Stephen Lomsdalen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2022. Lomsdalen is also an author of a book focused on retirement education. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to offer diversified investment solutions and supports retirement plans through both consulting and discretionary services.

Grady Melton is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He is also a partner in Ren Square LLC, a restaurant business in Phoenix, Arizona. 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 utilizes advanced analytical tools to support client goals across a large advisor network.

Diana Gokool Diaz is a CFP® professional affiliated with Edward Jones in Scottsdale, AZ, with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of market segments. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Charles Palacios is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its related entity since 2005. Outside of his advisory role, he is president and owner of Palace Enterprises, a legal entity connected to his team practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Andrew Mcvay is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial and Securities America, Inc. prior to joining Osaic. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and multiple program options including advisor-managed strategies and third-party money managers.

Cindy Tibbles is a financial advisor at OSAIC with seven years of industry experience. She holds the Series 66 designation and has worked at Securities America Advisors and SECURITIES AMERICA, inc. prior to joining OSAIC. OSAIC serves a diverse client base including retail and institutional investors across a multi-advisor platform, offering brokerage and advisory services that incorporate financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and discretionary management options.

Dallas Brignone is a financial advisor with Osaic Wealth in Scottsdale, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Robinhood Markets, Inc., Robinhood Financial, LLC, and E*TRADE Securities LLC. Osaic Wealth serves a diverse client base encompassing retail and institutional investors, including high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with portfolio optimization and offers a variety of advisory and brokerage services through a complex affiliate network.

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® and Series 66-registered advisor with Edward Jones in Scottsdale, AZ, where he has worked since 2018. He has a total of eight years of industry experience, including prior roles at AmeriPark, Postmates, and Hillsong Church Phoenix. Outside of his advisory work, he owns Boots in the Garden LLC, an online retail business selling paintings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large nationwide network of advisors and branch offices.

Conrad Herman is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. His prior work includes roles at FSC Securities Corporation and Fsc Agency spanning from 2007 to 2023. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and corporate clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing various programs such as Unified Managed Accounts and third-party money manager offerings.

Richard Chase IV is a financial advisor with OSAIC, holding a Series 66 designation and 12 years of industry experience. His prior work includes positions at Royal Alliance Associates, Inc., Jhfn Sii, and Osaic FS, Inc. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

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 at Wells Fargo Advisors with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors Financial Network since 2026, with prior experience at Morgan Stanley from 1998 to 2020. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and specialized areas such as business-owner transition and divorce planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with flexible implementation options through brokerage or advisory programs.

Mariella Chavez Gehrig is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. She has previously worked at Cetera and Renaissance Financial. Outside of her advisory role, she is involved as a host at Bacio Italiano, a restaurant in Tucson, AZ. 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.

Daniel Krieg is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corp for a combined 23 years. Outside of his advisory career, he has been involved with Oley's Pizza for over 30 years. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment process focusing on asset allocation and portfolio optimization and is notable for its scale, complex affiliate network, and private-equity ownership.

Michael Szabados is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked with various J.P. Morgan entities since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research, and incorporates an ESG eligibility framework.

Joseph Romero is a financial advisor with RBC Capital Markets in Carefree, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at several major firms, including Citigroup Global Markets and UBS Financial Services, before joining RBC Capital Markets in 2009. Romero serves on the Board of Directors of the Kiwanis Club of Corrales, where he also chaired the Youth Services committee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored investment advisory programs with a range of portfolio management and financial planning services, leveraging in-house and third-party managers alongside its capital markets capabilities.

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.