Teressa Ryder is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds the ChFC® designation and the Series 63 license. Her prior experience includes roles at New York Life Insurance Company and its affiliated securities firms from 2005 to 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of services such as financial planning, advisory and brokerage solutions, and access to model portfolios and third-party asset management programs.

Christopher Caposey is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017 and at The Vanguard Group from 2014 to 2017. Edelman Financial Engines provides technology-driven investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Theresa Calahan is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2016. Charles Schwab & Co., Inc. 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 offers a blend of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Landon Perry is a financial advisor at Edelman Financial Engines in Phoenix, AZ, with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, Quicken Loans/Rocket Mortgage, and Financial Engines Advisors L.L.C. prior to his current role. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and offers a mix of discretionary and non-discretionary programs, serving a large client base through advisor-led and online platforms.

Rachel Hall is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a ten-year tenure at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Carl Alvarez is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and 12 years of industry experience. Prior to joining Cambridge in 2026, he spent over a decade with First Command in various advisory and financial planning roles. Alvarez is also the owner of Carl Alvarez Wealth Management, an independent wealth management firm based in Glendale, AZ. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning and investment management services through independent Financial Professionals, utilizing multiple custody and platform arrangements and both proprietary and third-party investment strategies.

Christine Gustafson is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 65 licenses. She has 42 years of industry experience, including 15 years at UBS Financial Services prior to joining Ameriprise in 2022. Gustafson serves on the boards of several nonprofit organizations, including the Arizona Women's Board, the American Heart Association, and the Translational Genomics Research Institute, and is involved with Charter 100, a nonprofit for businesswomen in Arizona. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice that incorporates tax-aware withdrawal strategies and Social Security options.

John Hoover III is a CFP® and CFA® accredited financial advisor with 28 years of industry experience. He has been with J.P. Morgan Securities since 2007 and has also worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Blake Ward is a financial advisor at Charles Schwab based in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has experience working in various roles since 2017, including prior positions at Stella Centers, Clarify Health, and Xactly Corp. Charles Schwab serves a large client base 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 advisory relationships and access to discretionary separately managed accounts, backed by multi-asset model portfolios and centralized operational support.

Lance Rao is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at SagePoint Financial for five years. He is based in Phoenix, AZ. 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 a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Richard Sims is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Charles Schwab since 2007 and was previously with TD Ameritrade from 2022 to 2024. 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 offers a multi-asset model portfolio approach with integrated custody and brokerage services.

Sabrina Ellis is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience at Goldman Sachs as well as roles in corporate and varied industries including Ford Motor Company and PepsiCo. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Kimberly Leach is a financial advisor with Ameriprise in Peoria, AZ, holding a Series 66 designation and 11 years of industry experience. She previously worked at Wedbush Securities Inc before joining Ameriprise Financial Services, Inc. and later Ameriprise. Leach is co-owner of Horizon Management Group LLC, a business related to managing her Ameriprise practice. Ameriprise offers retirement-income planning services targeted at individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jonathan Miles is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is noted for its extensive retail advisor network and affiliated capabilities such as a trust company and securities-based lending.

Warren Black is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He specializes in working with business owners, senior professionals, and families seeking a coordinated and strategic approach to their financial lives. His practice utilizes the Four-Legged Chair Approach, which integrates investment strategy, banking and lending services through Bank of America, trust and estate planning, and protection and confidentiality to help clients achieve their long-term financial goals. His areas of expertise include retirement planning, cash flow strategy, investment and portfolio management, business owner and liquidity event planning, tax-aware wealth transfer strategies, and multigenerational planning. Warren also designs customized strategies for clients with complex financial situations or investment restrictions, such as attorneys, partners, and corporate executives. Warren holds a Bachelor's Degree from the University of Arizona and is a Personal Investment Advisor (PIA). He is active in his community as a member of the Yellow Jacket Committee for the Fiesta Sports Foundation, supporting youth, sports, and education initiatives across Arizona, and is affiliated with the Phi Gamma Delta Fraternity.

Michael Antonelli is a financial advisor with Robert Baird & Co. in Phoenix, AZ. He holds the Series 63 and Series 65 designations and has one year of industry experience. His prior work includes roles at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance, as well as positions outside the financial industry at Professional Produce, MGM Studios, and William Morris Endeavor. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, employing strategies such as manager-traded and model-traded separately managed accounts and utilizing internal research and technology in client advisory processes.

Crystal Leon is a financial advisor at Merrill with six years of experience in the industry and holds a Series 66 designation. Her prior work includes roles at Bank of America, N.A., Phillips Law Group, Anderson and Cabrera Law Group, and Regus Business Centers. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Savannah Hanepen is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. Her previous roles include positions at Foresters Financial Services, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of finance, she is involved in modeling and acting with Signature Models and Talent Agency and performs as a dancer and interactive talent for various entertainment companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Joseph Truscott is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo and The Prudential Insurance Company of America. Truscott is based in Sun City, AZ. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Delnoce is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 50 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011 and has operated his own advisory practice since 1993. He serves as a FINRA arbitrator in investment-related disputes on a monthly basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and planning services to individuals, trusts, and institutions. The firm offers a broad range of financial planning services that include specialized areas such as business-owner transition planning and special-needs analysis, delivering tailored recommendations through research and planning tools.