Ryan Taccolini is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 12 years of industry experience. He has worked at Securities America Inc. since 2013 and is involved with Paragon Sanitation Inc. in a non-investment capacity. Taccolini also serves in a compliance role within Securities America Advisors. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services supported by proprietary asset-allocation tools and third-party solutions, managing portfolios that include various investment types on both discretionary and non-discretionary bases.

Kenneth Escoto is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2015, also working at Bank of America, N.A. during the same period. Outside of his advisory role, he serves as a consultant and independent contractor for the National Hot Rod Association, assisting with ushering and crowd management at events. 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 individuals, high-net-worth clients, and institutional investors, supporting a range of account types with trading, administration, and custody services.

Martin Falcon is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked with Fidelity Investments, Fidelity Brokerage Services LLC, Charles Schwab Bank, Charles Schwab, and USM, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegated management, and involvement with registered investment companies and fund-of-funds.

Nathaniel Carlon is a financial advisor at LPL Financial with 22 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc for eight years before joining LPL Financial in 2023. Carlon is registered with Series 63, Series 65, and Series 66 licenses and is based in Scottsdale, AZ. Outside of his advisory role, he is involved with BMC Strategies, a non-investment related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management alongside research-supported model portfolios and alternative strategies.

Adam Carlat is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 13 years of industry experience. His prior roles include positions at Morgan Stanley and PlanMember Securities Corporation, and he has operated his own advisory firms since 2016. He is also involved in marketing insurance products as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions, offering various advisory programs, financial planning, and brokerage services through a national network of representatives.

Owen Scanlon is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 63 designation and 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and modeling techniques, serving clients both directly and through corporate financial planning agreements.

Thomas Lofy is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and with 24 years of industry experience. He has been with LPL Financial since 2003. Outside of advising, Mr. Lofy is involved in estate planning through his ownership in a legal services firm and operates as an independent agent selling non-variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management and extensive research resources.

Melissa Crews is a Series 66 licensed financial advisor at Wells Fargo Advisors with 14 years of industry experience. She has worked at Morgan Stanley, SharpePoint, Private Advisor Group, and LPL Financial before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and develops tailored recommendations using proprietary research, planning tools, and simulation models.

Rickey Pickering is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of approximately 23,701 financial advisors.

Douglas Hodges is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Hodges has served as an instructor’s assistant for the Center for Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and scenario modeling as part of its financial planning process.

Brent Hodges is a Series 66 licensed financial advisor with Edward Jones in Goodyear, Arizona, and has three years of industry experience. Prior to joining Edward Jones in 2022, he spent 15 years at Palm Valley Church. He also coaches varsity softball at Millennium High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kyle Henze is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Edward Jones since 2023. His prior experience includes roles at USAA Investment Services Company and USAA Financial Advisors, Inc. There are no other notable outside activities reported. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and maintaining a large nationwide network of financial advisors and branch offices.

Derrick Jennings is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Charles Schwab, Freedom Financial, and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its institutional consulting services program.

Nicholas Brassill is a financial advisor with Raymond James & Associates in Scottsdale, AZ. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining Raymond James, he held various roles including positions at Mirabel Golf Club Inc. and Paradise Valley Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Petr Chytka is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he coaches youth hockey for the Coyote Amateur Hockey Association and participates as a contractor in the CEM Arizona Youth Hockey Development Camp. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and investment modeling.

Tevis West is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James since 2013 and owns a separate support company, T.W. FINANCIAL PLLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports a range of advisory programs and institutional portfolio management.

Ann Mathey is a financial advisor at Morgan Stanley in Scottsdale, AZ, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Icon Distributors, Inc. and Icon Advisers, Inc. for 15 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, using structured processes and firm-approved tools to support client planning.

Matthew Parker is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he was affiliated with Matt Parker PLLC and RE/MAX Professionals for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Seth Wolnek is a CFP® professional with 29 years of industry experience. He is currently affiliated with OSAIC and has a long tenure at First Financial Group, where he has worked since 1997. Wolnek serves on the board of the Birmingham Jewish Federation, a nonprofit organization. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers. The firm employs various tools for portfolio construction and supports multiple advisory platforms, including unified managed accounts and model portfolios.

Edward Sarraf is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with a team of wealth-management professionals to provide a broad range of financial strategies aimed at high net worth individuals and businesses. His comprehensive approach to wealth management encompasses investing, estate planning strategies, retirement planning strategies, concentrated stock positions, alternative investments, life insurance, and corporate relationship management. Ed earned a Bachelor of Science degree in Personnel Management from the University of Arizona Business School in 1991. He began his financial services career with Merrill Lynch Wealth Management in 1992 as a 401(k) representative at the World Financial Center in Manhattan, NY. After nine years working as a NASDAQ and hedge-fund trader, he returned to Merrill Lynch in 2004. Ed holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in North Scottsdale with his wife and daughter, Ed is an active member of the Senior Business to Business Networking group. In his spare time, he enjoys playing recreational ice hockey, a long-standing personal interest.