Michael East is a financial advisor with Robert W. Baird & Co. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Moors & Cabot, Inc. and Wells Fargo Investments, LLC. Outside of advising, he is involved as an LLC member of Dirtbag's Bar and owns East Private Equity LLC. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Alice Kasel is a financial advisor at Fidelity with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various branches of Fidelity since 2000, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is known for its use of systematic methodologies, proprietary models, and a formal advisory role to multiple registered investment companies.

Tyson Tibshraeny is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 1984 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved as a partner in a family real estate partnership and manages an investment LLC benefiting his son, as well as a computer consulting business. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities, principal trading, and market-making.

John Czelusniak Jr. is a financial advisor at Edelman Financial Engines in Phoenix, AZ, holding a Series 65 designation with four years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2021 and has prior experience at Infosys BPM, Randstad, Consolidated Container Company, Costco, and Amazon. Outside of finance, he operated a handyman business for six years. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Anthony Ludtka is a financial advisor with Charles Schwab based in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. His career includes roles at Charles Schwab Bank and Charles Schwab since 2018, as well as prior positions in various fields such as solar energy and commercial systems analysis. 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 combined non-discretionary and discretionary investment guidance model, utilizing multi-asset portfolios and due diligence on alternative investments, supported by a large-scale, integrated operational structure.

William Mcelroy is a financial advisor with Edelman Financial Engines based in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 12 years of industry experience, including 10 years with Financial Engines Advisors L.L.C. at the same firm. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary management options.

Christopher Barozie is a financial advisor with Charles Schwab & Co., Inc. in Phoenix, AZ, holding a Series 66 designation and bringing 23 years of industry experience. His previous roles include positions at USAA Investment Management Company and various USAA financial planning and advisory services from 2013 to 2020. 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 affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by research from the Schwab Center for Financial Research.

Nicholas Mcarthur is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Charles Schwab in 2021, he held positions at Northern Arizona University, Albertsons, Lifetime Fitness, Sushi Brokers, and the United States Forest Service. Charles Schwab 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment program.

Maria Monroe is a financial advisor with LPL Financial based in Phoenix, AZ, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. Her prior roles include positions at Equitable Advisors and Axa Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and third-party asset management, supported by advisor-facing tools and a broad non-advisory platform.

Jessica Wert is a financial advisor at UBS Financial Services in Phoenix, AZ, with 11 years of industry experience. She holds the Series 66 designation and has been with UBS since 2014. Wert served on the board of directors for the East Valley Women's League, where she was involved in planning annual fundraising activities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, offering a broad range of financial products and capital markets solutions.

Walter Fielder is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he provides personalized financial strategies tailored to help clients pursue their long-term goals. Walter focuses on delivering a comprehensive approach to wealth management, ensuring clients receive customized planning and investment advice. His areas of expertise include family wealth management strategies, managing new wealth, personal retirement planning, and small business strategies. Walter is committed to working closely with clients to understand their needs, goals, and concerns, aiming to provide financial confidence through disciplined, goal-based wealth management processes. He conducts regular reviews to update retirement plans and adjust strategies as needed. Walter holds a Bachelor's Degree in Finance from the University of Arizona and maintains the Personal Investment Advisor (PIA) designation. He is involved with professional organizations such as ChildHelp, NotMyKid, Phoenix Children's Hospital, and United Way. Additionally, he participates in community activities with NDP High School. In his personal time, Walter enjoys hiking, skiing, and spending time with his family.

Christopher Mette is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held various roles within Morgan Stanley and its affiliates since 2002, including positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. His prior experience also includes a role at Citigroup Global Markets. Outside of his advisory work, he is a partner in AZKS LLC, which is involved in property management. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and Global Investment Committee estimates.

Edward Greene is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Charles Schwab since 2016. 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 affiliated managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Rizwan Shah is a Senior Financial Advisor specializing in wealth management strategies that align with clients' long-term financial goals. He leverages the investment insights of Merrill and the banking services of Bank of America to provide comprehensive financial solutions. Shah emphasizes a personalized approach, focusing on understanding each client's unique needs to develop strategies that respond to changing market conditions. He holds a Bachelor's Degree from California State University East Bay and a Master's Degree from the University of Phoenix. Shah's professional designations include CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). His expertise centers on delivering tailored wealth management solutions while maintaining a commitment to excellent client service. Shah follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Outside of his professional responsibilities, he pursues interests in adventure sports, hiking, music, and running.

Eric Hunsinger is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and with 25 years of industry experience. He has been with Charles Schwab since 2000. 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 multi-asset model portfolio approach supported by proprietary research and due diligence.

Blayne Anderson is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bell Bank and Northwestern Mutual. Outside of advisory work, he has been involved with 46 North Landscaping and has a background in education and construction. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational tools and a large network of over 22,800 advisors.

Michael Van Horn is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities since 2006, including ten years at Wells Fargo Clearing and nearly 20 years at Wells Fargo Bank. His prior experience also includes a position at Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services that include investment advisory, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by in-house research and third-party analytics.

Winne Wang is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Wang holds Series 66 and Series 63 designations and has worked at several firms including The Vanguard Group and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Hannah Weber is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company. Outside of her advisory role, she serves as an assistant volleyball coach at Chandler Preparatory Academy. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform that includes affiliated and third-party managers.

Lance Baxter is a CFP® and holds a Series 66 designation, with 11 years of experience in the financial industry. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.