Clement Lisitski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Ryan Kanner is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Morgan Stanley and State Farm. He has also been involved with Alpen Bluffs Outdoor Resort and One Stop Nutrition. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management options supported by a large, integrated operational structure.

Sean Norris is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at TPC Scottsdale and gained additional experience during his time at Arizona State University and InstaCart. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating with a dual-registered SEC investment adviser and broker-dealer model.

Stefanos Spassof is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at Vanguard entities since 2025. Prior to joining Vanguard, he held academic positions at Saint Michael's College and Salve Regina University. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio management with extensive digital delivery and a high client-to-advisor ratio.

Pooneh Warinner is a CFP® with 29 years of industry experience, currently serving at Vanguard Advisers. Her prior work includes roles at Charles Schwab, Edward Jones, J.P. Morgan Securities, and The Vanguard Group. She also serves as a FINRA arbitrator, helping to maintain an impartial dispute resolution system within the securities industry. 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 using proprietary models to create personalized, largely Vanguard-based portfolios with various customization and tax-aware features.

Jayden Parkinson is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he held various roles across industries including banking, nutritional laboratories, and nonprofit service. 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 and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s analyses.

Adam Porter is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. He has been with Vanguard Advisers since 2022 and also owns Bike Lane Co., an online retailer of cycling and kids products focused on product development and marketing. 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 with portfolios primarily constructed from Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

Scott Baker is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 designations and having 16 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Remo Antoniolli is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Scottsdale, Arizona. He focuses on delivering personalized wealth management, portfolio management, and investment advisory services tailored to each client's unique financial goals and long-term vision. Remo specializes in designing goal-based financial plans for high-net-worth individuals, business owners, and professionals, with areas of focus including retirement planning, investment management and asset allocation, estate and legacy planning strategies, philanthropic giving strategies, as well as risk management and wealth preservation. Beginning his career in financial services in 2009 after a successful entrepreneurial background, Remo joined Merrill Lynch Wealth Management in 2011 following a relocation from Michigan. He partners with clients to develop comprehensive financial strategies aligned with their risk tolerance, time horizon, liquidity needs, and long-term objectives. Remo draws on his experience as a former private sector business owner to assist clients with succession planning and strategies following a liquidity event. He also offers access to Bank of America solutions that support family businesses with cash flow, lending, and other banking needs. Remo studied economics at the University of Chicago and earned a Bachelor of Business Administration in Finance from the University of Michigan Flint Campus. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Remo is an active member of the Men's Arts Council supporting the Phoenix Art Museum, and participates in automobile road racing, hiking, skiing, gardening, cooking, music, photography, and traveling.

Sandra Snyder is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. She has been with Securities America Advisors, Inc. since 2008 and currently works at OSAIC. Outside of her advisory role, she is involved in managing a rental property in Parma, Ohio. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Barton Burtcheard is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard Advisers since 2021. Prior to this, he was self-employed and worked with CSB Consulting LLC dba Agency Advisor. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving 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, offering a range of customization options and serving a large client base through a combination of digital platforms and advisor teams.

Christopher Gallop is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. His prior work includes roles at H&R Block and Founding Farmers. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, delivering investment advice through a combination of automated and human-supported services. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs.

Zachary Brown is a financial advisor at Raymond James & Associates with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at DoorDash and Arizona State University. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a diverse client base, including individuals, retirement plans, corporations, and government entities, delivering advice through a primarily non-discretionary planning and consulting model.

Thomas Batson is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Batson serves as a board member and chair of the finance committee for St. Joseph's Healthcare Foundation in Phoenix. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.

Joseph Debono is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 28 years of industry experience. Prior to joining OSAIC in 2024, he worked at TD Waterhouse Investor Services Inc for 29 years. He serves as a board member of VOB Youth Soccer, a nonprofit youth soccer league in Smithtown, NY. 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 with a focus on diversified portfolio construction using firm-provided tools and third-party solutions.

Antranik Tomassian is a CFP®-certified financial advisor with Vanguard Advisers, based in Scottsdale, AZ, and has 24 years of industry experience. He has been with The Vanguard Group, Inc. since 2011. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various tax-aware and customization features.

Mary Frances Ewing is a CFP®-designated financial advisor with Wells Fargo Clearing, bringing 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors from 2012 to 2016. Outside of her advisory role, she owns a retail sales business in Scottsdale, AZ. 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 IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Anindita Dhar is a CFP® professional with 29 years of industry experience, currently affiliated with LPL Financial in Fountain Hills, AZ. She has worked at LPL Financial since 2012 and was previously associated with Private Portfolio Partners, LLC for nine years. Dhar is also an author and has been writing a book since early 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by LPL Research, third-party subadvisors, and technology-driven strategies.

James Ranweiler is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 63 designation and previously worked for Woodbury Financial Services, Inc. for 16 years before joining OSAIC in 2024. OSAIC serves a diverse range of retail and institutional clients, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation tools and portfolio management strategies across multiple platforms to support its large network of affiliated advisers.

Daniel Comforti is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding the CFP® designation and securities licenses Series 63 and Series 65. He has six years of industry experience, including prior roles at Alamo Capital and Symmetry Financial Group. Outside of his advisory work, he owns and operates DC SwimFit LLC, a private swim lesson business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.