Daniel Santibanez is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 66 and Series 63 licenses and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Waddell & Reed, Chase Investment Services Corp., and Merrill. 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 uses research and analytics to support portfolio diversification and offers both brokerage and advisory solutions at scale.

Marcus Brandt is a financial advisor at Ameriprise with 15 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 12 years before joining Ameriprise in 2023. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Matt Keith is a CFP® and ChFC® with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is the owner and partner of MJ Keith Real Estate LLC, where he is involved in leasing a residential property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by both quantitative and qualitative research.

Vincenzo Malizia is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017, following a year at BBVA Compass. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, and supports implementation through affiliated investment-management entities.

Jacob Freitas is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and 10 years of industry experience. He has been with Merrill since 2016. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evan Zack is a financial advisor with Charles Schwab & Co., Inc. based in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior work includes roles at Vanguard and Signature Dental Partners, as well as a background in education. Charles Schwab & Co., Inc. 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operations.

Michael Akins is a Series 66 licensed advisor with J.P. Morgan Securities, based in Tempe, AZ, with three years of industry experience. He previously worked at Morgan Stanley for three years and has professional experience in healthcare-related roles prior to entering the financial industry. 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. Their advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets and incorporates ESG considerations where applicable.

Trish Tallini is a financial advisor with Morgan Stanley in Phoenix, AZ, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and previously at RBC Capital Markets from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Jose Alpizar is a Series 66-registered financial advisor at J.P. Morgan Securities with one year of industry experience. His prior experience includes roles at Morgan Stanley, US Bancorp Advisors, Northern Trust Corporation, and Wells Fargo. 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. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and offering access to a broad range of investment strategies.

Fredric Rozum is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and eight years of industry experience. His work history includes roles at Charles Schwab, Robinhood Markets, Bank of America, Merrill, AeroTek, Direct Energy, and Chandler-Gilbert Community College. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Daniel Broussard is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. since 2009, including time at Charles Schwab Bank. Broussard also served in the Arizona Army National Guard from 2009 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMA portfolios and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Krystle Gonyo is a financial advisor at Charles Schwab with 14 years of industry experience. She previously worked at THE Vanguard Group, Inc. for 10 years before joining Charles Schwab in 2021. Her credentials include the Series 63 and Series 66 designations. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a centralized operational structure.

Karen Gonzales is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley. Gonzales is a partner in Elevate Realty Investments, LLC, a real estate business based in Scottsdale, Arizona. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks.

Saba Syed is a financial advisor with Merrill based in Chandler, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Merrill and Bank of America, N.A., Syed worked in real estate with Keller Williams Realty East Valley and has a background in education, including roles with the University of Arizona Global Campus and various school districts. Outside of advising, Syed owns HUUR Jewels, a business focused on reselling jewelry through pop-up events. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Eduardo Hopkins II is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., Uber, TEKsystems, Nike, Northwestern Mutual, and Amazon. He also works as a food delivery consultant for Uber Eats. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Malachi Rodriquez is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Dennis Heying is a financial advisor with Charles Schwab in Phoenix, Arizona, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Charles Schwab since 2016. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary advice and access to discretionary separately managed accounts. The firm provides integrated brokerage, custody, and advisory services with a focus on multi-asset model portfolios and alternative investments.

Connor Foley is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2016 and was self-employed for one year from 2017 to 2018. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach that leverages proprietary methodologies and primarily invests in Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team service model.

James Donahue II is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 credential and over 10 years of industry experience. He has worked at Edward Jones since 2015 and has been involved with Genesis Futures Holding and JDII Capital Management Group since 2009 and 1993, respectively. 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Watson is a financial advisor at J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 66 registrations with three years of industry experience. His prior roles include positions at Fidelity Investments and Empower Financial Services. 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. Their advisory process integrates quantitative and qualitative research to build model asset allocations, with implementation supported by affiliated investment-management entities.