Connor Perry is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2014, progressing through various roles including Director and Retirement Planner, Fixed Income Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His career at Fidelity has provided him with extensive experience in retirement planning, fixed income, and investment solutions. Connor is committed to helping clients achieve their financial goals by leveraging Fidelity's brand, technology, and investment platform. He works collaboratively with his team to support clients and their families through different stages of financial planning, aiming to provide confidence and assurance. Outside of his professional work, Connor has personal interests that include fitness, food, football, golf, outdoor adventures, and pets.

Elias Smith is a financial advisor with Vanguard Advisers holding a Series 66 designation and has less than one year of industry experience. Prior to joining Vanguard, he has worked in the hospitality and entertainment sectors, including roles as a bartender and DJ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach primarily using Vanguard funds and ETFs. The firm manages a large client base through its digital platform and extensive team of advisors.

Eric Danapilis is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms including PNC Investments, Ameriprise Financial Services, and Edward Jones. Outside of his advisory role, he serves as Assistant Director for Berrien County Mission. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, providing a scalable digital platform supported by a large advisory team.

Joshua Johnson is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses. His prior experience includes roles at JPMorgan Chase Bank, N.A., Morgan Stanley, and Griffin Capital Securities, LLC. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach that combines proprietary methodologies with portfolios constructed mainly from Vanguard funds and ETFs.

Patrick Walstad is a financial advisor at Charles Schwab with 27 years of industry experience. He has been with Charles Schwab since 2000 and Charles Schwab Bank since 2005. He holds the Series 63 and Series 66 designations and is based in Scottsdale, AZ. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management using multi-asset model portfolios, supported by centralized custody and operational resources.

Ryan Mummert is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He serves as a board member and past board chair of the UNM Foundation Investment Committee and is also a board member of the UNM Lobo Club. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

Roger Verboon is a financial advisor with OSAIC based in Scottsdale, AZ, and has 29 years of industry experience. He previously worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. for over two decades. There are no noted outside business activities. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and portfolio management strategies across multiple investment products.

Nick Catsoules is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Catsoules has been with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2014. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach. The firm manages a large client base through its digital platform combined with a team servicing model, offering portfolios constructed primarily from Vanguard funds and ETFs with various customization options.

Terence Turner is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding the Series 66 designation and over 26 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a structured financial planning process, managing approximately $2.74 trillion in client assets.

Catherine Martin is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones and has been with The Vanguard Group and its affiliates since 2018. Prior to her advisory career, she was involved with Waters Mill Weddings & Event Facility and has an academic background from the University of North Georgia. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary models to create personalized portfolios primarily from Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

Stacy O’keeffe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has previously worked with Woodbury Financial, Royal Alliance Associates, FSC Securities Corporation, and Sagepoint Financial. O’keeffe serves as president and chair of the OSAIC Foundation, where she is involved in community activities and foundation governance. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and offering access to multiple investment products and third-party managers.

Alan Bunn is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Osaic Wealth, Inc. and has worked at Lincoln Financial Network since 2014. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and various advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple portfolio management solutions.

Morgan Ruby is a financial advisor at Edward Jones in Scottsdale, AZ, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his advisory role, Morgan worked in the restaurant industry at Cafe Rio Mexican Grill and Chipotle Mexican Grill. Outside of finance, he manages and coaches youth wrestling camps through East Valley Wrestling Club LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Daniel Bertolet is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wedbush Securities Inc for 11 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic tools to support its recommendations.

Eric Waszolek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he manages his own rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alton Fabre III is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in Phoenix, AZ. His prior experience includes roles at BMO Investment Services, BancWest Investment Services, Bank of America, and Merrill. 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, offering a range of advisory programs, financial planning, and retirement consulting services.

Christopher Loy is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including E*TRADE Securities and Fsc Securities. Loy is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing a range of investment products and platforms, supported by tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Nancy Saulson is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2012. Saulson is also president of Capital Financial Services, Inc., a non-investment related business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, serving a large client base through a digital platform and extensive advisor team.

Nathan Litterio is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Morgan Stanley and E*Trade Securities LLC. Prior to his finance career, he held roles in education and other fields. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering customization options including ESG preferences.

Catherine Scrivano is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. She is also president and owner of Casco Financial Group and volunteers as a presenter for the SIFMA Foundation to promote financial education. Additionally, she serves on the board and finance committee of Beatitudes Campus, a senior living organization, and participates in voter registration outreach with the Maricopa County Recorder’s Office. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering diverse portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party investment strategies.