Kurt Finchum is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at The Vanguard Group and Financial Engines Advisors L.L.C. Outside of his advisory role, he is a freelance musician and bandleader. Edelman Financial Engines provides technology-enabled investment advisory services primarily focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing both model-based and customized portfolios. The firm serves a large client base through advisor-led and online offerings and supports other financial institutions via sub-advisory services.

Richard Alexander is a financial advisor with Merrill, holding Series 63 and Series 66 designations and having 20 years of industry experience. His prior work includes roles at Bank of America and Lexington Law Firm. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Alden Meulenberg is a CFP® certificant with nine years of industry experience, currently serving clients at Edward Jones since 2016. He holds the Series 66 designation and is based in Goodyear, Arizona. Outside of his advisory role, he manages a mixed-use rental property in Michigan. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Diana Carrillo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and five years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2020, having accumulated a total of 23 years at JPMorgan Chase in various roles. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Noah Williams is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He is dedicated to providing a deep and thorough planning process to cover all parts of one's financial life. Prior to his current role, Noah served as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2024 and 2022 to 2023, respectively. He also worked as a Client Relationship Specialist at Vanguard from 2021 to 2022. Throughout his career, Noah has gained experience in client relationship management and financial planning. His professional background reflects a focus on assisting clients with comprehensive financial strategies. Further details regarding his education, credentials, or personal interests have not been provided.

Wayne Crews is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work history includes roles at Wells Fargo Clearing, Wells Fargo Bank, NA, and Hilton. 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 discretionary separately managed accounts and offers multi-asset model portfolios, written advice policies, and a formal alternative-investment onboarding process.

Ryan Adams is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked exclusively at Charles Schwab since 2019, with prior experience in other fields including roles at Discover the World London and Salty Sow. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 and discretionary investment approaches, offering multi-asset model portfolios and access to alternative investments with centralized operational support.

Tyler Saile is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Cetera and has prior experience at firms including LPL Financial, Triad Advisors, and The Vanguard Group. Saile is co-owner of Ironwood Family Wealth Advisors and Saile Group, which are business entities related to his advisory activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers within a multi-manager platform.

Shawn Cressman is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has over 20 years of experience in finance, including roles as an Investment Consultant at Fidelity Investments and as a Financial Advisor at Ameriprise and CUSO Financial Services. His professional background also includes positions in private banking and wholesale account management at various financial institutions. Shawn holds a California Insurance License and brings a collaborative and thoughtful approach to financial planning, utilizing Fidelity's technology and strategic offerings to help clients achieve their long-term financial goals. Outside of his professional work, he enjoys activities such as comedy, fitness, football, hiking, kayaking, and snowboarding.

Bridger Johnson is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked with Renaissance Financial and Minnesota Life Insurance Co, among other firms. Johnson is also an insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with various program options and affiliations.

David Vidaure is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fisher Investments and previously worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC. Before entering financial services, he spent 20 years with the Glendale Police Department. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and tactical defensive measures.

Gerald Owsianny is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2015. In addition to his advisory role, he serves as a private banker at National Bank of Arizona, focusing on deposit and lending relationships and cross-selling investment products. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by extensive research and technological tools.

Nathan Warwick is a Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2018 after three years with Merrill Edge, initially serving as a Registered Wealth Management Client Associate. His responsibilities have included client service, account administration, and maintenance. Nathan holds a Bachelor of Science degree in Business from the University of Phoenix. He has earned professional designations as a Certified Investment Management Analyst (CIMA) and as a Personal Investment Advisor (PIA). Nathan resides in Tempe with his wife, Brooke, and their children. The family spends much of their free time hiking and participating in activities within the local school district community.

Malaya Watanabe is a financial advisor at Robert Baird & Co. based in Phoenix, AZ, holding a Series 66 designation and with three years of industry experience. Prior to joining Robert Baird & Co., Watanabe has worked in various roles outside finance, including in the restaurant and retail sectors, and has been a full-time student at the University of Arizona. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, families, institutional clients, and charitable organizations, offering tailored financial planning, portfolio management, and consulting. The firm employs a range of investment strategies and overlays to meet client goals and risk tolerances, and also offers municipal advisory and public finance services.

Jacob Keeslar is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and has worked at Charles Schwab since 2022, following roles at Wells Fargo Home Mortgage and OneMain Financial. Prior to his financial services career, he spent six years working at Ocotillo Golf Course. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Paulette Treguboff is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by in-house and third-party research.

Jessica Lindsey is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She previously worked at Citizens Bank and Fidelity Brokerage Services before joining Charles Schwab Bank and Charles Schwab & Co., Inc. in 2020. Outside of her financial career, she works as a narrator for authors in the performing and fine arts. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services through a dual-registered broker-dealer and investment adviser model. The firm features a primarily non-discretionary client relationship approach combined with access to affiliated discretionary separately managed accounts and provides centralized custody and brokerage services.

Beaux Johnston is a Series 66 credentialed financial advisor with Stifel in Phoenix, AZ, bringing four years of industry experience. Prior to joining Stifel in 2021, he worked at UBS Financial Services and has experience in both business education and the entertainment sector. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Derek Fox is a financial advisor at Charles Schwab with 27 years of industry experience. He has held roles at Charles Schwab since 1997 and Charles Schwab Bank, SSB since 2005. He holds the Series 63 and Series 66 designations. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 discretionary separately managed accounts and offers integrated custody, brokerage, and cash-sweep services.

Patrick Duffy is a financial advisor at LPL Financial with 14 years of industry experience. His previous roles include positions at SCF Investment Advisors, First Financial Equity Corporation, Bank of America, and Merrill. In addition to his advisory work, he serves as a city councilmember for the City of Surprise, Arizona. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research, model portfolios, and advanced technologies.