Benjamin Dewhurst is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2023, he worked at Louie Inc. and spent several years at the University of Colorado. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of strategic, tactical, and alternative investment options.

Stephanie Fagan is a financial advisor with Cetera who holds the Series 66 designation and has eight years of industry experience. Her prior work includes roles at Morgan Stanley, Merrill Lynch, Avantax Advisory Services, and Monat Global. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Jennifer Owen is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Investments, LLC from 2008 to 2010. 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. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Daniel Welker is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2015. He is based in Phoenix, AZ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a trustee of a family trust and owns investment-related entities Welker Capital LLC and Welker Holdings LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop client recommendations.

David Ankrom is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines and its successor firms since 2007. Based in Phoenix, AZ, he joined Edelman Financial Engines in 2025. Edelman Financial Engines offers technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and supports a large client base through a combination of advisor-led and online platforms.

Daniel Santibanez is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 66 and Series 63 licenses and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Waddell & Reed, Chase Investment Services Corp., and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to support portfolio diversification and offers both brokerage and advisory solutions at scale.

Marcus Brandt is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 12 years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Jonathan Kipp is a financial advisor with Morgan Stanley Wealth Management based in Scottsdale, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes prior roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he is involved with Arizona Bike Week, a motorcycle bike show, and participates in several entrepreneurial ventures including FX Promotions Inc, Barrett Jackson retail operations, and a cleaning company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Matt Keith is a CFP® and ChFC® with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is the owner and partner of MJ Keith Real Estate LLC, where he is involved in leasing a residential property. 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 advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by both quantitative and qualitative research.

Vincenzo Malizia is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017, following a year at BBVA Compass. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, and supports implementation through affiliated investment-management entities.

Jeffrey Taylor is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 27 years of industry experience. He previously worked at Vanguard Advisers from 2000 to 2005 and has been with Wells Fargo Clearing and Wells Fargo Bank since 2015 and 2016, respectively. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

Evan Zack is a financial advisor with Charles Schwab & Co., Inc. based in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Vanguard and Signature Dental Partners, as well as a background in education. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operations.

Tyler Whiting is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he has worked in various roles including positions at Christ's Church of the Valley and Showtime Painting. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Trish Tallini is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at RBC Capital Markets from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

John Braden is a financial advisor at Edward Jones in Surprise, Arizona, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Daniel Broussard is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2009, including time at Charles Schwab Bank. Broussard also served in the Arizona Army National Guard from 2009 to 2017. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Krystle Gonyo is a financial advisor at Charles Schwab with 14 years of industry experience. She previously worked at THE Vanguard Group, Inc. for 10 years before joining Charles Schwab in 2021. Her credentials include the Series 63 and Series 66 designations. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a centralized operational structure.

Branden Heins is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing six years of industry experience. His career includes roles at Ameritas Advisory Services, AssetMark Financial Holdings, and Merrill. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Malachi Rodriquez is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Dennis Heying is a financial advisor with Charles Schwab in Phoenix, Arizona, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Charles Schwab since 2016. 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 advice and access to discretionary separately managed accounts. The firm provides integrated brokerage, custody, and advisory services with a focus on multi-asset model portfolios and alternative investments.