Cody Darling is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with busy professionals and business owners to help them achieve their unique financial goals, providing a range of financial planning strategies including investment and risk management, trust and estate planning, concentrated stock strategies, credit and lending, access to family office services and private banking, alternative investments, and philanthropy. Darling draws on the resources of Merrill Lynch and Bank of America to support his clients' financial planning needs. Darling holds a Bachelor's Degree from Southeastern Oklahoma State University and holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He focuses on areas such as college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. An Arizona native and former collegiate golfer, Darling lives in Scottsdale with his wife, Karly, and their dog, Zorro. His personal interests include football, golfing, hiking, and spending time with his family.

Isaac Olson is a financial advisor with Cetera who holds a Series 66 designation and has two years of industry experience. He has worked with multiple entities within the Cetera network since 2023. Outside of his advisory role, he works as a bartender at Firerock Country Club. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Geri Mette is a financial advisor at Morgan Stanley with nine years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2014. Outside of her advisory role, she is a partner in an investment-related business involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines a broad range of financial products and services.

Joseph Omutsani is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at USAA Financial Advisors and USAA Investment Management Company, where he worked for over a decade. 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. Schwab offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

David Ayala is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 18 years of industry experience. His prior roles include positions at Edward Jones, MassMutual Life Insurance Company, and MML Investors Services. He is also a partner at Heritage Wealth Solutions, LLC, where he provides account management, trading, and financial planning services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and high-net-worth clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and sponsors advisory programs while maintaining capabilities in municipal and public finance.

Raj Patel is a financial advisor at RBC Capital Markets with three years of industry experience. He previously worked at Morgan Stanley and has a background that includes roles outside of finance, such as involvement with DoorDash in a contractor capacity. RBC Wealth Management, part of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services.

Joseph Scheid is a financial advisor with MassMutual Investors Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with MassMutual Life Insurance Company and its affiliates since 1994. Outside of his advisory work, Scheid is involved in business coaching and participates in a business consulting study group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, emphasizing collaborative annual planning with a focus on investment categories rather than specific products.

James Arnold is a CFP® professional with 27 years of industry experience, currently serving at Raymond James Financial Services Advisors, Inc. He previously spent 14 years with Commonwealth Financial Network. Arnold is the sole owner of Door Creek Financial, an investment-related business operating at his branch location. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports clients through various advisory programs.

Andrew Brooks is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank and Equitable Advisors, LLC, as well as education at the University of Arizona and Pinnacle High School. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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, using multi-asset model portfolios and a centralized operational structure.

Brian Dobry is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Charles Schwab since 2018, following prior roles at NinjaTrader/Mirus Futures and West Catholic High School. Charles Schwab 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 options, supported by multi-asset model portfolios, alternative investment due diligence, and integrated brokerage and custody services.

Chester Mccoy is a financial advisor with Primerica Advisors in Goodyear, AZ, holding a Series 63 designation and two years of industry experience. His prior work includes roles at PFS Investments Inc. and Prosper Marketplace. In addition to advising, he has involvement in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports trade execution and custody through established financial institutions.

Patrick Devlin is a Financial Consultant at Fidelity Investments, where he provides financial planning support and investment guidance tailored to individual goals and long-term investment strategies. He has been with Fidelity Investments since 2023, holding various roles including Retirement Planner, Director, Retirement Planner, and Planning Consultant prior to his current position. Before joining Fidelity, Patrick worked as a Client Support Representative at Robinhood from 2021 to 2022 and as a Financial Advisor at Northwestern Mutual from 2020 to 2021. His career experience spans financial consulting, retirement planning, and client support within the financial services industry. Outside of his professional work, Patrick engages in golf and hiking during his personal time.

Thomas Laporte is a financial advisor at Stifel with 50 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018. His prior experience includes roles at Raymond James & Associates and Robert Baird & Co. He serves as an advisory board member for the Seena Magowitz Foundation, which focuses on pancreatic cancer research and patient support. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and probabilistic modeling developed by its Investment Strategy Group.

Thomas Samios is a financial advisor at Charles Schwab with Series 66 and Series 63 licenses and two years of industry experience. His work background includes roles at Charles Schwab, Odyssey Institute, Chipotle Mexican Grill, Sonic Drive-in, Walmart, and a period of full-time education. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside a centralized operational structure.

Jennifer Kim is a CFP® professional with 18 years of industry experience. She is currently with Fidelity Investments, having joined in 2022, and previously worked at Ameriprise Financial Services, Raymond James & Associates, Bank of America, and Merrill. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs, and it is notable for its use of AI-driven methodologies and its formal advisory roles within the investment industry.

Jennifer Vidaure is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research, incorporating ESG eligibility frameworks and utilizing broader derivatives and commodities capabilities.

Brian Warren is a financial advisor at Charles Schwab with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Fidelity Investments. Before entering the financial industry, he was employed at Midwestern State University. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options with a focus on multi-asset model portfolios and centralized operational support.

David Clingman is a financial advisor at Charles Schwab with 20 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and affiliated entities since 2021, as well as at TD Ameritrade and Merrill earlier in his career. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

John Corn is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes long-standing service at Charles Schwab since 2000, with prior experience at optionsXpress, Inc. from 2011 to 2017. 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 offers a multi-asset class investment approach supported by centralized operational and custodial services.

Gage Hough is a financial advisor at Cetera with eight years of industry experience and holds the CFP® and Series 66 credentials. He has worked at Renaissance Financial and Securian Financial Services Inc, among other firms. His other business activities include serving as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC serves a broad client base, including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.