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 worked at Bank of America, N.A. and Merrill since 2015. Outside of his advisory role, he serves as a consultant and independent contractor for the National Hot Rod Association, assisting with event operations. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors.

Samuel Meza is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds a Series 66 designation and has 11 years of industry experience. His prior experience includes roles at Morgan Stanley, BMO Bank, Bancwest Investment Services, Bank of America, and Merrill. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily Vanguard funds and ETFs, and it manages a large client base with a high client-to-advisor ratio through its scalable digital platform and team servicing model.

Sophia Nipp is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at several firms including Morgan Stanley and Barton & Associates Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm delivers its program on a non-discretionary basis, combining large institutional advisory operations with additional market-facing registrations and functions.

Matthew Puttroff is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at TIAA and Fidelity. 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 that incorporates proprietary models and a wide range of customization options.

Teresa Di Gregorio is a financial advisor at Vanguard Advisers with six years of industry experience. She holds Series 66 and Series 63 designations and has worked at Vanguard and its related entities since 2020, as well as at HUB International and Cresset Asset Management. Outside of finance, her background includes roles in the fitness and restaurant industries. 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 investment approach utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Wesley Mccalley is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with The Vanguard Group since 2005. Outside of his advisory work, he is involved with family trusts based in Phoenix, Arizona. 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 primarily constructed from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Zachary Schwenk is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked with Vanguard-affiliated entities since 2018 and has been self-employed intermittently. His background also includes experience at Biffs Bagels Inc. and Northern Arizona University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, offering customization options and tax-aware features.

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.

Jeffrey Sauer is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Scottsdale, AZ. He has been with Vanguard and its affiliated entities since 2026. Prior to joining Vanguard, his work experience includes roles in various industries such as hospitality and retail. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs with various tax-aware and customization features.

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.

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.

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.

Connor Standring is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and five years of industry experience. He has been with Vanguard Advisers since 2023 and is also associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2021. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary methodology to construct portfolios predominantly from Vanguard funds and ETFs, with a focus on scalability through its digital platform and team servicing model.

Caleb Standridge is a financial advisor at Vanguard Advisers with four years of industry experience and holds a Series 66 designation. His prior work includes positions at PNC Wealth Management, Merrill Lynch, Zions Bancorporation, and Ameriprise Financial Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

William Mocnik IV is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. His background includes roles at The Vanguard Group and Northern Arizona University, as well as entrepreneurial work with Premier Aquatics Services LLC. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach featuring proprietary models and portfolios built mainly from Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and a team-based advisor model.

Nicholas Brassill is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. His prior roles include positions at Mirabel Golf Club Inc. and Paradise Valley Country Club. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning, investment consulting, and institutional services to a wide range of clients, including individuals, corporations, and government entities.

Andrew Ferolino is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and has previously worked with firms including Barrett Real Estate and Charles Schwab & Co., Inc. 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, offering portfolios primarily composed of Vanguard funds and ETFs, with various customization and tax-aware features.

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.