James Bacani is a Series 66-licensed advisor with Vanguard Advisers, based in Scottsdale, AZ. He has been with Vanguard Advisers since 2026 and has previous experience with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017. 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 invests in Vanguard funds and ETFs.

Ryan Mccarty is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. He has been affiliated with The Vanguard Group and its related entities since 2014. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and largely constructs portfolios with Vanguard funds and ETFs.

Nicholas Hasselkus is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and having 25 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Outside of his advisory role, he serves as a liaison officer and board member for Lancino Encino Village Partnership, a property management and commercial real estate business. Morgan Stanley Wealth Management is a large, SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Shannon Kim is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Vanguard Advisers, Kim worked with American Income Life Insurance and StateFarm Insurance. Outside of finance, Kim has been involved in the hospitality industry through ownership of Sizzle Korean Barbecue. 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 methodologies and largely Vanguard funds and ETFs to create personalized portfolios.

Joshua Dixon is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BANK of AMERICA, Merrill, and Merrill Lynch Pierce Fenner & Smith. 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 institutions. The firm provides a broad range of planning services tailored to clients' needs, utilizing Wells Fargo research and planning tools, with implementation options through brokerage or advisory programs.

John Thompson is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 credentials and has been with Vanguard and its affiliated entities since 2023. 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 to portfolio construction, utilizing Vanguard funds and ETFs with various customization options and a focus on tax efficiency.

Tyler Forsythe is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Vanguard Advisers since 2021 and previously held positions at Wise Planning, Inc., UnionBanc Investment Services, and JPMorgan Securities LLC. He is based in Scottsdale, AZ. 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 portfolios mainly composed of Vanguard funds and ETFs, offering customization options and serving a large client base through a combination of digital delivery and advisor support.

Arthur Metzger is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 designations with 25 years of industry experience. He previously worked at Merrill and BofA Securities before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Christine Chesney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for eight years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Shank is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at Ameritas firms, Charles Schwab, TD Ameritrade, Amazon, Costco Wholesale Corp, and Convergys. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, using asset-allocation tools and risk-tolerance analysis to construct diversified portfolios.

John Wagner is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Vanguard and its affiliated entities since 2020 and was previously employed by TIAA from 2016 to 2020. 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 portfolios primarily composed of Vanguard funds and ETFs, delivering services through a large-scale digital platform supported by more than 2,200 advisors.

Melinda Sherwood Lewis is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, LPL Financial, and KMS Financial Services. In addition to her advisory work, she is employed seasonally as a host at Stevens Pass ski resort, assisting guests with directions and ticketing. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and platforms. The firm offers integrated brokerage and advisory services with a focus on using asset-allocation tools, risk assessments, and diversified portfolios managed on discretionary or non-discretionary bases.

Norman Lemus is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 11 years before joining Ameriprise in 2022. Outside of his advisory role, he is involved with the Phoenix Children’s Hospital Foundation’s 50 under 50 group and manages youth soccer teams with the Plamaker Futbol Academy. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and automated processes to deliver tailored, non-discretionary advice in partnership with its financial advisors.

Taneya Williams is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. Prior to joining Vanguard, she held roles at Amazon and several academic institutions including St. Lawrence University and Hartwick College. Vanguard Advisers serves retail investors and eligible retirement plan participants, offering automated and human-supported investment advice through digital and personal advisor services. The firm applies a goal-based, algorithm-driven investment approach using proprietary models, primarily constructing portfolios from Vanguard funds and ETFs with various tax-aware and customization features.

Loren Neumeister is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at The Vanguard Group since 2017, following a one-year tenure at T. Rowe Price. Vanguard Advisers offers a combination of 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 utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Anthony Tivnan Jr. is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. He has been with Vanguard Advisers since 2025 and also works with Vanguard Marketing Corporation and The Vanguard Group, Inc. His prior experience includes roles at Magellan Jets and The University of Arizona. Vanguard Advisers offers 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 employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios constructed mainly from Vanguard funds and ETFs.

Jared Roskelley is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. He has previously worked with firms including Ameriprise, Raymond James, and his own entities such as Jackson Roskelley Wealth Advisors and Summit Path Insights. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Courtney Mindemann is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. She has been with Merrill since 2016 and previously worked at Alvin Goldfarb Jeweler. 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, charitable organizations, and corporate fiduciaries.

Kevin Kolb is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1999 and joined Vanguard Advisers in 2021. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and predominantly Vanguard funds and ETFs to create personalized portfolios with various customization options.

Joseph Christ is a CFP® professional with 19 years of industry experience, currently advising clients at Robert W. Baird & Co. since 2008. He holds a Series 66 license and works out of Scottsdale, AZ. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.