Samol Oun is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Vanguard Advisers since 2020 and has also owned and operated Sam Oun Photography since 2012. He is based in Scottsdale, AZ. 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 with proprietary methodologies to set personalized asset allocations, managing a large client base with more than 2,200 advisors.

Jennifer Owen is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Owen holds a Series 66 designation and is based in Gilbert, 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 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.

Erinn Ford is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Her prior roles include positions at Securities America Advisors, KMS Financial Services, and Cetera Advisors. She serves as a board member for Premier Trust, a trust company affiliated with Ladenburg Thalmann. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various investment tools and strategies, incorporating stocks, bonds, mutual funds, ETFs, and alternative investments, with portfolio management options that accommodate client-imposed restrictions.

Daniel Santibanez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Wells Fargo-affiliated firms since 2014. Outside of his advisory role, he serves as a power of attorney for a private individual. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from internal and external sources with diversification and modern portfolio theory to guide investment selections, while also providing a broad range of related financial products through its bank and insurance affiliates.

Jonathan Kipp is a financial advisor with Morgan Stanley Wealth Management based in Scottsdale, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes prior roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he is involved with Arizona Bike Week, a motorcycle bike show, and participates in several entrepreneurial ventures including FX Promotions Inc, Barrett Jackson retail operations, and a cleaning company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Kristina Sai is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work history includes roles at JPMorgan Chase Bank, National Bank of Arizona, and Tucson Medical Center. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Jeffrey Taylor is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo entities since 2015, including Wells Fargo Bank and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

John Grant is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Quicken Loans and Allied First Bank, as well as operating a general construction business. Outside of advising, he is engaged as a copywriter in a self-employed marketing business. Vanguard Advisers offers 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 uses a goal-based, algorithm-driven investment approach with portfolios largely composed of Vanguard funds and ETFs, emphasizing tax-aware and customizable features.

Khachik Gezalyan is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Vanguard since 2016 and is the owner of an e-commerce business, TAP MOB, LLC, which markets clothing online. Vanguard Advisers offers 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 largely composed of Vanguard funds and ETFs. The firm serves a broad client base through a high client-per-advisor ratio enabled by its digital platform and team servicing model.

Cade Lark is a financial advisor at Raymond James Financial in Scottsdale, AZ, holding a Series 66 designation with less than one year of industry experience. His background includes roles at Silvertree Wealth Partners and Raymond James Financial Services, as well as positions in education and the hospitality industry. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and high-net-worth clients, pension plans, nonprofits, and government entities. The firm offers tailored, predominantly non-discretionary advisory services and supports small business retirement plans through its SIMPLE IRA Employer Advisory & Consulting Services program.

Bruce Galpert is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has maintained a long-term involvement in the video vending business since 1980. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including insurance-related investment options alongside traditional products.

Jarrod Stewart is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked with KMS Financial Services, Inc. and Inspirus Credit Union. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary management, utilizing a broad selection of investment vehicles and third-party solutions.

Christopher Kirby is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked extensively with Securities America Advisors, Inc. since 2003. Kirby is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party platforms to construct portfolios across multiple asset classes.

Matthew Wagner is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanguard entities since 2008, including a decade at Vanguard Advisers. Vanguard Advisers delivers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and a range of customization options.

Malachi Rodriquez is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

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.