Allan Rosen is a financial advisor at Cetera with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Cetera and its affiliates since 2013. In addition to his advisory role, Rosen serves as president of a nonprofit private water company and operates his own financial services firm, Rosen Investment Advisors, Ltd. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through multiple program structures and a multi-manager platform.

Nick Polydoros is a financial advisor with UBS Financial Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, he is an active owner and racer of thoroughbred horses and operates a pet sitting business, as well as serving as a hockey referee. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of services including wealth management, institutional trading, and capital markets solutions.

Dominic Fiorito is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Renaissance Financial and Cetera Wealth Services, LLC. Outside of financial advising, his background includes roles in diverse fields such as winery operations and education. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management services and program options, leveraging affiliated and third-party managers to provide tailored investment strategies.

Amy Antonellis is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2009. Outside of her advisory role, she works as an independent contractor providing backup prescription delivery services on weekends. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and nonprofits. The firm offers various advisory programs with customized portfolio management tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers.

Jonathon Paul is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley and its Private Bank since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Toby Prestegaard is a CFP® and ChFC® credentialed advisor at Edward Jones in Phoenix, AZ, with 25 years of industry experience. His prior roles include positions at PNC Investments, Robert W Baird, Raymond James Financial Services, Midland Financial Advisors, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety 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 large nationwide network of financial advisors and branch offices.

Jaxon Reinhardt is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he spent ten years involved with Chaparral High School, the University of North Florida, and Grand Canyon University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anthony Hauseman is a financial advisor with Merrill based in Phoenix, AZ, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Bank of America, GWN SECURITIES, Inc., and Axa Advisors, LLC. Outside of his advisory work, he manages an online e-commerce business called Hause of Cards. 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.

Alec Jones is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Company since 2018. Prior to his current role, he was involved with Fun Language from 2016 to 2018. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Ryan Zeifert is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group from 2007 to 2018. Since 2018, he has been with Financial Engines Advisors L.L.C., which is part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Steven Applegate is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Nathan Miller is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank, SSB since 2024. His background includes roles at Charles Schwab Charitable and Financial Planning First, as well as experience outside finance in restaurant and fraternity management. Charles Schwab serves a large client base, 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, employing multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Michael Sammons is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2009 and is also employed by Arizona State Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Gabriel Puentes is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2017, including time at Charles Schwab Bank. His background also includes roles at Quiktrip and Robert Wayne Footwear. 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 a combination of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Suzanne Crook is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting delivered on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ronald Barton is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 48 years of industry experience, including long tenures at Waddell & Reed and various insurance carriers. Barton is also involved with TriWealth Partners, LLC and operates a separate business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technology-driven solutions.

Benjamin Israelsen is a financial advisor at Edward Jones in Sun City, AZ, holding a Series 66 designation. He began his career at Edward Jones in 2026 and has prior experience in various roles across technology, venture partnerships, and nonprofit organizations. From 2020 to 2025, he was affiliated with Brigham Young University in multiple capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Braden Cope is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Intermountain Staffing for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including a trust company and securities-based lending options.

Jennifer Foglia is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, she worked for Nationwide Investment Services Corporation for 10 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a blend of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs, and maintains a formal advisory role with multiple registered funds.

Grace Meredith is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. She has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach supported by in-house research and alternative investment programs.