Jason Boyer is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at several firms including Morgan Stanley, Financial Engines Advisors LLC, and multiple divisions of Charles Schwab since 2019. Boyer is based in Phoenix, AZ. 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 supported by centralized custody and order-routing infrastructure.

Frank Fairbanks Jr. is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and over 25 years of industry experience. His prior roles include positions at Northwestern Mutual and USAA, where he worked for more than a decade across several affiliated entities. Cambridge Investment Research Advisors, Inc. serves a diverse range of individual and institutional clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and features proprietary model strategies under the Founders Gate Capital brand.

Roc Faillaci is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and over 27 years of industry experience. He has been with Charles Schwab since 1998 and also has experience at Charles Schwab Bank, SSB. 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 a range of multi-asset investment models supported by centralized custody and operational infrastructure.

Jessica Anderson is a financial advisor with Fidelity Investments in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include five years at The Vanguard Group and early career positions at Capital Wealth Advisory Group and the University of Wisconsin - Madison. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management, distinguishing itself with its registration as a commodity pool operator and advisory role to multiple registered investment companies.

Cionte Prater is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over 13 years of experience in the financial industry. Prior to joining J.P. Morgan Securities in 2026, he worked at JPMorgan Chase Bank, N.A. from 2014 to 2026. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities through extensive regulatory registrations and affiliates.

Maxwell Miller is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and is based in Phoenix, AZ. Prior to joining Charles Schwab in 2024, his background includes roles in education and fitness. 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 supported by in-house research.

Richard Griffin is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He has been with Charles Schwab since 2013. 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 guidance, utilizing multi-asset model portfolios and due diligence from its research center, supported by a large integrated operational structure.

Courtney Schuh is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Prior to joining Cetera in 2019, she worked for Foresters Financial Services and Foresters Advisory Services. She is also active in child advocacy through her involvement with the Arizona Parent Teacher Association. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across various investment program structures.

Aaron Parsel is a financial advisor at Thrivent Investment Management in Phoenix, AZ, holding Series 63 and Series 65 licenses with 16 years of industry experience. His prior career includes roles at Charles Schwab, USAA Investment Services, and AssetMark Financial Holdings. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm delivers written recommendations on a broad range of financial planning topics and allows clients to integrate planning with managed-account services under a consolidated billing option.

Teressa Ryder is a financial advisor at LPL Enterprise with 16 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior experience includes roles at New York Life and its affiliated entities from 2005 to 2024, followed by positions at Pruco Securities LLC and The Prudential Insurance Company of America before joining LPL Enterprise. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Christopher Caposey is a financial advisor at Edelman Financial Engines with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017 and at The Vanguard Group from 2014 to 2017. Edelman Financial Engines provides technology-driven investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Theresa Calahan is a financial advisor at Charles Schwab with Series 63 and Series 66 licenses and nine years of industry experience. She has worked at Charles Schwab & Co., Inc. since 2016. 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 offers a blend of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a centralized operational structure.

Landon Perry is a financial advisor at Edelman Financial Engines with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Financial Engines Advisors L.L.C., Quicken Loans/Rocket Mortgage, and Charles Schwab. Perry’s background also includes time at an aviation flight school. Edelman Financial Engines delivers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a combination of proprietary modeling, planner delivery, and online tools to provide diversified portfolios with both discretionary and non-discretionary management, serving approximately 477,000 clients.

Rachel Hall is a financial advisor at Stifel with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2018, following a ten-year tenure at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology from its Investment Strategy Group that incorporates forward-looking capital market assumptions and probabilistic modeling.

Carl Alvarez is a financial advisor with Cambridge Investment Research Advisors in Peoria, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked for First Command Advisory Services and related entities for over a decade before joining Cambridge. Alvarez is also the owner of Carl Alvarez Wealth Management, an independent wealth management business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a variety of platforms and third-party advisers.

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.

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.

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.