Kyle Rhine is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, UBS Financial Services, Charles Schwab, and The Vanguard Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes portfolio strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Deborah Martinez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 16 years of industry experience. Her prior roles include 12 years at Equitable Advisors and she has been active with Southwest Wealth Strategies LLC and Martinez and Shanken, PLLC for over a decade and three decades respectively. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charities, and institutions. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports clients through advisory programs, with specialized offerings in municipal and public finance as well as SIMPLE IRA Employer Advisory & Consulting Services.

Charles Sacks is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has been with Charles Schwab since 2013 and also works with Charles Schwab Bank, SSB. 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multiple service offerings with centralized supervision and custody.

Dana Davis is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2008, including Charles Schwab Trust Bank and Charles Schwab Bank. 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 multi-asset model portfolios and a formal alternative investment program.

Daniel Andrei is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His prior positions include roles at Bank of America and a variety of non-financial jobs including work at Ohso Brewery and Distillery. 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 both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Ali Rizvi is a financial advisor at Cetera with 29 years of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including Integra Partners LLC, Ascend Financial Services, and North Star Consultants. Rizvi also serves as a board member for the Honor Health Foundation in Scottsdale, AZ. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Brenda Bryan is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She has operated Kalpana Marketing LLC / The Bryan Agency since 2014. 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 financial advisors.

Matthew Martinez III is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Packerland Brokerage Services and Dimensional Financial Services, Inc., where he has worked for over two decades. In addition to his advisory work, he is involved in several life insurance and annuity sales activities through related businesses. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved software, offering a range of planning programs including recent additions such as Divorce Planning.

Juan Manuel Garcia is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Merrill, Oracle Insurance, The Prudential Insurance Company of America, Pruco Securities LLC, and Wells Fargo Bank & Co. He has been with Charles Schwab since 2023. 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 both non-discretionary advisory relationships and access to discretionary separately managed accounts, combining a multi-asset model portfolio approach with centralized supervisory and custody services.

William Sturdevant is a Series 66 credentialed financial advisor with 13 years of industry experience. He has been with Edward Jones in Peoria, AZ since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Martin Battock is a financial advisor with MassMutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and 45 years of industry experience. His career includes long-term roles at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1999 to 2017, as well as ongoing involvement with Eq Financial Consultants, Inc. since 1979. He also assists existing clients with life and health insurance coverage through his role at Battock Wealth Management Group. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved analytical tools.

Nason Kube is a financial advisor at LPL Enterprise with one year of industry experience. He holds a Series 66 designation and previously worked at Armada Corp and as a self-employed financial professional. His background also includes roles outside the financial industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, consulting, model wealth portfolios, and third-party asset management, with an integrated platform that includes insurance products and lending programs.

Grant Williams is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and with 17 years of industry experience. His prior experience includes roles at BBVA Wealth Solutions, BBVA USA, BBVA Securities, and COMPASS Bank. He is also affiliated with Pinnacle Bank Investment Services as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele including individual and high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and supports municipal and public finance work through its affiliation with a municipal advisor.

Joshua Beams is a financial advisor with Charles Schwab in Cave Creek, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Charles Schwab since 2014, including a role at Charles Schwab Bank SSB from 2014 to 2022. 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 discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational structure.

Jami Martorana is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 21 years of industry experience. She has worked at Cetera and its related entities since 2016 and has prior experience with Foresters Financial Services. Outside of her advisory role, she serves as president of a BNI networking chapter. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

Valerie Fishgold is a CFP® professional with 44 years of experience in financial services. She is currently with Cambridge Investment Research Advisors and has previously worked at Geneos Wealth Management Inc. Fishgold is also co-owner of an Arabian horse breeding business and serves as a notary public and certified legal document preparer in Scottsdale, AZ. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory through a network of independent Financial Professionals. The firm offers various portfolio management options, proprietary and third-party model strategies, and features institutional-scale resources and compliance structures.

Kelly Miller is a financial advisor at LPL Financial with three years of industry experience. He previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank N.A. from 2022 to 2025. Miller holds Series 65 and Series 63 credentials. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from LPL and third-party subadvisors.

Steven Thornton is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Charles Schwab since 1997 and has also worked with Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and comprehensive wealth management offerings.

Robert Campbell is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He worked at National Planning Corporation for 16 years before joining LPL Financial in 2017. His activities include providing life, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network. The firm offers financial planning, various advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options supported by internal and third-party research.

David Black is a financial advisor at Edelman Financial Engines with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Merrill from 2014 to 2018. Since 2018, he has been with Financial Engines Advisors L.L.C., now part of Edelman Financial Engines. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.