Jacob Spencer is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at Charles Schwab Bank, SSB, and a variety of positions outside the financial sector, including a year at Eggstasy and earlier education-related roles. Charles Schwab & Co., Inc. serves a large client base mainly 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and integrated operational infrastructure.

Jeffrey Kolzow is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding Series 63 and Series 66 licenses and with 32 years of industry experience. He has been with Thrivent and its predecessor entity since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without portfolio management or discretionary trading authority.

Davis Stewart is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, he was involved in various roles including at The Heights Golf Club and Bladium Sports and Fitness Club. Outside of his advisory work, he operates a retail business specializing in buying and reselling sports cards and sports memorabilia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Stephen Gilbert is a financial advisor with LPL Enterprise, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Pruco Securities, W&S Brokerage Services, Western & Southern Life, Bankers Life Securities, and AB Analytics. He is based in Phoenix, AZ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory services, and access to model portfolios and third-party asset management, utilizing an integrated platform that combines advisory programs with brokerage and insurance product sales.

Jeremy Schoenhoft is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has held roles at Charles Schwab & Co., Inc. since 2008 and Charles Schwab Bank since 2020. Outside of his advisory work, he is a silent partner and investor in Rosho LLC, an internet services business. Charles Schwab & Co., Inc. serves primarily 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 and discretionary investment options, supported by a multi-asset allocation approach and a centralized operational structure.

Julian Sanchez is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Charles Schwab & Co., Inc. from 2016 to 2019 before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies for clients.

Christine Sorensen is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and with 10 years of industry experience. She has been with Charles Schwab since 2014. Charles Schwab & Co., Inc. serves primarily 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 and discretionary investment options, supported by multi-asset model portfolios and centralized operational infrastructure.

Braeden Smith is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Merrill Edge and has been the owner of Smith Industries LLC, a business focused on HVAC repair and maintenance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of Wealth Advisors, applying an ESG eligibility framework in its recommendations.

Joseph Anderson is a CFP® professional with 41 years of industry experience. He has worked at Merrill for 32 years, Bank of America for 11 years, and has been with Raymond James & Associates since 2020. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Todd Dragoo is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-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.

Ashley White is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations with four years of industry experience. Prior to joining Charles Schwab in 2020, Ashley worked at Arizona State University, Destination Maternity Corp, and Jackson Hewitt Tax Service. 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 investment approach supported by research and alternative investment options.

Derek Jodarski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at JPMorgan Chase Bank, N.A., and Starbucks. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend investment strategies.

Jesus Ontiveros is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones across two periods totaling seven years. Outside of his advisory role, he has worked as a Lyft driver in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard.

Eric Tanita is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously spent six years at The Vanguard Group, Inc. He holds Series 63 and Series 65 designations and is based in Phoenix, AZ. 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 both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and a long-term investment approach.

Nicholas Maddern is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Nuveen Services LLC and BlueBay Asset Management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Justin Grimes is a financial advisor at Edward Jones in Mesa, Arizona, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at McDonald's for eight years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

David Lucas is a financial advisor with Raymond James & Associates in Tempe, AZ, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Raymond James & Associates since 2011, including his current tenure since 2021. Outside of advising, he is a passive investor in private companies such as Verifyle Inc and Microsonics Systems. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a broad range of investment strategies and affiliated research.

Edward Buechting is a financial advisor with Raymond James Financial, holding the Series 65 and Series 63 designations and bringing 25 years of industry experience. He has worked across several Raymond James entities since 2014. Outside of his advisor role, he owns Buechting Financial, LLC, where he provides financial advisory and retirement planning services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports clients through various advisory programs, with additional expertise in municipal and public finance advisory services.

Conner Woods is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses and has prior involvement in baseball-related coaching, including a part-time role at Salt River Fields Baseball Academy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Price Peasel is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 63 designation and over 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.