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.

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.

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.

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.

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.

Christopher Smurthwaite is a financial advisor at Edward Jones in Glendale, AZ. He holds a Series 66 designation and joined the firm in 2026. Prior to Edward Jones, he worked at eHealth, Science 37, BEK Health, Intuitive Health, Trinnovate Ventures, and Blue Cross Blue Shield of Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a nationwide network of advisors and branch offices.

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 Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management, based in Scottsdale, Arizona. He specializes in personal retirement planning, portfolio management services, and retirement income. Jacob works with individuals, families, business owners, and executives to provide personalized wealth management strategies that focus on preserving, growing, and transferring wealth across generations. Jacob earned a Bachelor's degree in Economics from the University of Arizona and holds the Personal Investment Advisor (PIA) designation. His approach emphasizes thoughtful guidance, disciplined execution, and long-term client relationships, leveraging Merrill's resources and global investment capabilities to address a wide range of financial needs including retirement planning, investment management, wealth preservation, estate considerations, and legacy planning. Outside of his professional role, Jacob enjoys various outdoor activities such as camping, biking, fishing, adventure sports, golfing, hunting, rock climbing, skiing, spending time with his family, and traveling.

Errin Kelso is the Vice President and Financial Consultant at Fidelity Investments, a position held since 2021. With a career at Fidelity Investments spanning two decades, Errin has held various roles including Financial Consultant, Regional Planning Consultant, and Investment Solutions Consultant, demonstrating a broad range of experience within the firm. Errin's expertise lies in partnering with clients to understand their financial goals and family wealth objectives, and then collaboratively developing customized strategies tailored to their preferences. This client-focused approach has been central to Errin's professional practice throughout their career. Errin holds a California Insurance License. Outside of work, Errin's personal interests include attending concerts, football, gardening, music, puzzles, and reading.

Douglas Newstrom is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 66 designation and 24 years of industry experience. His career includes roles at Ameriprise Financial Services, Inc. and Wedbush Securities. Outside of his advisory work, he is involved in a business ownership unrelated to investment activities. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement who meet specific asset criteria. The firm provides comprehensive advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficiency analysis to deliver tailored retirement income recommendations.