Dan Aldrich is a financial advisor with Wells Fargo Clearing based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for six and nine years respectively, and spent two years at Echo Global Logistics. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research from Wells Fargo Investment Institute and third-party sources to guide portfolio construction.

Victor Danzo is a financial advisor with Charles Schwab in Phoenix, Arizona, holding Series 63 and Series 66 designations and 27 years of industry experience. He has been with Charles Schwab since 1997. 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 a multi-asset investment approach and centralized operational infrastructure.

Stanton Dwight is a financial advisor at Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Thomas Mitchell Sr. is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at LPL Financial since 2017. His prior roles include positions at Cetera and American Airlines. Outside of his advisory work, he is involved with OneAZ Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms while supporting various investment strategies and operational tools.

Jarrad Knutson is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at First Financial Equity Corporation and JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Andrew Genco is a financial advisor at Charles Schwab with 18 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab since 2006, including a role at Charles Schwab Bank since 2018. 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 multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Najla Arekat is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Wells Fargo in 2019, she worked at BBVA affiliated firms including BBVA Wealth Solutions and BBVA Securities. Outside of her advisory role, she owns and operates a personal interior design business, DLA Design Concepts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Collin Mc Hugh is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at various Vanguard entities since 2021 and has been involved with Epic Valet as a valet and lobby ambassador since 2019. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base with a combination of technology and advisor support.

Lori Walters is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. She has worked at Charles Schwab since 2006, with a three-year period at TD Ameritrade from 2021 to 2024. 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 offers both non-discretionary and discretionary investment guidance, combining centralized custody and order-routing with access to affiliated investment management and alternative investments.

Hunter Jensen is a financial advisor at J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles within J.P. Morgan entities since 2021, as well as positions at the BYU Marriott Business Career Center and Arizona Tile. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. Their advisory process integrates quantitative and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Darcy Drain is a CFP® credentialed financial advisor with 14 years of industry experience, currently affiliated with J.P. Morgan Securities in Phoenix, AZ. Drain’s career includes multiple roles within JPMorgan entities since 2014 and a prior position at Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized manager solutions team that applies both quantitative and qualitative research methods.

Philip Dobbin is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and USAA Financial Advisors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven portfolio management primarily using Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

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.

Jack Norrbohm is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he works as a remote payroll accountant for BPO Solutions Group. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs.

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.

Timothy Keefe is a financial advisor at Osaic with 26 years of industry experience. He has held roles at Sagepoint Financial, Inc. for 14 years and has also been involved with Keefe and Associates, Inc. since 1996. Outside of advisory work, he owns Legacy Solutions, LLC, which provides services related to health and life insurance. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and flexibility in managing discretionary and third-party strategies.

Daniel Barry is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and with five years of industry experience. His prior work includes roles at TD Ameritrade and Zeal Financial Group. He is based in Scottsdale, AZ. 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 and discretionary SMA management, supported by multi-asset model portfolios and centralized operational infrastructure.

Jose Guerra Mena is a financial advisor at Vanguard Advisers with 9 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard entities since 2016, including roles at Vanguard Marketing Corporation and The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, incorporating tax-aware features and customization options.

Madelaine Steiner is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to joining Merrill, she worked at the University of Arizona for one year. Merrill, together 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 a range of individual and institutional clients.