William Mcelroy is a financial advisor with Edelman Financial Engines based in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including 10 years with Financial Engines Advisors L.L.C. at the same firm. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Christopher Barozie is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and bringing 23 years of industry experience. His previous roles include positions at USAA Investment Management Company and various USAA financial planning and advisory services from 2013 to 2020. 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 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 research from the Schwab Center for Financial Research.

Nicholas Mcarthur is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Charles Schwab in 2021, he held positions at Northern Arizona University, Albertsons, Lifetime Fitness, Sushi Brokers, and the United States Forest Service. Charles Schwab 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Maria Monroe is a financial advisor with LPL Financial based in Phoenix, AZ, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her prior roles include positions at Equitable Advisors and Axa Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and third-party asset management, supported by advisor-facing tools and a broad non-advisory platform.

Jessica Wert is a financial advisor at UBS Financial Services in Phoenix, AZ, with 11 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. Wert served on the board of directors for the East Valley Women's League, where she was involved in planning annual fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Walter Fielder is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he provides personalized financial strategies tailored to help clients pursue their long-term goals. Walter focuses on delivering a comprehensive approach to wealth management, ensuring clients receive customized planning and investment advice. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, and small business strategies. Walter is committed to working closely with clients to understand their needs, goals, and concerns, aiming to provide financial confidence through disciplined, goal-based wealth management processes. He conducts regular reviews to update retirement plans and adjust strategies as needed. Walter holds a Bachelor's Degree in Finance from the University of Arizona and maintains the Personal Investment Advisor (PIA) designation. He is involved with professional organizations such as ChildHelp, NotMyKid, Phoenix Children's Hospital, and United Way. Additionally, he participates in community activities with NDP High School. In his personal time, Walter enjoys hiking, skiing, and spending time with his family.

Christopher Mette is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held various roles within Morgan Stanley and its affiliates since 2002, including positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. His prior experience also includes a role at Citigroup Global Markets. Outside of his advisory work, he is a partner in AZKS LLC, which is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and Global Investment Committee estimates.

Edward Greene is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Charles Schwab since 2016. 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 and affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Dylan Erdei is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase Bank and the University of Wisconsin Madison. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Rizwan Shah is a Senior Financial Advisor specializing in wealth management strategies that align with clients' long-term financial goals. He leverages the investment insights of Merrill and the banking services of Bank of America to provide comprehensive financial solutions. Shah emphasizes a personalized approach, focusing on understanding each client's unique needs to develop strategies that respond to changing market conditions. He holds a Bachelor's Degree from California State University East Bay and a Master's Degree from the University of Phoenix. Shah's professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His expertise centers on delivering tailored wealth management solutions while maintaining a commitment to excellent client service. Shah follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of his professional responsibilities, he pursues interests in adventure sports, hiking, music, and running.

Davis Buckhannon is a financial advisor with J.P. Morgan Securities in Phoenix, AZ. He holds the Series 63 and Series 66 designations and has two years of industry experience. His prior firms include Morgan Stanley, Fidelity Investments, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Eric Hunsinger is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Charles Schwab since 2000. 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 model portfolio approach supported by proprietary research and due diligence.

Blayne Anderson is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bell Bank and Northwestern Mutual. Outside of advisory work, he has been involved with 46 North Landscaping and has a background in education and construction. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Michael Van Horn is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities since 2006, including ten years at Wells Fargo Clearing and nearly 20 years at Wells Fargo Bank. His prior experience also includes a position at Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services that include investment advisory, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by in-house research and third-party analytics.

Hannah Weber is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company. Outside of her advisory role, she serves as an assistant volleyball coach at Chandler Preparatory Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers.

John Rinehart is a financial advisor at Ameriprise with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 13 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Erica Molina is a CFP® professional with 22 years of industry experience, currently serving with Cambridge Investment Research Advisors. Her prior roles include positions at The Vanguard Group, Charles Schwab, and USAA Financial Planning Services. In addition to her financial advisory work, she is an independent travel advisor. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional clients, by offering financial planning, investment management, and retirement-plan advisory services through various platforms and proprietary model strategies.

Richard Munneke is a CFP® certificant with 29 years of experience in the financial services industry. He is currently with Edelman Financial Engines and has previously worked at Mercer Global Advisors, TD Ameritrade, and Charles Schwab in various roles spanning over two decades. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with an emphasis on diversified portfolios, periodic rebalancing, and long-term investment strategies.

Lisa Kubica is a Senior Financial Advisor with Merrill Lynch Wealth Management and serves as the business manager for The Friedman Group. She has been with Merrill Lynch since 2000 and has over 35 years of experience in the financial services industry. In her role, she focuses on team management and deepening relationships with current clients, particularly working closely with families who have complex needs and unique circumstances. Lisa's expertise includes family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and retirement income. She holds the Personal Investment Advisor (PIA) designation and earned her High School Diploma from Arizona Lutheran Academy. Lisa resides in Peoria with her husband and their two children. She enjoys spending time with her family and engages in activities such as baseball, biking, football, hiking, and traveling.

David Cardiff is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to his current role. 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 and fund searches, and customized performance reporting through a non-discretionary program.