Apolonio Gonzales is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Bank of America, Merrill, Arizona State University, and Hyatt Corp. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Annette Escalante is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has worked with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2010 and owns a cake business, Spirited Cakes, alongside her financial career. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.

Jayson Biedebach is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 designations and seven years of industry experience. His prior roles include positions at JP Morgan Securities, LLC, JPMorgan Chase Bank, N.A., and American First Credit Union. He has been with Charles Schwab since 2018. 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 operational infrastructure.

Brunai Johnson is a Series 66 licensed financial advisor with eight years of industry experience. He is currently with LPL Financial, having joined in 2025. His prior experience includes roles at Bank of America, Merrill, Bank of the West, and Bancwest Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and various management approaches.

Patrick Mulcahy Jr. is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 11 years of industry experience. His career includes roles at Edward Jones, FinDec Wealth Services, and several independent advisory firms. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm supports a broad range of program structures and custodial relationships with over 10,000 advisors managing more than $256 billion in assets.

Shawn Swenson is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked at National Planning Corporation for six years. He is also the owner of Shawn Swenson Financial Services LLC, a business entity used for tax and financial planning purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, retirement consultation, and brokerage services supported by research and technology-driven portfolio management.

Hanel Acevedo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, Hanel worked at Molded Devices and Fabuwood Cabinetry, with earlier experience at R&D Altanova. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a structured planning process using firm-approved tools and modeling methods.

Stephen Bowman is a financial advisor at Wells Fargo Advisors in Phoenix, AZ, with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked within Wells Fargo entities since 2011. Outside of his advisory role, he has ownership interests in agricultural swine production businesses and operates Bowman Wealth Management. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations across a broad range of financial needs.

Maximilian Frimann Dahl is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses with two years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., Cetera Financial, Cleat Street Capital, Norvision, and Silverleaf Country Club. 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, offering integrated brokerage, advisory, custody, and cash-sweep services. The firm’s investment approach combines non-discretionary guidance with access to discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Kevin Riley is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked with Charles Schwab and Charles Schwab Bank since 2015. 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 offers both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Ryan Getz is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 12 years of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Bank of America and Merrill from 2014 to 2026. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.

Garret Holleran is a Series 66 licensed advisor with Merrill in Chandler, AZ, and has 13 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, Holleran serves as a part-time groundskeeper for the Arizona Diamondbacks, a Major League Baseball organization. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicholas Duepner is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group and Bank of America, among other firms. Outside of his advisory role, he owns Duepner Investments LLC, an entity used for personal real estate investment. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Michael Fanning is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and previously worked at Palisades Tahoe and Montreux Country Club. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Michael Przewlocki is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Cambridge since 2004. Outside of his advisory work, he is a notary public. Cambridge Investment Research Advisors serves a broad client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm delivers financial planning, investment management, and retirement advisory services through a network of independent professionals utilizing a variety of portfolio management strategies and platform options.

Tronicia Standifer is a financial advisor at Merrill with 19 years at the firm and 8 years of industry experience. She holds a Series 66 designation and is based in Chandler, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies across a range of client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Motola is a financial advisor at Fidelity with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with Fidelity and its related entities since 2011. Outside of his advisory role, he owns LLC BEARDEDPIANO, through which he sells personal music compositions online. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Deshon Toney is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Merrill since 2022 and also has experience at Bank of America, N.A. since 2025. Prior to his advisory career, he spent four years at Grand Canyon University and four years at Desert Vista High School. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alfredo Reynoso Jr. is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. His prior roles include positions at Radwell International and Finance Of America, along with time spent as a student. 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 a range of advisory programs, financial planning, and retirement consulting services, with both discretionary and non-discretionary management supported by research and model portfolios.

Scott Mc Dowell is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has been affiliated with Bank of America, N.A. and Merrill since 2006. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.