Curt Blik is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including his current role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Joseph Licata is a financial advisor at OSAIC with four years of industry experience. He holds a Series 65 designation and is also a partner at Ross, Strent and Company, LLP, a mid-size accounting firm where he has been involved since 2002. His activities include serving as a trustee for multiple client trusts as part of his tax planning work. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and managed portfolio solutions. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selections.

Ryan Seaders is a Financial Advisor with Merrill Lynch Wealth Management, serving as part of the Swancutt, Perkins and Danek Group. Since joining Merrill Lynch in 2020, Ryan has provided customized advice and steady leadership, helping clients align their finances with their values and needs. Prior to Merrill Lynch, he spent ten years as a Financial Solutions Representative with First Tech Federal Credit Union, offering financial guidance to individuals, families, and institutions. With experience dating back to 2010, Ryan works extensively with individuals, couples, and multigenerational families, including physicians, retirees, business owners, and others at various stages of wealth planning. His expertise encompasses areas such as college education planning, divorce transition planning, family wealth management strategies, employee financial health, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, and tax minimization. Ryan's approach involves in-depth conversations to understand clients' values and financial situations, enabling informed decision-making. Ryan holds a Bachelor of Science degree in Business Administration with a focus in Accounting from Southern Oregon University and holds the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys spending time with his wife and daughter, as well as engaging in activities such as racquetball, cooking, running, hiking, camping, and woodworking.

Erin Daniels is a Series 66-licensed financial advisor at Ameriprise in Scottsdale, AZ, with 20 years of industry experience. Prior to joining Ameriprise in 2026, Erin worked at Stifel Nicolaus & Co Inc and BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gary Maack Magnusson is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 66 designation and previously worked for Woodbury Financial for 20 years before joining OSAIC in 2024. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with a range of brokerage and advisory services, utilizing model-based asset allocation and portfolio optimization tools.

Joseph Levy is a financial advisor with Edward Jones in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Caleb Santos is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their individual planning needs. He has been with Fidelity Investments since 2023, progressing through roles from Financial Representative to Relationship Manager before assuming his current position in 2026. Throughout his tenure, Caleb has applied his knowledge to support clients' financial objectives. Prior to becoming a Planning Consultant, Caleb gained experience as a Financial Representative and Relationship Manager, roles that involved direct client engagement and financial relationship management. His career progression within Fidelity Investments reflects his ongoing commitment to financial planning and client service. Outside of his professional responsibilities, Caleb has interests in beach activities, cooking and baking, football, hiking, and traveling.

Seth Goldberg is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He previously worked at Merrill for 14 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions with research-driven investment approaches.

Timothy Bunker is a financial advisor with OSAIC based in Peoria, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Royal Alliance Associates, Inc., Signator Investors, Inc., and Transamerica Financial Advisors. He is also president of Bunker Financial Services, Inc., a firm focused on life insurance, fixed annuities, group health, and disability insurance. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation, portfolio optimization, and a range of advisor-managed strategies.

Glen Katz is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley in various capacities between 2002 and 2012. Outside of his advisory role, Katz serves as president of the Chaparral Homeowners Association in Chandler, AZ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and uses proprietary research and tools to develop tailored recommendations that clients may implement through brokerage or advisory programs.

Douglas Pressley is a financial advisor with Thrivent Investment Management in Scottsdale, AZ, holding Series 66 and Series 63 licenses. He has over a decade of professional experience, including roles at Fresenius Kidney Care for 13 years and more recent positions with Tanoan LLC and Statlinx. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial planning without discretionary trading authority. The firm emphasizes detailed written recommendations across various planning topics and offers an integrated approach combining planning with managed-account options.

Rick Wood is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1980 and has over 40 years of experience serving clients. In his role, Rick provides customized service support to clients and internal advisor teams. Rick holds a Bachelor's Degree in Finance from Arizona State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and is also a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). As a specially qualified Senior Portfolio Advisor, he offers traditional advice and guidance and manages discretionary custom investment strategies, selecting from Merrill model portfolios and third-party investment strategies to help clients pursue their objectives. Outside of his professional work, Rick enjoys a variety of sports and outdoor activities including baseball, basketball, boating, camping, fishing, football, gardening, hiking, hunting, and spending time with his family.

Santino Pino is a financial advisor with Primerica Advisors in Phoenix, AZ, holding a Series 63 designation and 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

Gary Deardorff is a CFP®-certified financial advisor with 34 years of industry experience. He is currently with Osaic Wealth Inc and has previously worked at firms including Woodbury Financial Services, National Planning Corporation, and LPL Financial. Outside of advising, he serves as managing member of Phoenix Financial Group Ltd and Phoenix Tax Planning LLC and holds a role as President of the Union Hills Professional Plaza Condominium Association. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and a multi-advisor platform that integrates discretionary and third-party managed strategies.

John May is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked at Royal Alliance Associates and Pacific Capital Resource Group. Outside of advising, he is the owner of Friendly Pines Camp LLC, a third-party administrator and remitter. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of investment adviser representatives. The firm utilizes a range of third-party managed account programs and provides ERISA fiduciary services without sponsoring its own wrap fee program.

Bonafe Santos is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Lincoln Financial Advisors and E*TRADE Capital Management. OSAIC serves a diverse group of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a variety of managed account programs supported by advanced tools and multiple affiliate relationships.

Walter Mego is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 designations and has 16 years of industry experience. His prior work includes roles at JP Morgan Chase, Charles Schwab, and Bradley Wealth Management. He is also involved as a sales manager with Desert Financial Wealth Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and nonprofit organizations. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and a large advisor network.

Jonathan Schneider is a financial advisor at UBS Financial Services in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. His work background includes roles at UBS Financial Services and academic positions at Arizona State University, Scottsdale Community College, and the University of Arizona. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

John Nail is a Senior Financial Advisor serving affluent households, business owners, and ultra high net worth individuals through Merrill Lynch Wealth Management. He offers comprehensive financial services including investment management, liability management via residential and commercial lending with Bank of America, risk mitigation through annuities and insurance products with Merrill Life Agency, and family trust and estate wealth planning with Bank of America Private Bank. John collaborates with The WSH & Nail Group to serve families in Arizona, employing active and tactical portfolio management supported by Merrill research and a team with extensive industry experience. John has been in the financial services industry since 1994 and joined Merrill in 2013. He holds a bachelor's degree in English & Professional Writing from Francis Marion University and a Master of Business Administration in Finance & Executive Management from Colorado State University. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). John is involved with professional organizations such as the Fountain Hills Chamber of Commerce, Junior Achievement of Arizona, Our Lady of Perpetual Help Parish, and Phoenix York Rite. In addition to his professional pursuits, John participates in community activities including the Junior Achievement Annual "Stock Market Challenge," the Phoenix RAM Network as part of the Colorado State University Alumni Club, and United Blood Services of Arizona. His personal interests include cooking, gardening, golfing, hiking, music, reading, running, skiing, spending time with his family, and writing.

Matthew Connell is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. Prior to joining Raymond James, he worked at UMB Insurance Inc, UMB Bank, and UMB Financial Services Inc, holding various roles from 2004 to 2025. Outside of his advisory work, he is a partner in Big 3 Sports Cards and Coins, a business involved in buying, selling, and trading sports memorabilia and coins. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.