Andrew Mcvay is a Series 66 licensed financial advisor at OSAIC with six years of industry experience. His prior work includes roles at Woodbury Financial, Securities America, Inc., Zurich American Insurance Company, and the University of Nebraska-Lincoln. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Cindy Tibbles is a financial advisor at OSAIC with 7 years of industry experience. She holds a Series 66 designation and has worked at Securities America Advisors and SECURITIES AMERICA, inc. prior to joining OSAIC. Her background also includes roles outside the financial sector, including at HireGenics - Cardinal Health. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and access to third-party money managers to construct diversified portfolios across various asset classes.

Dallas Brignone is a financial advisor at Osaic Wealth with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Robinhood Markets, Inc., Robinhood Financial, LLC, and E*TRADE Securities LLC. Outside of finance, his background includes roles in marketing and produce sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, emphasizing a complex corporate structure with integrated third-party service arrangements.

Colleen Lundy is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding a Series 63 designation and 35 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2012 and founded Lundy Investments PLLC in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal and public finance advisory as well as SIMPLE IRA Employer Advisory & Consulting Services.

Todd Hoeder is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2000 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 multi-asset model portfolios supported by centralized operational and supervisory structures.

Ryan Mc Keon is a CFP® professional with eight years of industry experience, currently working at Edward Jones since 2018. His prior work includes roles at AmeriPark and Postmates, as well as positions with Hillsong Church in Phoenix and New York City. Outside of his advisory work, he sells paintings online through his business, Boots in the Garden LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and various tax-efficient services.

Conrad Herman is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at FSC Agency and FSC Securities Corporation since 2007. OSAIC serves a diverse group of clients, including retail and institutional investors, offering brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and both discretionary and non-discretionary portfolio management, with access to various investment products and third-party solutions.

Richard Chase IV is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2018, following two years at JHFN SII. OSAIC serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs tools such as asset-allocation models and automated rebalancing to manage portfolios.

Shannon Gallop is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including MassMutual and E*TRADE Securities. Outside of advising, she also works as a travel agent, assisting clients with scheduling vacations around the world. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Kory Fuller is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 2003, he has been assisting clients in developing personalized financial strategies aimed at achieving their long-term goals. With decades of experience in the financial markets dating back to 1996, Kory brings a deep understanding of market dynamics, having managed through significant events such as the 2008 financial crisis and the 2020 pandemic. His expertise encompasses investment insights and wealth management strategies tailored to evolving market conditions. Kory graduated Summa Cum Laude with Honors from the University of Arizona with a degree in business administration. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and became qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. His professional designations include CFP® and Personal Investment Advisor (PIA). Outside of his professional role, Kory participates actively in community volunteer work, reflecting his commitment to the communities Merrill serves. He and his wife have two sons and enjoy spending their free time playing pickleball.

Kristin Becker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She worked at Morgan Stanley from 2007 to 2020 before joining Wells Fargo Clearing in 2020 and Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Mariella Chavez Gehrig is a financial advisor at Merrill with a Series 66 credential. She has been with Merrill since 2026 and has prior experience at Cetera and Renaissance Financial. Outside of her advisory role, she has worked as a host at Bacio Italiano, a restaurant in Tucson, Arizona. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Daniel Krieg is a financial advisor at OSAIC with 23 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities Corp and Lincoln Financial Advisors for 23 years. Outside of his advisory career, he has been involved with Oley's Pizza since 1995. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs a variety of tools and platforms to construct diversified portfolios tailored to client needs.

Michael Szabados is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various J.P. Morgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Joseph Romero is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2020. Outside of his advisory role, he serves on the board of directors for the Kiwanis Club of Corrales, including a term as chair of youth services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies using a combination of in-house and third-party managers, providing comprehensive portfolio management and financial planning services.

Sophia Bachmann is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 65 credential. She joined Edward Jones in 2026 and has prior work experience outside the financial industry, including roles at Grand Canyon University and Brandybrook Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Cole Jacobs is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2024. His prior work experience includes roles in insurance, logistics, education, and retail. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

Matthew Whitaker is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Co., Inc. since 2023, including a role at Charles Schwab Bank, SSB. Prior to joining Schwab, he was with Dynamite Wealth Management and has a background that includes periods outside the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, employing a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Matthew Bassuk is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior firms include SagePoint Financial, Independent Financial Group, and First Allied Securities among others. He is based in Scottsdale, AZ. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs advanced asset-allocation tools and multiple advisory platforms to construct and manage portfolios across various investment types.

John Dunkel is a CFP® professional with 16 years of industry experience, currently with Charles Schwab in Scottsdale, AZ. He has been with Charles Schwab and Charles Schwab Bank since 2011. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 multi-asset model portfolios supported by in-house research and alternative investment due diligence.