Roland Ho Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Cambridge Investment Research and Royal Alliance Associates. Outside of his advisory role, he is also a Hawaiian lomi practitioner. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operations.

Abigail Toye is a financial advisor at Edelman Financial Engines with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors LLC, Cetera, and Foresters Financial Services. Her prior roles include positions outside of finance, such as with the Southwest Speech and Debate Institute and educational institutions in Phoenix, AZ. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering both discretionary and non-discretionary investment options focused on diversified portfolios and long-term management.

Brendan Trossen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Brendan provides financial guidance and wealth management services to clients through Merrill Lynch. He earned a Bachelor's Degree from The College of William and Mary. Brendan’s expertise includes comprehensive financial planning and investment advisory services consistent with his professional certifications.

Lisa Villarreal is a financial advisor with Cetera based in Phoenix, AZ, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has worked with multiple Cetera entities since 2017 and previously was affiliated with First Allied Securities, Inc. and Girard Securities, Inc. Outside of her advisory role, she serves as an executor on a family will. Cetera Investment Advisers LLC is an SEC-registered adviser that offers services through a nationwide network of independent advisors, serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides a multi-manager platform with various portfolio management and financial planning options, encompassing discretionary and non-discretionary strategies and access to affiliated and third-party managers.

Evan Schuetze is a financial advisor at Robert Baird & Co. with six years of industry experience. He previously worked at Merrill for four years and has a background that includes three years at Grimaldi's Pizzeria. Evan holds the Series 66 designation and is based in Phoenix, AZ. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers financial planning, portfolio management, and brokerage services tailored to client goals, utilizing a range of investment strategies and overlays.

Derek Marquardt is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior roles include positions at The Vanguard Group, Opendoor Labs Inc., and Grand Canyon University. 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 with integrated brokerage, custody, and financial planning services.

Indigo Carroll is a financial advisor at Edelman Financial Engines based in Phoenix, AZ, holding the Series 66 designation. Carroll has experience in various industries through roles at firms including LPL Financial, Vanguard Marketing Corporation, The Vanguard Group, Inc., and several healthcare and technology companies. Carroll’s industry experience as a financial advisor is currently recorded as zero years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and a long-term investment orientation.

Andrew Nelsen is a financial advisor at Charles Schwab with three years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab Bank, SSB since 2023 and Charles Schwab since 2022. Prior to his finance career, he was employed in construction products and the fitness industry. 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 advisory guidance and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Scott Horner is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes long tenure at First Allied Advisory Services and First Allied Securities. He volunteers as a merit badge instructor for the Boy Scouts of America and teaches financial literacy classes through Dave Ramsey’s Financial Peace University; he also serves as an elder at St. Mark Lutheran Church in Phoenix. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures, including access to affiliated and third-party managers.

Christopher Hilyer is a financial advisor with Raymond James Financial Services Advisors, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company before joining Raymond James in 2019. Outside of advisory work, he is a partner at Heritage Wealth Solutions, LLC, where he shares responsibilities for advisory services and portfolio management, and he owns Heritage Insurance Solutions, LLC, which produces non-variable insurance products. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm’s approach involves tailored, non-discretionary planning and investment consulting using risk profiling and analytical modeling, with additional capabilities in municipal finance and specialized advisory programs.

Bruce Thompson is a financial advisor with Wells Fargo Clearing in Sun City, AZ, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for eight years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs a large-scale investment approach supported by research and analytics, offering both brokerage and advisory solutions.

Jodie Shtabsky is a CFP® credentialed financial advisor with 20 years of industry experience, currently with Osaic Wealth, Inc. in Phoenix, AZ, where she has worked since 2018. Her prior experience includes a year at Sii in 2017-2018. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of advisory and brokerage services supported by model-based asset allocation and portfolio optimization tools.

Brandon Mcalister is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Avantax Investment Services Inc, UNest Advisors, Robinhood Markets, and The Vanguard Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party managers.

Alexis Manning is a financial advisor at RBC Capital Markets with five years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at Schwab Wealth Advisory, Charles Schwab & Co., Inc., and St. Joseph's Hospital. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with customized portfolio management and integrates in-house and third-party investment managers to implement tailored strategies.

Randy Sitzman is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and First Financial Equity Corporation. He is also a principal owner of an insurance agency and serves as COO of a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and oversees more than $256 billion in assets across over 10,000 advisors.

Claire Kocsis is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. She previously worked at Goldman Sachs & Co. LLC for six years and has held roles at JPMorgan Chase Bank, N.A. and Voya Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities through affiliated entities.

Christine Sotiri is a financial advisor at RBC Capital Markets with 17 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2014. Prior to this, she worked at City National Bank beginning in 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by a comprehensive platform that includes financial planning, custody, and brokerage services.

Daniel Iacometti is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at USAA Investment Management Company and USAA Financial Planning Services. Outside of his advisory role, he is involved in family rental real estate investments through a partnership established by his father. Charles Schwab 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 and offers a range of integrated brokerage, custody, and advisory solutions.

Collin Pike is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Nicholas Kryvicky is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked in the restaurant industry with roles at BEI Restaurants LLC and Culinary Dropout. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.