Darren Wright is a financial advisor with MassMutual Investors Services in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been affiliated with MassMutual Life Insurance Company and MML Investors Services since 2000. Outside of his advisory role, he is an author of a financial book and involved in a film acting business. MML Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures planning as annual collaborative engagements using firm-approved software and provides various programs including educational seminars and specialized event-driven planning services.

Jennifer Koenig is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Foresters Financial and Foresters Advisory Services. She is also the owner of Jennifer Hope, LLC. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory 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 with access to affiliated and third-party managers.

Mac Arthur Morrison is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He previously worked at Vanguard and MAP Strategies before joining JPMorgan Chase Bank and JPMorgan Securities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional brokerage and investment management capabilities.

Angela Howard is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and a broad platform of capital markets services.

Scott Viesselmann is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and possessing 47 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also operates Scott Viesselmann, Inc. Additionally, he serves as a board member for 4Vet's, a veteran support organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers multiple investment solutions through a network of independent professionals, employing both proprietary and third-party strategies across various custody and platform arrangements.

Dillon Cage is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He previously worked at FedEx Office and operated his own business before joining Fidelity. Outside of advisory work, he has served as an NFL doping control officer, a role he continues to support on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IR-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles uncommon among large institutional peers.

Scott McKeever is a Financial Consultant currently working at Fidelity Investments since 2020. He has 10 years of experience in the financial services industry, including previous work as a Financial Planner at Northwestern Mutual from 2015 to 2020. Scott focuses on comprehensive planning, investment analysis, and providing ongoing guidance and support to clients and their families to improve their financial wellness. His approach centers on helping clients develop and maintain peace of mind by establishing a trusting advisory relationship. Outside of his professional role, Scott has personal interests that include beach activities, cooking and baking, fitness, football, golf, and horseback riding.

Stephen Gilbert is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Pruco Securities, W&S Brokerage Services, Western & Southern Life, Bankers Life Securities, and AB Analytics. He is based in Phoenix, AZ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines advisory programs with brokerage and insurance product sales.

Jeremy Schoenhoft is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 2008 and Charles Schwab Bank since 2020. Outside of his advisory work, he is a silent partner and investor in Rosho LLC, an internet services business. 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 offers a combination of non-discretionary and discretionary investment options, supported by a multi-asset allocation approach and a centralized operational structure.

Julian Sanchez is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies for clients.

Madison Ortmeyer is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Charles Schwab, Madison focused on full-time education from 2020 to 2024. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment options supported by in-house research and alternative investment programs.

Christine Sorensen is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and with 10 years of industry experience. She has been with Charles Schwab since 2014. 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 offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Edward Plotkin is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has worked at Raymond James since 2018 and previously spent four years with BOK Financial Securities, Inc. and Bokf, Na. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and multiple portfolio management strategies.

Joseph Anderson is a CFP® professional with 41 years of industry experience. He has worked at Merrill for 32 years, Bank of America for 11 years, and has been with Raymond James & Associates since 2020. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Jaicie Sangoi is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, Bank of America, and Walgreens Corporate Office. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, delivering tailored recommendations through both meetings and written summaries.

Timothy Oneil is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 63 designation and 38 years of industry experience. He has worked at LPL Financial since 2017 and previously spent eight years with National Planning Corporation. Outside of his advisory role, he operates O'Neil Advisory LLC, an insurance agency offering insurance investment planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research from multiple sources.

Joshua Bradley is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Bradley has been affiliated with Wells Fargo Bank since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Ashley White is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations with four years of industry experience. Prior to joining Charles Schwab in 2020, Ashley worked at Arizona State University, Destination Maternity Corp, and Jackson Hewitt Tax Service. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Derek Jodarski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at JPMorgan Chase Bank, N.A., and Starbucks. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend investment strategies.

Eric Tanita is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously spent six years at The Vanguard Group, Inc. He holds Series 63 and Series 65 designations and is based in Phoenix, AZ. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and a long-term investment approach.