Christopher Mohme is a financial advisor with Edward Jones in Tempe, AZ, holding the CFP® and ChFC® designations and 19 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Cole Adamson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and 18 years of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab & Co., Morgan Stanley Private Bank, Morgan Stanley, 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 models and offers a centralized, integrated approach to custody, brokerage, and alternative investments.

Randall Mardell is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with Charles Schwab since 2016 and previously worked at Hilltop Securities, Inc. for one year. 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, supported by multi-asset model portfolios, alternative investment due diligence, and a large-scale, integrated operational structure.

Ulises Barrera is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he operates a French bulldog breeding business under LZA Holdings LLC. 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 within a non-discretionary program.

Rob White is a financial advisor at Fidelity with 25 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. His career includes over two decades at Fidelity Brokerage Services and roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Ronald Vornberg is a financial advisor at Charles Schwab in Phoenix, AZ, with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at various Charles Schwab entities since 2013, including Schwab Trust Bank and Schwab Bank. 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 options, combining strategic asset allocation with centralized operational support.

Thomas Brandt is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Vanguard, USAA, and a 20-year career in the United States Air Force. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, managing portfolios that include mutual funds, ETFs, and ETPs.

Jason Benedetti is a CFP® professional with 23 years of industry experience, currently affiliated with Cetera. His prior roles include positions at Mass Mutual Investors Services, METLIFE Securities Inc, and Massachusetts Mutual Life Insurance Company. He is part owner of In Touch Wealth Advisors and serves on the boards of several nonprofit organizations, including We Share, Inc., Caritas in Veritate International, and Mater Misericordiae Catholic Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, retirement plan, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options, financial planning, and consulting services.

Cole Cardon is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America, Merrill, The Vanguard Group, Randstad, and Ameriprise Financial Services. 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 for individuals, high-net-worth clients, and various institutional entities.

Bill LaRue is Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2019. In this role, he works closely with clients to understand their unique financial needs and collaborates with them to set specific goals, focusing on developing wealth building strategies that benefit clients and their families both presently and in the future. Prior to joining Fidelity Investments, Bill served as a Wealth Advisor at USAA from 2016 to 2019. He began his career as an Investment Representative at Vanguard, where he worked from 2014 to 2016. Throughout his career, Bill has gained experience in wealth planning and investment advisory services.

Jacob Ciesniewski is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 designations and previously worked at Charles Schwab & Co. and State Farm. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening and qualitative research, incorporating a forward-looking approach to capital markets and ESG eligibility in its recommendations.

Preston Lemay is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 66 and Series 63 designations. His prior experience includes roles at Charles Schwab & Co. and various other positions, along with involvement at Depop. 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 process integrates systematic quantitative and qualitative research supported by a centralized manager solutions team.

Frank Nudo is a financial advisor at Osaic with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Triad Advisors, Inc. and A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves in executive capacities at several companies involved in cybersecurity, compliance, and financial services, including acting as president of Opulent Minds LLC, where he consults with clients on investment and financial planning. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools, and it is notable for its scale, complex affiliate network, and private-equity ownership.

Daniel Gomez is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at USAA Investment Management Company and USAA Financial Advisors Inc. since 2010. 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 and discretionary investment management with a focus on multi-asset model portfolios and centralized operational support.

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.

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.

Josiah Corey is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab, he held roles at Nike Incorporated and Target Corporation, among other positions. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals. The firm provides both non-discretionary advisory services through its Schwab Wealth Advisory program and access to discretionary separately managed accounts, combining a multi-asset portfolio approach with centralized custody and supervisory 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.

Jonathan Launder is a CFP® professional with 11 years of industry experience, currently working at OSAIC since 2025. His prior roles include positions at Lincoln Financial Advisors Corporation, Royal Alliance Associates, Legacy Wealth Alliance, Lincoln Financial Securities, Woodbury Financial Services, and WJS Wealth Management. He is based in Phoenix, AZ and holds a Series 66 license. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools, providing a range of managed portfolio options and third-party money manager programs.

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.