Samuel Mitchell is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to his current role, he worked at Starbucks and managed a small business, Pita Cafe LLC, for four years. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services, offering a combination of non-discretionary advisory models and access to discretionary separately managed accounts.

Austin Scribner is a financial advisor at Morgan Stanley in Gilbert, Arizona, with two years of industry experience. He holds Series 66 and Series 63 credentials and previously worked at Charles Schwab for two years. Outside of his financial career, he is involved with the Talking Stick Golf Club in a customer service role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm’s approach includes use of structured discovery conversations and firm-approved planning tools without providing individual security recommendations as part of standalone plans.

Oscar Huynh is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Rudy Alvarado Jr. is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones in 2024, he worked in various school districts including Gilbert Public Schools and Scottsdale Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated financial services through a nationwide network of advisors and branch offices.

Wayne Rich is a Wealth Management Advisor at Merrill Lynch Wealth Management with over three decades of experience in financial services. He began his career in 1989, working with individuals, business owners, professionals, and executives to simplify their financial lives and navigate complex situations. Wayne specializes in areas including family wealth management strategies, legacy planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. He holds a bachelor's degree in psychology from Oral Roberts University and has completed the Wharton Financial Advisor Leadership Program. Wayne has earned multiple professional certifications such as Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Exit Planning Advisor (CEPA), and Personal Investment Advisor (PIA). Throughout his career, he has been recognized for his expertise, including being named to the Forbes Best-In-State Wealth Advisors list for multiple years. Wayne and his wife Lisa reside in Tempe, Arizona, where faith, family, and community are important aspects of their lives. They have four children and several grandchildren. Wayne participates in community organizations including the ASU Catholic Newman Center Advisory Council, the Aid To Women Center as a volunteer and advisory board member, and the Catholic Community Foundation Professional Advisory Board. His personal interests include boating, golfing, music, and swimming.

Brent Davidoff is a Financial Consultant at Fidelity Investments, where he has been serving since 2019. He has extensive experience in financial services, having held various roles at Fidelity Investments from 2014 to the present, including Retirement Solutions Representative and Investment Sales and Solutions Representative. Prior to joining Fidelity, he worked as an Institutional Sales Account Executive at PCS Research Services and as a Licensed Personal Banker at JPMorgan Chase. He also served as a Financial Security Specialist at Northwestern Mutual. Brent is a Certified Financial Planner who focuses on helping clients achieve financial security and prosperity through strategic investment planning and effective guidance. He holds insurance licenses in Arkansas and California.

Charles Allen is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm serves a large client base through a broad range of advisory, brokerage, and insurance solutions typical of a major institutional provider.

Ronald Mccook is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2022, with prior experience at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he is a partner at Blaser Mccook LLC, a holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, 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 with access to affiliated and third-party investment managers.

Eric Seybert is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. He has a long tenure with North Star Consultants Inc since 1995 and has worked with Minnesota Life Insurance Company, Securian Financial Services, and C.R.I. Securities. Seybert is also the owner of BIGSKYNOMADS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides diversified investment management options through a multi-manager platform, offering both discretionary and non-discretionary services.

Pearson Davis is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 13 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Griffin Capital Securities, as well as involvement with Blue House Coffee. He is based in Scottsdale, AZ. Charles Schwab & Co., Inc. serves a large clientele, 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 models supported by multi-asset portfolios, proprietary research, and a formal alternative-investment program.

Darin Shebesta is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Jackson Roskelley Wealth Advisors, Inc. for three years. He also teaches CFP Board Ethics Continuing Education courses for organizations including the Financial Planning Association and Kitces. Darin operates Possibility Wealth Advisors LLC as a DBA for his financial planning and investment advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers unique municipal advisory services uncommon among large institutional advisors.

Eric Sitton is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Sitton serves as an executive producer for a movie production company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Michael Echelberger is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at LPL Financial, The Vanguard Group, Wells Fargo Bank, and Music and Arts. 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 and operating under a fiduciary standard. The firm is notable for its extensive retail advisor network and affiliated financial services.

Abel Serratos is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Serratos owns and operates an online retro vintage game reselling business through eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Chapin is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns IRONWOOD INTERNET SOLUTIONS, a website providing online resources for business owners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Kowalski is a financial advisor with J.P. Morgan Securities in Tempe, AZ. He holds the Series 63 and Series 66 designations and has 18 years of industry experience. His prior experience includes roles at AIG Financial Advisors, The Vanguard Group, USAA Investment Services, and Bank of America/Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jonathan Gentile is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2015. Gentile is also the owner of 1029 Industries, LLC, an online marketplace for custom and non-custom goods. Raymond James Financial Services Advisors, Inc. provides 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 offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Amy Barchini is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation and bringing two years of industry experience. Her prior roles include positions at Fidelity Investments, Raymond James Financial, Edward Jones, and SilverTree Wealth Partners. Outside of finance, she performs as a gig musician, singing and playing piano and keyboard. Morgan Stanley Wealth Management is a large institution offering a wide range of advisory programs to individual and institutional clients, with investment and financial planning services supported by proprietary tools and extensive resources.

Priscilla Blanco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at Charles Schwab, Bank of America, Robert W Baird & Co Inc, and Edward Jones. Outside of finance, she works as an independent contractor driver for DoorDash. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.

Patrick De La Grange is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Edward Jones for most of his career, including an 18-year period prior to a brief hiatus and a recent return to the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.