Christine Sorensen is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and with 10 years of industry experience. She has been with Charles Schwab since 2014. 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 and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Edward Plotkin is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 65 and Series 63 licenses and 25 years of industry experience. His career includes roles at Raymond James since 2018, as well as prior positions at BOK Financial Securities, Zions Capital Advisors, Midfirst Bank, UBS Financial Services, and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Anderson is a CFP® professional with 41 years of industry experience. He has worked at Merrill for 32 years, Bank of America for 11 years, and has been with Raymond James & Associates since 2020. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Jaicie Sangoi is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, Bank of America, and Walgreens Corporate Office. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, delivering tailored recommendations through both meetings and written summaries.

Timothy Oneil is a financial advisor at LPL Financial in Phoenix, AZ, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2017, following prior roles at National Planning Corporation and OSAIC Services, Inc. Outside of his advisory role, he operates O'Neil Advisory LLC, an insurance agency offering life, medical, and fixed annuity insurance planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive non-advisory financial activities and technological tools.

Joshua Bradley is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ. He holds a Series 66 designation and has 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2007. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Ashley White is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations with four years of industry experience. Prior to joining Charles Schwab in 2020, Ashley worked at Arizona State University, Destination Maternity Corp, and Jackson Hewitt Tax Service. 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 and offers a multi-asset investment approach supported by research and alternative investment options.

Derek Jodarski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has held various roles including at JPMorgan Chase Bank and Starbucks. In addition to his advisory work, he has business interests in entities such as 49th Ave Unit 1097 LLC and Proverbs 31 18 LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a range of investment strategies, supported by affiliates providing implementation and portfolio services.

Eric Tanita is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously spent six years at The Vanguard Group, Inc. He holds Series 63 and Series 65 designations and is based 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 uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and a long-term investment approach.

Nicholas Maddern is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Nuveen Services LLC and BlueBay Asset Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Jeromiah Scott is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His previous roles include positions at Axa Advisors and Equitable Advisors. He also works as an employee benefits agent, advising on plan design and benefit packages for business clients. 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 clients. The firm offers tailored, non-discretionary planning and supports a wide network of advisors with advanced analytical tools and specialized programs.

Xavier Almoro Watkins is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles across multiple industries before joining Equitable Advisors in 2023. Watkins serves as a board member for the nonprofit organization Calling All Men. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models, including third-party program sponsors and discretionary managers, delivering solutions that cover mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Dylan Hoffman is a financial advisor at Morgan Stanley with nine years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously worked at The Vanguard Group for one year. Hoffman holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s planning process uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Carl Forstrom is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Charles Schwab, he worked at Amazon for three years and has a background that includes education and various other roles. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of brokerage, advisory, custody, and cash-sweep services within a large, integrated firm structure. The firm provides both non-discretionary and discretionary investment options supported by model portfolios and due diligence on alternative investments.

Maura Gill is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at various Morgan Stanley entities since 2006 and was previously employed at KeyBanc Capital Markets Inc. from 2004 to 2006. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Mario Savoie is a financial advisor at Ameriprise with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Thrivent Financial, LPL Financial, BMO Harris Financial Advisors, Fidelity Investments, and Td Ameritrade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Roberto Garcia Pallares is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities LLC, Robinhood Financial, E*TRADE Securities LLC, and The Vanguard Group. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through the 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 SMAs and offers a multi-asset model portfolio investment approach supported by its Schwab Center for Financial Research.

Robert Burghart is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James since 2015 and affiliated with FINRA since 2016. Outside of advising, he serves as a non-public arbitrator for FINRA's dispute resolution process. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supplemented by firm research and affiliated sub-advisers.

Katherine Udy is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hannah Phillippi is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at UWCPEG, MIT Associates, LLC, and the Arizona Commerce Authority. She is a founder and passive partner of Air Drone Assist Inc., an automotive and transportation-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.