Lee Sera is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. Prior to joining Vanguard in 2023, Lee worked at Randstad and was self-employed for over a decade. Outside of his advisory role, Lee works as a retail brand associate with Athleta in Scottsdale, AZ. Vanguard Advisers provides 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 using proprietary models to create personalized portfolios mostly comprised of Vanguard funds and ETFs.

Boston Mooney is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses. He has one year of industry experience and has worked at multiple Vanguard affiliates since 2025. Prior to joining Vanguard, his work history includes roles at Oldcastle Infrastructure, Wendy's, and various other positions. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations, focusing on Vanguard funds and ETFs and offering tax-aware and customizable portfolio features.

Briana Morris is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jacob Gold is a CFP® professional with 25 years of industry experience, currently serving at Cetera since 2021. He has held prior roles at VOYA Financial Advisors and has owned Jacob Gold & Associates, Inc., a financial services firm, since 2000. He is an associate faculty professor at the W.P. Carey School of Business at Arizona State University, teaching personal financial management, and serves on the Finance Advisory Board for Arizona State University as well as the Arizona Council on Economic Education. Gold is also the host of the Finance Roundtable Podcast and author of two books on financial topics. Cetera Investment Advisers LLC is an SEC-registered adviser providing services through a large nationwide network of independent advisors. The firm serves individual clients across wealth spectrums, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to various third-party money managers through multiple program structures.

Tina Ornelas is a financial advisor at Vanguard Advisers with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Vanguard-affiliated firms since 2012. Outside of advisory work, she has been involved with Happy Camper Rentals AZ, LLC since 2025. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice through digital and personal advisory services. The firm employs a goal-based, algorithm-driven approach to asset allocation, primarily utilizing Vanguard funds and ETFs, and manages a large client base across more than 2,200 advisors.

Katharine Corbin is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 45 years of industry experience, including leadership roles at Corbin Financial Inc. and Corbin Group Benefits Inc. Corbin is also a member of the boards of the Arizona Science Center and the Lowell Observatory. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of advisers, offering services such as brokerage and investment advisory, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Krista Tarbox is a financial advisor with Ameriprise in Tempe, AZ, holding a Series 63 designation and 12 years of industry experience. She has been with Ameriprise and its affiliated entities since 2014. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement who meet specific asset criteria, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver these services, with a focus on assets held in Ameriprise-managed accounts.

Steven Ravnitzky is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2009 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Allen Lorenzi is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 11 years before joining LPL Financial in 2020. 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, retirement plan consulting, and brokerage services, with a focus on both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Derek Tryder is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, AZ, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, GWFS Equities, John Hancock Distributors LLC, and Putnam Investments. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Robert Metz is a CFP® with 34 years of experience in the financial services industry. He is currently an advisor at LPL Financial and has previously worked at OSAIC and Woodbury Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by both discretionary and non-discretionary management, model portfolios, and research from multiple sources.

Tyler Stringer is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he worked at Handley Precast Systems Inc and Miller Wolman CPAs PLLC, and has held roles at Grand Canyon University and Dejonet INC. 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 to implement client recommendations.

Brandon Booker is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His previous roles include positions at Charles Schwab and Securities America, Inc. He has been with Vanguard since 2019 across several Vanguard-affiliated entities. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

Vanessa Mason is a financial advisor at LPL Financial with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including RBC Capital Markets, Wells Fargo Advisors, and Comerica Securities. Vanessa is currently based in Fountain Hills, AZ. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services.

Jessica Catalan is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 15 years of industry experience. She has worked at LPL Financial since 2021 and concurrently with Waddell and Reed, Inc. and various insurance carriers since 2010. Catalan is also a for-profit board member of BNI in Phoenix, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining proprietary research and third-party model portfolios with discretionary and non-discretionary management options.

Saeed Zarkharidi is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he is involved in real estate as a licensed agent, assisting friends and family with buying and selling properties. 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, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios on both discretionary and non-discretionary bases.

Roger Frank is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He previously worked at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. He also serves as a trustee of the Shirley Frank Revocable Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Jennifer Culhane is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company, with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Fidelity Brokerage Services, Charles Schwab, Creative Planning, Merrill Edge, and TD Ameritrade. Strategic Advisers provides investment management and advisory services to a diverse client base, including retail and institutional investors, and uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also serves as advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Bryan Neddoff is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a co-owner of a consulting business, WCG & Associates, and serves as president and operating manager of Forest Hills Group, LLC, an investment property ownership entity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Brice Davis is a CFP® professional with nine years of industry experience, currently serving at Vanguard Advisers. His career includes positions at Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has worked since 2017. Davis's background also includes roles at Brigham Young University and AV Productions. Vanguard Advisers offers 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, using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.