John Bridgford is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He leads a team with over 100 years of combined experience, serving high net worth individuals across 36 states. His advisory approach focuses on safeguarding client assets through diversification and risk mitigation aligned with clients’ desired lifestyles. John’s client expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income planning. John began his career in finance after earning a bachelor's degree in Economics from Arizona State University in 1990. He joined Merrill Lynch Wealth Management in 1992 and co-founded the Bridgford & Cromer Group. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations, which support his commitment to providing personalized financial strategies to help clients pursue long-term goals. In addition to his professional work, John has nearly two decades of community involvement in the greater Scottsdale and West Valley areas. He has served as Chair of the Board of Directors and Fund Development Committee for Benevilla™, a nonprofit supporting older adults, adults with developmental disabilities, and children. John is also a member of the Fighter Country Foundation Blue Blazer Squadron. Outside of work and community service, he spends time with his wife and three children and participates in coaching and supporting his children’s sporting and artistic activities.

Spencer Weaver is a financial advisor with Charles Schwab based in Scottsdale, AZ, holding a Series 66 designation and bringing 20 years of industry experience. His career includes roles at TD Ameritrade from 2010 to 2022 and at Charles Schwab since 2022, including Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and a structured alternative investment platform.

Wendy Ritchie is a financial advisor at Edward Jones with 11 years of experience at the firm and holds a Series 66 designation. She is based in Phoenix, AZ, and has been working in the industry for three years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Dmitry Goldin is a financial advisor at Osaic with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Osaic since 2000. Outside of his advisory role, he acts as a power of attorney on his parents' brokerage accounts. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Samuel Munster is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, N.A., and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with tailored services and discretionary options for clients.

Shannon Dyson is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has worked at FSC Securities Corporation and its affiliated firms for over 18 years prior to joining OSAIC in 2023. Outside of her advisory role, she is a commissioned notary public. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach uses model-based asset allocation and portfolio optimization tools, providing various managed account options and third-party manager selections.

Theresa Heim is a financial advisor with OSAIC, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. She previously worked at Securities America Advisors, Inc. for over 20 years. OSAIC Wealth serves a diverse client base, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform and employing a model-based investment process with various portfolio management options.

Torrey Jewett is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2010, with prior experience at Wells Fargo Investments and Cetera Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services, utilizing both proprietary and third-party investment strategies.

Omeed Assadi is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2013 and Charles Schwab Bank since 2017. He is also associated with Comfort Keepers since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering non-discretionary investment guidance alongside access to discretionary separately managed accounts and multi-asset model portfolios. Schwab’s integrated structure combines advisory, brokerage, custody, and cash-sweep services for a large client base.

Drew Knutson is a financial advisor at Osaic with seven years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. and Alorica. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering both brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and a variety of managed account options.

Pedro Benavides is a Series 66-credentialed advisor at OSAIC with two years of industry experience. Before joining OSAIC in 2023, he worked at Advisor Group and has also held positions at SUNY Albany and the U.S. Army. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization with various managed account strategies and third-party manager programs.

Lana Ledlow is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 designation and previously worked at Charles Schwab for three years and TD Ameritrade for thirteen years. Lana is based in Scottsdale, AZ. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes a model-based investment approach with tools for portfolio optimization and risk assessment, supporting various strategies and third-party manager selections.

Clark Krueger is a financial advisor with Thrivent Investment Management in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory work, Krueger performs as a freelance musician for occasional events and church services, as well as with the Extreme Decibel Big Band. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive written recommendations across various financial planning areas without discretionary portfolio management. The firm offers a combination of holistic, goal-based planning and managed-account services through a consolidated billing option called WealthPlan.

Michael Weigel is a CFA® charterholder with 38 years of industry experience. He is currently with Wells Fargo Clearing and has previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Bank. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Lorena Kelley is a financial advisor at OSAIC with 26 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Sagepoint for eight years. Outside of her advisory role, she is also licensed in real estate sales. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization.

Jordan Bunker is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2020, he held roles at Kent State University, Loyola University Chicago, and Walsh Jesuit High School. 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, supported by a large network of investment adviser representatives.

Elsa Bruno is a financial advisor at OSAIC with 16 years of industry experience. She holds a Series 66 designation and previously worked at FSC Securities Corp. for 13 years before joining OSAIC in 2023. She serves as a volunteer member of the School Governance Council at her children's elementary school, participating in monthly meetings with the school principal to discuss strategic direction. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Mcray Collett is a financial advisor at OSAIC with nine years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2023, Collett worked at Sagepoint Financial, Inc. and was involved in Benefit Air Conditioning LLC from 2010 to 2017. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment and retirement plan strategies.

Shawn Walczak is a financial advisor at OSAIC with 18 years of industry experience and holds a Series 66 designation. He worked at Woodbury Financial Services, Inc. for 14 years before joining OSAIC in 2024. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization with a range of investment programs, supported by a complex affiliate network and private-equity ownership.

Timothy Tigges is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2009. 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 both model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.