Daniel Peters is a Series 66-licensed financial advisor with Robert W. Baird & Co. in Phoenix, AZ, where he has worked since 2008. He has 28 years of industry experience. Outside of his advisory role, he is an owner and member of the Wine and Food Society of Paradise Valley, LLC, which organizes food and wine events. Daniel Peters is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers.

Jerry Abbitt is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 registrations and 19 years of industry experience. He has been with Primerica Advisors since 2007 and also serves on the Alumni Council as Co-Chairman for Grace College & Seminary. Additionally, Abbitt is on the Board of Directors for Abbitt Wellness Centers in Phoenix. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Myron Johnson Jr. is a financial advisor at Osaic with 18 years of industry experience and holds the Series 66 designation. He has been associated with Securities America Advisors and Securities America Inc since 2014. Outside of his advisory role, he owns and operates MJ Audio, a business that provides DJ and sound engineering services for events. Osaic Wealth, Inc. serves a diverse clientele including individual investors, institutions, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with investment solutions tailored using firm-provided asset-allocation tools and access to third-party managers.

Jacob Korte is a Senior Financial Advisor at Merrill Lynch Wealth Management in Scottsdale, Arizona. He focuses on personal retirement planning, portfolio management services, and retirement income. Jacob works with clients to build, manage, and preserve wealth aimed at achieving long-term financial confidence and a worry-free retirement. He holds a Bachelor's Degree in Economics from the University of Arizona and carries the Personal Investment Advisor (PIA) designation. Jacob approaches his client relationships with discipline and a focus on thoughtful planning and personalized investment strategies. Outside of his professional work, Jacob enjoys adventure sports and outdoor activities such as biking, camping, fishing, golfing, hunting, rock climbing, skiing, as well as spending time with his family and traveling.

Tyler Sherwood is a CFP® with eight years of experience in financial advising. He is currently with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, and has prior experience at Ameriprise and Key Wealth Management. Outside of his advisory role, he assists with client services at Key Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services through a variety of account types and an extensive affiliate network.

Jordan Osness is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, he held various roles at the University of Arizona and has contributed articles on educational topics. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Larry Osborne is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he is involved in managing rental properties in the Tempe, AZ area. 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 services. The firm’s approach 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.

Jeremiah Erzen is a financial advisor at Merrill with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Merrill since 2016, with prior experience at Prestige Medical Consultants and the University of Arizona Global Campus. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other institutional clients.

Patrick Howley is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Vanguard Advisers since 2024 and also works with Vanguard Marketing Corporation and The Vanguard Group, Inc. Since 2001, he has owned The Howley Group, LLC, providing consulting services to non-profits on marketing and market research projects as well as automated traffic enforcement. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to personalized asset allocation, primarily employing Vanguard funds and ETFs, and supports a large client base through a high client-per-advisor ratio enabled by its automated platform.

Kheilla Ndayikeza is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at Grubhub, Wells Fargo Bank, and Wells Fargo Clearing. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nicholas Guzzardo is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a hunting guide with the Arizona Game and Fish Department. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Matthew Glover is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. His prior work experience includes roles at Wells Fargo and Charles Schwab. 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 approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering various customization options.

Sara Mullen is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Grand Canyon University, MSA Engineering, and The Vanguard Group, Inc. 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, constructing portfolios primarily from Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Valerie Borin is a financial advisor at Vanguard Advisers with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously with Cardinal Financial Company, American Financial Network, and Preferred Financial Group. Outside of financial advising, she is an independent real estate broker contracted with Berkshire Hathaway, operating on a referral basis. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

Daniel Young is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 credentials and has 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes insurance-related products and bank deposit sweep options among its investment offerings and acts as an ERISA fiduciary for its clients.

Stephanie Kung is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with The Vanguard Group, Inc. since 2013 and has been self-employed in arts and crafts since 2021. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven asset allocation primarily through Vanguard funds and ETFs. The firm is notable for its scale, managing hundreds of thousands of client relationships through a combination of automated platforms and a large advisor team.

Christopher Watkins is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and is based in Scottsdale, AZ. Outside of his advisory role, he is involved in film production as the owner of Clutch Entertainment, LLC and Catapult Entertainment Group, LLC, and also works as a server at Paul Martin's American Grill. 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 primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Joseph Zangri is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. His prior work includes roles at The Vanguard Group, Vanguard Marketing Corporation, and Potbelly Corporation. 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 uses a goal-based, algorithm-driven investment approach and manages portfolios constructed largely from Vanguard funds and ETFs.

Scott McKeever is a Financial Consultant currently working at Fidelity Investments since 2020. He has 10 years of experience in the financial services industry, including previous work as a Financial Planner at Northwestern Mutual from 2015 to 2020. Scott focuses on comprehensive planning, investment analysis, and providing ongoing guidance and support to clients and their families to improve their financial wellness. His approach centers on helping clients develop and maintain peace of mind by establishing a trusting advisory relationship. Outside of his professional role, Scott has personal interests that include beach activities, cooking and baking, fitness, football, golf, and horseback riding.

Edward Plotkin is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Raymond James since 2018. Prior to that, he was employed at BOK Financial Securities, Inc. and Bokf, Na from 2014 to 2018. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, corporations, charitable organizations, and government entities. The firm provides wealth advisory planning and investment consulting through non-discretionary services, including firm-sponsored wrap fee programs and institutional consulting, supported by an extensive affiliate network and active involvement in municipal and public finance.