Jaicie Sangoi is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, Bank of America, and Walgreens Corporate Office. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, delivering tailored recommendations through both meetings and written summaries.

Joshua Bradley is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Bradley has been affiliated with Wells Fargo Bank since 2007. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

Jacob Baranowski is a financial advisor with Vanguard Advisers holding a Series 66 designation. He has been with Vanguard and its affiliates since 2026. Prior to joining Vanguard, he worked in positions outside the financial advisory industry, including at NucleusTeq Inc. and Total Quality Logistics. 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 investment approach using proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Dean Sprague is a financial advisor at Vanguard Advisers with 14 years of industry experience. He has been with The Vanguard Group since 2011 and holds the Series 63 and Series 65 designations. 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 proprietary methodologies to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Adam Tolbert is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has worked with Vanguard Marketing Corporation, The Vanguard Group, and Principal Securities Inc. Additionally, he operates an e-commerce business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

Brent Langley is a CFP® with 14 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2011. He previously worked at All Things Cheer from 2008 to 2017. In addition to his advisory role, Langley carries a mortgage loan as a lender 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 uses a goal-based, algorithm-driven investment approach with portfolios mainly composed of Vanguard funds and ETFs, and manages a large client base through its scale and digital delivery.

Xavier Almoro Watkins is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Equitable Advisors, including positions at TopGolf and Starbucks. Watkins serves as a board member for Calling All Men, a nonprofit organization based in Phoenix, AZ. 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 tailored to client goals and risk tolerance.

Dylan Hoffman is a financial advisor at Morgan Stanley with nine years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously worked at The Vanguard Group for one year. Hoffman holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s planning process uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

John Oconnor is a financial advisor with Vanguard Advisers, holding a Series 66 designation and 25 years of industry experience. He has been with The Vanguard Group, Inc. since 2014. Vanguard Advisers provides both 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 approach with proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Kelly Malone is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vanguard, she worked at Legends West Bank, Flatirons Bank, and the Federal Home Loan Bank of Topeka. Malone is a minority interest owner in several investment-related businesses including property development, strategic capital placement, oil and gas, and real estate. 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, leveraging proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Ryan Nielsen is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with The Vanguard Group, Inc. since 2016. Outside of his advisory work, he runs the Ryan Nielsen Triathlon Blog, where he writes about triathlon topics. 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 investment approach with portfolios constructed mostly from Vanguard funds and ETFs, supported by a large team managing hundreds of thousands of client relationships.

Kevin Jonson is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2019. Prior to this, he worked at Chocolate Enrapture from 2013 to 2017. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs with various customization options.

Maura Gill is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and analysis to support client financial plans.

Robert Burghart is a financial advisor with Raymond James & Associates in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Raymond James & Associates since 2015 and has served as a non-public arbitrator for FINRA’s dispute resolution process since 2016. 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 offers tailored financial plans and investment recommendations, with advisory relationships typically non-discretionary, and also serves municipal clients through its public finance and institutional consulting divisions.

Stacy Morton is a financial advisor at Morgan Stanley with 24 years of industry experience. She has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2023. Morton holds Series 63 and Series 66 licenses and is based in Scottsdale, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Cheyenne Armstrong is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Cetera, Wilde Wealth Management Group, OSAIC, and Netzel Financial. In addition to her advisory work, she is commissioned as a notary. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, and brokerage services with discretionary and non-discretionary management options supported by proprietary and third-party research.

Victor Munoz is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and was previously employed at Sii from 2005 to 2018. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple advisory platforms. The firm uses a variety of asset-allocation tools and third-party services to construct and manage portfolios across a broad set of investment types, including stocks, bonds, options, mutual funds, ETFs, and alternatives.

Austin Fleet is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Austin focuses on helping families, individuals, and business owners achieve their financial goals through a customized wealth management process. Prior to his advisory career, Austin played professional baseball with the San Francisco Giants Organization for seven years. His experience in athletics informs his work with athletes and entertainers, a client focus area complemented by his SE-AWMA designation. Austin's expertise spans family wealth management strategies, personal retirement planning, small business strategies, women and wealth, sports and entertainment, tax minimization, and retirement income. He earned his Bachelor's Degree from Coastal Carolina University and is actively involved in professional and community organizations including the Arizona Council on Economic Education, the Coastal Carolina University Alumni Association, The Miracle League, and St. Mary's Food Bank. Outside of work, Austin enjoys participating in baseball, basketball, football, golfing, hiking, skiing, tennis, yoga, traveling, and spending time with his family.

Michael Bristoll is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at The Vanguard Group, Inc. since 2014. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and offers portfolios predominantly composed of Vanguard funds and ETFs.

Joseph Mcmanus is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of the West and Bank of America, as well as ongoing service in the Arizona Army National Guard. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and largely Vanguard funds and ETFs, with a focus on scalable digital delivery and tax-aware portfolio features.