Andrew Manna is a CFP® professional with four years of industry experience, currently advising at Stifel in Scottsdale, AZ. His prior roles include positions at Concurrent Investment Advisors LLC and Purshe Kaplan Sterling Investment. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Tom Mc Dermott is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 21 years of industry experience. His work history includes roles at Securities America Inc. from 2017 to present and Mutual of Omaha from 2010 to 2017. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary account management with a diverse range of investment options.

Preston Schmidt is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, tax, estate, and special needs planning. The firm integrates holistic, goal-based analyses with managed-account options under a consolidated billing system called “WealthPlan,” while keeping planning and asset management services separate.

Victor Sanders is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Lincoln Financial Advisors Corporation, Managed Account Services, LLC, and IPC. Outside of advisory work, he has modeled for Graco children's products on a part-time basis. Osaic Wealth, Inc. 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, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

Autumn Robidoux is a financial advisor with Equitable Advisors based in Scottsdale, AZ. She holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to entering the financial industry, she worked in various roles including at Texas Roadhouse and completed her studies at Northern Arizona University. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed third-party platforms to deliver advisory solutions.

Jennifer Lucovich is a financial advisor with UBS Financial Services in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining UBS in 2020, she worked at BMO Harris Financial Advisors, Inc., BMO Harris Bank NA, and M&I Trust Company among other related roles from 2010 through 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans and manages client relationships through both discretionary and non-discretionary portfolio management.

Rhonda Rommel is a CFP® professional with 31 years of industry experience, currently with Raymond James & Associates since 2012. She holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Scheur is a financial advisor with Cetera holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at several firms including VOYA Financial Advisors and Jacob Gold & Associates, and he is the owner of Scheur Wealth Management, Inc. Outside of his advisory roles, he is also an independent agent involved in fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm provides a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and program structures.

Arianna Galvin is a financial advisor at OSAIC in Scottsdale, AZ, with nine years of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Advisors and Capital One Advisors. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisors, utilizing various tools and third-party platforms to construct and manage portfolios across multiple asset classes.

Jonathan Savage is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been assisting individuals and businesses since 2016, focusing on creating personalized financial strategies that address his clients' unique needs. His areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and serving clients in sports and entertainment sectors. Jonathan holds a Bachelor's Degree from Arizona State University and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is bilingual in English and Spanish, which allows him to serve a diverse client base effectively. Outside of his professional work, Jonathan stays actively involved in his community through his participation with Hospice of the Valley. He balances his career with personal interests such as bowling, drawing and sketching, football, music, reading, spending time with family, table tennis, watching movies, and yoga.

Matt Livengood is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans. He aims to provide a trustworthy service that enhances clients' understanding of their investments and builds confidence in maintaining their financial strategies. Matt has been with Fidelity Investments since 2020, holding roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Associate at Optima Capital Management and Merrill Lynch. He holds a California Insurance License. Outside of his professional work, Matt has personal interests in bowling, fitness, football, and golf.

Nathaniel Mc Cullough is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Outside of his advisory role, he is involved with Veteran Small Business LLC, a company established to receive commissions from Mosaic Wealth Solutions LLC. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and third-party platforms to construct diversified portfolios, serving individual investors, pension plans, corporations, and charitable organizations.

Joshua Williams is a financial advisor with Equitable Advisors in Phoenix, AZ, holding Series 63 and Series 65 credentials and having six years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors, Stratosphere Quality, Moffiitt's Wine & Spirits, Pickleman's Gourmet Cafe, and St. Louis University. 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 that utilizes multiple third-party programs and offers both advisory and brokerage/insurance channels to implement client recommendations.

Kendra Gutierrez is a financial advisor at Vanguard Advisers with 22 years of industry experience. She holds Series 66 and Series 63 designations and has worked at various Vanguard entities as well as Infosys BPM. Gutierrez serves as board treasurer for Boys Team Charity, Inc., overseeing its financial management. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios largely consisting of Vanguard funds and ETFs.

Michael Dearborn is a financial advisor at Vanguard Advisers with nine years of industry experience. He has been with The Vanguard Group since 2017 and previously worked for Alliance Defending Freedom from 2014 to 2017. 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 asset allocation models and largely invests in Vanguard funds and ETFs. The firm manages a high volume of client relationships through a scalable digital platform combined with advisor support.

Berkay Basaran is a Series 66-licensed financial advisor at Vanguard Advisers with one year of industry experience. His prior work includes roles at BoomerangFX, CE Showroom, and The VANGUARD GROUP, INC. among others. 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 using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Earl Fraley III is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2020. His prior work includes roles at Rio Salado College and Vanguard Marketing Corporation, affiliated with The Vanguard Group, where he has been employed since 2007. Vanguard Advisers delivers automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios mainly from Vanguard funds and ETFs, with features such as tax-aware strategies and customization options.

Michael Walker is a CFP® professional with 42 years of industry experience, currently serving as a financial advisor at LPL Financial since 2020. Prior to joining LPL, he worked at Wells Fargo Advisors Financial Network LLC for 11 years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Nicholas Bishop is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas such as college education planning, portfolio management services, and retirement income. Nicholas focuses on developing personalized strategies that align with what matters most to his clients and their families. His approach involves understanding clients' priorities to help them pursue their financial goals effectively. Nicholas holds a Bachelor's Degree from Ohio University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He assists clients with a range of financial planning services, from general investing to retirement planning and preparing for unexpected events. Outside of his professional work, Nicholas has personal interests in baseball, football, golfing, and pickleball. He values building relationships with clients and helping them navigate financial decisions with clarity and confidence.

Vincent Esparza III is a financial advisor with Cetera, holding the CFP® designation and Securities Series 63 and 65 licenses. He has 41 years of industry experience, including long tenures at American Portfolios Financial Services and Lafayette Life. Esparza is involved with a nonprofit organization that hosts fundraising events such as charity golf tournaments. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform allowing advisors to implement various portfolio management strategies across discretionary and non-discretionary programs.