Samuel Lee is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Baird in 2022, he worked at RBC Capital Markets from 2014 to 2022. He serves on the Board of Development at Hardin-Simmons University, contributing to the university’s goal-setting activities. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with both discretionary and non-discretionary options.

Stockton Schultz is a financial advisor at UBS Financial Services in Phoenix, AZ, holding a Series 66 designation with 15 years of industry experience. He has been with UBS since 2013. Outside of his advisory role, he is involved as a partner in several business ventures, including Aerobat Ventures LLC, Morgan Maxwell LLC, and Schultz Marketing LLC. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

William Noble is a financial advisor with Charles Schwab holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at Charles Schwab since 2006 and at Charles Schwab Trust Bank since 2023, 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.

Blanca Estrada Rosanoff is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 designation and has previously worked at BMO Harris Bank, Ann Inc. LOFT, Johnson Bank, and National Bank of Arizona. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

James Vallery is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Morgan Stanley in 2023, he worked at J.P. Morgan Securities for 11 years. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Thomas Pilling Jr. is a financial advisor at Fidelity with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has been with various Fidelity entities since 2008. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.

Timothy Gish is a financial advisor with LPL Enterprise, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Principal Securities, and Securities America. Outside of advisory work, he is involved with non-variable insurance activities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Karla Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation and nine years with the firm. She has 27 years of prior self-employment experience. Outside of her advisory role, she is a trustee of a family trust associated with a family farm and participates in a local business and community networking group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a large nationwide network of financial advisors and branch offices.

Brianne Martinoni is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses with six years of industry experience. Her work history includes multiple roles at Charles Schwab and Merrill. 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 recommendations and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Ty Robinson is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to his current role, he worked in educational positions at Northern Arizona University, Basha High School, and Payne Junior High School. Outside of finance, he is involved with The Northern Pines Restaurant. 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 financial planning services through a large network of advisors and provides access to both affiliated and third-party money managers.

Steven Hecht is a financial advisor with Primerica Advisors in Goodyear, AZ, holding a Series 63 designation and 42 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1984. Outside of his advisory role, he serves as an umpire for the Arizona Interscholastic Association. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based strategies managed by third parties and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Michele Kisenwether is a financial advisor with Primerica Advisors in Sun City West, AZ, holding Series 63 and Series 65 licenses and 16 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2009. In addition to her advisory role, she is involved in the sale of home-related products and services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients, primarily via a tiered wrap-fee structure.

Brandi Palomo is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. She holds Series 65 and Series 63 licenses and has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2016. Outside of her advisory work, she owns Ember Sky Publishing, a company used to self-publish fiction novels. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various investment programs, including wrap and money-manager offerings.

Ryan Young is a financial advisor at Raymond James Financial with five years of industry experience. He holds a Series 66 designation and previously worked at the U.S. Department of Agriculture, the University of Maryland, Howard Community College, the YMCA, and served five years in the U.S. Marine Corps. Young is also the owner of Young Money Management, a corporation used for managing expenses. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Reed Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been providing financial advisory services for over eight years. He is a member of the Hughes team, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Reed and his team focus on building lifelong relationships and educating clients on wealth management strategies tailored to meet their financial goals. Reed utilizes a goals-based approach that considers clients' personal considerations, risk tolerance, time horizon, and liquidity needs to develop personalized financial strategies. He works with clients to create clear financial plans, including retirement spending strategies and tax implications, to ensure their financial needs are met. He holds a Bachelor's Degree from Arizona State University and professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA). Reed also participates in community service activities aligned with the Merrill tradition of community involvement.

Jaime Avila is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo for six years before joining Charles Schwab. Jaime 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 solutions, combining centralized supervisory, custody, and order-routing operations with access to alternative investments and multi-asset model portfolios.

Jacob Parent is a Series 66-licensed financial advisor with six years of industry experience, currently with Ameriprise in Glendale, AZ since 2024. He previously worked at Equitable Advisors for four years. Outside of his advisory role, he owns JSP Global Consulting, a consulting business based in Scottsdale, AZ. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides customized, tax-aware retirement income planning through a collaborative and research-driven approach.

Monica Joffre is a financial advisor at Fidelity with 34 years of industry experience. She holds Series 63 and Series 66 designations. Her prior work includes roles at USAA Investment Services Company, Morgan Stanley, LPL Financial, and Charles Schwab. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction, supporting services such as discretionary portfolio management and fund advisory.

James Barasha is a Senior Financial Advisor affiliated with Merrill Lynch Wealth Management. In his role, he builds trusted, long-term relationships by delivering personalized financial strategies tailored to each client's unique goals, values, and stage of life. He focuses on helping individuals, families, and institutions navigate financial complexities through comprehensive planning and disciplined guidance. James has expertise in personal retirement planning, portfolio management services, and retirement income. He provides clients with access to investment insights and integrated banking and lending solutions through Merrill and Bank of America. His approach emphasizes ongoing collaboration and communication to empower clients to make informed decisions and adapt to changes. He holds a Bachelor's Degree from Kings College and the credential of Personal Investment Advisor (PIA). Outside of work, James enjoys biking, hiking, and spending time with his family. He is also committed to community involvement through active volunteering aligned with Merrill's tradition of giving back.

Dustin Glass is a financial advisor with Fidelity Investments based in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to his current role, he worked at The Vanguard Group, Inc. from 2016 to 2020. Outside of financial advising, he is involved with Rasta Wolf Records, LLC, where he serves as a studio engineer and live event promoter. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles with registered investment companies, use of advanced technologies in research, and its oversight and governance practices.