Daniel Schneider is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 designation and has worked in various capacities including at 1ST Global Capital Corp., 1st Global Advisors Inc., and Schneider & Associate, CPAs, P.C. He serves as a parish council member and treasurer for St George Antiochian Orthodox Church, where he is involved in budgeting and financial oversight. 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 and discretionary investment management services supported by a large, integrated platform.

Blake Winston is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America and roles outside finance, such as at the Union for Reform Judaism and 6 Points Sports Academy. 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 model-based and discretionary investment strategies for a range of individuals and institutions.

Bruce Nicholas Cabanayan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Bank of America for five years before joining Merrill in 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Linda Schrunk is a financial advisor at Edward Jones in Gilbert, AZ, with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Merrill and Wells Fargo Clearing. Schrunk has been with Edward Jones since 2019. 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 and advisory services, supported by a large nationwide network of advisors and offices, and manages approximately $1.01 trillion in assets under management.

Lawrence Whitley Thomas is a financial advisor at Edward Jones in Tempe, Arizona with 16 years at the firm and 11 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he officiates basketball games for various local leagues, including city, youth, and high school levels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Adrian Paredes is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and also has experience with Bank of America N.A. Prior to his advisory role, his work history includes positions at Rocket Mortgage and other companies. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Paul De Stefanis is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. He has worked with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm provides a range of advisory programs and investment solutions, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

David Simon is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Maya Byrd is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at Merrill for three years and held positions at various organizations including CSM Corporation and the City of Phoenix Municipal Court. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Cheri Keene is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 18 years of industry experience. She has worked at LPL Financial since 2015 and concurrently serves at the National Bank of Arizona since 2014. Keene also holds a role as a business development officer and trading manager at Zions Trust. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational and research tools.

Antonio Zapata is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 21 years of industry experience. His prior roles include positions at AssetMark Brokerage, AssetMark Financial Holdings, Financial Engines Advisors, Wells Fargo Clearing, and The Vanguard Group. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational resources.

Paul Farington is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2014. He has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,100 branch offices.

Kyle Ricker is a financial advisor at Charles Schwab with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2011. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

Richard Auck is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes six years at Optionsxpress, Inc., and over two decades at Charles Schwab and Charles Schwab Bank. 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 a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and Schwab’s Alternative Investments Select program.

Tyler Smith is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company, with four years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Fidelity Investments, Wells Fargo, and Utah Valley University. Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and offers advisory services that incorporate systematic methodologies and oversight controls.

Craig Despres is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, based in Phoenix, AZ. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to joining MassMutual, he worked at Adopt Technologies, LLC and Zayo Group. He is also the owner and manager of Milestone Financial, LLC. MML Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and a range of programs including divorce planning, estate settlement, and employer-sponsored planning.

Dane Kelly is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. He previously worked at Waddell & Reed, Inc. for seven years and is involved with Siefer & Kelly Management, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services including financial planning and third-party asset management.

Ivaylo Dimov is a financial advisor at Charles Schwab with 12 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab since 2013, including time at Charles Schwab Bank, SSB since 2025. 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 a large-scale client base with a dual-registered broker-dealer and investment adviser structure, offering both non-discretionary and discretionary investment options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Emma Johnson is a financial advisor with Charles Schwab holding a Series 66 designation and 16 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2018, with prior experience at AssetMark. Charles Schwab 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 and discretionary investment options supported by multi-asset model portfolios and centralized operational services.

Wyatt Blanco is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Morgan Stanley, his work history includes roles unrelated to financial advising. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.