Joshua Symons is a financial advisor with Edward Jones in Phoenix, AZ, holding CFP® and Series 66 credentials and having eight years of industry experience. He previously worked at Keller Williams and North Rock Group LLC, among other roles. Symons serves as a board member for Valley Youth Theatre, where he participates in fundraising and governance. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Tyler Sears is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill since 2018. Prior to his current role, he was employed at Enterprise Holdings from 2015 to 2018. 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 a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutional accounts.

Charles Konopaski II is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., USAA Investment Management Company, and Merrill. Outside of finance, he creates custom acrylic abstract art under the name CK Sports Artwork. 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, with a focus on multi-asset model portfolios and alternative investment options.

Ralph Moreno is a financial advisor with Charles Schwab, holding a Series 66 designation and seven years of industry experience. He has worked at Charles Schwab Trust Bank since 2020 and at Charles Schwab since 2018. Prior to that, he was employed at First Convenience Bank from 2015 to 2018. 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 multi-asset model portfolios and a centralized operational structure.

Elizabeth Leykam is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 credentials and has worked at various JPMorgan affiliates since 2018, as well as Commerce Bank prior to that. 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. Its advisory process combines systematic quantitative screening with qualitative research and incorporates an ESG eligibility framework.

Kristin Hass is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with Charles Schwab since 1996, including time at Charles Schwab Bank and optionsXpress, Inc. 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence through its Alternative Investments Select program.

Cole Roether is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and two years of industry experience. He has worked at Charles Schwab since 2023 and previously held roles at QuikTrip and the City of Peoria. 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 and discretionary investment solutions with centralized custody and operational support.

Brian Spann is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he served in the United States Air Force for 14 years and worked at American Public University for nine years. He 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 offers both non-discretionary and discretionary investment options with a multi-asset model portfolio approach and centralized operational support.

Brady Denton is a Series 66 licensed financial advisor with LPL Financial in Tempe, AZ, holding two years of industry experience. His prior roles include positions at RBC Capital Markets, Vanguard, and Cascade Financial Services. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Nikos Dalton is a financial advisor at UBS Financial Services with four years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley, Bank of America, Merrill, and Ivancich & Costis LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Brody Asheim is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. His prior roles include positions at Nautilus Insurance Group, Crosscountry Mortgage, and Pinnacle Peak Private Client Group. He has also been involved with Arizona State University and entrepreneurial ventures such as UpMerch and Integrity Valet. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered investment companies and model portfolio platforms.

Sean Dickes is a financial advisor with J.P. Morgan Securities in Phoenix, Arizona, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at J.P. Morgan Securities Inc., Wells Fargo Clearing, and BMO. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering a range of eligible investment strategies.

Matthew Munn is a financial advisor at Cetera with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Cetera in 2022, he spent 20 years at First Financial Equity Corporation. Outside of his advisory role, Munn is also a licensed real estate agent involved in listing, buying, and selling residential properties. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

David Telles is a financial advisor with Cetera based in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at United Planners, PFG Advisors, Centaurus Financial, and several other financial services firms. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, retirement services, and program platforms, supporting diverse investment approaches including model portfolios, third-party managers, and bespoke strategies.

Michael Ayache is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior work includes roles at Wells Fargo, Nationwide Investment Services, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with an advisory process supported by centralized due diligence and incorporating both quantitative and qualitative research.

Nathan Dunn is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding a Series 66 designation and eight years of industry experience. He has been with Thrivent Investment Management since 2018 and Thrivent Financial since 2019. Outside of his advisory role, Dunn serves as a volunteer chaplain and creative director for Melody and Truth, a nonprofit missions organization focused on using music and the arts to share the gospel. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning that addresses various financial topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Kevin Zirk is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has more than 33 years of industry experience and has been affiliated with Primerica since 1985. Outside of his advisory role, he has owned multiple private business entities since the late 1990s. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies and partners with third-party managers and custodians to provide advisory services.

Jeff Lee is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Bank of America and Merrill Lynch prior to joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Joseph Miller is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2008. 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 roughly $671 billion in assets with over 14,000 financial advisors and offers both brokerage and advisory solutions.

Nathan Thompson is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.