Fernanda Damian is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Oscar Huynh is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked at various Wells Fargo entities since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Eric Olson is a financial advisor with Morgan Stanley in Scottsdale, Arizona, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Olson is the sole proprietor of REAL Renewables LLC, a company providing capital to renewable energy projects. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates advanced modeling tools to assist clients in their planning.

Jason Niedert is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Vanguard Advisers since 2019 and is also self-employed in woodworking and leather crafting. Prior to his current role, he worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 and manages a large client base through its digital platform and team servicing model.

Elizabeth Weiss is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Robert W. Baird since 2020, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she holds a minor ownership stake in InvU Care Network and Acacia Living, Inc. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals.

Kimberly Brenes is a Series 66 licensed financial advisor with Vanguard Advisers, where she has worked since 2021. She has five years of industry experience and is based in Scottsdale, AZ. Her prior work includes a brief period at Talent Inc. in 2020, and she was a homemaker from 2003 to 2020. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, serving a large client base through its digital platform and team servicing model.

Jack Shannon is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding a Series 66 designation. He has been with Raymond James Financial and its affiliated entities since 2024. Prior to this, he held roles in education and the food service industry, including at Alpharetta High School, Webb Bridge Middle School, and Chick-Fil-A. Outside of his advisory work, he was involved with Bagel Boys Cafe from 2022 to 2024. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice through fact-finding and risk profiling, with a significant portion of its business conducted on a non-discretionary basis.

Grant Ulrick is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with OSAIC Wealth Inc and has previously worked at Stratos Wealth Partners, LPL Financial, and Wells Fargo. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios.

Jeremy Braccio is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has been employed with The Vanguard Group and its affiliates since 2004. 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 personalized asset allocations constructed from Vanguard funds and ETFs, supported by a large digital platform and advisory team.

Chad Sundem is a CFP® with 30 years of industry experience, currently serving at Vanguard Advisers since 2016. He has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 1995. Outside of his advisory work, he is involved as a landlord and owner of rental property in Tempe, Arizona. Vanguard Advisers provides automated and human-supported investment advice 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 portfolios primarily composed of Vanguard funds and ETFs.

Charles Dickinson is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at Vanguard and its affiliates since 2005 and is also the owner of Equitable Investments LLC. 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 customizable portfolios constructed mainly from Vanguard funds and ETFs.

Christopher Vaughn is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Charles Schwab since 1999 and worked at Schwab Private Client Investment Advisory, Inc. from 2012 to 2018. 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 both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments, and operates a large-scale, integrated platform with centralized supervision and custody.

Stephen Lomsdalen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2022. Lomsdalen is also an author of a book focused on retirement education. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to offer diversified investment solutions and supports retirement plans through both consulting and discretionary services.

Priscilla Blanco is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her career includes roles at Charles Schwab, Bank of America, Robert W Baird & Co Inc, and Edward Jones. Outside of finance, she works as an independent contractor driver for DoorDash. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.

Ryan Ellis is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1998 and focuses on providing financial strategies tailored to the wealth management needs of high net worth individuals. Ryan utilizes Merrill’s proprietary interactive planning software to analyze cash flow projections in various scenarios, enabling clients to make informed financial decisions regarding retirement, asset allocation, survivor needs, college tuition, and large purchases. Ryan graduated Magna Cum Laude from Arizona State University with a Bachelor of Science degree in Finance. He holds the CERTIFIED FINANCIAL PLANNER® designation, awarded by the Certified Financial Planner Board of Standards, Inc., and maintains FINRA Series 7 and 66 registrations. Ryan resides in Phoenix with his wife and daughter.

Casey Dubinski is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2016, following nine years of experience at Citi Private Bank. Casey's career in financial services began in 2007 during a challenging period in the nation's economic history, where he supported clients in navigating complex financial landscapes. His expertise includes retirement and financial planning, education planning, family wealth management, legacy planning, and socially responsible investing among others. Casey and his team leverage over four decades of combined experience to help clients develop and execute personalized financial strategies tailored to their long-term goals. Casey holds a Bachelor's Degree from the University of Wisconsin System and is designated as a Personal Investment Advisor (PIA). He has actively participated in professional and community organizations, including prior involvement with the Fresh Start Auxiliary Board and contributions to community initiatives such as Clean Up Papago, Feed My Starving Children, and Kyrene Middle School PTO. Outside of his professional commitments, Casey enjoys music, reading, running, traveling, and spending time with his family.

David Kutz is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily focused on assets managed within Ameriprise accounts.

Michael Pameditis is a financial advisor at Edward Jones with five years of industry experience. He has held positions at Edward Jones since 2020 and previously worked at Wells Fargo Bank for sixteen years. Outside of his advisory role, he and his wife own a rental property in Tempe, Arizona, which they manage through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Bradley Laursen is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Related Group, Fore Property, PFS Investments Inc., and Alliance Residential, alongside over two decades with Primerica Financial Services. He is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with model-delivery strategies created by third-party asset managers. The firm supports its advisory services through a large network of advisors and offers various investment models including those with exposure to cryptocurrency ETFs.

Diego Garcia is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Morgan Stanley, State Street Global Advisors, JPMorgan Chase Bank, Vanguard, Northern Trust Corporation, Thornburg Investment, and USC. 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 and investment services, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, with over $1 trillion in assets under management.