Jacqueline Mckinney Rodriguez is an advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 credentials and has worked in senior living and education sectors prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Sheila Gentile is a financial advisor at Osaic with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, Pruco Securities, Royal Alliance, and Foresters Financial Services. Outside of her advisory work, she sells items on the Poshmark platform. Osaic Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, supporting a range of strategies including discretionary managed accounts and third-party money manager programs.

Michael Cavaleri is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He has worked at Cambridge Investment Research and currently serves as a financial advisor at LPL Financial. Outside of his advisory role, he is involved in independent insurance sales and manages Cavaleri Consulting LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a wide range of clients, including individuals, retirement plan participants, banks, and institutions. The firm offers diverse investment options and leverages technology for research and operational support across its extensive network of advisors.

Jill Sadler is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and 26 years of industry experience. Her prior roles include positions at SagePoint Financial, Stonegate Capital Advisors, Wealth Trust - Arizona, and Fidelity. She also holds an individual Ohio insurance license but is not actively selling insurance. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm’s investment approach involves model-based asset allocation and portfolio optimization, with options for discretionary management and third-party manager selection.

Shelly Dukes is a financial advisor at Osaic with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms including BTS Asset Management and Raymond James. Outside of advising, she works as a bartender at a nonprofit golf and country club. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Tron Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at Edward Jones for 17 years before joining Raymond James in 2021. Brinkmann is also an officer and treasurer for The SilverTree Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm employs tailored non-discretionary planning and analytical tools to support client goals and offers specialized municipal and public finance advisory services uncommon among large institutional advisors.

Vijay Kapur is a financial advisor with Charles Schwab based in Scottsdale, AZ, holding Series 63 and Series 66 credentials and over 32 years of industry experience. His prior work includes 17 years at TD Ameritrade Investment Management, LLC, followed by roles at TD Ameritrade Inc. and Charles Schwab since 2020. Outside of his advisory work, he volunteers with First Tee – Phoenix, a nonprofit that teaches children core values through golf and games. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory program and affiliated managed accounts. Schwab’s investment approach combines multi-asset model portfolios, both non-discretionary and discretionary management options, and access to alternative investments via a centralized platform.

John Snyder is a financial advisor at Ameriprise with 10 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Eagle Strategies and New York Life Insurance Company. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-assisted advice through a centralized consulting team.

Matthew Russell is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 66 and Series 65 licenses and has worked at several firms, including Securities America Inc, Raymond James Financial, and CUSO Financial Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Brian Derrick is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 21 years of industry experience. He previously worked at Edward Jones for 15 years before joining Raymond James Financial Services in 2020. He is also involved in Derrick Family Financial, a support company related to his practice. 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, corporations, and institutional clients. The firm employs analytical tools and tailored non-discretionary planning to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Nolan Brooks is a financial advisor at Thrivent Investment Management in Scottsdale, AZ, with two years of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at Sherwood Country Club and California Lutheran University. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial planning without discretionary trading authority. The firm’s approach includes a range of planning topics and a consolidated billing option called “WealthPlan” that combines planning with managed-account services.

Cynthia Romagnolo is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with the firm since 1992, holding various positions including Vice President, Senior Account Executive, Financial Planning Consultant, and Financial Representative. In her current role since 2014, she works alongside her team to assist affluent individuals and their families with their wealth planning needs. Cynthia is a Certified Financial Planner® with over 30 years of experience in the financial services industry. She focuses on understanding her clients' needs, goals, and preferences to help them make prudent decisions regarding their wealth in the complex environment of investments and financial planning. Outside of her professional work, Cynthia's personal interests include fitness, pets, reading, traveling, and volunteering.

Lauren Lofy is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. She is also an attorney and CPA, managing law and accounting firms alongside her advisory role. Lofy has practiced law and accounting since 2019 and has served at the University of Arizona James E. Rogers College of Law and Husch Blackwell. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with customizable investment strategies and integrated financial and credit solutions.

Renee Hanson is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 63 designation and 35 years of industry experience. She has worked with Ameriprise Financial Service, LLC since 1997 and previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, she is involved in publishing a book and podcast titled "Finding Your Financial Identity," serves on the board of the Maricopa County Bar Association, and participates in planned giving committees. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Heath Granneman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Cambridge Investment Research in various capacities since 2012. He is also involved with Camelback Wealth Consultants, an investment-related activity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Anietie Ijoma is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been affiliated with AIG since 2013. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires and rebalancing tools.

Troy Corbridge is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers its financial planning through structured discovery conversations and firm-approved tools.

Erica Chavez is a financial advisor at Merrill with 14 years at the firm and 10 years of industry experience. She holds the Series 66 designation and is based in Scottsdale, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal CIO teams and third-party style managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jakob Krygier is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 credential and previously worked at PNC Bank. Krygier serves as Secretary and Officer for The Grace Foundation for the Preservation of Americana, a non-profit museum, and is a cofounder and director of AZRoots, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of Investment Adviser Representatives, utilizing various advisory programs and third-party asset managers.

Philip Kim is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors. Outside of his advisory role, he serves as Vice Chairman of the Asian Corporate & Entrepreneur Leaders and holds board positions with the Herberger Theater Center and Phoenix Symphony Orchestra. He is also an ambassador for the Translational Genomics Research Institute and participates in various community and nonprofit activities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s advisory approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing a range of investment vehicles and third-party sponsored programs.