Tanner Thorsrud is a CFP® with eight years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. Prior to this, he was involved with the University of Arizona Football program from 2014 to 2017. Vanguard Advisers offers automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach and manages a large scale of client relationships with over 2,200 advisors.

Michael Vogt is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including Securities America Advisors and Gather Boutique. Outside of his advisory work, Vogt and his wife are licensed foster parents providing care for children through Cedars. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and retirement consulting. The firm utilizes asset-allocation tools, automated rebalancing, and access to third-party managers to construct diversified portfolios across various asset classes.

Thomas Mertensmeyer is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 37 years of industry experience. His career includes roles at Cetera Wealth Services, LLC since 2013 and Senior Financial Benefits from 2024 to 2026. Outside of advisory work, he serves as president of a homeowners association and works as a real estate agent, in addition to assisting older clients in finding affordable independent or assisted living facilities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers diverse portfolio management and retirement services, with multiple program structures and access to third-party managers across discretionary and non-discretionary platforms.

Anthony Bellino is a Senior Vice President and Senior Financial Advisor with the Bellino Group at Merrill Lynch Wealth Management. He is the third generation of his family to work at Merrill and plays a key role in business development, investments, portfolio construction, and client relationships. Tony and his team utilize Merrill's resources and specialists to create strategies tailored to complex financial situations and assist clients in making informed decisions during volatile markets. Tony's areas of focus include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He graduated from Arizona State University and holds a Personal Investment Advisor (PIA) designation. Additionally, he has attended the Massachusetts Institute of Technology without degree conferral and completed his high school education at Chaparral. Tony has previously been involved with the National Association of Stock Plan Professionals (NASPP) to enhance his professional skills and knowledge. Outside of his professional work, he is engaged with his children's school and local community. Tony and his family reside in Scottsdale.

Katrina Buhl is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Edward Jones. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves a diverse client base including individuals, families, and institutions. The DDK Group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex investments, alongside municipal advisory and public finance services unique among large institutional firms.

Mark Shultz is a CFP® professional with 42 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022, following a 13-year tenure at UBS Financial Services Inc. In addition to his advisory role, he serves as an administrator for his sister’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s approach is IPS-driven and incorporates both discretionary and non-discretionary options, including a notable range of insurance-related and bank deposit sweep investment vehicles.

Kimberly Wahl Taylor is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. She has been affiliated with Securities America and Securities America Advisors for over a decade. Kimberly is also a partner in a family farm partnership, which she inherited, although she does not take an active role in its management. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and managed-account solutions. The firm utilizes proprietary asset-allocation tools and supports both discretionary and non-discretionary portfolio management options.

Evangelos Kalomiris is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Baird since 2017. His prior roles include positions at ASUO Finance and the University of Oregon. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Randy Morgan is a financial advisor at Fidelity with eight years of industry experience. He has held positions at The Vanguard Group and Morgan Stanley prior to joining Fidelity. His credentials include the Series 63 and Series 66 licenses. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified portfolios and serves as an advisor to multiple registered investment companies.

Terry Toman is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cadaret Grant & Co., Inc., Woodbury Financial Services Inc, and National Planning Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by LPL Research and third-party resources.

Beth Griffin is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and with 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning, with a process using structured discovery and firm-approved tools to model outcomes, and manages approximately $2.74 trillion in client assets.

Justin Lang is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Scottsdale, AZ. He has experience in mortgage lending and financial services, having previously worked at Rocket Mortgage, HouseKeys, Veritas Funding, Interfirst, Supreme Lending, and Crest Mortgage. Lang joined Vanguard Advisers in 2026. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs with tax-aware features and customization options.

Tristan Starkweather is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial and The Vanguard Group, Inc. Outside of advisory work, he maintains an Arizona insurance producer license. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants, using a goal-based, algorithm-driven approach to personalize asset allocations. The firm combines digital delivery with a large advisor team and manages portfolios primarily through Vanguard funds and ETFs with tax-aware features.

Suzanne Miesse is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors, The Wealth Advisory Group of DiLauro Wracher & Thomas, and Raymond James Financial Services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes.

Anthony Cerciello is a financial advisor at OSAIC with 20 years of industry experience. He holds the CFA® designation and Series 66 license. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services utilizing a range of investment tools and platforms, managing portfolios across multiple asset classes with options for discretionary or non-discretionary management.

Case Wilson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior roles include positions at Position Sports, Scottsdale National Golf Club, Angel Medflight, Grand Canyon University, and Wedding Day Catering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Ejigayehu Mesfin is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 25 years of industry experience. She has worked at FSC Securities Corp. since 2001 and has been with OSAIC since 2023. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing various investment platforms, asset-allocation tools, and third-party managers to construct portfolios across multiple asset classes.

Jane Lichtsinn is a financial advisor at OSAIC with 22 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Sagepoint Financial, LPL Financial, CX Institutional, and Lincoln Financial Advisors. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Jonathon Scott is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2013. Vanguard Advisers offers both 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, with a focus on personalized asset allocation and tax-aware strategies.

Charles Choe is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 credential and has worked at Charles Schwab and Charles Schwab Bank since 2010, including a brief period at TD Ameritrade. Outside of advising, he owns a commercial property through CCMC Holdings LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary portfolios and offers integrated brokerage, custody, and cash-sweep services.