Jason Silitsky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Cetera and affiliated firms since 2019 and previously spent time with Foresters Financial Services from 2010 to 2019. Silitsky is also the owner of Granite Sky Wealth Advisors LLC, which operates as a DBA for his work with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across various program structures.

Franklin Wenning is a financial advisor at Morgan Stanley in Scottsdale, AZ, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2016 to 2018. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both individual and corporate financial planning services.

Jared Maroon is a financial advisor with Raymond James Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones for nine years before joining Raymond James in 2021. He is also involved with SilverTree Collective, an umbrella entity for various business groups, and serves as treasurer and officer for SilverTree Wealth Partners, the DBA for his branch. 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 supports municipal and public finance services through unique affiliations within its large advisor network.

Lindsey Martin is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and market modeling techniques as part of its financial planning process.

Maria Lucero is a financial advisor at Merrill with 17 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Zeis is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers since 2015 and also has ongoing roles with Vanguard Marketing Corporation and The Vanguard Group, Inc. in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models and largely constructs portfolios from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Gregory Huyck is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1992 following his graduation from the College of Business at Northern Arizona University with a bachelor's degree in finance. Over his more than 30 years of experience as a financial advisor, Gregory has advised hundreds of clients, tailoring financial strategies to align with individual client goals. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gregory is a member of the Phoenix Country Club. He is married with two children and enjoys reading, biking, golf, and tennis.

Shawn Jackson is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple Vanguard entities since 2022. Outside of his advisory role, he is self-employed as a contracted delivery driver. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations primarily constructed from Vanguard funds and ETFs.

Anne King is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2022, she worked at Cinnaholic LLC and Chick-fil-A. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer providing a variety of advisory programs to individuals and institutions, including tailored financial planning supported by proprietary tools and models. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services that include both direct client engagements and corporate financial planning agreements.

William Herf is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining RBC and its affiliate City National Bank in 2019, he worked at Stifel and B.C. Ziegler and Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment solutions tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Jesus Pineda is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Generational Financial Partners, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he is an active member of the West Valley Mavericks Foundation, assisting with fundraising and community events, and serves on his local HOA board. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars delivered through annual, collaborative client relationships.

Denise Arrington is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2002. 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 advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Tracy Shore is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 66 credentials and over 26 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1994. Outside of her advisory role, she serves as a trustee for a nonprofit fiduciary entity, C A C Trust, based in Sun City, Arizona. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Sheryl Martin is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following a 17-year tenure at UBS Financial Services. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Ashwani Barar is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanguard entities since 2006. His current role at Vanguard Advisers began in 2015. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs, and manages a large client base through a combination of digital delivery and advisor support.

Casey Ethier is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Vanguard since 2009, including roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers provides digital and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios predominantly composed of Vanguard funds and ETFs.

Amos Yu is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. He also serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment management. The firm’s approach 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.

Jennifer Hersh is a Senior Financial Advisor at Merrill Lynch Wealth Management with experience dating back to 1999. She leads an all-women wealth management team that provides comprehensive wealth management services including investment management, retirement planning, risk management, estate considerations, and legacy planning. The team emphasizes collaboration, continuity, and planning aligned with each client's long-term goals. Jennifer's approach involves working closely with clients' legal and tax professionals to ensure consistent guidance throughout all stages of their financial lives. Jennifer has focused expertise in Income Planning and Retirement strategies, holding designations such as Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She has worked with a range of clients including business owners, corporate executives, multiple generations of families, retirees, non-profit organizations, and individuals navigating divorce. Her client focus areas include college education planning, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, women and wealth, and retirement income. Jennifer holds a Bachelor of Science degree from Arizona State University. She has been involved with several charitable organizations including Junior Achievement, the Women's Leadership Council of Valley of the Sun United Way, and serves on the Board of Hunkapi Programs, a nonprofit providing equine-assisted therapy. She is also an active member of the National Charity League in Scottsdale. Outside of work, Jennifer enjoys horseback riding, tennis, traveling, and spending time with her family.

Walter Ulrich is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. Mr. Ulrich has been with The Vanguard Group, Inc. since 1997. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies to set personalized asset allocations largely constructed from Vanguard funds and ETFs.

Roger Beguiristain is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.