Efrain Ramirez is a financial advisor with Edward Jones in Peoria, AZ, holding a Series 66 designation and two years of industry experience. His prior work includes roles at ADP and USAA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm has over 23,700 financial advisors and manages approximately $1.01 trillion in assets, offering services such as discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Eric Peterson is a financial advisor at Cambridge Investment Research Advisors holding a Series 66 designation with one year of industry experience. His prior work includes roles at Northern Trust and Avenue North, as well as experience in the hospitality sector. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians. The firm provides both discretionary and non-discretionary management and maintains proprietary model strategies under the Founders Gate Capital brand.

Haylee Weymer is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ. She holds the Series 66 and Series 63 designations and has one year of industry experience. Outside of her advisory role, she has been involved with Eat, Drink, Shop Accounting since 2023. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary investment guidance and access to affiliated discretionary separately managed accounts. The firm is notable for its integrated wealth management platform combining advisory, brokerage, and custody services.

David Todd is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at 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 and combines brokerage and advisory solutions while utilizing research and analytics to guide investment strategies.

Zack Gieszler is a financial advisor with Merrill in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2010. Outside of his advisory role, he is the owner and manager of Fairway Fetch LLC, an online retail business for golf equipment and accessories. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Gerald Pera is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses 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 and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Asif Ahmed is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years and Chase Investment Services Corp. for one year. Outside his advisory roles, he has served as a board member of a technology company focused on business development and growth. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that utilizes firm‑approved tools and modeling techniques.

Robert Hobdy Jr. is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior experience includes positions at Morgan Stanley, First Command Financial Planning, Inc., and Scottrade. 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 separately managed accounts and offers a multi-asset model portfolio approach supported by in-house research and due diligence on alternative investments.

Nickolas Kontz is a financial advisor with Cetera, holding a Series 66 license and five years of industry experience. His work history includes roles at Renaissance Financial and Minnesota Life Insurance Co. He is also engaged as an insurance agent focusing on fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a multi-manager platform with discretionary and non-discretionary portfolio management and access to various third-party money managers.

David Sardella II is a CERTIFIED FINANCIAL PLANNER™ professional affiliated with Charles Schwab, with six years of industry experience. His work history includes roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc., as well as prior experience at Yelp, Inc. and managing a family-owned pizza and wings business. Outside of finance, he has conducted mystery shopping services for apartment complexes. Charles Schwab & Co., Inc. serves a broad 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 maintains an integrated operational structure supporting a high client coverage ratio per advisor.

Adam Thomas is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 66 and Series 63 designations. His work history includes roles at Vanguard Marketing Corp and PNC Bank prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and employs a range of approved investment strategies, including those with an ESG eligibility framework.

Brandon Clemente is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley, Charles Schwab, and AXA Advisors, LLC. Outside of finance, he has worked in the restaurant industry and held various roles at Northern Arizona University and Hampton Inn & Suites. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Zachary Levin is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to joining Morgan Stanley, he held roles at FTI Consulting and Sony Pictures Entertainment. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by advanced modeling tools.

Ethan Meade is a Planning Consultant who develops engagement strategies tailored to each client's unique needs and collaborates with clients to construct individualized financial plans aimed at achieving their goals. He has professional experience as a Financial Analyst at RR Donnelley from 2023 to 2026 and as a Service Relationship Professional at Morgan Stanley from 2022 to 2023. Outside of his professional work, Ethan has interests in comedy, football, golf, movies, and traveling.

Jon Gabrielson is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2006. Based in Phoenix, AZ, Mr. Gabrielson's career spans two decades at his current firm. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Denise Veerhusen is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 66 credential and 24 years of industry experience. Her prior roles include positions at A. G. Edwards & Sons, Inc. and Piper Sandler & Co. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Jackson Wichern is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at Renaissance Financial and Cetera Wealth Services, LLC. Outside of his advisory role, he has worked in member services at Arizona Country Club and as a delivery driver for Uber. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary client relationships.

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. His prior roles include positions at JPMorgan Chase Bank, Bank of America Merrill, and Edward Jones. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, and corporate entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning, consulting, and insurance products through affiliated entities.

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.