Zachary Rush is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. He has worked at The Vanguard Group since 2018 and previously held roles at US Signal Company, Greenleaf Hospitality Group, and Western Michigan University. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios largely constructed from Vanguard funds and ETFs, combining digital delivery with a large advisor team to manage hundreds of thousands of client relationships.

Morgan Edlund is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 license and previously worked at Woodbury Financial Services Inc. Outside of his advisory roles, Edlund has been involved with the Duluth Whiskey Project since 2019 and has experience working with the Lake Elmo Event Center. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm utilizes a model-based investment process featuring portfolio optimization and offers a range of brokerage and advisory services, including unified managed accounts and third-party money manager programs.

Mark Lohrman is a financial advisor at Vanguard Advisers with 31 years of industry experience. He has been with The Vanguard Group since 2015. His credentials include the Series 63 and Series 65 licenses. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily using Vanguard funds and ETFs.

Tracy Howard is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and 25 years of industry experience. Prior to joining OSAIC in 2025, Howard worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 20 years and briefly at Merrill. Outside of advising, Howard serves as successor trustee for the Rigsbee Family Trust. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through various programs such as financial planning, managed portfolios, and retirement plan consulting. The firm utilizes a model-based investment process with asset allocation, portfolio optimization, and multiple management options, supported by a complex network of affiliated entities and private-equity ownership.

Timothy Falleri is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He previously worked at Bank of America from 2016 to 2022 and held a position at Missouri State University from 2015 to 2018. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Lisack Mettler is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. She has been with Vanguard Advisers since 2020 and has worked within The Vanguard Group and its affiliates since 2018. Prior to her career in finance, she spent nearly a decade in the education sector with school districts in Arizona. 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 to portfolio construction, primarily using Vanguard funds and ETFs, and serves a large client base through its scale and digital delivery model.

Ruben Avelar is a financial advisor at Morgan Stanley in Scottsdale, AZ, with 13 years of industry experience. He held previous roles at The Vanguard Group, Inc. from 2013 to 2018 before joining Morgan Stanley in 2019. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving individual and institutional clients with advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations as part of its standalone planning services.

Cristhian Elenes Ramirez is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked with The Vanguard Group and Vanguard Marketing Corporation since 2023 and has operated as a self-employed freelance web designer since 2024. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, using a goal-based, algorithm-driven approach to personalize asset allocations. The firm manages a large client base through a combination of digital delivery and team servicing, primarily utilizing Vanguard funds and ETFs.

Michael O'Brien is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation. His prior work includes roles at Centaurus Financial INC., Argosy Financial, Vanguard, Ricoh USA, and Trilogy at Vistancia. Outside of his advisory work, he operates a social media business, The Guess Room, LLC. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Pope is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. His prior work includes roles at USAA Financial Planning Services and its affiliated companies before joining Vanguard in 2021. 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 investment approach using proprietary models and offers customizable portfolios primarily composed of Vanguard funds and ETFs.

Danielle Mc Clenahan is a Series 66-registered financial advisor with over 22 years of industry experience. She currently works at OSAIC, joining in 2024, and previously held roles at Securities America Advisors, Sii Investments, and Investment Centers of America. Outside of her advisory work, she volunteers at Appleton Alliance Church and has worked as an independent food delivery driver. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services, with an investment process centered on model-based asset allocation, portfolio optimization, and multiple platform options for discretionary and advisor-managed strategies.

Keith Davis is a CFP® professional with 24 years of industry experience, currently serving as an advisor at LPL Financial since 2022. Prior to joining LPL, he held roles at JPMorgan Chase Bank and JP Morgan Securities from 2012 to 2019 and again between 2019 and 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, and institutions. The firm offers various investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced research and operational tools.

Tanner Wiese is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has worked at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation since 2021. Prior to joining Vanguard, he held roles at Key Bank, Country Financial, and was involved with nonprofit and educational institutions. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily employing Vanguard funds and ETFs with tax-aware features and various customization options.

John Neighbours Jr. is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 22 years of industry experience. His prior roles include positions at Royal Alliance Associates, Mass Mutual Investors Services, and LPL Financial. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a model-based investment process that incorporates asset allocation, portfolio optimization, and multiple management options.

Jerald Minnerly II is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 designations and six years of industry experience. Prior to joining Vanguard Advisers in 2026, he worked at various Vanguard entities since 2020 and spent four years at Republic Services. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, with multiple customization options.

Jordan Findley is a financial advisor at Osaic Wealth with a Series 66 designation and four years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors and AssetMark Financial Holdings. He is also involved in non-variable insurance and annuity sales through Modern Wealth Partners. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services supported by model-based asset allocation, portfolio optimization, and a multi-advisor platform.

Russell Trombley is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has worked with various Vanguard entities since 2013. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios largely composed of Vanguard funds and ETFs, supported by a large team of advisors and a digital delivery platform.

Fredric Susser is a CFP®-certified financial advisor with 28 years of industry experience. He is currently with Charles Schwab and Co., Inc., having joined the firm and Charles Schwab Bank in 2022. Prior to this, he worked at TD Ameritrade from 2010 to 2022. 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 and offers integrated brokerage, custody, and cash management solutions.

Jillian Mc Gann is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She has worked at Robert W. Baird since 2019 and previously at McMaster-Carr Supply Company from 2013 to 2018. Jillian holds the Series 66 designation and is based in Scottsdale, AZ. She is part of The DDK Group, a team within Robert W. Baird’s Private Wealth Management practice that advises a range of clients including high-net-worth individuals, families, pensions, and charitable organizations. The group offers customized financial planning and portfolio management services, employing both in-house and third-party managers to implement traditional and complex investment strategies.

Dominic Griffis is a financial advisor at Osaic Wealth in Scottsdale, AZ, with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Sage Point Financial and Merrill. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies alongside third-party managers.