Jessica Kellogg is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with 14 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Nicholas Bishop is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, portfolio management services, and retirement income. Nicholas focuses on developing personalized strategies that align with what matters most to his clients and their families. His approach involves understanding clients' priorities to help them pursue their financial goals effectively. Nicholas holds a Bachelor's Degree from Ohio University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He assists clients with a range of financial planning services, from general investing to retirement planning and preparing for unexpected events. Outside of his professional work, Nicholas has personal interests in baseball, football, golfing, and pickleball. He values building relationships with clients and helping them navigate financial decisions with clarity and confidence.

Pierce Anderson is a CFP® professional affiliated with LPL Financial, based in Tempe, AZ, with four years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Nicole Curtis is a financial advisor with Wells Fargo Advisors in Chandler, AZ, holding a Series 66 designation and bringing 16 years of industry experience. She has worked at Wells Fargo Advisors and Wells Fargo Clearing since 2016, with a brief period away from the firm in 2020-2021. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Rafael Blanco is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2000, including roles at Charles Schwab Bank and optionsXpress, Inc. 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 advisory and discretionary SMA portfolios supported by multi-asset model strategies and a centralized operational platform.

Zachary Smith is a financial advisor at Cetera with five years of industry experience. He holds a Series 66 designation and has worked at firms including Renaissance Financial and Securian Financial Services. Smith is also associated with Renaissance Financial as registered staff and acts as an insurance agent for fixed insurance products. Cetera Investment Advisers LLC serves a wide range of clients including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

Andrew Figueroa is a CFP®-certified financial advisor with 10 years of industry experience, currently with Morgan Stanley. He previously worked at The Vanguard Group, Inc. from 2015 to 2021. Outside of advisory work, he is involved with Arbonne International in sales and marketing. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers financial planning and advisory services supported by proprietary tools and models, managing approximately $2.74 trillion in client assets.

Mary Golda is a financial advisor with Edward Jones in Chandler, AZ, holding Series 63 and Series 66 designations and 15 years of industry experience. She has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a large nationwide network of financial advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services, operating under a fiduciary standard.

William Wilkes Jr. is a financial advisor at Cetera with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Cetera since 2014. He also has experience with Midfirst Bank dating back to 2006. Wilkes participates in a referral program through Midfirst. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients nationwide. The firm offers a multi-manager platform with a broad range of portfolio management and retirement services, managing over $256 billion in assets through more than 10,000 advisors.

James Weinmann is a financial advisor with Edward Jones in San Tan Valley, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advisory work, he is involved in residential real estate investment and property management through ownership and management roles in local real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Daxesh Bhavsar is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2010. 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 operates a large-scale, integrated model combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment programs.

David Limone is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses. He has two years of industry experience and prior roles at Charles Schwab and JPMorgan Chase Bank. Outside of finance, he operates a small masonry business. 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 through a non-discretionary program.

Vince Lagatta is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes roles at Osaic Wealth, PNC Investments, and BBVA-related firms. Outside of advising, he serves as the head coach of the Valley Christian High School baseball program and is a director of Raven Ministries, a religious nonprofit. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and third-party asset management, supported by technology tools and a broad platform that integrates advisory and non-advisory financial offerings.

Jacob Leenerts is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2021. Prior to his financial services career, he worked at Academies of Math & Science and NPC International, Inc. Charles Schwab & Co., Inc. serves a large client base 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 offers a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Tate Kopulos is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Thompson Wealth Management, Harbour Investments, and JPMORGAN Chase Bank, N.A. 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. The firm’s advisory process uses centralized due diligence with both quantitative and qualitative analysis, supporting a range of eligible investment strategies.

Kirby Pederson is a financial advisor with MassMutual Investors Services in Phoenix, AZ, holding CFP® and ChFC® designations and possessing 14 years of industry experience. He has been with MassMutual and its affiliated firms since 2011 and has additional experience dating back to 2010 with Dollarhide Financial Group. Outside of his advisory role, Pederson serves as treasurer on the board of Fatih Lutheran Preschool, where he assists with budgeting and serves on the executive committee. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational programs, employing firm-approved analytical tools to deliver customized financial recommendations.

Natalie Rivosecchi is a CFP® with 16 years of industry experience, currently serving at Charles Schwab in Phoenix, AZ. Her work history includes roles at HF Management LLC since 2017 and Schwab Wealth Advisory Inc. from 2015 to 2025. Outside of her advisory career, she is involved in real estate through ownership and decision-making in a property management LLC. 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 and offers a multi-asset investment approach supported by centralized operations and due diligence on alternative investments.

Joshua Goudreau is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2014. 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 plans, corporations, and charitable organizations.

Victor Danzo is a financial advisor with Charles Schwab in Phoenix, Arizona, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Charles Schwab since 1997. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Stanton Dwight is a financial advisor at Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.