Suzanne Miesse is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors, The Wealth Advisory Group of DiLauro Wracher & Thomas, and Raymond James Financial Services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes.

Anthony Cerciello is a financial advisor at OSAIC with 20 years of industry experience. He holds the CFA® designation and Series 66 license. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services utilizing a range of investment tools and platforms, managing portfolios across multiple asset classes with options for discretionary or non-discretionary management.

Case Wilson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior roles include positions at Position Sports, Scottsdale National Golf Club, Angel Medflight, Grand Canyon University, and Wedding Day Catering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ejigayehu Mesfin is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 25 years of industry experience. She has worked at FSC Securities Corp. since 2001 and has been with OSAIC since 2023. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing various investment platforms, asset-allocation tools, and third-party managers to construct portfolios across multiple asset classes.

Jane Lichtsinn is a financial advisor at OSAIC with 22 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Sagepoint Financial, LPL Financial, CX Institutional, and Lincoln Financial Advisors. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Jonathon Scott is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2013. Vanguard Advisers offers both 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 to construct portfolios primarily from Vanguard funds and ETFs, with a focus on personalized asset allocation and tax-aware strategies.

Charles Choe is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 credential and has worked at Charles Schwab and Charles Schwab Bank since 2010, including a brief period at TD Ameritrade. Outside of advising, he owns a commercial property through CCMC Holdings LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary portfolios and offers integrated brokerage, custody, and cash-sweep services.

Matthew Woudstra is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and previously spent nine years with Edward Jones. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Corey O'boyle is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked with The Vanguard Group, Inc. since 2013. Vanguard Advisers delivers 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 methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Philip Wong is a financial advisor at Vanguard Advisers with 15 years of industry experience. He has been with The Vanguard Group, Inc. since 2011 and holds Series 63 and Series 66 designations. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base through a combination of digital platforms and advisor support.

Sevag Hagopian is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 credential and previously worked at Rocket Mortgage for eight years. Outside of his advisory role, he co-owns and manages the business operations of The Beauty Fix Med Spa in Scottsdale, AZ. Charles Schwab serves a large client base primarily composed of high- and ultra–high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advice and access to discretionary separatley managed accounts, supported by a multi-asset model portfolio approach and a distinctive integrated operational structure.

Robert Foster is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group since 1996. Vanguard Advisers provides investment advice through both automated and human-supported services, catering primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios mainly from Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform.

Michael Troxell is a Wealth Management Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® practitioner. He holds the FINRA Series 7, 24, 63, and 65 registrations, as well as life and health insurance licenses. Michael has been serving clients in the financial services industry since 1999, and prior to joining Merrill Lynch, he was a Senior Wealth Manager at USAA. Michael specializes in areas including education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. He assists clients with creating and growing wealth, preserving assets, planning efficient distributions throughout their lives, and designing tax-efficient distribution plans for after death. Michael earned a bachelor's degree in agribusiness and management from Cornell University and holds a Six Sigma Green Belt from the University of Michigan. Raised in Cincinnati, Michael lives with his wife Michelle and their two young adopted sons, Carter and Remington. He has two rescue dogs and is devoted to helping veterans, military families, disadvantaged children, and animals by applying his time, energy, and donations. Michael integrates his understanding of clients’ life priorities into his financial planning approach to develop personalized strategies tailored to their goals and aspirations.

Cassandra Mcpherson is a financial advisor at Osaic Wealth Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services, Charles Schwab, and TD Ameritrade. Outside of advisory work, she is a partner and content creator for the podcast "Millennial Cringe," which focuses on millennial culture. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various tools and platforms to construct and manage client portfolios across multiple asset classes.

Keegan Koch is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining Vanguard, he worked at Charles Schwab & Co., Inc. for two years. 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 create personalized portfolios largely composed of Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform and advisory team.

Caden Sperry is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with eight years of industry experience. He has worked at Morgan Stanley since 2018, including four years at Morgan Stanley Private Bank, N.A. Prior to that, he held positions at PRO Unlimited, Gather Inc., Adobe, Churchill Management Group, and Aptive. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market assumptions to support clients' financial goals.

Viridiana Hernandez is a financial advisor at Vanguard Advisers with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard in various capacities since 2016, including positions with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of her advisory role, she is contracted with Lyft as a delivery driver. Vanguard Advisers provides 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 to asset allocation, offering portfolios constructed largely from Vanguard funds and ETFs with tax-aware and customization features.

Jairo Acevedo is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 66 designation and has worked with AIG Advisor Group since 2015 before joining OSAIC in 2023. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through multiple platforms, utilizing tools such as asset-allocation models, risk assessments, and automated rebalancing to manage portfolios across a variety of asset classes.

William Hochwalt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at 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 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.

Brian Rivera is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Prior to his current role, he has been involved in self-employed real estate buying and selling for over a decade and has held positions within Vanguard's marketing and corporate divisions since 2013. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a blend of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary models to construct portfolios primarily from Vanguard funds and ETFs with various customization and tax-aware features.