Steven Berryman is a financial advisor with Ameriprise, holding a Series 63 designation and 9 years of industry experience. Prior to joining Ameriprise in 2024, he worked at The Vanguard Group for 8 years and has experience in business ownership with Windmill Roasters since 2021 and Arizona Home and Apt Cleaners, LLC from 2019 to 2021. He also served in the United States Marine Corps from 2013 to 2021. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Dru Ashcraft is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and 19 years of industry experience. His career includes roles at Royal Alliance, Protective Wealth Management, LPL Financial, Associated Securities Corp., FSC Securities Corporation, and Placemark Investments. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and various managed account strategies, supported by a complex affiliate network and private-equity ownership.

Dat Pham is a financial advisor with Fidelity Investments in Peoria, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Fidelity, he worked at Wells Fargo Bank and Wells Fargo Clearing. Outside of his advisory role, he works as an independent contractor driving for Uber. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients through a process that combines fundamental research, quantitative analysis, and systematic portfolio construction using mutual funds, ETFs, and ETPs. The firm is noted for its registration as a commodity pool operator, advisory role to multiple registered investment companies, and use of algorithmic methods in research.

Julien Hall is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and Charles Schwab in various roles since 2019. Outside of his advisory work, Hall is involved in market research and technology service roles with companies like Fieldwork Phoenix, Uber Eats, Doordash, and Instacart. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured tools and models but generally acts only in an advisory capacity for retirement accounts unless otherwise engaged.

Christopher Travelle is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Prior to joining Wells Fargo Advisors in 2024, he worked at Morgan Stanley in various capacities from 2007 to 2024. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad planning menu that includes cash-flow, retirement, education, risk, wealth transfer, and specialized planning services. The firm integrates advisory services with other financial products and referral channels, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Tracy Eckman is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and possessing 21 years of industry experience. Prior to joining Raymond James in 2024, she spent 16 years at RBC Capital Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Anthony Delpozzo is a financial advisor with LPL Financial in Scottsdale, AZ, holding the ChFC® designation and securities licenses Series 63, 65, and 66. He has 33 years of industry experience, including five years at CUNA Brokerage Services before joining LPL Financial in 2006. He operates under the business names Delant Financial Group and Vista Financial Group and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Alaina Brenner is a Series 66-registered financial advisor with Morgan Stanley in Scottsdale, AZ, with four years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as time spent in education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning services alongside broader investment and trading activities.

Edward Curtin III is a Certified Financial Planner® with 14 years of experience in the financial services industry. He has worked with multiple firms including The Leaders Group, Inc., Diversified Brokerage Services Inc., and John Hancock Distributors before joining OSAIC in 2026. Curtin holds Series 63 and CFP® designations. OSAIC Wealth serves a wide range of clients including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization and provides a variety of investment programs supported by a complex affiliate network and private-equity ownership.

Gavin Moeller is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior experience includes roles at TSG Wealth Management and a background in higher education. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold. The firm offers specialized planning services and combines advisory offerings with other financial products and referral channels.

Dylan Duniho is a CFP® professional with 12 years of industry experience. He currently works at Fidelity, where he has been since 2019, including roles at Fidelity Brokerage Services LLC and Fidelity Investments. Prior to this, he spent five years at The Vanguard Group, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles for registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage multi-manager and model portfolios.

Jeffrey Miller is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Merrill and Bank of America since 2011. Prior to that, he spent a year at Morgan Stanley. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, and charitable organizations.

Kari Kibby is a Series 66 credentialed advisor with 20 years of experience at Thrivent Investment Management and Thrivent Financial For Lutherans. She is based in Surprise, Arizona, and has worked with these firms since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and written recommendations across various planning topics, with options to combine planning with managed-account programs under a consolidated billing structure.

Eugina Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at TIAA-CREF, Fidelity, and Charles Schwab. Outside of her advisory work, she serves as treasurer for a youth girls’ soccer team affiliated with the Phoenix Rising Football Club, managing budgeting and team expenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager research, and customized performance reporting.

Carol Trueg is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and six years of industry experience. She has been with Edward Jones since 2020 and previously worked for Holy Family Catholic Schools for eight years. Trueg serves on the executive and investment committees of Catholic Education Arizona, where she evaluates the CEO and reviews reports on the organization’s outside investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Andrea Martins is a Series 66 licensed financial advisor with six years of industry experience. She has worked at Osaic since 2022 and previously held roles at Securities America Advisors and EMS, Inc. Martins is based in Scottsdale, Arizona. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and a range of customizable strategies.

Jason Edwards is a financial advisor with Fidelity, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Thrivent Financial, Fidelity Brokerage Services LLC, and Public Square LLC. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, delegation to sub-advisers, and advisory roles to multiple registered investment companies.

Tina Anne Mc Donald is a Series 63 licensed financial advisor with Ameriprise in Scottsdale, AZ, bringing 22 years of industry experience. Prior to joining Ameriprise in 2022, she worked for Wells Fargo Clearing from 2016 to 2022. She also maintains a cosmetology license outside of her financial advisory work. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on tax-aware withdrawal strategies and dependable income sources.

Benjamin Mitchell is a financial advisor with Osaic in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Osaic since 2024 and has over two decades with Securities America Inc. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a model-based investment process that emphasizes asset allocation, portfolio optimization, and risk management. The firm is notable for its scale, affiliate network, and multi-advisor platform.

Vanessa Gutierrez is a financial advisor at Osaic with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Osaic since 2012, following prior roles at Osaic Services, Inc. and Sunamerica Securities, Inc. She serves as trustee for her own living trust. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activity.