Carson Goldmeer is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, he worked at Raymond James for one year. Outside of finance, he has been involved with The Links Neighborhood Grill and Vampire Penguin Peoria for several years. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations, utilizing a variety of third-party asset management programs and fiduciary services.

Gary Yeager is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Cetera and its related entities since 2013 and has operated his own firm, G. A. Yeager & Co, since 1977. In addition to his advisory work, he prepares taxes through a separate business activity. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Kayvon Malaekeh is a financial advisor with Raymond James & Associates holding a Series 66 designation and seven years of industry experience. He has previously worked at RBC Capital Markets, Morgan Stanley, and US Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a variety of portfolio management styles and affiliated research.

Lisa Shillingburg is a financial advisor with Thrivent Investment Management in Scottsdale, AZ, holding Series 66 and Series 63 licenses and 11 years of industry experience. She has been with Thrivent Financial since 2016 and with Thrivent Investment Management since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based, holistic financial analyses. The firm offers planning as a one-time or ongoing service, separate from portfolio management, and allows clients to combine planning with managed-account programs through a consolidated billing option called "WealthPlan."

Eric Long is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing since 2016. 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 approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Caroline Wulff is a financial advisor at Osaic with 17 years of industry experience. She holds a Series 66 designation and previously worked for 15 years at Sagepoint Financial, Inc. before joining Osaic in 2023. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various strategies including discretionary and advisor-managed accounts.

Frank Case is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Co., Inc. since 2022, along with prior roles at Discover Financial Services and Ascend Associate Inc. Outside of finance, he is involved with Wild Mamas, a company focused on marketing and manufacturing animal-based cosmetic beauty products and supplements. 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 centralized operational structure supporting a large client base.

Katherine Moore is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Clearing since 2016. The firm is a national securities company that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. Wells Fargo Advisors manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Clarretta Morris is a financial advisor at OSAIC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at OSAIC and Securities America in various advisory roles since 2020. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Jim Doyle is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Lincoln Financial Advisors, TIAA-CREF, PNC Wealth Management, and Charles Schwab. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting diverse client needs with various managed portfolio options and third-party manager programs.

Dennis Butner is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing extensive experience in financial services since 2005. He has focused on managing individual wealth through various market conditions and emphasizes a comprehensive approach tailored to each client's unique needs. Dennis specializes in retirement planning, portfolio management, tax minimization, and family wealth management strategies, serving high net worth retirees, corporate executives, business owners, and philanthropists. Dennis began his career in real estate and finance in 2001 before joining Merrill Lynch Wealth Management in 2010. He holds a Bachelor's Degree from Arizona State University and the Personal Investment Advisor (PIA) designation. Leveraging the Total Merrill platform, Dennis develops personalized wealth management strategies, including estate management, small business management, retirement income planning, job transfers, and 401(k) services. He also leads business marketing efforts and cultivates new client relationships to support seamless communication and transitions. An Arizona native, Dennis resides in Glendale, Arizona with his wife and two daughters. His community involvement includes support for events such as Prescott Frontier Days Rodeo, Payson Arizona Pro Rodeo, and Xavier College Preparatory. Dennis balances professional commitments with personal interests including camping, cooking, fishing, golfing, horseback riding, hunting, scuba diving, skiing, swimming, and spending time with his family.

Joshua Stork is a financial advisor at Osaic with nine years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2022. His previous experience includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is a sports official, owns a family farm and ranch involved in livestock and land management, and coaches wrestling at a nonprofit club. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, providing access to discretionary strategies, third-party managers, and alternative investments.

Kevin Michalzuk is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and having 14 years of industry experience. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 10 years before joining Morgan Stanley. Outside of his advisory work, he is a partial owner of Commit Fitness and Nutrition, LLC, a recreation business based in Scottsdale, Arizona. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and offers services that include but do not recommend specific securities, acting primarily in an advisory capacity.

Michael Bentley is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at SagePoint Financial, Wells Fargo Clearing, Wells Fargo Bank, Allstate Insurance, and Fidelity. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk assessment and rebalancing tools.

Ryan Mahoney is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2015, advancing through roles including Financial Consultant, Senior Relationship Manager, Relationship Manager, and Financial Representative. Ryan focuses on building long-lasting relationships with his clients based on mutual respect and trust. He partners with clients and their families to develop and maintain financial plans aimed at achieving financial security and peace of mind. He holds a California Insurance License.

Meghan Kelly is a financial advisor at Morgan Stanley in Scottsdale, AZ, with seven years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2019. Prior to her current role, she worked in the restaurant industry for eight years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes and firm-approved tools to assist clients.

Jared Duran is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds the Series 66 and Series 63 credentials and has previously worked at Edward Jones and Financial Engines Advisors L.L.C. 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 modeling process paired with planner delivery and online tools, offering diversified portfolios and discretionary and non-discretionary management options.

Luciano Moreno is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Apple and KPMG. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

William Newbury is a financial advisor with Cambridge Investment Research Advisors, Inc. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. His career includes prior roles at First Financial Equity Corporation, Waddell & Reed, and RBC Capital Markets. Outside of his advisory work, he is involved in an insurance business and operates under a trade name for financial services. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary model strategies as well as unaffiliated third-party advisers.

Jo Loubet is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Jo has worked at Merrill and its affiliated entities since 1984, including Bank of America since 2009. 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.