Jarrod Stewart is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked with KMS Financial Services, Inc. and Inspirus Credit Union. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary management, utilizing a broad selection of investment vehicles and third-party solutions.

Christopher Kirby is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked extensively with Securities America Advisors, Inc. since 2003. Kirby is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party platforms to construct portfolios across multiple asset classes.

Branden Heins is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing six years of industry experience. His career includes roles at Ameritas Advisory Services, AssetMark Financial Holdings, and Merrill. 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 consulting using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Andrew Gauer is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. His prior work includes roles at OC4 Venture Studio, Investable Games Technology, Happy Money, and Rising Tide. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a nationwide network of approximately 23,701 advisors. The firm offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds, trust services, and securities-based lending options.

Jacob Gold is a CFP® professional with 25 years of industry experience, currently serving at Cetera since 2021. He has held prior roles at VOYA Financial Advisors and has owned Jacob Gold & Associates, Inc., a financial services firm, since 2000. He is an associate faculty professor at the W.P. Carey School of Business at Arizona State University, teaching personal financial management, and serves on the Finance Advisory Board for Arizona State University as well as the Arizona Council on Economic Education. Gold is also the host of the Finance Roundtable Podcast and author of two books on financial topics. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large nationwide network of independent advisors. The firm serves individual clients across wealth spectrums, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to various third-party money managers through multiple program structures.

Lee Bradley is a financial advisor with Edward Jones in Surprise, AZ, holding Series 63 and Series 66 designations and over 32 years of industry experience. He has been with Edward Jones since 1994. Outside of advisory services, he is a member and president of MINGO Hunt Club LLC, a business related to IRA-held property. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Katharine Corbin is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 45 years of industry experience, including leadership roles at Corbin Financial Inc. and Corbin Group Benefits Inc. Corbin is also a member of the boards of the Arizona Science Center and the Lowell Observatory. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Steven Ravnitzky is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Derek Tryder is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, AZ, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, GWFS Equities, John Hancock Distributors LLC, and Putnam Investments. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Tyler Stringer is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Handley Precast Systems Inc and Miller Wolman CPAs PLLC, and has held roles at Grand Canyon University and Dejonet INC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Saeed Zarkharidi is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he is involved in real estate as a licensed agent, assisting friends and family with buying and selling properties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios on both discretionary and non-discretionary bases.

Jennifer Culhane is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company, with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Fidelity Brokerage Services, Charles Schwab, Creative Planning, Merrill Edge, and TD Ameritrade. Strategic Advisers provides investment management and advisory services to a diverse client base, including retail and institutional investors, and uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also serves as advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Braden Wood is an Investment Consultant at Fidelity Investments, where he focuses on assisting clients and their families in developing and implementing personalized financial plans tailored to their financial objectives. He emphasizes building strong, ongoing relationships and gaining a clear understanding of each client's situation to identify appropriate strategies. Braden has held various roles at Fidelity Investments since 2022, including Planning Consultant, Relationship Manager, and Financial Representative, which have contributed to his experience and expertise in financial planning and client relationship management. Prior to joining Fidelity, he worked as a Customer Service Representative at Comerica Bank in 2021. Outside of his professional work, Braden has interests in baseball, board games, cars, football, social events with friends, and music.

Andrew Needs is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following seven years with JPMorgan Chase Bank and JPMorgan Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michelle Brooks is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Peoples Bank, Peoples Investment Services, Raymond James Financial Services, and SagePoint Financial prior to joining OSAIC. Brooks is based in Scottsdale, AZ. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed account solutions.

Jacob Zajdzinski is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 credentials with one year of industry experience. His prior work includes roles at Clearwater Country Club, Insight Global, and Paradigm Golf Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning utilizing firm-approved tools and models.

Daniel Peters is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Phoenix, AZ, where he has worked since 2008. He has 28 years of industry experience. Outside of his advisory role, he is an owner and member of the Wine and Food Society of Paradise Valley, LLC, which organizes food and wine events. Daniel Peters is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers.

Christopher Smurthwaite is a financial advisor at Edward Jones in Glendale, AZ. He holds a Series 66 designation and joined the firm in 2026. Prior to Edward Jones, he worked at eHealth, Science 37, BEK Health, Intuitive Health, Trinnovate Ventures, and Blue Cross Blue Shield of Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a nationwide network of advisors and branch offices.

Jerry Abbitt is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 registrations and 19 years of industry experience. He has been with Primerica Advisors since 2007 and also serves on the Alumni Council as Co-Chairman for Grace College & Seminary. Additionally, Abbitt is on the Board of Directors for Abbitt Wellness Centers in Phoenix. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Myron Johnson Jr. is a financial advisor at Osaic with 18 years of industry experience and holds the Series 66 designation. He has been associated with Securities America Advisors and Securities America Inc since 2014. Outside of his advisory role, he owns and operates MJ Audio, a business that provides DJ and sound engineering services for events. Osaic Wealth, Inc. serves a diverse clientele including individual investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with investment solutions tailored using firm-provided asset-allocation tools and access to third-party managers.