Deane Antoniou is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 25 years of industry experience. He has worked with Charles Schwab since 2018, including roles at Charles Schwab Investment Advisory, Inc. and Windhaven Investment Management, Inc. prior to that. 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 separately managed accounts and offers multi-asset model portfolios supported by proprietary research and due diligence on alternative investments.

Sherman Quanbeck is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Morgan Stanley, Northwestern Mutual, and Grand Canyon University. He has additional experience outside finance, including work at a golf course and in the food service industry. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Rachel Nelson is a financial advisor with J.P. Morgan Securities in Tempe, Arizona. She holds a Series 66 designation and has two years of industry experience, including prior roles at Morgan Stanley and Jpmorgan Chase Bank, N.A. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sean Kruger is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase from 2012 to 2026. He holds a Series 66 designation and is based in Gilbert, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Kaden Rieffenberger is a financial advisor at Thrivent Investment Management with a Series 66 designation and one year of industry experience. Prior to joining Thrivent, he held positions at Cascadia, Scheels, and worked in event catering and education. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering goal-based financial analyses without discretionary trading authority, and allows clients to combine planning with managed accounts through its WealthPlan option.

Alexander Frumker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior experience includes roles at E*TRADE Capital Management LLC and E*TRADE Securities LLC from 2009 to 2023. Outside of his advisory work, he owns and manages a real estate investment business in Chandler, Arizona. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in an IPS-driven process based on modern portfolio theory. The firm’s offerings include a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Canute Underwood is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 credential and eight years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2018, and previously was involved with REB Ventures from 2015 to 2018. Outside of finance, he owns a catering business called AZ Pig in a Box. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a wide range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers.

Robert Johnson is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 credential with one year of industry experience. His prior roles include positions at Fenix Systems LLC and Bell & Associates. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Francis Furgiuele is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has held various roles within Wells Fargo-affiliated firms since 2009. Outside of his work at Wells Fargo, he is involved in investment-related consulting through his own firm, Francis Furgiuele Consulting, LLC, and co-owns Meridian Wealth Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, combining advisory services with other financial products and referral channels.

Robert Clark is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has worked since 2005. In his role, he focuses on providing clients with personalized financial advice to help them achieve their goals by constructing unified strategies that connect various aspects of their financial lives. His approach emphasizes a disciplined process that prioritizes transparency and measurable progress. Before joining Merrill Lynch, Robert spent over 27 years at Warner Music Group's Atlantic Records, serving in roles including promotion director and vice president of operations for the West Coast. This operational experience informs his methodical approach to financial planning. He holds a bachelor's degree from Duquesne University and carries the Personal Investment Advisor (PIA) designation. Robert lives in Oak Park, California, with his wife, Robin Clark, and they have two children. His family interests include dance, standup comedy, and careers in the entertainment and technology sectors. Robert and his wife enjoy cooking, entertaining, travel, and sports.

Juan Ortiz Jr. is a financial advisor at Merrill with a Series 66 designation and 12 years of experience at the firm. Based in Chandler, AZ, he has worked at Merrill since 2014. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aaron Clark is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Bank of America and Ryan Paulson State Farm. Outside of his advisory work, he is the sole owner of a rental property in Gilbert, Arizona. 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 strategies for a range of individual, institutional, and charitable clients.

Michael Otradovec is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Ameriprise, Mass Mutual Investors Services, and MetLife Securities. He is also involved with Michael R Otradovec LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Evan Roorda is a financial advisor with Morgan Stanley in Gilbert, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Morgan Stanley, he held positions at Nike, Kuttin Wealth Management, and Avity Investment Management. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process and a broad range of investment offerings.

Degar Ro is a financial advisor at Morgan Stanley with approximately four years of industry experience. Prior to joining Morgan Stanley, he worked at U.S. Bancorp Advisors and U.S. Bancorp Investments. Outside of his advisory role, he maintains a state notary appointment in Arizona, providing pro bono notary services to church members. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs. The firm’s financial planning process uses structured tools and models to develop tailored plans, and it manages approximately $2.74 trillion in client assets.

Bryan Mcclure is a financial advisor with Primerica Advisors in Gilbert, AZ, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2003 and is currently involved with the Town of Queen Creek since 2023. Outside of advisory work, he owns BAM Enterprises, LLC, a legal entity formed to support his Primerica business activities, and engages in referral work related to home security and automation products. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based portfolio strategies managed by unaffiliated asset managers and supported by custodial and trade-execution services from BNY Mellon Advisors and Pershing.

Drew Lowry is a financial advisor with Merrill in Mesa, AZ, holding a Series 66 designation and possessing two years of industry experience. Prior to joining Merrill and Bank of America, he worked in educational roles with Queen Creek Unified School District and Educational Services 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Jovann Lewis is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and previously worked at Gila River Telecommunications Corporation. Outside of his advisory role, he creates fishing content through a separate business venture. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using model-based and discretionary strategies. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, with portfolio implementation tailored to different investment strategies.

James Brandt is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Morgan Stanley since 2023 and has a background with E*Trade Capital Management LLC, E*Trade Securities LLC, and Morgan Stanley Private Bank, N.A., where he has been active since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers various services including relationships with investment companies, private funds, and commodity pool operations.

Deborah Papa is a financial advisor at RBC Capital Markets with 12 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2014, with prior experience at Merrill dating back to 2000. Outside of her advisory role, she is the owner of a restaurant business, where she oversees financials, bill payments, and marketing. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles, utilizing a combination of in-house and third-party investment managers.