Jeffrey Marino is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and having one year of industry experience. His background includes roles at The Vanguard Group, National Service Bureau, and Cox Enterprises, among others. 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 investment approach using proprietary models and offers a range of customizable portfolios constructed mainly from Vanguard funds and ETFs.

Neil Bellomy is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63, 65, and 66 licenses. His work history includes roles at Prudential Insurance Company of America, Fidelity Brokerage Services, and Country Financial prior to joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and ongoing planning relationships, allowing clients to combine planning with managed-account programs under a consolidated billing option while keeping services distinct.

Colleen Lundy is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding a Series 63 designation and 35 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2012 and founded Lundy Investments PLLC in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal and public finance advisory as well as SIMPLE IRA Employer Advisory & Consulting Services.

Todd Hoeder is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2000 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operational and supervisory structures.

Patrick Revels is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Sultan Atkin is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. Prior to joining Vanguard, he worked at Edward Jones and Wells Fargo in various roles. Outside of his advisory work, he is the owner of EAA Trading LLC, an online business specializing in organic baby items. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models to tailor asset allocations, with portfolios primarily constructed from Vanguard funds and ETFs.

Ryan Mc Keon is a CFP® professional with eight years of industry experience, currently working at Edward Jones since 2018. His prior work includes roles at AmeriPark and Postmates, as well as positions with Hillsong Church in Phoenix and New York City. Outside of his advisory work, he sells paintings online through his business, Boots in the Garden LLC. 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, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and various tax-efficient services.

Mignonne Goldberg is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. Since 2022, she has volunteered with Junior Achievement USA, teaching financial education sessions to local public school kindergarten classes. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lisa Doche is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Baird in 2021, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member of the Sandflower Homeowners Association in Scottsdale. Lisa is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Michelle Simmons is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Orin Green Financial, LLC. Simmons is based in San Diego, CA. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team that delivers research-driven, tax-efficient retirement income recommendations.

Conrad Herman is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at FSC Agency and FSC Securities Corporation since 2007. OSAIC serves a diverse group of clients, including retail and institutional investors, offering brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and both discretionary and non-discretionary portfolio management, with access to various investment products and third-party solutions.

Richard Chase IV is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2018, following two years at JHFN SII. OSAIC serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs tools such as asset-allocation models and automated rebalancing to manage portfolios.

Shannon Gallop is a financial advisor at Thrivent Investment Management with 19 years of industry experience. She holds the Series 66 designation and has worked at firms including MassMutual and E*TRADE Securities. Outside of advising, she also works as a travel agent, assisting clients with scheduling vacations around the world. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management.

Kory Fuller is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 2003, he has been assisting clients in developing personalized financial strategies aimed at achieving their long-term goals. With decades of experience in the financial markets dating back to 1996, Kory brings a deep understanding of market dynamics, having managed through significant events such as the 2008 financial crisis and the 2020 pandemic. His expertise encompasses investment insights and wealth management strategies tailored to evolving market conditions. Kory graduated Summa Cum Laude with Honors from the University of Arizona with a degree in business administration. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and became qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. His professional designations include CFP® and Personal Investment Advisor (PIA). Outside of his professional role, Kory participates actively in community volunteer work, reflecting his commitment to the communities Merrill serves. He and his wife have two sons and enjoy spending their free time playing pickleball.

Ross Fraser is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 credential and has worked at Vanguard since 2020, following a brief tenure at the United Services Automobile Association. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

Matthew Trink is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Vanguard Advisers. His prior roles include positions at Charles Schwab and Ash Brokerage. Outside of financial advising, he owns Roscoe & Louie Transportation, a transportation service business. 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 with portfolios mainly composed of Vanguard funds and ETFs, emphasizing scalable digital delivery combined with advisor support.

Brandon Echeverria is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He previously worked at Cetera and Cetera Wealth Services, LLC, and is the owner of Factor Admin LLC, an investment-related business based in Phoenix, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in their investment approach.

Kristin Becker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She worked at Morgan Stanley from 2007 to 2020 before joining Wells Fargo Clearing in 2020 and Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Mariella Chavez Gehrig is a financial advisor at Merrill with a Series 66 credential. She has been with Merrill since 2026 and has prior experience at Cetera and Renaissance Financial. Outside of her advisory role, she has worked as a host at Bacio Italiano, a restaurant in Tucson, Arizona. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Fitzpatrick is a financial advisor at Vanguard Advisers with seven years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Vanguard Advisers, he worked at U.S. Bancorp Advisors, Charles Schwab & Co., and Wells Fargo Bank. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs.