Cory Dawson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and possessing 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank for over a decade and is also president of GSS West LLC, a distributor of sealers and automotive products. Additionally, he has participated as an event worker on the football chain gang for the Tempe Union School District. 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 affiliated discretionary separately managed accounts, supported by multi-asset model portfolios, due diligence on alternative investments, and centralized operational resources.

Jeffrey Gober is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 designations and 16 years of industry experience. He previously worked at Edward Jones for eight years and Osaic, Inc for ten years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s process includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering services on a non-discretionary basis with clients retaining final decision-making authority.

Dustin Glass is a financial advisor with Fidelity Investments based in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Prior to his current role, he worked at The Vanguard Group, Inc. from 2016 to 2020. Outside of financial advising, he is involved with Rasta Wolf Records, LLC, where he serves as a studio engineer and live event promoter. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a proprietary blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles with registered investment companies, use of advanced technologies in research, and its oversight and governance practices.

Brian Jacobus is a financial advisor with LPL Financial in Chandler, AZ, holding a Series 66 license and 24 years of industry experience. His career includes roles at PNW Wealth Management and Financial Advocates Investment Management. Outside of his advisory work, he is involved as a business owner in non-investment ventures including International Integrity First, LLC, BPA Arizona, and Ghost Lab Arizona. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from multiple sources.

Simon Norman is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked for The Vanguard Group, Inc. for three years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and firm-approved processes to support clients in financial decision-making, operating primarily in an advisory capacity.

Kathryn Prescott is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Charles Schwab and USAA Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, fund advisory services, and model portfolios.

Eric Reataza is a CFP® and ChFC® with 26 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010. In addition to his advisory role, he operates ELR Financial Planning & Tax Services, providing CPA, enrolled agent, tax preparation, and accounting services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, using a range of portfolio management and model-based solutions tailored to client objectives.

Jeffrey Ellish is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 63 designation and 26 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns Little Wing Publishing, a publishing company, and serves as treasurer on the Board of Directors for All Saints' Episcopal Church. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, utilizing a combination of research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations delivered through a centralized consulting team.

Jeffrey Van Cott is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 credential and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range 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 nationwide network of more than 23,700 financial advisors.

Victoria Ortegon is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. She holds the Series 63 designation and has worked with Wells Fargo affiliates since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations delivered through meetings and summary letters.

Robert Trinh is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill in 2026, he held positions at State Farm and participated in the Semester at Sea program through the Institute for Shipboard Education. 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 offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bryce Houdeshel is a financial advisor at Fidelity with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2023, with prior roles at LPL Financial and Wells Fargo. He is affiliated with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and offers discretionary and non-discretionary advisory services.

Alfonso Ochoa III is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Based in Tempe, AZ, he operates within one of the largest wealth management firms in the country. Edward Jones serves more than four million individual and institutional clients with a broad range of advisory services, 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 is notable for its extensive network of financial advisors and branch offices across the United States.

Tsvetelin Stanchev is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. He has worked at Merrill since 2024 and at Bank of America, N.A. since 2026. Prior to his financial career, he held positions in the automotive and logistics industries. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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, pension plans, corporations, and charitable organizations.

Brenda Ghosh is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked with various Charles Schwab entities since 2013 and has experience in real estate and property management dating back to 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, combining non-discretionary advisory services with access to discretionary separately managed accounts and a comprehensive range of brokerage, custody, and cash management solutions.

Alexandra Cooke is a financial advisor at Merrill with six years of industry experience. She has held her current role since 2019 and previously worked for Seven Peaks Brewing Company for seven years. She holds a Series 66 designation. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Bennett is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at PaymentCloud and Playa Realty Boutique. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Wick is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and one year of industry experience. His prior work history includes positions at Bank of America and various retail and pharmacy roles. 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 strategies for a range of individual and institutional investors.

Douglas Culver is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as the personal representative for his father's estate in Water Mill, NY. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Stephanie Buechting is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She previously spent 21 years at Edward Jones before joining Raymond James in 2022. In addition to her advisory role, she serves as Branch Manager for Buechting Financial LLC. 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, corporations, and institutional investors. The firm emphasizes tailored, non-discretionary planning supported by advanced analytical tools and maintains a notable focus on municipal and public-finance work through its affiliation with a municipal advisor.