Michael Hansen is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Bank since 2004 and 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Nathan Burhans is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Cesar Martinez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, LoanDepot, Wells Fargo, J.P. Morgan Chase, and other financial institutions. 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.

Collin Whittier serves as a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Financial Representative, and High Net Worth Service Associate. In his current capacity, Collin focuses on supporting clients' financial needs with an emphasis on trust, clear communication, and integrity. His experience spans multiple facets of financial consulting and investment services within Fidelity. Outside of his professional responsibilities, Collin has personal interests that include baseball, biking, cooking and baking, golf, hiking, and parenthood.

Alexa Raleigh is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has prior work experience at Bank of America and Northern Arizona University. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Sean Burke is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has previously worked at Axa Advisors and Equitable Advisors. In addition to his advisory role, he works as an Employee Benefits Agent, advising companies on plan design and benefit packages to support recruiting and retention. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services that utilize risk profiling and modeling tools to support client goals, and it is noted for its municipal advisory affiliation and innovative employer advisory programs.

Alexander Kallweit is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Vanguard, Wells Fargo, JPMorgan Chase, and Apple. Charles Schwab & Co., Inc. 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 affiliated discretionary portfolios and employs a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Charles Nicholson IV is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 63 designation and has been affiliated with Wells Fargo Bank since 2013. Outside of his advisory role, he works as a food delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Gregory Haas is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked with several firms including Wells Fargo and KeyBank before joining Raymond James in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and a broad advisor network.

Brett T. Williams is a Certified Financial Planner® with 32 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services Inc. for 16 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Dave Ethington is a financial advisor with Charles Schwab based in Chandler, AZ, holding Series 63 and Series 66 designations and possessing 29 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment guidance via multi-asset model portfolios and affiliated managed accounts. The firm is notable for its large scale, integrated structure, and combination of advisory and brokerage services.

Zach Cleveland is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop clear, actionable plans to support their financial well-being. He has held his current position since 2025. Prior to his current role, Zach worked as a Retirement Planner at Fidelity Investments from 2024 to 2025. He also gained experience as a Paraplanner at Solutions First Financial Group between 2023 and 2024, and as a Retirement Specialist at Vanguard from 2022 to 2023. Outside of his professional work, Zach engages in family activities, social events with friends, music, and reading.

Sasson Afshari is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 license and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of advisors and advanced operational tools.

Tanner Brady is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2012. Merrill, along 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kira Hill is a financial advisor at Charles Schwab with 20 years of industry experience. She holds the Series 66 designation and has worked at various Charles Schwab entities since 2008, including Charles Schwab Bank and Charles Schwab Trust Bank. Charles Schwab & Co., Inc. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure integrating advisory, brokerage, custody, and cash-sweep services.

Brennan Diamond is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at Ironwood Investment Counsel and Barilotti Wealth Strategies, and has multiple engagements with Arizona State University. Outside of his advisory work, he has experience at the Arizona Grand Resort and Spa. 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 clients including individuals, high-net-worth investors, and institutions.

Hunter Severson is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and with one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A., as well as diverse positions outside finance, such as at Raccoon Creek Golf Course and Events on the River. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on written asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Michael Penney is a Series 66-licensed advisor with J.P. Morgan Securities in Scottsdale, AZ, with 14 years of industry experience. He previously worked at Bank of America and Merrill from 2010 to 2022 before joining JPMorgan Chase Bank, N.A. in 2022. Outside of his advisory role, he is owner and partner of Penney Ventures LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative manager research and offers broad derivatives and commodities capabilities.

Raechel Owen is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 registrations and 12 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2014 and was previously employed at It Works from 2016 to 2018. Outside of her advisory role, Owen serves as a board member providing financial oversight for the Alpha Phi Fraternity and acts as a financial advisor to the Alpha Phi Sorority chapter at a university. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and the use of forward-looking capital market assumptions.

Stephanie Tsang is a financial advisor with Cetera, holding CFP® and ChFC® designations and over 20 years of industry experience. She has worked at firms including Securian Financial Services, Minnesota Life Insurance Company, and Integra Partners LLC. Outside of her advisory role, she is involved in fixed insurance sales through North Star Consultants and acts as a connector within the medical community through the Arizona Healthcare Referral Collaborative. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options and overseeing more than $256 billion in assets.