Teresa Schlinger is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. prior to joining OSAIC. OSAIC serves a diverse range of retail and institutional clients through a broad network of affiliated advisors, offering brokerage, advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Thaddeus Heck is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked exclusively with Fidelity Investments since 2023, following prior experience at Heck Capital Advisors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Glenn Pollack is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Advisor Group, PlanMember Securities Corporation, Cetera Advisor Networks LLC, and Girard Securities, Inc. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools and a variety of investment options to construct portfolios managed on discretionary or non-discretionary bases.

Annamarie Strickland is a CFP® with 22 years of experience in the financial services industry. She has worked with Raymond James & Associates since 2020 and previously held positions at USAA Investment Management Company and USAA Financial Advisors. Outside of advising, she is an owner of a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers tailored financial planning and investment consulting through a variety of portfolio management styles and affiliated resources.

Brian Wilber is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following prior roles within Wells Fargo Advisors and Wells Fargo Bank. 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, tailoring services to plan objectives, demographics, and risk tolerances.

Jonathan Mabb is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 12 years with Metlife Securities Inc. In addition to his advisory role, Mabb is also an agent in insurance sales, focusing on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, goal-oriented planning process supported by proprietary software and offers specialized programs, including divorce planning and event-driven estate and employer-sponsored planning.

Michael Jacobson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Archer Huntley Financial Services and Jackson National, among other positions. He has also been employed by The Vanguard Group and its affiliates since 2023. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach featuring personalized asset allocations and portfolios primarily constructed from Vanguard funds and ETFs.

Christopher Loucks is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Wells Fargo Advisors since 2024, as well as positions at DoorDash and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, risk management, and specialized planning for business transitions and other client needs. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation through various brokerage or advisory programs offered as optional.

Steeli Long is a Series 66-licensed financial advisor with Vanguard Advisers, based in Scottsdale, AZ, with five years of industry experience. Prior to joining Vanguard in 2021, Long held roles in banking, education, and small business operations. Outside of advising, Long is contracted with Rover to provide dog care services. Vanguard Advisers offers automated 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 and constructs portfolios mainly from Vanguard funds and ETFs with various customization options.

Thomas Mcgeorge is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Jacob Chapman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several affiliated and related firms since 2022, including Wilde Wealth Management Group and Cetera ADVISORS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients from individual investors to institutional accounts. The firm offers various portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party money managers.

Tyler Adams is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at The Vanguard Group and Insight Enterprises, as well as a period of self-employment. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Katherine Candreva is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has previously worked at Cetera Advisor Networks, Summit Financial Group, Netvest Financial LLC, and LPL Financial. Merrill, in partnership with Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Mitchell is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds the Series 66 credential and has previously worked at Charles Schwab and USAA Financial Advisors. Outside of his advisory role, he operates several e-commerce ventures and works as an independent contractor for delivery services including Uber Eats, DoorDash, and Spark. 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 to construct personalized portfolios primarily from Vanguard funds and ETFs, serving a large client base through a digital platform and a team servicing model.

Eric Black is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 63 designation and bringing 17 years of industry experience. He has previously worked at SagePoint Financial for seven years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support its investment strategies.

Luke Fairchild is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63, 65, and 66 designations and six years of industry experience. His prior roles include positions at SageSpring Wealth Partners, Lighthouse Wealth Group, Southwestern Investment Group, Morgan Stanley, and Wells Fargo. Outside of advising, he has worked as an independent contractor for Uber since 2018. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a broad range of portfolio management styles and affiliated research.

Matthew Howell is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1996. He works alongside partners Rupert Watson and Brad Stouffer, as well as Registered Wealth Management Client Associates Jo Ann Loubet, Sue Appleby, and Chloe Zaft. Together, they provide comprehensive wealth management services to clients in the Scottsdale area. Matthew's expertise spans a wide range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible investing, women and wealth issues, tax minimization, and retirement income planning. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the University of Iowa. In addition to his professional pursuits, Matthew is actively involved in community organizations such as Big Brothers Big Sisters of Central Arizona and Family Housing Resources in Tucson, AZ. Outside of work, he enjoys adventure sports, camping, fishing, football, hiking, music, painting, and reading.

Chad Johnson is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and 24 years of industry experience. He was previously with Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party solutions to manage portfolios across a broad spectrum of investments.

Jerry Padilla is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab entities. He is also involved with The Producer's Choice LLC and Matrix Biologics. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Bruce Bauer is a financial advisor with MassMutual Investors Services in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 credentials and over 41 years of industry experience. His prior work includes long tenures at Cuna Mutual Group and Cuna Brokerage Services, followed by a brief period at LPL Financial before joining MassMutual. Outside of his advisory role, he is a partner at Earnest Consulting Group, which presents credit union-owned life insurance options as employee benefits, and he advises OM Financial Group LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including educational seminars and event-driven planning services.