Joyce Smith is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment services. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Melissa King is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo entities since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. She is based in Mesa, AZ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebekah Hunt is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, Hunt has worked as a part-time bookseller at Barnes & Noble, a retail store specializing in books, music, and related items. 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 investment strategies and affiliated financial services through a nationwide network of more than 23,700 advisors.

Paul Farabaugh is a Series 66 licensed financial advisor with Morgan Stanley in Phoenix, AZ, bringing 18 years of industry experience. He previously worked at Merrill for 16 years before joining Morgan Stanley Smith Barney LLC in 2023. Outside of his advisory role, he serves as a managing member and general partner of Crescent Ventures Holdings, LLC, which is involved in investment activities including real estate ownership. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning services supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment solutions alongside its planning services.

James Wrenn is a financial advisor with UBS Financial Services in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 32 years of industry experience. He has been with UBS Financial Services since 2006 and has prior experience at Piper Jaffray Inc. dating back to 1993. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and operates as a broker-dealer, investment adviser, and futures commission merchant.

Jeremy Burnett is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, Morgan Stanley, and other firms. Outside of finance, he coaches a high school swim team at Benjamin Franklin Charter School. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to inform non-discretionary investment recommendations.

Callie Jones is a financial advisor at UBS Financial Services with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Stifel for five years. Prior to her advisory career, she had roles at Maricopa County Community College, Arizona State University, and Santa Clara University. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in client advising.

Reed Lefevre is a CFP® credentialed financial advisor with 39 years of industry experience. He has worked at FSC Securities Corporation for 33 years before joining Osaic in 2023. Lefevre operates a sole proprietorship focusing on life insurance and annuity sales and service. Osaic Wealth, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, risk assessments, and access to multiple third-party investment platforms.

Cole Holocher is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. He has held positions at multiple Vanguard entities since 2022 and has worked in various roles across education and retail sectors prior to entering the financial industry. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized asset allocations, with portfolios largely composed of Vanguard funds and ETFs.

Justin Poirier is a Series 65-licensed financial advisor at Fisher Investments with nine years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and offers sub-advisory and retirement plan services. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Jordan Chapman is a financial advisor at Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to his current role, he served five years in the US Army and worked in higher education at Arizona State University and Pierce College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, goal-focused planning using firm-approved analytical tools.

Joseph Kurtz is a financial advisor with Edward Jones in Gilbert, Arizona, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2022, he worked at Freedom Mortgage Corporation for six years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm operates under a fiduciary standard and maintains a large network of advisors and branches nationwide.

Christopher Lewis is a financial advisor with Cetera in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Cetera and its affiliated entities since 2012. Outside of his advisory role, he serves as a consultant for BOOSTA, Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party investment managers.

Nicholas Dumond is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 license and two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Education at Work from 2021 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning using structured discovery processes and firm-approved planning tools.

Cody Nesper is a financial advisor with Primerica Advisors in Phoenix, AZ, holding a Series 63 designation and three years of industry experience. Prior to joining Primerica, he worked in various roles including positions at Uber, Carvana, Hillsong College, and Apple Retail. He is also involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail client portfolios rather than institutional pension or profit-sharing plans.

Nathan Burhans is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Collin Whittier serves as a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2021. He has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant, Investment Consultant, Financial Representative, and High Net Worth Service Associate. In his current capacity, Collin focuses on supporting clients' financial needs with an emphasis on trust, clear communication, and integrity. His experience spans multiple facets of financial consulting and investment services within Fidelity. Outside of his professional responsibilities, Collin has personal interests that include baseball, biking, cooking and baking, golf, hiking, and parenthood.

Peter Inserra is a CFP® with 44 years of industry experience, currently affiliated with Morgan Stanley in Phoenix, AZ. His prior roles include positions at Bank of America and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and utilizes firm‑approved tools, though clients are responsible for plan implementation and updates.

Jordan Williams is a financial advisor with RBC Capital Markets in Dallas, TX, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. His prior roles include positions at Morgan Stanley, Advisor Group, Edward Jones, and The Vanguard Group. He serves on the board of a small nonprofit, For the Love of the Lake, which focuses on maintaining White Rock Lake through community cleanup and conservation programs. RBC Wealth Management, a division of RBC Capital Markets, serves a broad range of clients including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management and integrated financial planning.

Alexander Kallweit is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Vanguard, Wells Fargo, JPMorgan Chase, and Apple. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and employs a multi-asset model portfolio approach supported by centralized custody and order-routing systems.