Morgan Ruby is a financial advisor at Edward Jones in Scottsdale, AZ, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his advisory role, Morgan worked in the restaurant industry at Cafe Rio Mexican Grill and Chipotle Mexican Grill. Outside of finance, he manages and coaches youth wrestling camps through East Valley Wrestling Club LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

John Larsen is a CFP® professional with 29 years of experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. since 2013 across various affiliated entities. He has prior experience with Crux Wealth Advisors and is involved in several business ventures, including acting as an owner and manager of multiple real estate development and rental management companies. Larsen also serves as a partner in Fortitude Wealth Partners, a support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client interviews and risk profiling, with implementation options ranging from brokerage accounts to outside managers.

Daniel Bertolet is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wedbush Securities Inc for 11 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic tools to support its recommendations.

Eric Waszolek is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he manages a rental real estate property. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on municipal and public finance activities.

Christopher Loy is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including E*TRADE Securities and Fsc Securities. Loy is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing a range of investment products and platforms, supported by tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Nancy Saulson is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2012. Saulson is also president of Capital Financial Services, Inc., a non-investment related business. 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 constructed primarily from Vanguard funds and ETFs, serving a large client base through a digital platform and extensive advisor team.

Nathan Litterio is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Morgan Stanley and E*Trade Securities LLC. Prior to his finance career, he held roles in education and other fields. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering customization options including ESG preferences.

Kristen Tricarico is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Triad Advisors, LLC. Outside of finance, she has been involved with Cigar City Crossfit. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services through a large network of affiliated advisors and utilizes various asset-allocation tools and third-party solutions to manage portfolios.

Annmarie Bjorklund is a CFP® with 24 years of industry experience, currently advising at Vanguard Advisers since 2022. She has been affiliated with various Vanguard entities since 2010. 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 investment approach, managing large-scale client relationships through a combination of digital platforms and advisor teams.

Joseph Koenig is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 25 years. Outside of his advisory role, Koenig owns Information Forge LLC, a publishing company focused on web publishing, ebooks, traditional books, and custom product merchandising. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing various portfolio construction tools and supporting both discretionary and non-discretionary account management.

Jacob Sarkan is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Vanguard, he worked briefly at Morgan Stanley and has experience in retail and educational settings. 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 with portfolios constructed primarily from Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

Bryce Dawson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, Fidelity Brokerage Services, UBS Financial Services, and Key Private Bank. Outside of advising, he is the owner of Jamlin Properties, LLC, a real estate business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios built primarily from Vanguard funds and ETFs. The firm serves a large client base through a digital platform supported by over 2,200 advisors.

Joseph Jaros Jr. is a financial advisor at OSAIC with seven years of industry experience. He holds a Series 66 designation and previously worked at Securities America, Inc. and other firms. Outside of his advisory role, he works as an independent rideshare driver for Uber. OSAIC serves a diverse range of retail and institutional clients, providing integrated brokerage and investment advisory services through a large network of affiliated advisers. The firm utilizes advanced asset-allocation tools and offers access to various investment products, managing portfolios on both discretionary and non-discretionary bases.

Kevin Purcell is a financial advisor at Robert Baird & Co. based in Scottsdale, AZ. He holds a Series 66 designation and joined the firm in 2025. His prior experience includes roles at the University of Oklahoma, Loyola Academy, and Saints Faith Hope and Charity. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Emily Fiabane is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Royal Alliance Associates, FIS Global, and AXA Equitable. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by asset-allocation tools, risk assessment, and access to third-party money managers.

Cole Jensen Handley is a financial advisor with Wells Fargo Clearing in Glendale, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC. He also worked briefly with Ironwood Payments in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s 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.

Elizabeth Arndt is a financial advisor with Equitable Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 36 years of industry experience. Her prior roles include positions at Sagepoint Financial, INC and Arque Capital. She serves as President of the Paradise Valley Villas Homeowner's Association board. Equitable Advisors provides financial planning and investment services to individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers advisory and brokerage channels, emphasizing a hybrid referral and implementation model with access to multiple third-party asset managers and LPL programs.

Teresa Fukumoto Beebe is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 credential with 14 years of experience at the firm. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Susan Roberts is a financial advisor at Osaic Wealth Inc. with six years of industry experience. She holds a Series 66 designation and has worked at several firms including NEXT Financial, Securities America, and Bank of the West. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Ginarose Vanasse is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with The Vanguard Group since 2013 and is the owner of Vanawesome Pump LLC, a waste management and remediation services business. Additionally, she has experience as a contracted real estate agent working with buyers and sellers. 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 investment approach featuring personalized asset allocations built largely from Vanguard funds and ETFs, supported by a digital delivery platform and a team servicing model.