Edward Plotkin is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has worked at Raymond James since 2018 and previously spent four years with BOK Financial Securities, Inc. and Bokf, Na. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and multiple portfolio management strategies.

Braeden Smith is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Merrill Edge and has been the owner of Smith Industries LLC, a business focused on HVAC repair and maintenance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary services through a select group of Wealth Advisors, applying an ESG eligibility framework in its recommendations.

Joseph Anderson is a CFP® professional with 41 years of industry experience. He has worked at Merrill for 32 years, Bank of America for 11 years, and has been with Raymond James & Associates since 2020. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Jaicie Sangoi is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, Bank of America, and Walgreens Corporate Office. 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 using proprietary research and tools, delivering tailored recommendations through both meetings and written summaries.

Timothy Oneil is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 63 designation and 38 years of industry experience. He has worked at LPL Financial since 2017 and previously spent eight years with National Planning Corporation. Outside of his advisory role, he operates O'Neil Advisory LLC, an insurance agency offering insurance investment planning. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, various advisory programs, and retirement plan consulting, offering both discretionary and non-discretionary management supported by research from multiple sources.

Joshua Bradley is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Bradley has been affiliated with Wells Fargo Bank since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Ashley White is a financial advisor at Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations with four years of industry experience. Prior to joining Charles Schwab in 2020, Ashley worked at Arizona State University, Destination Maternity Corp, and Jackson Hewitt Tax Service. 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 affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by research and alternative investment options.

Derek Jodarski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at JPMorgan Chase Bank, N.A., and Starbucks. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend investment strategies.

Jesus Ontiveros is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones across two periods totaling seven years. Outside of his advisory role, he has worked as a Lyft driver in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, supported by a nationwide network of more than 23,000 advisors. The firm offers a range of investment strategies and advisory services under a fiduciary standard.

Eric Tanita is a financial advisor at Edelman Financial Engines with 21 years of industry experience. He has worked at Financial Engines Advisors L.L.C. since 2017 and previously spent six years at The Vanguard Group, Inc. He holds Series 63 and Series 65 designations and is based in Phoenix, AZ. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment management with an emphasis on diversified portfolios, periodic rebalancing, and a long-term investment approach.

Nicholas Maddern is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Nuveen Services LLC and BlueBay Asset Management. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

David Lucas is a financial advisor with Raymond James & Associates in Tempe, AZ, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Raymond James & Associates since 2011, including his current tenure since 2021. Outside of advising, he is a passive investor in private companies such as Verifyle Inc and Microsonics Systems. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a broad range of investment strategies and affiliated research.

Edward Buechting is a financial advisor with Raymond James Financial, holding the Series 65 and Series 63 designations and bringing 25 years of industry experience. He has worked across several Raymond James entities since 2014. Outside of his advisor role, he owns Buechting Financial, LLC, where he provides financial advisory and retirement planning services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and supports clients through various advisory programs, with additional expertise in municipal and public finance advisory services.

Jeromiah Scott is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with AXA Advisors, Equitable Advisors, and Horner, Townsend & Kent, Inc. In addition to his advisory role, he serves as an Employee Benefits Agent, advising companies on plan design and benefit packages. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and emphasizes the use of analytical tools and technology to support client decision-making.

Carina Burtell is a Series 66 licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2012 and has 13 years of industry experience. Outside of her advisory role, she serves as an independent appraiser with Rimrock Valuation Services and is involved with the Chandler Chamber of Commerce’s Women in Business education salon as the education chair for book speakers. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Anjila Amicho is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at Bank of America - Merrill Edge for five years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework and offers non-discretionary advice through a select group of Wealth Advisors.

Roberto Garcia Pallares is a financial advisor at Charles Schwab with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including J.P. Morgan Securities LLC, Robinhood Financial, E*TRADE Securities LLC, and The Vanguard Group. He is based in Phoenix, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through the 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 SMAs and offers a multi-asset model portfolio investment approach supported by its Schwab Center for Financial Research.

Joshua Mathews is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following a two-year tenure at Edward Jones. Outside of his advisory role, he has ownership in IPEC Coaching, LLC, a non-investment related business based in Phoenix, AZ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment offerings.

Hannah Phillippi is a financial advisor at Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining Morgan Stanley, she worked at UWCPEG, MIT Associates, LLC, and the Arizona Commerce Authority. She is a founder and passive partner of Air Drone Assist Inc., an automotive and transportation-related business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Genny Patterson is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds the Series 66 designation and has been with RBC Capital Markets since 2015. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital-markets and affiliated asset management capabilities.