williams is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 32 years of industry experience. He has served in various capacities including president roles at Orthopedist Advisory Group and Mosaic Financial Associates. Outside of advisory work, he is involved as a camp director for a nonprofit organization and is the author of several Amazon Kindle e-books. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to a variety of portfolio management options and third-party managers, overseeing assets exceeding $256 billion through more than 10,000 advisors nationwide.

Melissa King is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets with over 14,000 financial advisors. The firm offers both brokerage and advisory solutions and uses research and analytics alongside diversification principles and modern portfolio theory in its investment approach.

Rebekah Hunt is a financial advisor at Edward Jones in Gilbert, AZ, with 17 years of industry experience and holds the Series 66 designation. She has been with Edward Jones since 2006 and also has experience working part-time as a bookseller at Barnes & Noble. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, investment options, and an extensive nationwide network of advisors and branch offices.

James Wrenn is a financial advisor with UBS Financial Services in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with UBS since 2006 and was previously associated with Piper Jaffray Inc. since 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Jeremy Burnett is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Morgan Stanley, and other firms. Outside of his advisory role, he coaches the high school swim team at Benjamin Franklin Charter School. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence, with a focus on eligible strategies and certain ESG considerations.

Reed Lefevre is a CFP® professional with 39 years of experience in the financial services industry. He has worked at OSAIC since 2023 and previously spent 33 years with FSC Securities Corporation. Lefevre also operates a sole proprietorship focused on life insurance and annuity sales and service, primarily through Vanbridge. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment approach with an emphasis on asset allocation, portfolio optimization, and the use of discretionary and third-party management strategies.

Cole Holocher is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Vanguard Advisers since 2025 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. His prior work experience includes roles at UPS, Sunglass Hut, and Panera Bread. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to asset allocation, primarily constructing portfolios from Vanguard funds and ETFs, and manages a large client base with a digital delivery platform complemented by a team servicing model.

Justin Poirier is a Series 65-licensed financial advisor at Fisher Investments with nine years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and offers sub-advisory and retirement plan services. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Jordan Chapman is a financial advisor at Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to his current role, he served five years in the US Army and worked in higher education at Arizona State University and Pierce College. 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, delivering collaborative, goal-focused planning using firm-approved analytical tools.

Joseph Kurtz is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones, he worked for six years at Freedom Mortgage Corporation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Christopher Lewis is a financial advisor with Cetera in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Cetera and its affiliated entities since 2012. Outside of his advisory role, he serves as a consultant for BOOSTA, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

Nicholas Dumond is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked for Education at Work from 2021 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process that includes firm-approved tools and modeling techniques such as Monte Carlo simulations.

Robert Dugan is a CFP® professional with 13 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has prior experience at The Vanguard Group and Charles Schwab. Outside of his advisory role, he serves as head of the architectural committee for the Summerfield Place HOA in Gilbert, Arizona. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.