Denise Veerhusen is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds a Series 66 designation and has worked with Wells Fargo since 2009, including time at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jackson Wichern is a financial advisor at Cetera with one year of industry experience. He holds the Series 66 designation and has worked at Renaissance Financial and Cetera Wealth Services, LLC. Outside of advising, he is involved with member services at the Arizona Country Club and also works as a food delivery driver for Uber. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform that provides access to affiliated and third-party managers and customizable portfolio strategies.

Stephanie Conway is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and with 28 years of industry experience. She has been with Charles Schwab since 1997, including a decade at Charles Schwab Bank from 2008 to 2018. 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 offers both non-discretionary and discretionary investment solutions using multi-asset model portfolios, alternative investment due diligence, and integrated brokerage, custody, and advisory services.

Robert Plowman is a financial advisor at LPL Enterprise with 15 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America Merrill, Transamerica Financial Advisors, and World Financial Group. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolio programs, third-party asset management, and a range of brokerage and insurance products.

Corey Kennedy is a Financial Consultant I at Fidelity Investments, where he partners with clients to co-create and implement comprehensive financial plans aimed at supporting their long-term goals. He emphasizes building meaningful relationships grounded in trust to assist clients through various stages of their financial journeys. Corey has held multiple positions at Fidelity Investments since 2022, progressing from Launch Program Associate to his current role. His experience includes positions such as Investment Consultant and several levels of Investment Solutions Representative. He holds insurance licenses for Arkansas and California. Outside of his professional work, Corey enjoys spending time at the beach, exploring food, participating in social events with friends, engaging in outdoor adventures, and traveling. He is also involved in parenthood.

Eva Obregon is a financial advisor at Osaic with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Edward Janulis. Outside of her advisory work, she provides notary public services as a free community offering and manages a separate legal entity to oversee business expenses. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs asset-allocation tools, risk-tolerance assessments, and efficient-frontier analysis to build diversified portfolios, offering a range of advisory platforms and third-party managed solutions.

Paul Laviolette is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at several firms including Vanguard, Merrill, and Dynamic Wealth Advisors, and has prior experience outside finance with roles at Streamline Vacation Rental Software and Uber. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Thomas Jefferson is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has been with Charles Schwab since 2003. Outside of his advisory role, Jefferson is a part owner and investor in Pellini Italian Eatery and its holding company, BYO Concepts, LLC, both based in Scottsdale, Arizona. 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 and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary buy/sell recommendations and access to discretionary separately managed accounts using multi-asset model portfolios and has a notable integrated operational structure combining advisory, brokerage, custody, and cash-sweep services.

Matthew Mac Lean is a financial advisor at Ameriprise with 21 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mac Lean serves as president of Quenched, a nonprofit organization, and is a member of the Grand Canyon University College of Business Advisory Board. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored, research-driven recommendations that integrate tax efficiency and adaptive withdrawal strategies. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Trent Davidson is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2017, with a brief tenure at Fidelity Investments in 2016-2017. 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 combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options.

Nathan Martin is a CFP® professional with three years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include various positions at Cambridge Investment Research Inc. and work in academic success programs at Arizona State University. He is also the owner of Apogee Tutoring Services, where he provides tutoring support locally. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through independent Financial Professionals and employs a range of portfolio management strategies across multiple platforms.

Cody Wheeler is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Cody’s background also includes roles at the University of Arizona and Byrne and Jones. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across mutual funds, ETFs, and ETPs.

Adryana Geyser is a financial advisor at OSAIC with a Series 66 credential and two years of industry experience. Her prior work includes roles at Equitable Advisors and JPMorgan Chase & Co., as well as experience outside finance as a bartender at Civana Wellness Resort & Spa. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm utilizes a variety of asset-allocation tools and manages portfolios across multiple investment types, serving clients with both discretionary and non-discretionary account management options.

Joseph Ledesma is a Senior Financial Advisor with Merrill Lynch Wealth Management and Co-Founder of the Ledesma McNaughton Group. Since joining Merrill in 2007, he has worked closely with clients and their families to address their short- and long-term financial needs, focusing on building and preserving wealth through customized, goal-based strategies. His expertise includes servicing small business and corporate retirement plans, structuring individualized asset allocations, and incorporating socially responsible and values-based investing approaches. With nearly 27 years of experience, Joseph and his team support affluent multi-generational families, physicians, executives, young professionals, and business owners. Their services encompass retirement income planning, executive equity compensation diversification, business owner succession and growth strategies, estate and legacy planning, and coordinated work with clients’ CPAs and attorneys. Joseph holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Joseph earned a Bachelor of Science degree in Economics from the University of Arizona after initially attending Oregon State University, where he was a member of the baseball team that participated in the 2005 College World Series. He resides in Phoenix with his wife and two daughters. Outside of work, he stays active by coaching his children’s sports, practicing yoga, biking, golfing, and traveling. Joseph is also involved with the Arizona Hispanic Chamber of Commerce.

Brett Buchferer is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding Series 66 and Series 63 licenses with 17 years of industry experience. He has been with Charles Schwab since 2009. 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, offering a combination of non-discretionary and discretionary investment options.

Angelica Carbajal is a financial advisor at Fidelity with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Charles Schwab, USAA, and JPMorgan Chase. Outside of her advisory role, she participates as a member of the Wayfair Tried and True program and works as an independent contractor for Amazon Flex. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and advisory strategies.

Jordon Wheeler is a CFP® with 10 years of industry experience currently advising at Raymond James Financial. He previously worked at LPL Financial and Edward Jones. Wheeler is also the branch owner and advisor of Arrowhead Wealth Partners, a non-investment related support company based in Glendale, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm employs a non-discretionary, tailored approach to planning and consulting, utilizing analytical tools and risk profiling to support client goals.

Carl Dice is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. Before joining Charles Schwab in 2020, he worked in outdoor services and hospitality and spent nearly two decades at Southern Oregon University. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated service model, and multi-asset portfolio strategies supported by in-house research and alternative investment options.

Carson Boyll is a financial advisor with Cetera holding a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial and Renaissance Financial, as well as non-financial work experience at Leslie's Pool Supplies and Doordash. Carson is based in Phoenix, AZ. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management, financial planning, and retirement services through a multi-manager platform that supports discretionary and non-discretionary account management with over $256 billion in assets under management.

Michael Locher is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2012. Outside of his advisory work, he manages a rental property in Cedar Rapids, Iowa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.