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.

Mark Luna is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Charles Schwab since 2015. Outside of advising, he owns a rental property through an LLC for liability protection. Charles Schwab 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 alongside a formal alternative-investment onboarding process.

Mingya Chan is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Charles Schwab, Chan worked at Cox Communications and Vidya Concepts. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Aaron Howard is a financial advisor with LPL Enterprise in Phoenix, AZ. He holds Series 65 and Series 63 licenses and has four years of industry experience. His prior work includes roles at Delphi Wealth Partners and several insurance and financial services firms. LPL Enterprise serves a wide range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios through both advisory and brokerage channels.

Jace Hale is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Morgan Stanley and Charles Schwab & Co., Inc., as well as roles outside finance such as at American Way Smokehouse and the Bureau of Landscape Management. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management and integrates in-house and third-party investment managers to implement customized strategies.

Elizabeth Reilly is a financial advisor at Fidelity with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fidelity Investments since 2021, following previous roles at Wells Fargo Advisors and Wells Fargo Clearing. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts.

Grant Peterson is a financial advisor at Ameriprise with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Voya Financial Advisors. He serves on the Board of Directors for Aspiring Youth Academy and has been an active chair of the Phoenix 20-30 Club. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet certain asset criteria, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Garrett Storr is a Financial Consultant at Fidelity Investments, where he focuses on developing personalized financial strategies tailored to clients' unique goals. He aims to build holistic plans designed to support long-term success and peace of mind. Garrett has been with Fidelity Investments since 2021, progressing through roles as Financial Representative and Investment Consultant before his current position. He holds a California Insurance License. Outside of his professional work, Garrett is involved in family activities, hiking, military service, caring for pets, traveling, and volunteering.

Ari Clarke is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses and seven years of industry experience. Prior to joining Schwab in 2018, Ari worked with the Sorrentino and Fowler families and has held roles outside finance at Olive Garden and IHOP. Charles Schwab 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 and discretionary investment guidance using multi-asset model portfolios and integrates brokerage, custody, and advisory services within a large-scale, centralized operational structure.

Montse Terepocki is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has worked at Cetera and its affiliated entities since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advisory work, she is a notary public. Cetera Investment Advisers LLC serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing multiple program structures and third-party managers to support diverse investment strategies.

Nikos Gutrugianios is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is involved in several entrepreneurial ventures, including owning an e-commerce business selling various products on Amazon and participating in real estate activities such as buying, selling, and managing rental properties. 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 delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory program.

Patrick De Cou is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2021. Prior to that, he was with Bank of America and Merrill Lynch from 2011 to 2021. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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.

Jensen Stine is a financial advisor with Cetera and holds a Series 66 designation. He has six years of industry experience and has worked with firms including Renaissance Financial and Minnesota Life Insurance Company. In addition to his advisory role, he maintains a retail sales position with Nordstrom. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

Joseph Dever is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to develop personalized financial strategies focusing on retirement planning, investing, and long-term wealth management. Joseph provides comprehensive financial guidance and ongoing advice to help clients address their goals and adapt to changing needs. His expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and tax minimization. Joseph emphasizes understanding what matters to his clients and their families to create tailored strategies that pursue their financial objectives. Joseph holds a Bachelor's Degree from Arizona State University and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in adventure sports, baseball, and boating.

Terry Barber is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a notary public in Phoenix. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options, than many institutional advisors.

Brian Carlin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in areas including college education planning, divorce transition planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and tax minimization. Brian holds the professional designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Arizona State University.

Lisa Campbell is a financial advisor at Ameriprise with 26 years of industry experience. She holds a Series 63 designation and previously worked for UBS Financial Services for 15 years before joining Ameriprise in 2022. Based in Phoenix, AZ, she has worked in both brokerage and advisory roles throughout her career. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves a broad client base through a large institutional platform offering advisory, brokerage, and insurance solutions.

Michael Lyons is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1998. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, combining large institutional advisory operations with multiple market-facing registrations.

Robert Nichols is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Raymond James Financial Services and Desert Financial Federal Credit Union, with over 18 years at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and a variety of investment strategies.