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 Series 66–licensed financial advisor with Edward Jones in Phoenix, Arizona, where she has worked since 2015. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Dmitry Goldin is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, Arizona, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Osaic since 2000. Goldin serves as a power of attorney for his parents' brokerage accounts. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options, employing asset-allocation tools and automated rebalancing to manage portfolios across multiple platforms.

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 23 years of industry experience. She holds a Series 66 designation and has worked at FSC Securities Corporation since 2009, in addition to her current role at OSAIC. Outside of her advisory work, Dyson serves as a Notary Public. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment options and employs various asset-allocation tools and third-party platforms to support portfolio management.

Theresa Heim is a financial advisor at OSAIC with 33 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior experience includes over two decades at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

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 been with LPL Financial Services and Arizona State Credit Union since 2010. Jewett’s other business activities include managing real estate rental properties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

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 with Osaic Wealth, Inc. in Scottsdale, AZ. He holds a Series 66 designation and has seven years of industry experience. His prior work includes time at Securities America, Inc. and Alorica. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Pedro Benavides is a financial advisor at OSAIC in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Advisor Group and SUNY Albany, and he served in the US Army for nine years. OSAIC serves a diverse client base including individuals, high-net-worth investors, institutions, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and portfolio management solutions across various investment types.

Lana Ledlow is a financial advisor at Osaic with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab and TD Ameritrade. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes various asset-allocation tools and automated rebalancing to construct portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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 37 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked since 2022. His prior experience includes roles 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 analytics.

Lorena Kelley is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Sagepoint from 2015 to 2023. Outside of her advisory role, she is also licensed in real estate sales with Keller Williams Realty, focusing on property transactions during weekends. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that include various asset classes.

Jordan Bunker is a financial advisor at LPL Financial based in Phoenix, AZ, holding a Series 66 designation with six years of experience in the industry. His prior experience includes roles at Kent State University and Loyola University Chicago. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Elsa Bruno is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at FSC Securities Corp. for 13 years before joining OSAIC in 2023. Bruno serves as a volunteer member of her children's elementary school governance council, participating in monthly meetings to discuss the school's strategic direction. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

Mcray Collett is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked at Sagepoint Financial, Inc. and Benefit Air Conditioning LLC prior to his current role. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services via multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment types, and supports both discretionary and non-discretionary account management.

Shawn Walczak is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 14 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset types on both discretionary and non-discretionary bases.

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.