Joshua Jolin is a financial advisor at Cambridge Investment Research Advisors in Chandler, AZ, holding a Series 66 designation. He has one year of industry experience and previously worked for the Kyrene School District for 14 years. Cambridge Investment Research Advisors, Inc. provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs to a diverse clientele, including individual, pension, and charitable organization clients. The firm operates through thousands of financial professionals and offers a variety of platform options, proprietary model strategies, and access to third-party advisers.

Michael Draper is a financial advisor at Morgan Stanley with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Draper is also a partner at Strategic Capital Holdings Group LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and investment estimates.

Marko Paravac is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021. His prior roles include positions at Education At Work and Cetera Investors, as well as experience in education and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques such as Monte Carlo simulations.

Corbin Krell is a financial advisor with OSAIC, holding Series 65 and Series 66 registrations and over 26 years of industry experience. His career includes previous roles at Woodbury Financial Services and Questar Asset Management, as well as operating Krell Financial Group since 2007. Outside of advising, he is a partner in a cigar bar and is licensed as a real estate salesperson, working as an independent contractor with Axen Realty. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services, financial planning, and retirement consulting. The firm employs a model-based investment process with various portfolio management options and is notable for its scale and complex affiliate network.

Brian Warden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He previously worked at Wells Fargo Securities, LLC for 12 years before joining his current firm. 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.

Melinda Hernandez is a financial advisor at Merrill with over two years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, previously working at Bank of America, N.A. Melinda is also involved with Amway, where she participates as a member in buying household products online. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jordan De Mott is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining LPL Financial in 2025, he worked at The Vanguard Group for three years and has had entrepreneurial experience with Fate Brewing Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies across various allocation approaches.

Francis Kirk is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses. He has been with Charles Schwab since 2025 and is based in Phoenix, AZ. Outside of his advisory role, he has been involved with Arizona State Men's Lacrosse since 2025. 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 emphasizes multi-asset model portfolios and alternative investment options.

Cory Dawson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank for over a decade and is also president of GSS West LLC, a distributor of sealers and automotive products. Additionally, he has participated as an event worker on the football chain gang for the Tempe Union School District. 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, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational resources.

Jeffrey Gober is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Edward Jones and Osaic, Inc. He is based in Tempe, Arizona. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

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.

Brian Jacobus is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 credential and 25 years of industry experience. His prior roles include positions at PNW Wealth Management, Key Investment Services LLC, RBC Capital Markets, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in non-investment businesses including mortgage and real estate services and owns two other businesses in Arizona. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutional clients. The firm offers a range of financial planning and investment management solutions implemented through a large network of investment adviser representatives.

Simon Norman is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at The Vanguard Group for three years. Morgan Stanley Wealth Management serves individual and institutional clients by providing a comprehensive range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using proprietary tools and market data to develop financial plans but generally does not make individual security recommendations within standalone planning services.

Kathryn Prescott is a Series 66-credentialed financial advisor at Fidelity with 19 years of industry experience. She has worked with several firms including USAA Financial Planning Services and Charles Schwab before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also engages in advisory roles for registered investment companies and employs systematic methodologies including AI tools in its investment processes.

Eric Reataza is a CFP® and ChFC® with 27 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2010, following prior roles at Nationwide Securities, LLC and 1717 Capital Management Company. In addition to his advisory work, Reataza operates a financial planning and tax services business in Chandler, AZ, where he also holds a CPA and enrolled agent designation. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals. The firm offers multiple account platforms and proprietary model strategies, supporting both discretionary and non-discretionary management.

Jeffrey Ellish is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 63 designation and 27 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Outside of his advisory role, Ellish owns a publishing company, Little Wing Publishing, and serves as Treasurer on the Board of Directors for All Saints' Episcopal Church. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its Premier Retirement Income service that provides detailed retirement income planning and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Jeffrey Van Cott is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Victoria Ortegon is a financial advisor with Wells Fargo Advisors in Gilbert, AZ, holding a Series 63 designation and bringing 37 years of industry experience. She has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing for eight years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting a net-worth threshold, including specialized areas such as business-owner transition and special-needs analysis.

Bryce Houdeshel is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at LPL Financial LLC, Community Bank, National Association, and Wells Fargo. Houdeshel is based in Phoenix, AZ. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios built from mutual funds, ETFs, and ETPs.

Samuel Barber is a financial advisor with Charles Schwab in Chandler, AZ. He holds the Series 66 designation and began his industry career in 2024. His prior work experience includes roles at Phoenix Cards and involvement with event and detailing services. 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 separate managed accounts and provides a range of integrated brokerage, custody, and advisory services.