Jacob Korte is a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, based in Scottsdale, Arizona. He specializes in personal retirement planning, portfolio management services, and retirement income. Jacob works with individuals, families, business owners, and executives to provide personalized wealth management strategies that focus on preserving, growing, and transferring wealth across generations. Jacob earned a Bachelor's degree in Economics from the University of Arizona and holds the Personal Investment Advisor (PIA) designation. His approach emphasizes thoughtful guidance, disciplined execution, and long-term client relationships, leveraging Merrill's resources and global investment capabilities to address a wide range of financial needs including retirement planning, investment management, wealth preservation, estate considerations, and legacy planning. Outside of his professional role, Jacob enjoys various outdoor activities such as camping, biking, fishing, adventure sports, golfing, hunting, rock climbing, skiing, spending time with his family, and traveling.

Errin Kelso is the Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With a career at Fidelity Investments spanning two decades, Errin has held various roles including Financial Consultant, Regional Planning Consultant, and Investment Solutions Consultant, demonstrating a broad range of experience within the firm. Errin's expertise lies in partnering with clients to understand their financial goals and family wealth objectives, and then collaboratively developing customized strategies tailored to their preferences. This client-focused approach has been central to Errin's professional practice throughout their career. Errin holds a California Insurance License. Outside of work, Errin's personal interests include attending concerts, football, gardening, music, puzzles, and reading.

Douglas Newstrom is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. and Wedbush Securities. Outside of his advisory work, he is involved in a business ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.

Jeremiah Erzen is a financial advisor at Merrill with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill since 2016, with prior experience at Prestige Medical Consultants and the University of Arizona Global Campus. Merrill, together 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Nicholas Guzzardo is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a hunting guide with the Arizona Game and Fish Department. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Daniel Young is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 credentials and has 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary for its clients.

Kyle Stringer is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Securian Financial Services, 3M, and the University of Arizona, as well as involvement in hospitality ventures such as Matt's Big Breakfast and Stringer Restaurant Holdings. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Dillon Cage is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. He previously worked at FedEx Office and operated his own business before joining Fidelity. Outside of advisory work, he has served as an NFL doping control officer, a role he continues to support on weekends. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IR-qualified Charitable Gift Funds and registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and serves in advisory roles uncommon among large institutional peers.

Scott McKeever is a Financial Consultant currently working at Fidelity Investments since 2020. He has 10 years of experience in the financial services industry, including previous work as a Financial Planner at Northwestern Mutual from 2015 to 2020. Scott focuses on comprehensive planning, investment analysis, and providing ongoing guidance and support to clients and their families to improve their financial wellness. His approach centers on helping clients develop and maintain peace of mind by establishing a trusting advisory relationship. Outside of his professional role, Scott has personal interests that include beach activities, cooking and baking, fitness, football, golf, and horseback riding.

Xavier Almoro Watkins is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Equitable Advisors, including positions at TopGolf and Starbucks. Watkins serves as a board member for Calling All Men, a nonprofit organization based in Phoenix, AZ. 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 tailored to client goals and risk tolerance.

Dylan Hoffman is a financial advisor at Morgan Stanley with nine years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously worked at The Vanguard Group for one year. Hoffman holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s planning process uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Maura Gill is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis to support client financial plans.

Mario Savoie is a financial advisor at Ameriprise with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. His prior roles include positions at Thrivent Financial, LPL Financial, BMO Harris Financial Advisors, Fidelity Investments, and Td Ameritrade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Robert Burghart is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James since 2015 and affiliated with FINRA since 2016. Outside of advising, he serves as a non-public arbitrator for FINRA's dispute resolution process. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supplemented by firm research and affiliated sub-advisers.

Katherine Udy is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stacy Morton is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morton holds Series 63 and Series 66 licenses and is based in Scottsdale, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Victor Munoz is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and was previously employed at Sii from 2005 to 2018. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm uses a variety of asset-allocation tools and third-party services to construct and manage portfolios across a broad set of investment types, including stocks, bonds, options, mutual funds, ETFs, and alternatives.

Austin Fleet is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Austin focuses on helping families, individuals, and business owners achieve their financial goals through a customized wealth management process. Prior to his advisory career, Austin played professional baseball with the San Francisco Giants Organization for seven years. His experience in athletics informs his work with athletes and entertainers, a client focus area complemented by his SE-AWMA designation. Austin's expertise spans family wealth management strategies, personal retirement planning, small business strategies, women and wealth, sports and entertainment, tax minimization, and retirement income. He earned his Bachelor's Degree from Coastal Carolina University and is actively involved in professional and community organizations including the Arizona Council on Economic Education, the Coastal Carolina University Alumni Association, The Miracle League, and St. Mary's Food Bank. Outside of work, Austin enjoys participating in baseball, basketball, football, golfing, hiking, skiing, tennis, yoga, traveling, and spending time with his family.

Adrianna Salazar is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She joined Fidelity in 2020 and has progressed through roles as a Financial Representative and an Investment Consultant before her current position. Her work focuses on providing clients with tailored financial planning and investment strategies, aiming to align their unique circumstances and goals with personalized solutions. Adrianna holds a California Insurance License, supporting her ability to offer comprehensive financial services. Further details about her education, credentials beyond her insurance license, personal interests, or community involvement have not been provided.

Mark Orzabal Jr. is a financial advisor with Edward Jones in Peoria, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Amazon for five years. Outside of his advisory role, he is a partner in a real estate investment holding company. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, and is known for its extensive network of advisors and comprehensive investment solutions.