Caylie Taylor is a CFP® and ChFC® with four years of industry experience, currently affiliated with Charles Schwab in Scottsdale, AZ. Her work history includes various roles at Charles Schwab Bank and Charles Schwab & Co., Inc., along with prior positions at Urshan College and other organizations. 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 both non-discretionary and discretionary investment options, combining extensive client coverage with a centralized operational structure.

Alec Yamauchi is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked in various roles including positions at Hirayama Electric, Perfect Game Baseball, and DoorDash. 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 uses a hybrid referral and implementation model, offering both advisory and brokerage channels to implement client recommendations.

Jeremy Horton is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Christine Zubrod is a financial advisor with Merrill in Scottsdale, Arizona, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has worked with Merrill Lynch, Pierce, Fenner & Smith since 2013. Outside of her advisory role, she was previously the owner of a commercial cleaning company that has been inactive for approximately ten years. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with a range of model-based and discretionary investment strategies.

Denise Weinreich is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and four years of industry experience. She has worked with SilverTree Collective and various firms within Raymond James since 2022. Outside of finance, she is involved with SilverTree Wealth Partners as a client relationship manager. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports a variety of advisory programs and institutional consulting services.

Brad Snavely is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked with various Vanguard entities since 2021 and previously held positions at Randstad and Lowes. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a digital delivery model.

Thomas Knudson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding CFP®, Series 63, and Series 65 designations and bringing 11 years of industry experience. He has worked at The Vanguard Group since 2020 and previously held roles at Ronald Blue Trust and Ronald Blue & Co. from 2011 to 2020. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Randy Shrimplin is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 66 credentials with 15 years of industry experience. He has been with The Vanguard Group since 2010. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach and offers portfolios constructed mainly from Vanguard funds and ETFs, supported by a large team of advisors managing hundreds of thousands of client relationships.

Bradley Reber is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Vanguard Advisers since 2010. He holds a Series 63 license and is based in Scottsdale, AZ. Vanguard Advisers provides both 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 featuring personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Shoba Ishaq is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her work background includes roles at JPMorgan Chase Bank, N.A. and multiple positions within Vanguard entities since 2022. Outside of finance, she owns and operates an e-commerce business, S&R NextGen, LLC. 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 and manages a large client base through a combination of digital platforms and advisor teams.

Thomas Mitchell Sr. is a CFP® with 42 years of industry experience, currently serving at LPL Financial since 2017. His prior experience includes roles at Cetera and American Airlines. In addition to his advisory work, he is involved with OneAZ Credit Union, where he also operates a wealth management business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, and corporations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Jarrad Knutson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at J.P. Morgan Securities since 2017 and JPMorgan Chase Bank, NA since 2019, following four years at First Financial Equity Corporation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Najla Arekat is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Wells Fargo in 2019, she worked at BBVA affiliated firms including BBVA Wealth Solutions and BBVA Securities. Outside of her advisory role, she owns and operates a personal interior design business, DLA Design Concepts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Collin Mc Hugh is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at various Vanguard entities since 2021 and has been involved with Epic Valet as a valet and lobby ambassador since 2019. 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 employs a goal-based, algorithm-driven investment approach and manages a large client base with a combination of technology and advisor support.

Darcy Drain is a CFP® with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has worked with various divisions of J.P. Morgan since 2014. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Philip Dobbin is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and USAA Financial Advisors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven portfolio management primarily using Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

Jack Norrbohm is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds a Series 66 designation and began his advisory career in 2025. Outside of his advisory role, he works as a remote payroll accountant at BPO Solutions Group. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses an algorithm-driven, goal-based investment approach and manages portfolios largely composed of Vanguard funds and ETFs, with various customization and tax-aware features.

Timothy Keefe is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Sagepoint Financial, Inc. for 14 years. Keefe is also the owner of Legacy Solutions, LLC, which provides services related to health and life insurance needs. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a wide network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing a variety of asset-allocation tools and third-party money managers to construct diversified portfolios.

Daniel Barry is a financial advisor at Charles Schwab with five years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at TD Ameritrade and Zeal Financial Group. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios supported by research from Schwab Center for Financial Research.

Jose Guerra Mena is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been associated with Vanguard entities since 2017, including roles at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct personalized portfolios primarily composed of Vanguard funds and ETFs, offering various customization and tax-aware features.