Oscar Huynh is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2007. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Rudy Alvarado Jr. is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 designations and three years of industry experience. Prior to joining Edward Jones in 2024, he worked in various school districts including Gilbert Public Schools and Scottsdale Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs and affiliated financial services through a nationwide network of advisors and branch offices.

Wayne Rich is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 1989 and has experience working with dynamic and successful individuals, business owners, professionals, and executives. Wayne assists clients in simplifying their financial lives, providing guidance on complex situations and life events that impact their financial futures. His expertise includes family wealth management strategies, legacy planning, portfolio management services, socially responsible investing, tax minimization, retirement income, and small business strategies. Wayne holds a bachelor's degree in psychology from Oral Roberts University and completed the Wharton Financial Advisor Leadership Program. He has earned the Certified Investment Management Analyst (CIMA) designation awarded by the Investments & Wealth Institute upon completion of coursework at The Wharton School of Business, and is a CERTIFIED FINANCIAL PLANNER (CFP) professional awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. Wayne and his wife, Lisa, reside in Tempe and have four children and a growing number of grandchildren. He enjoys music, art, food and wine, fitness, boating, golfing, and swimming. Wayne has a philanthropic focus supporting families in need and is involved with community organizations including the Aid To Women Center as a volunteer and advisory board member, the ASU Catholic Newman Center Advisory Council, and the Catholic Community Foundation Professional Advisory Board.

Brent Davidoff is a Financial Consultant at Fidelity Investments, where he has been serving since 2019. He has extensive experience in financial services, having held various roles at Fidelity Investments from 2014 to the present, including Retirement Solutions Representative and Investment Sales and Solutions Representative. Prior to joining Fidelity, he worked as an Institutional Sales Account Executive at PCS Research Services and as a Licensed Personal Banker at JPMorgan Chase. He also served as a Financial Security Specialist at Northwestern Mutual. Brent is a Certified Financial Planner who focuses on helping clients achieve financial security and prosperity through strategic investment planning and effective guidance. He holds insurance licenses in Arkansas and California.

Charles Allen is a financial advisor with Ameriprise in Chandler, AZ, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized recommendation reports. The firm serves a large client base through a broad range of advisory, brokerage, and insurance solutions typical of a major institutional provider.

Ronald Mccook is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2022, with prior experience at First Allied Advisory Services and First Allied Securities. Outside of his advisory role, he is a partner at Blaser Mccook LLC, a holding company. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment managers.

Eric Seybert is a ChFC® credentialed financial professional with 31 years of experience in the industry. He has been with Cetera and Cetera Wealth Services, LLC since 2023 and has a long history with North Star Consultants Inc dating back to 1995. Outside of his advisory roles, he owns BIGSKYNOMADS LLC. 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 financial planning services through a multi-manager platform that supports various investment strategies and program structures.

Pearson Davis is a financial advisor at Charles Schwab with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked various roles within Charles Schwab and Wells Fargo Advisors. Outside of finance, he was involved with Blue House Coffee from 2018 to 2023. 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 provides integrated brokerage, custody, and cash-sweep services.

Emaad Tareen is a financial advisor at Merrill, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the University of California, Santa Barbara, and DM Baker Media Relations. 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, pension plans, corporations, and charitable organizations.

Darin Shebesta is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Jackson Roskelley Wealth Advisors, Inc. for three years. He also teaches CFP Board Ethics Continuing Education courses for organizations including the Financial Planning Association and Kitces. Darin operates Possibility Wealth Advisors LLC as a DBA for his financial planning and investment advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers unique municipal advisory services uncommon among large institutional advisors.

Eric Sitton is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Sitton serves as an executive producer for a movie production company. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,000 financial advisors.

Michael Echelberger is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at LPL Financial LLC, The Vanguard Group, Wells Fargo Bank, and Music and Arts. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with more than $1 trillion in assets under management, offering a range of advisory programs and affiliated investment products through a large nationwide network of financial advisors and branch offices.

Abel Serratos is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 14 years of industry experience, all with Edward Jones since 2012. Outside of his advisory role, he operates an online business reselling retro vintage games through eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Richard Chapin is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns Ironwood Internet Solutions, a website providing online resources for business owners. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional investors, and manages over $1 trillion in assets through a large network of advisors and branch offices.

Michael Kowalski is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and 18 years of industry experience. His prior roles include positions at USAA Investment Services, The Vanguard Group, and Bank of America Merrill Lynch. Kowalski has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2020. 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. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with clients retaining final decision-making authority.

Jonathan Gentile is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2015. Gentile is also the owner of 1029 Industries, LLC, an online marketplace for custom and non-custom goods. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Amy Barchini is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Fidelity Investments, Raymond James Financial Services, SilverTree Wealth Partners, and Edward Jones. Outside of finance, she performs as a gig musician, singing and playing piano and keyboard. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and proprietary tools to model outcomes, while clients retain responsibility for implementing their plans.

Priscilla Blanco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. Her background includes roles at Charles Schwab & Co Inc, Robert W Baird & Co Inc, and Edward Jones. Outside of her advisory work, she has experience as an independent contractor driver for DoorDash. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and tools, delivering tailored recommendations that clients may implement through various brokerage or advisory programs.

Patrick De La Grange is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Edward Jones for most of his career, including an 18-year period prior to a brief hiatus and a recent return to the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Wesley Jones is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at both Merrill and Bank of America N.A. since 2015. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.