Gregory Stark is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James Financial Services Advisors, Inc. since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers non-discretionary planning tailored to client goals, utilizing analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Scott Holman Jr. is a financial advisor at Cetera with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Edward Jones for nine years. Outside of his advisory role, he owns and maintains a rental property in Paradise Valley, AZ. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, with a multi-manager platform allowing advisors to utilize affiliated and third-party investment strategies.

David Shachory is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding Series 63 and Series 65 licenses with three years of industry experience. His work history includes roles at Edelman Financial Engines and Financial Engines Advisors L.L.C., as well as previous positions outside finance at companies such as DoorDash and Flatiron School. 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 diversified portfolios and both discretionary and non-discretionary investment options.

David Di Vito is a Series 66-licensed financial advisor with RBC Capital Markets in Scottsdale, AZ, bringing 17 years of industry experience. He has worked at RBC Capital Markets since 2009 and also holds a position at City National Bank since 2019. Outside of his advisory role, Di Vito serves as Vice President on the Executive Board of Scottsdale Cal Ripken, a nonprofit youth baseball league. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services through various advisory programs and integrates both in-house and third-party investment managers.

Lauren Comer is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has previously worked at State Street Global Advisors and The Vanguard Group. Outside of finance, she works part-time as a sales associate at a retail clothing boutique in Scottsdale, Arizona. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Benjamin Lee is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes two tenures at Morgan Stanley totaling nine years and a three-year period at Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm’s services range from direct client plans to corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Galadriel Anderson is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2005. 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 across a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steven Andrews is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Ski Pro and BeatBox Beverages LLC. Outside of advisory work, he has been involved in employment at Ski Pro and data entry for Fairytale Brownies. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm uses a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs, alongside affiliated insurance and trust services.

Matthew Kolber is a CFP® with 32 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities LLC since 2022. Prior to joining J.P. Morgan, he spent 30 years at The Vanguard Group, Inc. He holds Series 63 and Series 66 licenses and is based in Tempe, AZ. J.P. Morgan Securities LLC 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 delivers these services through a combination of institutional advisory operations and affiliated brokerage, distribution, and investment management capabilities.

Nathan Albery is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been with the firm since 2005 and concentrates on retirement planning and portfolio reviews. Nathan's work encompasses various client focus areas including college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management services, special needs planning strategies, individual and corporate investment strategy, tax minimization, and retirement income. Nathan holds a Bachelor's Degree in Economics and Management from Arizona State University. Prior to his financial advising career, he enrolled in the U.S. Peace Corps. He is a Personal Investment Advisor (PIA) and is fluent in both Ukrainian and English. Nathan is an Arizona native and currently resides in the East Valley with his two children. Outside of his professional life, Nathan's community involvement includes his service with the Peace Corps. His personal interests include biking, boating, camping, cooking, fishing, spending time with family, swimming, traveling, and watching movies.

Martin Muschaweck is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2019, he worked at Teton Motors Inc. and Teton Services Group Inc. from 2014 to 2019. In addition to his advisory role, Martin provides consulting services for Teton Motors, assisting with vehicle inventory, sales analysis, and process improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.

Chase Cates is a financial advisor at RBC Capital Markets with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining RBC in 2026, he worked at MFS Fund Distributors, Inc. for four years. His background also includes roles outside of finance, such as positions at Cooper's Hawk Winery and Restaurant and the Chicago Justice Project. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored strategies implemented through a mix of in-house and third-party investment managers.

Joey Ordway is a financial advisor with Edward Jones in Glendale, AZ, holding a ChFC® designation and Series 63 license, with 30 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, and State Farm. He has been with Edward Jones since 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Benjamin Cohen is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Schwab in 2021, he worked at Vanguard from 2016 to 2020 and was self-employed for a period. Outside of his advisory work, he also drives for Uber and Lyft on a part-time basis. 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 client advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options, supported by a large-scale integrated operational structure.

Jordon Spera is a financial advisor at Charles Schwab with three years of industry experience and holds a Series 66 designation. Prior to joining Charles Schwab in 2026, he co-founded Virtue Strength Club LLC, an athletic and fitness brand promoting moral character and discipline. His background also includes positions at J.P. Morgan Securities and Cetera. 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, combining non-discretionary client relationships with access to discretionary separately managed accounts and a formal alternative-investment onboarding process.

Vivien Enders is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 66 designation and 10 years of industry experience. She previously worked at Edward Jones for six years before joining Cambridge Investment Research Advisors in 2019. Enders also owns and operates multiple advisory-related businesses focusing on investment advisory and estate planning services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of discretionary and non-discretionary strategies across multiple platforms.

Richard Burke is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. His career includes roles at Morgan Stanley Private Bank and USAA Financial Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools.

Tonya Stockton is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at Empower Retirement for 17 years and more recently at AssetMark Financial Holdings and Cetera since 2022. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, retirement plan, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services with access to multiple investment programs and third-party managers.

Angelia Ramirez is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation. She has been with Merrill and affiliated entities since 2022, and her prior experience includes roles at Bank of America, J.P. Morgan Chase Bank, and Apple Inc. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

John Harman V is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ. He holds the Series 66 designation and has one year of industry experience, having previously worked in dental care and other fields. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools to develop collaborative, ongoing planning relationships.