Joshua Peterson is a CFP® with 27 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at RBC Capital Markets and DWS Investment Management Americas. He is a member of the audit finance committee for Vitalyst Health Foundation and serves as a youth soccer referee with US Soccer. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Bret Seeley is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds the Series 63 license and is based in Gilbert, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Layton is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Robinhood, Morgan Stanley, GoDaddy, Crate and Barrel, and Comcast. 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, offering multi-asset model portfolios and alternative investment options supported by centralized custody and operational infrastructure.

John Ilic is a financial advisor at Charles Schwab with 18 years of industry experience. He holds a Series 66 designation and previously worked at OptionsXpress, Inc. from 2015 to 2017. Based in Phoenix, AZ, he has been with Charles Schwab since 2008. 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 model portfolios supported by centralized custody and order-routing arrangements.

Scott Duncan is a financial advisor at LPL Financial in Tempe, AZ, holding Series 66 and Series 63 licenses with five years of industry experience. He previously worked at Voya Financial Advisors and related Voya entities for several years before joining LPL Financial in 2026. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment and advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Daniel Geffre is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, Geffre has taught a basic financial markets class through Moorhead Community Education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large network of advisors and branch offices nationwide.

Jorge Ramos Terrazas is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and The Vanguard Group, Inc. Outside of advisory work, he is a partner in a restaurant and bar business based in Phoenix, Arizona. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools.

Jake Dahmer is a financial advisor with J.P. Morgan Securities in Tempe, Arizona. He holds Series 66 and Series 63 licenses and has two years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Charles Schwab from 2024 to 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Brian Urry is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2013. He provides financial guidance aimed at helping clients make informed decisions to achieve their long-term goals, such as retirement planning, investment management, tax minimization, and liquidity management. Brian leverages the resources of Merrill and Bank of America, along with his team's expertise, to support individuals and families in managing their wealth confidently. Brian holds a Bachelor of Science degree in Finance from Arizona State University. He also earned the Certified Private Wealth Advisor (CPWA) designation, an advanced professional certification awarded by the Investments & Wealth Institute, which serves advisors working with high-net-worth clients. Additionally, he holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, Brian is involved in his community through church assignments and youth sports coaching. He resides in Gilbert, AZ, with his wife and five children.

Dustin Ziegler is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. He has worked at Charles Schwab since 2018, including a role at Charles Schwab Bank, SSB, since 2021. Prior to joining Schwab, he was employed at Natural Grocers from 2014 to 2017. 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 related managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separate managed accounts, supported by a centralized operational structure.

Linda Netjes is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has worked with Wells Fargo entities since 2004, including Wells Fargo Investments, LLC, and currently serves as co-trustee for her spouse’s trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Brien Laster is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience, with previous roles at Charles Schwab, Array Technologies, Omni Hotels, and other companies. Morgan Stanley Wealth Management is a large registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning supported by structured processes and advanced modeling tools.

Andrew Denys is a Series 66-credentialed advisor at Merrill with 12 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2014. 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 using a range of model-based and discretionary investment strategies.

Michael Zamboni is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, utilizing various strategic and tactical approaches supported by research and technology tools.

Martin Jakubowski is a financial advisor with Merrill in Gilbert, Arizona, holding Series 63 and Series 66 licenses and with 43 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith, Inc. and Bank of America, N.A. since 2003 and 2011, respectively. Outside of his advisory role, he is a general partner in a for-profit leasing business that rents refrigerated truck trailers to a trucking company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nathan Bardin is a financial advisor with Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Financial Engines Advisors L.L.C. and Financial Engines Advisor, LLC for the past decade. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines committee-driven proprietary models with planner delivery and online tools, managing diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Meghavi Rosean is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Citizens Securities, and Santander Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research to develop model asset allocations and incorporates a range of investment strategies including ESG considerations.

Sallah Warrayat is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he owns a window tinting sole proprietorship. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies.

Michael Jones is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Charles Schwab entities since 2012, including the Schwab Premiere Bank, Trust Bank, and Charles Schwab bank 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, using multi-asset model portfolios and a centralized operational structure.

Mohammad Alnajdawi is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill, he held positions at Hilton Hotels, Arizona State University, Uber, and Best Buy. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.