Jonathon Paul is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63, Series 65, and Series 66 designations and with 33 years of industry experience. He has worked at Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association, and previously at Merrill from 2005 to 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm‑approved tools and analysis methodologies such as Monte Carlo simulations.

Toby Prestegaard is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at several firms, including Robert W Baird, PNC Investments LLC, and Raymond James Financial Services, before joining Edward Jones in 2025. Based in Phoenix, AZ, he holds Series 66 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jaxon Reinhardt is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he spent ten years involved with Chaparral High School, the University of North Florida, and Grand Canyon University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anthony Hauseman is a financial advisor with Merrill based in Phoenix, AZ, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Bank of America, GWN SECURITIES, Inc., and Axa Advisors, LLC. Outside of his advisory work, he manages an online e-commerce business called Hause of Cards. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Alec Jones is a financial advisor at Stifel with seven years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Company since 2018. Prior to his current role, he was involved with Fun Language from 2016 to 2018. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which employs forward-looking capital market assumptions and probabilistic modeling for asset allocation and financial planning analyses.

Ryan Zeifert is a financial advisor at Edelman Financial Engines with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group from 2007 to 2018. Since 2018, he has been with Financial Engines Advisors L.L.C., which is part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.

Steven Applegate is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Nathan Miller is a financial advisor at Charles Schwab with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank, SSB since 2024. His background includes roles at Charles Schwab Charitable and Financial Planning First, as well as experience outside finance in restaurant and fraternity management. Charles Schwab 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Michael Sammons is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as an employee of Arizona State Credit Union since 2007. Prior roles include positions at CUNA Brokerage Services, Banc One Securities Corporation, Natcity Investments, and LaSalle Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms through a large network of investment adviser representatives.

Gabriel Puentes is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and having one year of industry experience. He has been with Charles Schwab since 2017 and also worked at Quiktrip from 2016 to 2017. 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 non-discretionary client relationship model with periodic investment recommendations while also providing access to discretionary separately managed accounts managed by an affiliate.

Suzanne Crook is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, following four years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Ronald Barton is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 65 designations and 48 years of industry experience. He has worked at LPL Financial since 2021 and has been involved with Triwealth Partners, LLC since 2019. His prior experience includes long-term roles at Waddell & Reed, Inc. and various insurance carriers from 1977 to 2021. 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 financial planning and investment management services through a large network of advisers, employing both proprietary and third-party strategies.

Benjamin Israelsen is a financial advisor at Edward Jones in Sun City, AZ, holding a Series 66 designation. He began his career at Edward Jones in 2026 and has prior experience in various roles across technology, venture partnerships, and nonprofit organizations. From 2020 to 2025, he was affiliated with Brigham Young University in multiple capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Angelica Campos is a financial advisor with Merrill holding a Series 66 designation and eight years of industry experience. She previously worked at Morgan Stanley for five years and has held roles at Empowerment Financial Group and Wells Fargo Clearing. Outside of her advisory work, she is a partner in The Grazing Slate, a charcuterie cart business based in Phoenix, Arizona. Merrill 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, and various institutional investors.

Braden Cope is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Intermountain Staffing for two years. 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, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including a trust company and securities-based lending options.

Jennifer Foglia is a financial advisor at Fidelity with 18 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Fidelity, she worked for Nationwide Investment Services Corporation for 10 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm utilizes a blend of fundamental research and quantitative analysis to construct model portfolios featuring mutual funds, ETFs, and ETPs, and maintains a formal advisory role with multiple registered funds.

Grace Meredith is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. She has been with Charles Schwab since 2013. Charles Schwab & Co., Inc. serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment advice and access to discretionary separately managed accounts. The firm is notable for its scale, integrated service model, and multi-asset investment approach supported by in-house research and alternative investment programs.

Kevin Cypert is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 26 years of industry experience. His prior roles include positions at M. S. Howells & Co., Annexus Securities, FSC Securities Corporation, and Charles Schwab. 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 broad network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

Steven Hart is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services, Merrill Lynch, Porsche Chandler, and Arizona State University. Charles Schwab & Co., Inc. serves a large client base of 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 mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and is notable for its scale and integrated operational structure.

Aishwarya Adyanthaya is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support its advisory process.