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.

Richard Smith is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at First Financial Equity Corporation and participation in the United States Marshals Posse. He also works as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets through over 10,000 advisors.

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.

Sean Degenhart is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, based on modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

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.

Braden Wood is an Investment Consultant at Fidelity Investments, where he focuses on assisting clients and their families in developing and implementing personalized financial plans tailored to their financial objectives. He emphasizes building strong, ongoing relationships and gaining a clear understanding of each client's situation to identify appropriate strategies. Braden has held various roles at Fidelity Investments since 2022, including Planning Consultant, Relationship Manager, and Financial Representative, which have contributed to his experience and expertise in financial planning and client relationship management. Prior to joining Fidelity, he worked as a Customer Service Representative at Comerica Bank in 2021. Outside of his professional work, Braden has interests in baseball, board games, cars, football, social events with friends, and music.

Andrew Needs is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following seven years with JPMorgan Chase Bank and JPMorgan Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michelle Brooks is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Peoples Bank, Peoples Investment Services, Raymond James Financial Services, and SagePoint Financial prior to joining OSAIC. Brooks is based in Scottsdale, AZ. OSAIC serves a broad client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and managed account solutions.

Jacob Zajdzinski is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 credentials with one year of industry experience. His prior work includes roles at Clearwater Country Club, Insight Global, and Paradigm Golf Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning utilizing firm-approved tools and models.