Holly Rezzonico is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and supports implementation through affiliated investment-management entities.

Stuart Johnson is a financial advisor at Cetera with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera since 2019. Prior to that, he spent 17 years at Foresters Financial Service. Johnson also serves as treasurer and secretary on the board of directors for a homeowners association, managing the budget and participating in community decision-making. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and planning services through a large network of independent advisors and provides access to multiple investment strategies and custodial arrangements.

Tao Lin is a financial advisor at LPL Enterprise with a Series 66 designation and no prior industry experience. Before joining LPL Enterprise in 2025, Tao worked at Amazon, Globe Life Liberty National, Iqvia, and Ipsos. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers and insurance products through its affiliated entities.

Robert Sullivan is a financial advisor with J.P. Morgan Securities in Sun City West, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Vanguard Advisers and The Vanguard Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

Lindsay Morganstein is a financial advisor at Merrill with Series 65 and Series 66 credentials and 10 years of industry experience. She has previously worked at Ameriprise, Anacapa Advisors, and Wise World Investment Planning, among other firms. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marcela Plasencia Renteria is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, Merrill, and Securian Financial Services among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. Their advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility and utilizing affiliates for implementation and portfolio services.

Daniel Baus is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 20 years of industry experience. He has been with Charles Schwab since 2007. 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 and discretionary investment options, combining centralized custody and brokerage services with a multi-asset portfolio approach and access to alternative investments.

Tammy Paquette is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with LPL Financial since 2014 and also has a longstanding role at Arizona State Credit Union. Outside of her advisory work, she owns and operates a cattle business through Lazy P Lazy P, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and a broad suite of operational tools.

Jodie Edmunds is a Certified Financial Planner® with 21 years of industry experience, currently serving with Edward Jones since 2009. She holds the Series 63 and Series 66 licenses and is based in Litchfield Park, Arizona. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Gavin Porter is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in financial planning and investment management strategies, focusing on understanding clients' personal perspectives and priorities to develop tailored short-, mid-, and long-term goals. Gavin provides guidance in areas such as family wealth management strategies, legacy planning, liquidity management, retirement income, portfolio management, and tax minimization. He holds a degree in Economics from Eastern Washington University and is designated as a Personal Investment Advisor (PIA). Gavin serves as a resource for a wide range of financial needs, including retirement planning, saving for unexpected expenses, and investment strategies. He also offers clients access to Bank of America specialists for banking, credit, home financing, and small business solutions. Outside of his professional work, Gavin enjoys basketball, football, pickleball, cooking, spending time with his family, traveling, and watching movies. His approach emphasizes creating personalized strategies based on what matters most to each client and their family.

Nancy Walker is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Charles Schwab since 2012. 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 and discretionary investment guidance, utilizing multi-asset model portfolios and a formal alternative investment process, supported by a large integrated structure and centralized operational services.

Scott Dewhurst is a ChFC® credentialed financial advisor with 39 years of industry experience. He is currently with LPL Financial and has prior experience at FSC Securities Corporation and Mass Mutual Investors Services. Dewhurst is also involved with Dewhurst Wealth Management, a business related to his advisory practice. 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 advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by proprietary research and technology tools.

John Wentworth is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Rw Baird Investments for 10 years. Outside of his advisory role, he is involved with Wentworth Property Company, which acquires and develops commercial real estate properties. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nicholas Kolb is a financial advisor at Cambridge Investment Research Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked for Charles Schwab and LPL Financial. Outside of his advisory role, he is involved in real estate as an agent and managing member of a real estate holding company. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pensions, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a variety of platforms and custodians.

Robert Smith is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at J.P. Morgan Securities and multiple Charles Schwab entities, where he has worked since 2016. 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, using multi-asset model portfolios and centralized custody and operational infrastructure.

Frank Mancuso is a financial advisor with Merrill in Phoenix, AZ, holding a Series 66 designation and six years of industry experience. His background includes roles at Merrill Lynch Wealth Management and involvement with multiple educational institutions such as Pittsburg State University and Kansas State University. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Kevin Loy is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 designation and previously worked at Vanguard Advisers, Inc., Vanguard Marketing Corporation, The Vanguard Group, Inc., and Northwestern Mutual. 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 guidance and access to discretionary separately managed accounts. The firm is notable for its large client base, integrated operational structure, and multi-asset model portfolio approach.

Ryan Amy is a CFP®-certified financial advisor with nine years of industry experience. He currently works at J.P. Morgan Securities in Phoenix, AZ, having previously been employed at TFO Phoenix, Inc. and PricewaterhouseCoopers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting while clients retain final decision-making authority.

Amanda Morrell is a financial advisor at Ameriprise in Phoenix, AZ, holding a Series 66 designation with 18 years of industry experience. She worked at UBS Financial Services for 15 years before joining Ameriprise in 2022. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic automation in its recommendations.

Elliot Nektalov is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and over 25 years of industry experience. He has worked at Charles Schwab since 1999 and is also involved in personal attendant work in Maricopa County, as well as operating a barber shop and a video and photo production business. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment management services supported by multi-asset model portfolios and integrated custody and brokerage solutions.