Brittinie Saylor is a financial advisor at LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked at Ameriprise and Waddell & Reed among other firms. She is also a commissioned notary. 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, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Nicolette Weyer is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Equitable Advisors. Outside of finance, she is involved with Dashing Spirits, a luxury mobile beverage service for private events, where she manages operational tasks on a contract basis. 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.

Joseph Kevlin is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, Amerisave Mortgage Corporation, and Freedom Mortgage Corporation. Outside of his advisory role, Kevlin works as a delivery contractor for DoorDash. Merrill, together 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 and profit-sharing plans, corporations, and charitable organizations.

Jennifer Romano is a financial advisor with Cambridge Investment Research Advisors in Chandler, AZ, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. She previously worked for Prudential Insurance Company of America and PRUCO Securities for 23 years before joining Cambridge in 2018. Romano also operates as an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm offers a range of investment solutions through a network of independent financial professionals, utilizing both discretionary and non-discretionary strategies and combining proprietary models with access to third-party managers.

Cooper Dreifort is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. Prior to joining Morgan Stanley, he held positions at firms including Govig & Associates and Bayne Company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize structured discovery and firm-approved planning tools.

Joseph Meyer is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones, Bank of America, and Merrill. Meyer is based in Phoenix, AZ. 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 portfolios and offers a range of integrated investment and custody services.

Brittany Trapasso is a financial advisor at Merrill with 11 years of industry experience. She holds the Series 66 designation and has worked at both Merrill and Bank of America, N.A. since 2013 and 2014, respectively. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erik Woods is a financial advisor with Ameriprise in Gilbert, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Robinhood Markets, Inc., Robinhood Financial, LLC, and The Vanguard Group, Inc. Outside of his advisory work, he has experience in the hospitality industry with Flemings Prime Steakhouse and Wine Bar. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, delivering customized recommendation reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools overseen by dedicated committees to support its advisory approach.

Deborah Simonds is a financial advisor with Edelman Financial Engines in Chandler, AZ, holding Series 63 and Series 65 designations and six years of industry experience. She has previously worked at The Vanguard Group and operated Proper Paths LLC. Outside of finance, Deborah is involved in mental health as a hypnotherapist and trauma recovery coach through her business KathleenSimonds.com and also provides addiction counseling with Proper Paths LLC. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm utilizes a committee-driven modeling process combined with planner delivery and online tools, providing diversified, long-term oriented portfolios and operates as a fiduciary for retirement accounts under ERISA and DOL guidance.

Valarie Vest is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. She previously worked at Princor Financial Services Corporation and Principal Life Insurance Company. Outside her advisory role, she is the founder and CEO of an online coaching business. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of strategies including proprietary models and access to third-party managers, with customized portfolio implementation across multiple platforms.

Tyler Buck is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab & Co., Inc. since 2013. Outside of his advisory role, he serves as Treasurer for Raising Arizona's Men, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Kyle Macleish is a Financial Advisor with Merrill Lynch Wealth Management, working as part of the Gunter Hamilton DeCaro Wealth Management Group. He collaborates with individuals, families, and organizations to develop personalized strategies around retirement, investments, preparing for future generations, and other important financial decisions. Kyle emphasizes an approach that begins with understanding each client's goals, values, and priorities to build strategies aligned with what matters most to them. Kyle has expertise in areas including college education planning, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, socially responsible and values-based investing, tax minimization, and retirement income. He is a Certified Financial Planner (CFP) and a Personal Investment Advisor (PIA), holding a Bachelor's Degree from Northern Arizona University. Outside of his professional role, Kyle is involved with Foothills Baptist Church and enjoys spending time with his wife and children. His mission is to assist individuals and families in making confident financial decisions by bringing clarity, organization, and purpose to every stage of life through personalized advice, thoughtful planning, and long-term relationships.

Mitchell Schrader is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones Investments since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Armstrong is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at Bank of America and Merrill since 2017 and has prior experience at Veyo and First Financial Equity Corporation. Outside of his advisory roles, Armstrong was involved with Desert Tortoise Vending LLC from 2012 to 2017. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Joseph Sidman is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 credential and three years of industry experience. His prior roles include positions at OSAIC and Woodbury Financial Services, as well as involvement with Hershenberg Financial and Hershenberg & Stone-Walsh Insurance Services. Outside of advising, he has worked as an independent photographer and maintains notary services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment strategies and utilizes advisor-facing tools to support its network of over 22,800 advisors.

Scott Ortiz is a financial advisor with LPL Financial based in Tempe, AZ. He holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining LPL Financial, he worked at Voya Financial and MassMutual. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

Benjamin Rogers is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 66 and Series 63 licenses and having one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A. Outside of his advisory work, he is an owner and host of an Airbnb property managed virtually. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Tedi Darbroudi is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan, Tedi worked at Merrill and Bank of America. 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 applying an ESG eligibility framework in its recommendations.

Richard Solomon is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Cetera. He has held roles at Avantax Investment Services and has owned Solomon Wealth Management, LLC, Solomon CPA's & Financial Services, and Christopher T. Solomon, CPA, PC since 2014. Outside of advising, he is involved in tax preparation, bookkeeping, and payroll services through his CPA firm. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multi-manager platforms with options spanning automated allocations to bespoke investment strategies.

Anthony Fisher is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. He has worked at several firms including Fidelity Investments, OneAmerica Securities, Citizens Securities, Bank of America, and Merrill. Outside of finance, he owns and manages Breezy Clean Cleaning Services, a remote cleaning business. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery.