Zachary Brown is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior work includes roles at DoorDash and varied positions during and following his education at Arizona State University. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Marc Glass is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding Series 63, 65, and 66 credentials and 33 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Thomas Batson is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Batson serves as a board member and chair of the finance committee for St. Joseph's Healthcare Foundation in Phoenix. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.

Joseph Debono is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 28 years of industry experience. Prior to joining OSAIC in 2024, he worked at TD Waterhouse Investor Services Inc for 29 years. He serves as a board member of VOB Youth Soccer, a nonprofit youth soccer league in Smithtown, NY. 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 with a focus on diversified portfolio construction using firm-provided tools and third-party solutions.

Mary Frances Ewing is a CFP®-designated financial advisor with Wells Fargo Clearing, bringing 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2012 to 2016. Outside of her advisory role, she owns a retail sales business in Scottsdale, AZ. 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 process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

James Ranweiler is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 63 designation and previously worked for Woodbury Financial Services, Inc. for 16 years before joining OSAIC in 2024. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and portfolio management strategies across multiple platforms to support its large network of affiliated advisers.

Daniel Comforti is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding the CFP® designation and securities licenses Series 63 and Series 65. He has six years of industry experience, including prior roles at Alamo Capital and Symmetry Financial Group. Outside of his advisory work, he owns and operates DC SwimFit LLC, a private swim lesson business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Jesus Ramirez is a financial advisor with Equitable Advisors, holding a Series 66 designation and six years of industry experience. Before joining Equitable Advisors in 2020, he worked at Healthier Money and has experience in the food service industry. Ramirez also has an outside business activity related to fixed insurance. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.

Alexander Lu is a Senior Financial Advisor with Merrill Lynch Wealth Management, a position he has held since 2015. He works collaboratively with a team that collectively brings over 65 years of industry experience. His professional focus is on understanding the priorities of high-net-worth individuals and families to provide customized financial strategies tailored to their needs. \n\nAlex earned a Bachelor's degree in Economics from the University of Michigan - Ann Arbor and serves on the board of the University of Michigan alumni association in Phoenix. He holds FINRA Series 7 and 66 registrations and is fluent in both English and Mandarin Chinese. His advisory services leverage the investment insights of Merrill Lynch Wealth Management combined with the banking services of Bank of America, addressing areas such as asset allocation, education funding, retirement income planning, tax minimization strategies, and estate planning. Alex works closely with team members Steve Gillan, Whitney Fry, and Erica Chavez to serve clients' financial needs.\n\nOutside of his professional role, Alex lives in Phoenix with his family. He values spending quality time with his wife, son, and their dog. Active in his community, he serves on the alumni association board and enjoys recreational activities including basketball, camping, and hiking.

Matthew Donko is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill, UBS Financial Services, and Genter Capital Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Jeffrey Kramer is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach relies on proprietary forward-looking models developed by its Investment Strategy Group to support asset allocation and planning analyses.

Cathleen Bielawski is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 registrations and 27 years of industry experience. Her career includes 32 years at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, followed by roles at Sii and Royal Alliance Associates, Inc. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios.

Dawn Thorpe is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management provides a wide 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 employs a structured planning process using firm-approved tools and modeling techniques.

Dan Kauffman is a financial advisor at Merrill with Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2001. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

John Bethel is a CFP®-designated financial advisor with Edward Jones in Glendale, AZ, where he has worked since 1994, bringing 31 years of industry experience. In addition to his advisory role, he is a writer who creates and sells screenplays and novels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Calvin Robinson is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at Triad Advisors LLC, Securities America, Woodbury Financial Services, FSC Securities Corp, Sagepoint Financial, KMS Financial Services, and Goldbloom Wealth Management. Robinson serves as a successor trustee for family living trusts but has no active duties in that role. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a large network of advisers and advisory platforms. The firm offers integrated brokerage and advisory services, utilizing tools such as asset-allocation models and risk assessments to construct portfolios across various asset classes, with discretionary and non-discretionary management options.

Martial Martinoni is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 13 years before joining LPL Financial in 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and access to model portfolios and research from multiple sources.

Michael Vogt is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Securities America Advisors and Gather Boutique. Outside of his advisory work, Vogt and his wife are licensed foster parents providing care for children through Cedars. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and retirement consulting. The firm utilizes asset-allocation tools, automated rebalancing, and access to third-party managers to construct diversified portfolios across various asset classes.

Thomas Mertensmeyer is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 37 years of industry experience. His career includes roles at Cetera Wealth Services, LLC since 2013 and Senior Financial Benefits from 2024 to 2026. Outside of advisory work, he serves as president of a homeowners association and works as a real estate agent, in addition to assisting older clients in finding affordable independent or assisted living facilities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers diverse portfolio management and retirement services, with multiple program structures and access to third-party managers across discretionary and non-discretionary platforms.

Anthony Bellino is a Senior Vice President and Senior Financial Advisor with the Bellino Group at Merrill Lynch Wealth Management. He is the third generation of his family to work at Merrill and plays a key role in business development, investments, portfolio construction, and client relationships. Tony and his team utilize Merrill's resources and specialists to create strategies tailored to complex financial situations and assist clients in making informed decisions during volatile markets. Tony's areas of focus include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He graduated from Arizona State University and holds a Personal Investment Advisor (PIA) designation. Additionally, he has attended the Massachusetts Institute of Technology without degree conferral and completed his high school education at Chaparral. Tony has previously been involved with the National Association of Stock Plan Professionals (NASPP) to enhance his professional skills and knowledge. Outside of his professional work, he is engaged with his children's school and local community. Tony and his family reside in Scottsdale.