Eric Seybert is a financial advisor with Cetera, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. He has a long tenure with North Star Consultants Inc since 1995 and has worked with Minnesota Life Insurance Company, Securian Financial Services, and C.R.I. Securities. Seybert is also the owner of BIGSKYNOMADS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides diversified investment management options through a multi-manager platform, offering both discretionary and non-discretionary services.

Pearson Davis is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 13 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Griffin Capital Securities, as well as involvement with Blue House Coffee. He is based in Scottsdale, AZ. Charles Schwab & Co., Inc. serves a large clientele, 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 and discretionary investment models supported by multi-asset portfolios, proprietary research, and a formal alternative-investment program.

Darin Shebesta is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Jackson Roskelley Wealth Advisors, Inc. for three years. He also teaches CFP Board Ethics Continuing Education courses for organizations including the Financial Planning Association and Kitces. Darin operates Possibility Wealth Advisors LLC as a DBA for his financial planning and investment advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers unique municipal advisory services uncommon among large institutional advisors.

Michael Echelberger is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at LPL Financial, The Vanguard Group, Wells Fargo Bank, and Music and Arts. 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 and operating under a fiduciary standard. The firm is notable for its extensive retail advisor network and affiliated financial services.

Abel Serratos is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, Serratos owns and operates an online retro vintage game reselling business through eBay. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and corporate entities. The firm manages over $1 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Chapin is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he owns IRONWOOD INTERNET SOLUTIONS, a website providing online resources for business owners. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Michael Kowalski is a financial advisor with J.P. Morgan Securities in Tempe, AZ. He holds the Series 63 and Series 66 designations and has 18 years of industry experience. His prior experience includes roles at AIG Financial Advisors, The Vanguard Group, USAA Investment Services, and Bank of America/Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Jonathan Gentile is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2015. Gentile is also the owner of 1029 Industries, LLC, an online marketplace for custom and non-custom goods. 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, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Amy Barchini is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation and bringing two years of industry experience. Her prior roles include positions at Fidelity Investments, Raymond James Financial, Edward Jones, and SilverTree Wealth Partners. Outside of finance, she performs as a gig musician, singing and playing piano and keyboard. Morgan Stanley Wealth Management is a large institution offering a wide range of advisory programs to individual and institutional clients, with investment and financial planning services supported by proprietary tools and extensive resources.

Priscilla Blanco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at Charles Schwab, Bank of America, Robert W Baird & Co Inc, and Edward Jones. Outside of finance, she works as an independent contractor driver for DoorDash. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.

Michael Pameditis is a financial advisor at Edward Jones with five years of industry experience. He has held positions at Edward Jones since 2020 and previously worked at Wells Fargo Bank for sixteen years. Outside of his advisory role, he and his wife own a rental property in Tempe, Arizona, which they manage through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Patrick De La Grange is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Edward Jones for most of his career, including an 18-year period prior to a brief hiatus and a recent return to the firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Wesley Jones is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at both Merrill and Bank of America N.A. since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Diego Garcia is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Morgan Stanley, State Street Global Advisors, JPMorgan Chase Bank, Vanguard, Northern Trust Corporation, Thornburg Investment, and USC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, with over $1 trillion in assets under management.

Jacob Loel is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, American Philanthropic, and Amazon. He has also been involved with nonprofit organizations such as the Catholic Community Foundation. Merrill, together 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 variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tanner Cypress is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors. Outside of his advisory role, he participates as an independent contractor writing product reviews for the Amazon Vine program. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, incorporating proprietary research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also engages in fund advisory, model portfolio delivery, and oversight of sub-advisers.

Herman Jonas is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. 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.

Jurate Mayer is a financial advisor with Merrill in Chandler, AZ, holding Series 66 and Series 63 licenses and 12 years of industry experience. She has worked at Merrill and Bank of America since 2017 and was previously employed at Wells Fargo Bank. Outside of her advisory role, she owns a sole proprietorship related to investment property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Robert Dierking is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America and Osaka Japanese LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Efrain Gomez is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and affiliated entities, as well as Bank of America, Merrill, and Charles Schwab. Outside of finance, he owns and operates Big Crazy Ape Entertainment LLC, a video game live streaming business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.