Nicholas Maddern is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Nuveen Services LLC and BlueBay Asset Management. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Jeromiah Scott is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with AXA Advisors, Equitable Advisors, and Horner, Townsend & Kent, Inc. In addition to his advisory role, he serves as an Employee Benefits Agent, advising companies on plan design and benefit packages. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and emphasizes the use of analytical tools and technology to support client decision-making.

Xavier Almoro Watkins is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Equitable Advisors, including positions at TopGolf and Starbucks. Watkins serves as a board member for Calling All Men, a nonprofit organization based in Phoenix, AZ. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels tailored to client goals and risk tolerance.

Dylan Hoffman is a financial advisor at Morgan Stanley with nine years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously worked at The Vanguard Group for one year. Hoffman holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s planning process uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Maura Gill is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis to support client financial plans.

Mario Savoie is a financial advisor at Ameriprise with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Thrivent Financial, LPL Financial, BMO Harris Financial Advisors, Fidelity Investments, and Td Ameritrade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Roberto Garcia Pallares is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities LLC, Robinhood Financial, E*TRADE Securities LLC, and The Vanguard Group. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through the 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 SMAs and offers a multi-asset model portfolio investment approach supported by its Schwab Center for Financial Research.

Robert Burghart is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James since 2015 and affiliated with FINRA since 2016. Outside of advising, he serves as a non-public arbitrator for FINRA's dispute resolution process. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supplemented by firm research and affiliated sub-advisers.

Katherine Udy is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hannah Phillippi is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at UWCPEG, MIT Associates, LLC, and the Arizona Commerce Authority. She is a founder and passive partner of Air Drone Assist Inc., an automotive and transportation-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Stacy Morton is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morton holds Series 63 and Series 66 licenses and is based in Scottsdale, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Austin Fleet is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Austin focuses on helping families, individuals, and business owners achieve their financial goals through a customized wealth management process. Prior to his advisory career, Austin played professional baseball with the San Francisco Giants Organization for seven years. His experience in athletics informs his work with athletes and entertainers, a client focus area complemented by his SE-AWMA designation. Austin's expertise spans family wealth management strategies, personal retirement planning, small business strategies, women and wealth, sports and entertainment, tax minimization, and retirement income. He earned his Bachelor's Degree from Coastal Carolina University and is actively involved in professional and community organizations including the Arizona Council on Economic Education, the Coastal Carolina University Alumni Association, The Miracle League, and St. Mary's Food Bank. Outside of work, Austin enjoys participating in baseball, basketball, football, golfing, hiking, skiing, tennis, yoga, traveling, and spending time with his family.

Addison Perlmutter is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, Addison worked at Adrenaline Gymnastics for three years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm utilizes multi-asset model portfolios and provides centralized supervisory and operational support across its extensive client base.

Ashley Rios is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones in 2023, she worked in the mortgage industry for several years with firms including Fairway Independent Mortgage, Prime Lending, and Caliber Home Loans. She holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Adrianna Salazar is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She joined Fidelity in 2020 and has progressed through roles as a Financial Representative and an Investment Consultant before her current position. Her work focuses on providing clients with tailored financial planning and investment strategies, aiming to align their unique circumstances and goals with personalized solutions. Adrianna holds a California Insurance License, supporting her ability to offer comprehensive financial services. Further details about her education, credentials beyond her insurance license, personal interests, or community involvement have not been provided.

Cameron Peters is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 26 years of industry experience. He has worked at Cetera Investment Advisors LLC and Cetera Investment Services LLC since 2026, and previously was with Equitable Advisors LLC and Wells Fargo Clearing. Peters is also a member of Signature Wealth Concepts. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Mark Orzabal Jr. is a financial advisor with Edward Jones in Peoria, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Amazon for five years. Outside of his advisory role, he is a partner in a real estate investment holding company. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, and is known for its extensive network of advisors and comprehensive investment solutions.

Heather Huntley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC, and has been associated with Wells Fargo Bank NA since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jason Van Tassel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

David Kliber is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Cetera in 2024. Kliber also operates Kliber Wealth Management, LLC and has been involved in selling fixed insurance products since 1997. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.