Bubacarr Leigh is a CFP® with seven years of industry experience, currently affiliated with Charles Schwab in Phoenix, AZ. His work history includes roles at Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank SSB since 2025, along with prior experience at Walmart, Emmarie Behavioral Home, Grand Canyon University, SiteLock, Verizon Wireless, and South Mountain Community College. 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 uses multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Ethan Thomas is a financial professional at Cetera with one year of industry experience. He holds the Series 66 designation and has worked with Cetera and its affiliate Cetera Wealth Services, LLC since 2025. Prior to his financial services career, he held positions in various industries including waste management and education. Thomas is also associated with Renaissance Financial as a financial professional. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various program structures and custodial relationships.

Eilidh Zoppel is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. She has been with Charles Schwab & Co., Inc. since 2019. Prior to that, she worked at Marketeer Co. and Tech Launch Arizona, and was affiliated with the University of Arizona. 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, using multi-asset model portfolios and due diligence on alternative investments.

Thomas Tenney is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the CFP® and CFA® designations and previously worked at UBS Financial Services for 16 years. Outside of his advisory role, he manages several rental property investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using Wells Fargo research and planning tools. The firm offers a broad range of planning options tailored to clients who meet specific net-worth criteria.

Quentin Mclachlan is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In his role, he works closely with clients and their families to understand their unique personal and financial goals. Quentin collaborates with clients to develop tailored financial plans aimed at helping them achieve their aspirations. Quentin emphasizes building relationships based on honesty and integrity. His focus is on empowering clients throughout their financial journey by providing guidance and support aligned with their objectives.

Kevin Guinan is a financial advisor at J.P. Morgan Securities with 23 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities since 2012 and also has ownership interests in several non-investment business ventures, including holding companies for real estate assets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and includes specialized regulatory registrations reflecting broader derivatives and commodities capabilities.

Tamara O'neal is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 credentials and 31 years of industry experience. Prior to joining Schwab in 2020, she worked at USAA Investment Management Company and USAA Financial Advisors, Inc. Tamara is also involved with Origami Owl, a business she has been part of since 2013. Charles Schwab & Co., Inc. serves a large client base primarily 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, with investment guidance centered on multi-asset model portfolios and a structured alternative-investment process.

Lloyd Strode is a CFP®-certified financial advisor with 13 years of industry experience. He is currently affiliated with Cetera and has held positions at several entities including Strode Private Wealth, Strode Financial LLC, and North Star Consultants, Inc. Outside of financial services, he serves as Chairperson for the allied members of the Arizona Veterinary Medicine Association and is a part-owner of a golf course. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services and provides access to both affiliated and unaffiliated third-party managers across multiple program structures.

Jonathan Melde is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Investments and Wells Fargo Clearing since 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Paul Siegel is a financial advisor with Ameriprise in Mesa, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Siegel owns a personal LLC for tax purposes that is unrelated to investment activities. Ameriprise is an institutional firm serving individuals approaching or in retirement who meet specific asset criteria, offering retirement-income planning through its Premier Retirement Income service. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients with Ameriprise-managed assets.

Ryan Bertenshaw is a Wealth Management Advisor and Managing Partner of the Bertenshaw-Fiedler Wealth Management Team at Merrill Lynch Wealth Management. He is focused on empowering women to gain and maintain financial confidence, security, and independence, acting as a financial advocate for women through various life transitions such as divorce, career changes, and business developments. Ryan's expertise spans areas including family wealth management strategies, personal retirement planning, legacy planning, and employee financial health. He and his team adopt an educational approach to personal financial wellness, fostering a comfortable and supportive environment to guide clients through complex financial challenges. He earned a Bachelor's Degree from the University of Arizona's Eller College of Management in 2017. Ryan holds the designations of Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). He is actively involved in community organizations including the Merrill Next-Generation Leadership Council, St. Vincent de Paul, and the Young Visionaries Board (Y.V.B.). In his free time, Ryan enjoys skiing, golfing, and following University of Arizona basketball.

Earl Cochell Jr. is a financial advisor at Cetera with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including VOYA Financial Advisors and Cetera Wealth Services. Cochell is also president of EMC Wealth Management and operates an independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers across multiple program structures.

Catherine Lapadula is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS since 2010 and is a partner in a private real estate holding company established as an opportunity vehicle. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform that includes financial planning and portfolio management.

Arthur Bautista is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at JCPenney and Harkins Theatres. 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, offering a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts. The firm’s integrated structure and scale provide centralized custody, supervisory, and order-routing services alongside a formal process for alternative investments.

Nicholas Hasselkus is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2014 and 2015 respectively. In addition to his advisory role, he serves as a liaison officer and board member for Lancino Encino Village Partnership, a property management and commercial real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, combining financial planning with various investment and wealth management services. The firm utilizes structured planning tools and broad product offerings to serve its clients.

Michael Gray is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2022. He has three years of industry experience and previously spent ten years at Richard Sales Media. Outside of his advisory work, he serves as Vice President of the Board for Triad Performing Arts of Arizona, assisting with fundraising and marketing efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm provides discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Andrew Munger 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 J.P. Morgan Securities since 2024, with prior experience at JPMorgan Chase Bank dating back to 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program leverages centralized due diligence and integrates quantitative and qualitative research to develop model asset allocations.

Joshua Dixon is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BANK of AMERICA, Merrill, and Merrill Lynch Pierce Fenner & Smith. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients' needs, utilizing Wells Fargo research and planning tools, with implementation options through brokerage or advisory programs.

Mary Cavanaugh Marsh is a financial advisor with Edward Jones, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Hertzog is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets LLC since 2016. Outside of his advisory work, he co-owns a rental vacation home in Hayden Lake, Idaho. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management. The firm utilizes both in-house and third-party investment managers and provides a variety of account structures and services.