Brian King is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and Certified Exit Planning Advisor® (CEPA) designations, focusing on comprehensive financial planning that addresses both individual and business financial health. Brian's expertise centers on providing tax-efficient strategies tailored to corporate executives and business owners, including executive compensation, equity compensation services, retirement income strategies, and business exit planning. He works closely with clients to develop personalized financial strategies designed to help them pursue their long-term goals, emphasizing wealth preservation and smooth business transitions. He earned his Bachelor's degree from Southern Methodist University and completed his high school education at Brophy College Preparatory. Outside of his professional work, Brian enjoys baseball, music, running marathons, skiing, traveling, and spending time with his family.

Donald Garduno is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and six years of industry experience. His prior work includes positions at AssetMark Financial Holdings, GoldBook Financial, Equitable Advisors, Vanguard, and Northwestern Mutual. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides a range of investment implementation options, including proprietary model strategies and access to third-party managers, with an emphasis on tailored solutions based on client objectives.

Robert Fjell is a financial advisor at UBS Financial Services with credentials including Series 63 and Series 65 licenses and three years of industry experience. Prior to joining UBS in 2024, he worked at JB Cusick Company, INC for five years and Archer Daniels Midland for four years. He is also the owner and founder of Fjell Ingredients, LLC, a supply chain consulting business focused on the purchase, logistics, and manufacturing of peanuts, tree nuts, and seeds. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Timothy Woodlock is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, SagePoint Financial, Bank of America, Merrill, and Charles Schwab. Mass Mutual Investors Services 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 planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Edward Moran III is a financial advisor at Cambridge Investment Research Advisors with 42 years of industry experience. He holds a Series 63 designation and has been with Cambridge since 2008. Moran also operates Moran Financial Services as an independent agent offering individual life, group medical, dental, and disability insurance, and serves as a board member of One Step Beyond Inc., a non-public entity. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement advisory services through independent Financial Professionals, offering both proprietary and third-party model strategies across multiple platform arrangements.

Joseph Wollersheim is a financial advisor with Thrivent Investment Management in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Wollersheim has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm delivers holistic, goal-based planning covering a range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan,” while keeping the services separate.

Richard Riemer is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2007. He holds the Series 66 designation and is based in Phoenix, AZ. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Marie Camacho is a financial advisor at Thrivent Investment Management with 14 years of industry experience. She holds a Series 66 designation and has previously worked with Ameriprise Financial Services, UBS Financial Services, and RBC Capital Markets. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option, while maintaining separate planning and portfolio management services.

Cameron Hatfield is a financial advisor at Cambridge Investment Research Advisors with five years of industry experience. He holds the Series 66 designation and has worked at several firms including Carvana, T3 Trading Group, and Robinhood Markets. Cambridge Investment Research Advisors is a large SEC-registered adviser serving a wide range of clients such as individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides multiple investment implementation options, proprietary model strategies, and access to third-party managers, with various business arrangements supporting tailored client solutions.

Sean Waltz is a Wealth Management Advisor and Managing Director at Waltz-Walker & Associates within Merrill Lynch Wealth Management. He has over 30 years of experience advising ultra-high-net-worth individuals and families, focusing on sophisticated, customized financial strategies that address complex wealth needs, including investment management, multi-generational planning, business transition strategies, and access to alternative investments. Sean holds a Bachelor's degree from Michigan State University and a Master's degree in Finance with a specialization in Economics from Arizona State University. He has earned the Certified Exit Planning Advisor (CEPA®), Certified Investment Management Analyst (CIMA®), Certified Private Wealth Advisor (CPWA®), and Personal Investment Advisor (PIA) designations. His approach emphasizes personalized service, enduring client relationships, and objective advice. Beyond his professional work, Sean serves on the Board of Directors for the Boys and Girls Club of Metropolitan Phoenix, where he contributes to fundraising and financial strategy. He enjoys skiing and mountain biking in Park City, Utah, values that inform both his personal and professional outlook.

Joanna Ramos Vizcarra is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank N.A. and J.P. Morgan Securities in various capacities since 2014. Outside of her advisory role, she is an owner and partner of Arizona Hedges LLC, a plant nursery business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Debra Groff is a financial advisor at Edward Jones with 30 years of industry experience. She holds the Series 63 designation and previously worked at Cambridge Investment Research, Inc. and Minert Financial. Outside of her advisory role, she is involved in caregiving through a local home healthcare service in Phoenix, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Jacob Spaeth is a CFP® professional with eight years of experience in financial services. He currently works at Charles Schwab, where he has been since 2018, including six years at Charles Schwab Bank, SSB. His prior experience includes positions at The Money Source Inc. and Quicken Loans Inc. 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 advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

James Halloran is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds a Series 65 designation and has worked at Financial Engines Advisors L.L.C. since 2017. Prior to his advisory role, he was involved with Historic Brewing Co and Arizona Snowbowl. 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 proprietary modeling process combined with planner delivery and online tools, offering a range of discretionary and non-discretionary investment options with a focus on diversified portfolios and long-term strategies.

Cameron Imwalle is a financial professional at Cetera with Series 66 credential and less than one year of industry experience. His prior work includes roles at Northern Trust and LIQD Investments, and he is also involved in sales at Casa Bonita Rentals, a student housing business. Cetera Investment Advisers LLC is a large SEC-registered firm offering a broad range of investment advisory services through a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm operates a multi-manager platform providing access to affiliated and third-party managers with various portfolio and program options.

Megan Johnson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and eight years of industry experience. She has worked at Charles Schwab since 2017 and previously held a position at PayPal from 2011 to 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory 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 multi-asset model portfolios supported by the Schwab Center for Financial Research.

Shauna Nichols is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Charles Schwab since 2006, including roles at Charles Schwab Trust Bank, Premier Bank, and Charles Schwab Bank since 2019. Nichols serves as a board member and secretary for the PCOS Awareness Association, a nonprofit charitable organization. Charles Schwab serves a large client base primarily composed 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, employing a multi-asset model portfolio investment approach and a centralized operational structure.

Daniel Duncan is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Charles Schwab in 2021, he worked at Nordson Sonoscan from 2016 to 2020. 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 guidance using multi-asset model portfolios and provides integrated custody, brokerage, and advisory services.

Ajay Shingala is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Fidelity Investments, Merrill, and Bank of America. Shingala is based in Phoenix, AZ. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a variety of investment solutions and employs both proprietary and third-party strategies, with options for discretionary and non-discretionary management tailored to client objectives.

Rachel Thomas is a financial advisor at Morgan Stanley with the Series 66 credential. She has been with Morgan Stanley since 2024 and previously worked at ASU Enterprise Partners and engaged in various roles including babysitting and education. Outside of finance, she has experience in community-related and educational positions. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.