Jeremiah Erzen is a financial advisor at Merrill with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill during two periods, totaling 10 years, as well as with Prestige Medical Consultants and the University of Arizona Global Campus. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Kheilla Ndayikeza is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked previously at Wells Fargo Bank and Grubhub. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Nicholas Guzzardo is a Series 66-licensed financial advisor at Wells Fargo Clearing with 10 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory role, he works as a hunting guide with the Arizona Game and Fish Department. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Daniel Young is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ. He holds Series 63 and Series 66 designations and has 37 years of industry experience. His prior experience includes eight years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Kyle Stringer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and three years of industry experience. His work history includes roles at J.P. Morgan Securities LLC since 2022 and prior experience with Securian Financial Services Inc and other firms. He has also been involved in restaurant businesses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence process.

Victor Munoz is a financial advisor with Osaic Wealth based in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. from 2018 to present and Sii from 2005 to 2018. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various programs such as Unified Managed Accounts and advisor-managed strategies.

Lindsay Olsen is a financial advisor at OSAIC with 21 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior experience includes roles at Sagepoint Financial, LPL Financial, Waddell & Reed, and Scottrade. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Aiyisha Adams is a financial advisor at Osaic with 18 years of industry experience and holds Series 63 and Series 66 licenses. She has worked at several firms including SagePoint Financial, FSC Securities, Lincoln Financial Advisors, and Northwestern Mutual Investment Management. Outside of her advisory work, she is an independent ambassador for a health and wellness company and a contributing author to the book "Voices of Mothers of Black Sons." Osaic Wealth serves a broad mix of retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning and advisor-managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and multiple implementation options.

Sam Trushenski is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses with five years of industry experience. His career includes roles at Wells Fargo Clearing Services and Wells Fargo Home Mortgage. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Brian Clarke is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Royal Alliance since 2015. Outside of his advisory work, Clarke serves as a youth basketball official for the YMCA. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various strategies and third-party managers.

Patrick Manion is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 17 years of industry experience. His prior roles include positions at UBS Financial Services, Cetera Investment Advisors, and Columbia Bank. Manion has been with OSAIC since 2023. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies including discretionary Unified Managed Accounts and third-party manager programs.

Thomas Barger is a Series 66 licensed advisor at J.P. Morgan Securities with six years of industry experience. His prior roles include positions at Charles Schwab and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG considerations.

John Vipond is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Securities America, Inc. since 2000 before joining OSAIC. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, incorporating tools such as risk-tolerance questionnaires and efficient frontier analysis.

Christine Chesney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for eight years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Shank is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab, TD Ameritrade, Ameritas, Amazon, and Costco Wholesale. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs supported by model-based asset allocation, portfolio optimization tools, and a complex affiliate network.

Melinda Sherwood Lewis is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Securities America Advisors, LPL Financial, and KMS Financial Services. Outside of her advisory work, she also works seasonally as a guest host at a ski resort. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a platform offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and a range of discretionary and third-party management options.

Mitchell Stillman is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and totaling 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a committee member of the JNF Real Estate and Finance Group, providing feedback for events hosted by the organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of financial products offered through bank and insurance affiliates.

Ali Rizvi is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. His career includes roles at Cetera Wealth Services, Integra Partners LLC, Ascend Financial Services, and Minnesota Life Insurance Company. Rizvi serves as a board member of the Honor Health Foundation. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, overseeing more than $256 billion in assets under management.

Brenda Bryan is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She has operated Kalpana Marketing LLC / The Bryan Agency since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors.

David Birrell is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes positions at BFC Planning, Berthel Fisher & Company Financial Services, Wells Fargo Clearing, and Banc Of America Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, with advice delivered primarily by investment adviser representatives using various portfolio management strategies.