Christine Gustafson is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 65 licenses. She has 42 years of industry experience, including 15 years at UBS Financial Services prior to joining Ameriprise in 2022. Gustafson serves on the boards of several nonprofit organizations, including the Arizona Women's Board, the American Heart Association, and the Translational Genomics Research Institute, and is involved with Charter 100, a nonprofit for businesswomen in Arizona. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice that incorporates tax-aware withdrawal strategies and Social Security options.

John Hoover III is a CFP® and CFA® charterholder with 28 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2007 and also serves at JPMorgan Chase Bank, N.A. since 2006. Prior to that, he spent five years at Vanguard Advisers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and incorporating quantitative and qualitative research.

Lance Rao is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 66 and Series 63 credentials and 11 years of industry experience. He previously worked at SagePoint Financial for five years before joining LPL Financial in 2020. 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 and model portfolios, supported by a large network of advisors and advanced operational tools.

Richard Sims is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked at Charles Schwab since 2007 and was previously with TD Ameritrade from 2022 to 2024. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Sabrina Ellis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, she worked at Goldman Sachs for five years and held positions at Ford Motor Company Corporate and several other organizations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks as part of its investment approach.

Kimberly Leach is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 11 years of industry experience. She has worked at Ameriprise since 2016 and previously spent a year at Wedbush Securities Inc. She is also a co-owner of Horizon Management Group LLC, an investment-related business. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware strategies.

Jonathan Miles is a financial advisor at Edward Jones with 20 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2006. The firm serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. Edward Jones is noted for its extensive retail advisor network and affiliated capabilities such as a trust company and securities-based lending.

Warren Black is a Financial Advisor with Merrill Lynch Wealth Management, focused on helping business owners, senior professionals, and families create clarity around their wealth to support confident decision-making and build meaningful legacies. He offers personalized strategies that address retirement planning, business transitions, tax-efficient wealth transfer, investment and portfolio management, education and multigenerational planning, and liquidity access, incorporating resources from Merrill and banking solutions from Bank of America. He holds a Bachelor's Degree from the University of Arizona and has earned the Personal Investment Advisor (PIA) designation. Warren's client focus includes areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, small business strategies, special needs planning, and women's wealth. Beyond his professional commitments, Warren contributes to his community as a Yellow Jacket Committee Member of the Fiesta Sports Foundation, supporting local events and charitable initiatives connected to Arizona's sports tradition. His personal interests include boating, football, golfing, ice hockey, music, reading, skiing, spending time with his family, tennis, and traveling.

Michael Antonelli is a financial advisor at Robert Baird & Co. with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Baird in 2026, he worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. His earlier career includes roles in the entertainment and produce industries. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services, utilizing both manager-traded and model-traded strategies supported by internal research and technology, including artificial intelligence.

Crystal Leon is a financial advisor at Merrill with six years of experience in the industry and holds a Series 66 designation. Her prior work includes roles at Bank of America, N.A., Phillips Law Group, Anderson and Cabrera Law Group, and Regus Business Centers. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Savannah Hanepen is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 12 years of industry experience. Her previous roles include positions at Foresters Financial Services, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of finance, she is involved in modeling and acting with Signature Models and Talent Agency and performs as a dancer and interactive talent for various entertainment companies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and third-party managers.

Joseph Truscott is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, LLC and The Prudential Insurance Company of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria.

Thomas Delnoce is a financial advisor with Wells Fargo Advisors, holding Series 63, 65, and 66 licenses and bringing 50 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2011 and has operated his own advisory practice since 1993. He serves as a FINRA arbitrator in investment-related disputes on a monthly basis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and planning services to individuals, trusts, and institutions. The firm offers a broad range of financial planning services that include specialized areas such as business-owner transition planning and special-needs analysis, delivering tailored recommendations through research and planning tools.

Jack Weiss is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has previously worked in financial services and customer service roles, including at Renaissance Financial and Gainey Ranch Golf Club. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers across various program structures.

Mary Kelleher is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses with two years of industry experience. Her prior work includes roles at MGA Business Consulting and Freedom Mortgage, as well as a period dedicated to full-time education. Charles Schwab 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Christopher Krznarich is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and has worked within the firm and its predecessor entities since 2017. Prior to entering financial advising, he was employed at the University of Phoenix for six years. 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, proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice with an emphasis on diversified model portfolios and long-term investment strategies.

Anthony Mcmahan is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Wells Fargo Clearing since 2016, Wachovia Bank, N.A. since 2008, and prior positions at Morgan Stanley and Morgan Stanley DW Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through over 14,000 advisors. The firm combines research from its investment institute and third-party sources to offer a range of brokerage and advisory solutions.

Kyle Harrison is a financial advisor at Wells Fargo Clearing with a Series 66 designation and approximately one year of industry experience. His prior work includes roles at x2 Solutions, Georgetown University, the Department of Defense (NAVSEA), and the Virgil Group. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets through a large network of advisors and offers a diverse range of brokerage and advisory solutions.

Grace Bentivegna is a financial advisor at Merrill with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Merrill since 2019. Prior to joining Merrill, she worked at Wholesale Floors for one year and spent 11 years as a homemaker. 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Riviere is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2014, progressing through positions including Financial Consultant, Investment Consultant, and Financial Representative. Michael works closely with clients to understand their financial situations and priorities, developing personalized strategies that align with their goals and preferences. He holds a California Insurance License. Michael integrates values such as loyalty, duty, respect, selfless service, honor, integrity, and personal courage into his professional and personal life. Outside of work, his interests include family activities, fitness, military service, motorcycles, pets, and scuba diving.