Michael Troxell is a Wealth Management Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® practitioner. He holds the FINRA Series 7, 24, 63, and 65 registrations, as well as life and health insurance licenses. Michael has been serving clients in the financial services industry since 1999, and prior to joining Merrill Lynch, he was a Senior Wealth Manager at USAA. Michael specializes in areas including education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, special needs planning strategies, tax minimization, and retirement income. He assists clients with creating and growing wealth, preserving assets, planning efficient distributions throughout their lives, and designing tax-efficient distribution plans for after death. Michael earned a bachelor's degree in agribusiness and management from Cornell University and holds a Six Sigma Green Belt from the University of Michigan. Raised in Cincinnati, Michael lives with his wife Michelle and their two young adopted sons, Carter and Remington. He has two rescue dogs and is devoted to helping veterans, military families, disadvantaged children, and animals by applying his time, energy, and donations. Michael integrates his understanding of clients’ life priorities into his financial planning approach to develop personalized strategies tailored to their goals and aspirations.

Cassandra Mcpherson is a financial advisor at Osaic Wealth Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual Investment Services, Charles Schwab, and TD Ameritrade. Outside of advisory work, she is a partner and content creator for the podcast "Millennial Cringe," which focuses on millennial culture. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various tools and platforms to construct and manage client portfolios across multiple asset classes.

Keegan Koch is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and having three years of industry experience. Prior to joining Vanguard, he worked at Charles Schwab & Co., Inc. for two years. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios largely composed of Vanguard funds and ETFs, offering a range of customization options and managing a high volume of client relationships through its digital platform and advisory team.

Caden Sperry is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with seven years of industry experience. His work history includes roles at Morgan Stanley since 2018, including Morgan Stanley Private Bank, N.A. since 2022, as well as prior positions at PRO Unlimited, Gather Inc., Adobe, Churchill Management Group, and Aptive. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools to assist clients in developing tailored financial plans.

Viridiana Hernandez is a financial advisor at Vanguard Advisers with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard in various capacities since 2016, including positions with Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of her advisory role, she is contracted with Lyft as a delivery driver. 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 to asset allocation, offering portfolios constructed largely from Vanguard funds and ETFs with tax-aware and customization features.

Jairo Acevedo is a financial advisor at OSAIC with 13 years of industry experience. He holds the Series 66 designation and has worked with AIG Advisor Group since 2015 before joining OSAIC in 2023. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through multiple platforms, utilizing tools such as asset-allocation models, risk assessments, and automated rebalancing to manage portfolios across a variety of asset classes.

William Hochwalt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Rivera is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. Prior to his current role, he has been involved in self-employed real estate buying and selling for over a decade and has held positions within Vanguard's marketing and corporate divisions since 2013. Vanguard Advisers serves retail investors and eligible participants in employer-sponsored retirement plans through a blend of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary models to construct portfolios primarily from Vanguard funds and ETFs with various customization and tax-aware features.

Morgan Soukup is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Vanguard Advisers, Soukup worked at J.P. Morgan Securities LLC for four years and JPMorgan Chase Bank for two years. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, combining digital delivery with a broad range of customization options.

Corey Brodsky is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 21 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Northern Lights Distributors, W.E. Donoghue & Co., and Massmutual. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various investment vehicles on both discretionary and non-discretionary bases.

Teresa Schlinger is a financial advisor at OSAIC with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Securities America Advisors, Inc. and SECURITIES AMERICA, Inc. prior to joining OSAIC. OSAIC serves a diverse range of retail and institutional clients through a broad network of affiliated advisors, offering brokerage, advisory, financial planning, and retirement consulting services. The firm employs various asset-allocation tools and multiple advisory platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Thaddeus Heck is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked exclusively with Fidelity Investments since 2023, following prior experience at Heck Capital Advisors, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its registration with the CFTC, advisory roles to multiple registered investment companies, and use of AI-driven research methods.

Glenn Pollack is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Advisor Group, PlanMember Securities Corporation, Cetera Advisor Networks LLC, and Girard Securities, Inc. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools and a variety of investment options to construct portfolios managed on discretionary or non-discretionary bases.

Annamarie Strickland is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2020. She previously worked with USAA in various financial planning and investment roles from 2011 to 2020. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and asset-allocation analyses through both non-discretionary and discretionary advisory programs.

Brian Wilber is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following prior roles within Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, tailoring services to plan objectives, demographics, and risk tolerances.

Michael Jacobson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Archer Huntley Financial Services and Jackson National, among other positions. He has also been employed by The Vanguard Group and its affiliates since 2023. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach featuring personalized asset allocations and portfolios primarily constructed from Vanguard funds and ETFs.

Christopher Loucks is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Wells Fargo Advisors since 2024, as well as positions at DoorDash and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, risk management, and specialized planning for business transitions and other client needs. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation through various brokerage or advisory programs offered as optional.

Steeli Long is a Series 66-licensed financial advisor with Vanguard Advisers, based in Scottsdale, AZ, with five years of industry experience. Prior to joining Vanguard in 2021, Long held roles in banking, education, and small business operations. Outside of advising, Long is contracted with Rover to provide dog care services. Vanguard Advisers offers 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 and constructs portfolios mainly from Vanguard funds and ETFs with various customization options.

Thomas Mcgeorge is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Katherine Candreva is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Netvest Financial LLC, Summit Financial Group, and Cetera Advisor Networks. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a variety of investment strategies that serve individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.