Thomas Moore is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds a Series 66 designation and has been with UBS since 2004. The firm serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. UBS uses proprietary capital market assumptions and research to tailor investment plans that align with clients’ goals and risk tolerances.

Kelly Tayloe is a financial advisor with Charles Schwab based in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Tayloe has been with Charles Schwab and its bank affiliate since 1997 and 2015, respectively. 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, offering both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by comprehensive integrated brokerage, custody, and advisory services.

Lauren George is a CFP® professional with eight years of industry experience, currently affiliated with Charles Schwab in Phoenix, AZ. Her prior roles include positions at The Vanguard Group and Ramsey Debt Relief. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Magno Davila Arias is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Merrill since 2019, as well as Bank of America from 2019 to 2021. Prior to his financial advisory career, he held roles at BMW of Bloomfield and Best Buy, and was affiliated with Rutgers Business School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary strategies developed by internal and third-party investment teams.

Lindsay Rodriguez is a financial advisor at Morgan Stanley with three years of industry experience. Prior to joining Morgan Stanley in 2023, she worked at Charles Schwab from 2020 to 2023 and has held various roles outside finance, including positions at California Pizza Kitchen and Texas Roadhouse. She holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and market modeling techniques.

Justin Low is a financial advisor with UBS Financial Services in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerances.

Gregg Smith brings more than two decades of experience in business development, strategic relationship management, and executive-level client engagement to the Phoenix Biltmore Group at Morgan Stanley. Prior to joining the firm, Gregg spent 23 years at Microsoft, where he led national and international sales initiatives and managed strategic relationships with some of the world’s largest retail organizations, consistently delivering results across highly competitive markets. Today, Gregg supports the team in delivering thoughtful wealth management strategies and high-touch client service. His background in managing sophisticated client relationships, navigating complex financial conversations, and driving disciplined execution allows him to bring structure and clarity to each client interaction. Gregg holds his Series 7 and Series 66 registrations. He spends as much time as he can with his wife, Erin, and his two college-age boys Aidan and Tyler. After hours, he enjoys skiing, golf, and any activity that brings his family together — whether on the course, the slopes, or beyond.

Aleta Ring is a financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 2014 and holds a Series 66 designation. Outside of her advisory role, she designs and makes jewelry in her personal time. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Peter Herbst is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has worked at Charles Schwab since 2005, including roles at Charles Schwab Bank, SSB, and optionsXpress. Based in Phoenix, AZ, he currently serves clients through Schwab’s advisory platform. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, brokerage, custody, and financial planning services through its integrated wrap fee programs. The firm provides both non-discretionary and discretionary investment management solutions, supported by centralized operational and supervisory structures.

Courtney Lovett is a financial advisor at Charles Schwab with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Raymond James and JP Morgan Securities. Charles Schwab & Co., Inc. serves a large client base, mainly 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 guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Kyle Riley is a financial advisor with Ameriprise Financial Services in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise since 2017, working first at Ameriprise Financial Services Inc. and then at Ameriprise Financial Services, LLC. Prior to that, he was self-employed and briefly worked at Mass Mutual. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Dominic Filicicchia is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at Charles Schwab since 2011, including eight years at Charles Schwab Bank, SSB. 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 investment guidance and access to discretionary separately managed accounts, supported by integrated brokerage, custody, and cash-sweep services.

Tara Viehman is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Ana Cristina Sipos Convery is a financial advisor at Robert Baird & Co. with Series 66 credentials and three years of industry experience. Prior to joining Baird in 2023, she worked at LoanDepot from 2019 to 2022 and DHI Mortgage from 2014 to 2019. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Von Hallauer is a financial advisor with Stifel in Phoenix, AZ, holding a Series 63 designation and 25 years of industry experience. He previously worked at Raymond James & Associates for seven years before joining Stifel Nicolaus & Co Inc in 2018. Outside of advising, he manages a rental property through a property management company. Stifel serves a broad range of individual and institutional clients, providing brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Scott Baynes is a financial advisor with J.P. Morgan Securities in Goodyear, AZ, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Bank of America, as well as his current tenure at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory work, he and his wife own an investment property held through an LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Lynn Delorey is a financial advisor at Merrill with 28 years of industry experience and holds a Series 66 credential. She has been with Merrill since 2016. Outside of her advisory role, she teaches public yoga classes and provides tarot card readings and astrology reports through separate business activities. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services primarily to Bank of America fiduciary clients, using model-based and discretionary strategies developed by internal and third-party managers for individuals, high-net-worth clients, and institutional investors.

Fuad Hassan is a Financial Advisor at Merrill Lynch Wealth Management. He works closely with clients to understand their individual financial goals and develops strategies tailored to their unique ambitions. His expertise encompasses a broad range of client focus areas including college education planning, equity compensation services, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, sports & entertainment, tax minimization, and retirement income. As a Personal Investment Advisor (PIA), Fuad is dedicated to helping clients navigate general investing, retirement planning, and preparing for unexpected financial needs. Fuad holds a Bachelor's Degree from Arizona State University. Outside of his professional work, he enjoys playing basketball, football, and pickleball.

Kendall Konopka is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 66 and Series 63 designations and has worked at Charles Schwab since 2013, including roles at Charles Schwab Bank, SSB, and TD Ameritrade Inc. from 2023 to 2024. 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 discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational support.

Jason Voss is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and having 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank SSB since 2021. Charles Schwab & Co., Inc. serves a large clientele primarily consisting of 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 a broad range of investment options supported by centralized custody and operational infrastructure.