Christopher Bennett is a CFP® professional with 24 years of experience in the financial industry. He has worked at Vanguard Advisers since 2017 and is based in Scottsdale, AZ. Prior to joining Vanguard, he was not employed for one year between 2016 and 2017. 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 portfolio construction, employing proprietary models and offering a wide range of customization options.

Michael Wagner is a financial advisor with Robert W. Baird & Co. in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is a property owner. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including discretionary management and separately managed accounts.

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.

John Kukich is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 63 designation and 38 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

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.

Ryan Kidd is a financial advisor with LPL Financial based in Peoria, AZ. He holds the Series 66 designation and has 20 years of industry experience, including nine years at Lincoln Financial Advisors Corporation prior to joining LPL Financial in 2023. He is also the author of the book *The Art of Retiring Whole*. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

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.

Tyler Gilberg is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones from 2010 to 2022 before joining Raymond James in 2022 and currently serves as CEO of Gilberg Private Wealth and Gilberg Wealth Management, where he advises individual clients. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and investment consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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 with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior work includes roles at DoorDash and varied positions during and following his education at Arizona State University. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Marc Glass is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding Series 63, 65, and 66 credentials and 33 years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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.