Tranell Hatfield is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative manager due diligence and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Sandy Luong is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. Prior to joining OSAIC in 2024, Luong worked at Triad Advisors, Grove Point Advisors, and PNC Bank, among other firms. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and provides access to discretionary strategies, third-party managers, and alternative investments.

Andrew Hunt is a financial advisor at Osaic with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including Securities America and Bank of the West. Osaic Wealth serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Marla Mallula is a Senior Financial Advisor with Merrill Lynch Wealth Management. She leads a wealth management practice serving clients in Lower Manhattan and Staten Island, focusing on creating customized strategies to help individuals and families pursue their long-term financial goals. Marla collaborates closely with clients to develop personalized plans that consider their unique financial situations, risk tolerance, and aspirations. With over 30 years of experience in financial services, Marla specializes in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management, retirement income planning, and portfolio management. She works extensively with financial professionals, corporate executives, business owners, and their families, offering a comprehensive range of services such as wealth management, lending, insurance, and estate planning. Marla holds a Bachelor's degree from the University at Albany SUNY and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional work, she enjoys playing volleyball and pickleball, running, reading, and spending time with her family, residing with her wife and three sons on Staten Island’s South Shore.

Peyton Thalman is a financial advisor with Edward Jones in Sun City West, AZ, holding a Series 66 designation. He has one year of industry experience, including prior roles at Walmart and Brigham Young University. His background also includes community involvement with The Church of Jesus Christ of Latter-Day Saints and experience in education with Peoria Unified School District. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sean Mannello is a financial advisor at OSAIC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms including Ladenburg Thalmann & Co, American Portfolios Financial Services, Infinex Investments, Triad Advisors, Securities America, and Schwab Wealth Advisory. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Kevin Axelson is a Series 66-licensed financial advisor at OSAIC with 29 years of industry experience. He previously worked at Securities America Advisors, Inc. for 21 years and has served as a home office supervisor overseeing advisory representatives. 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 brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and a range of managed account programs.

Kortny Hall is a financial advisor at LPL Financial with one year of industry experience. She previously worked at Edward Jones and has a background in education, having spent several years with school districts and universities. Kortny holds the Series 66 designation. 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.

Mai Han Shultz is a financial advisor at OSAIC with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors Corporation for 30 years before joining OSAIC in 2025. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments through third-party platforms.

Aaron Bailey is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 credential and 11 years of industry experience. He has been with Charles Schwab and affiliated entities since 2015. Outside of his advisory work, Bailey hosts the Not So Native Podcast, which features interviews and explores local attractions in Arizona. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of brokerage, advisory, and custody services. The firm’s investment approach includes both non-discretionary and discretionary management options, supported by multi-asset model portfolios and due diligence through the Schwab Center for Financial Research.

Bridget Miyauchi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and having six years of industry experience. Her prior work includes positions at Charles Schwab & Co., Inc. and various roles outside financial services such as at Eurothreads and Charity’s Medical & Aesthetics. She also serves as a client associate at Fortitude Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Charles Jones is a Series 66-licensed financial advisor with Edward Jones in Peoria, AZ, where he has worked since 2024. He has prior experience at Redemption Church and the Deer Valley Unified School District, as well as nearly a decade with Realty ONE Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management. The firm provides a variety of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.

Shawn Welch is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo since 2016. His prior experience includes roles at Morgan Stanley and related entities from 2006 to 2010. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Dylan Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Transamerica Capital, Edward Jones, and Balboa Capital. Outside of his advisory work, he is involved with SilverTree Collective and serves as a wealth advisor with SilverTree Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and has notable capabilities in municipal and public finance advisory services.

Tara Hinzman is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a business called THIN Z MAN LLC. 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 uses research and analytics to evaluate managers and investment options, offering both brokerage and advisory solutions across a large platform.

Vincenzo Leto is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Axos Clearing, TD Ameritrade, and New York Life Investment Management. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance assessments and efficient frontier analysis.

Eric Schaber is a financial advisor with OSAIC, holding a Series 66 designation and possessing 17 years of industry experience. His prior roles include positions at Securities America, Inc. and KMS Financial Services, Inc. Outside of his advisory work, Schaber owns Junkyard Mike’s Bully Rescue, a dog rescue operation focused on caring for shelter dogs. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

Brigham Montez is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Ferguson Enterprises, BYU-Idaho, In-N-Out, and Liberty High School. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting its extensive network of over 22,800 advisors.

Tiffani Therrien is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 credential and has previously worked at Avantax Investment Services and Pittman Wealth Management, among other firms. She is also involved with Intentional Wealth Solutions LLC, where she works with advisors and clients on solutions and service. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment program options and third-party managers.

James Norris is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2013, including a recent tenure at Centaurus Financial Inc. Outside of advisory work, he is involved in tax planning through Forum Tax Planning and holds a notary commission in Arizona. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing a broad network of investment adviser representatives and combining advisory services with a range of non-advisory financial products.