Joseph Matura is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Charles Schwab since 2016 and also founded Designed Wood Flooring Center LLC, a business he has managed since 2013. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, delivering investment guidance through multi-asset model portfolios and centralized custody and order-routing operations.

Robert Prucha is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015 and has also been with Bank of America, N.A. since 2017. Prior to these roles, he spent a year at Edward Jones. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Radley is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with Cetera Investment Adviser LLC since 2006 and CETERA Financial Specialists LLC since 2004. In addition to her advisory role, she has worked as a health insurance agent since 1995, including selling health insurance and providing referrals for group health insurance to corporate clients. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and third-party managers and a variety of program structures.

Tania Kvakic is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at RBC Capital Markets since 2013 and also at City National Bank since 2018. Kvakic serves on the Board of Directors for the Arizona Coyotes Foundation, a charity focused on community involvement and fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring customizable portfolio management and financial planning services supported by in-house and third-party investment managers.

Maryuri Ramirez Murillo is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked for JPMorgan Chase Bank, N.A. and UCLA Undergraduate Admission. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Erik Reichstein is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the City of Phoenix from 2016 to 2018. He holds a Series 66 license and is based in Mesa, AZ. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Erick Geryol is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in the restaurant industry as a silent partner in several establishments, including Rock Junction Inc., Ascenders LLC, and Barley Bros LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Ronald Fisher is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Bank of America, LPL Financial, BancWest Investment Services, Bank of the West, and BMO Bank. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brooklyn Taylor is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Taylor has ownership interests in a residential rental property and two Crumbl cookie franchise locations in Arizona. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations in its recommendations.

Chad Stauffacher is a financial advisor at Ameriprise with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he owns Camelback Padel, LLC, a padel and pickleball court rental business in Phoenix, AZ. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing comprehensive written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice while emphasizing managed accounts and affiliated investment products.

Alejandro Fragoso is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He currently works at Charles Schwab in Phoenix, AZ, where he has been since 2018, including three years with Charles Schwab Bank, SSB. Prior to his financial services career, he worked at Fry's Food & Drug Stores for three years. 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 combination of non-discretionary and discretionary investment advisory solutions supported by multi-asset model portfolios and a formal alternative investment selection process.

Dylan Ollendieck is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. His prior work history includes roles at John Deere, Ascentra Credit Union, and TBK Bank Sports Complex. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Todd Obrien is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He previously worked at Colliers Securities LLC for 18 years before joining LPL Financial in 2021. He is also involved with Todd OBrien LLC, a business entity registered for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Jeffrey Hostenske is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over seven years of experience in advisory roles, complemented by two decades of leadership in the restaurant industry, which provided him with insights into disciplined financial management, strategic growth, and operational excellence. Jeffrey focuses on comprehensive wealth management strategies that include college education planning, retirement planning, legacy planning, tax minimization, and portfolio management services. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). Jeffrey earned an Associate's Degree and a Bachelor's Degree from Johnson & Wales University, following his graduation from Fisher Catholic High School. He emphasizes a planning approach built on three pillars: Planning, Investing, and Coaching, aimed at helping clients navigate the complexities of market volatility and achieve their long-term financial goals. Originally from Lancaster, Ohio, Jeffrey values the work ethic and educational foundation instilled in him from an early age. Since relocating to Phoenix in 2011 with his wife Jennifer, he has been committed to assisting clients in turning their ambitions into financial achievements. Outside of work, Jeffrey's interests include cooking, football, golfing, music, and watching movies.

Buba Nyassi is a CFP® professional with seven years of industry experience, currently affiliated with Charles Schwab in Phoenix, AZ. His previous roles include positions at The Vanguard Group and Great-West Financial, as well as experience in senior care and health systems. Charles Schwab 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 both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and an integrated operational structure.

Tariq Shaikh is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 credentials with 14 years of industry experience. His prior roles include positions at Solium Financial Services LLC and Charles Schwab. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services utilizing structured discovery processes and advanced modeling tools.

Brisa Ibarra is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm is known for its extensive network of advisors and branch offices, offering a range of advisory services that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Stuart Boardman is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at BancWest Investment Services, Inc. and Bank of the West. 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 solutions supported by a large network of financial advisors and branch offices.

Lilliana Alonzo Gomez is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. Her prior work includes roles at Bank of America, N.A., and Chicanos por la Causa. She is also affiliated with Arizona State University. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Jake Faust is a financial advisor with Edward Jones in Tempe, AZ, holding the CFP® designation and Series 66 license. He has four years of industry experience, including roles at Envision Retirement and Heliospace Corporation prior to joining Edward Jones. 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, supported by a large nationwide network of financial advisors and branch offices.