Adrianna Salazar is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She joined Fidelity in 2020 and has progressed through roles as a Financial Representative and an Investment Consultant before her current position. Her work focuses on providing clients with tailored financial planning and investment strategies, aiming to align their unique circumstances and goals with personalized solutions. Adrianna holds a California Insurance License, supporting her ability to offer comprehensive financial services. Further details about her education, credentials beyond her insurance license, personal interests, or community involvement have not been provided.

Devesh Patel is a financial advisor at Vanguard Advisers with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked with Vanguard marketing Corporation and The Vanguard Group, Inc. since 2010. Outside of his advisory role, he is an owner of Ek Bar Q LLC, a business involved in rental properties. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital delivery and advisor teams.

Heather Huntley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC, and has been associated with Wells Fargo Bank NA since 2009. Wells Fargo Clearing provides retirement plan consulting 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.

Hannah Brown is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked with LPL Financial since 2021 and previously was involved with YWCA professional advisory and young women's forum committees. Outside of financial advising, she serves as a substitute group fitness instructor at Mountainside Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by research and third-party subadvisors, providing both discretionary and non-discretionary management options.

Jason Van Tassel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

Eric Oppenborn is a financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at The Vanguard Group and has a background that includes roles in mortgage lending and legal support. Oppenborn holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Patricia Jenkins is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at City National Bank, RBC Capital Markets, Farm Bureau Financial Services, and National Bank of Arizona. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations primarily through non-discretionary advisory relationships and maintains capabilities in public finance and municipal work alongside its retail advisory services.

Matthew Wright is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. He has been with Vanguard since 2015, including roles at Vanguard Marketing Corporation and The Vanguard Group, and was self-employed for two years. 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 featuring proprietary glide-path methodology and portfolios primarily constructed from Vanguard funds and ETFs.

Dani Atenous Azar is a financial advisor at Vanguard Advisers with five years of industry experience. They hold Series 63 and Series 66 designations and have been with The Vanguard Group since 2020. Prior to their current role, Azar was involved with political and community organizations, including Anita for Arizona and the Indivisible Project. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, offering various customization options and managing a large client base through its digital platform and extensive team of advisors.

Lindsay Olsen is a financial advisor at OSAIC with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Sagepoint Financial, LPL Financial, Waddell & Reed, and Scottrade. Olsen is based in Scottsdale, AZ. OSAIC serves a broad range of retail and institutional 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, financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

Max Mc Kee is a financial advisor with Raymond James & Associates based in Scottsdale, AZ. He holds a Series 66 designation and has eight years of industry experience, including roles at Bank of America and Merrill. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering advice through a non-discretionary approach and maintaining active involvement in municipal and public finance markets.

Joshua Burrichter is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Vanguard in 2021, he worked at LPL Financial and held various roles in education and retail. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios constructed largely from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Adam Wold is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at various companies such as Arizona Home Based Services and Westpac Wealth Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an adviser to multiple registered investment companies and employs algorithmic methods and AI in its research processes.

Aiyisha Adams is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and 66 licenses and 18 years of industry experience. Her prior roles include positions at SagePoint Financial, FSC Securities, and Lincoln Financial Advisors. Outside of advising, she is an independent ambassador for a health and wellness company and a contributing author to the book "Voices of Mothers of Black Sons." OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include various asset classes and third-party money managers.

Sam Trushenski is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses with five years of industry experience. His career includes roles at Wells Fargo Clearing Services and Wells Fargo Home Mortgage. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Ian Wilson is a financial advisor with Vanguard Advisers holding a Series 66 credential and three years of industry experience. He has worked within various Vanguard entities since 2022 and has prior experience in education and the restaurant industry. 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 portfolios constructed mainly from Vanguard funds and ETFs, emphasizing personalized asset allocations and offering a range of customization options.

Christopher O'Neill is a CFP® certificant with 15 years of industry experience, currently with Vanguard Advisers in Scottsdale, AZ. He has worked at Vanguard and its related entities since 2017, following seven years at Charles Schwab. 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 and primarily Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Karl Christman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for The Vanguard Group for 14 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Brian Clarke is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and possessing 33 years of industry experience. He has worked at Royal Alliance since 2015. Outside of his advisory role, he officiates youth basketball games for the YMCA. OSAIC serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, through a large network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party managers, utilizing various tools and strategies to manage portfolios across a broad range of asset classes.

Patrick Manion is a financial advisor with OSAIC in Scottsdale, AZ, holding the Series 63 and Series 66 designations and 17 years of industry experience. His prior roles include positions at UBS Financial Services and Cetera Investment Advisors. OSAIC serves a broad range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage diversified portfolios on both discretionary and non-discretionary bases.