Glenn Pollack is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Advisor Group, PlanMember Securities Corporation, Cetera Advisor Networks LLC, and Girard Securities, Inc. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing asset-allocation tools and a variety of investment options to construct portfolios managed on discretionary or non-discretionary bases.

Annamarie Strickland is a CFP® with 22 years of experience in the financial services industry. She has worked with Raymond James & Associates since 2020 and previously held positions at USAA Investment Management Company and USAA Financial Advisors. Outside of advising, she is an owner of a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers tailored financial planning and investment consulting through a variety of portfolio management styles and affiliated resources.

Michael Jacobson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Archer Huntley Financial Services and Jackson National, among other positions. He has also been employed by The Vanguard Group and its affiliates since 2023. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach featuring personalized asset allocations and portfolios primarily constructed from Vanguard funds and ETFs.

Christopher Loucks is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Wells Fargo Advisors since 2024, as well as positions at DoorDash and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, risk management, and specialized planning for business transitions and other client needs. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation through various brokerage or advisory programs offered as optional.

Steeli Long is a Series 66-licensed financial advisor with Vanguard Advisers, based in Scottsdale, AZ, with five years of industry experience. Prior to joining Vanguard in 2021, Long held roles in banking, education, and small business operations. Outside of advising, Long is contracted with Rover to provide dog care services. Vanguard Advisers offers 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 and constructs portfolios mainly from Vanguard funds and ETFs with various customization options.

Thomas Mcgeorge is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Katherine Candreva is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has previously worked at Cetera Advisor Networks, Summit Financial Group, Netvest Financial LLC, and LPL Financial. Merrill, in partnership with Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Mitchell is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds the Series 66 credential and has previously worked at Charles Schwab and USAA Financial Advisors. Outside of his advisory role, he operates several e-commerce ventures and works as an independent contractor for delivery services including Uber Eats, DoorDash, and Spark. 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 construct personalized portfolios primarily from Vanguard funds and ETFs, serving a large client base through a digital platform and a team servicing model.

Luke Fairchild is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63, 65, and 66 designations and six years of industry experience. His prior roles include positions at SageSpring Wealth Partners, Lighthouse Wealth Group, Southwestern Investment Group, Morgan Stanley, and Wells Fargo. Outside of advising, he has worked as an independent contractor for Uber since 2018. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a broad range of portfolio management styles and affiliated research.

Matthew Howell is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1996. He works alongside partners Rupert Watson and Brad Stouffer, as well as Registered Wealth Management Client Associates Jo Ann Loubet, Sue Appleby, and Chloe Zaft. Together, they provide comprehensive wealth management services to clients in the Scottsdale area. Matthew's expertise spans a wide range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible investing, women and wealth issues, tax minimization, and retirement income planning. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the University of Iowa. In addition to his professional pursuits, Matthew is actively involved in community organizations such as Big Brothers Big Sisters of Central Arizona and Family Housing Resources in Tucson, AZ. Outside of work, he enjoys adventure sports, camping, fishing, football, hiking, music, painting, and reading.

Chad Johnson is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 designations and 24 years of industry experience. He was previously with Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Osaic Wealth, Inc. serves a diverse 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 various asset-allocation tools and third-party solutions to manage portfolios across a broad spectrum of investments.

Jerry Padilla is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab entities. He is also involved with The Producer's Choice LLC and Matrix Biologics. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Walker Wilson is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at various Vanguard entities since 2021 and has been involved in small business and educational roles prior to his current position. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach that combines proprietary models with Vanguard funds and ETFs, delivering scalable digital solutions supported by a large advisor team.

William Puggini is a CFA® charterholder and Series 63 licensee with 18 years of industry experience. He has been with Vanguard Advisers since 2025 and has worked within The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2008. He is based in Scottsdale, AZ. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios primarily consisting of Vanguard funds and ETFs.

John Clayton is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Triad Advisors, Inc. since 2012 before joining OSAIC in 2024. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

David Nurczynski is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2014, advancing to his current role in 2020. He collaborates with local clients and their families to help define and pursue their personal visions of wealth. Throughout his career, he has worked in various positions across financial services. Prior to his current position, David held roles at Merrill Lynch as a Financial Solutions Consultant and at Quicken Loans, where he progressed from Mortgage Banker to Director of Mortgage Banking and subsequently Senior Director of Mortgage Banking. He holds a California Insurance License. Outside of his professional duties, David enjoys fitness, football, golf, outdoor adventures, social events with friends, and parenthood.

Krista Iverson is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has worked since 2008 at Woodbury Financial Services, Inc. before joining OSAIC in 2024. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, and access to multiple third-party money managers and wrap programs. The firm uses asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios across various investment types, managing accounts on either a discretionary or non-discretionary basis.

Erik Thunberg is a financial advisor with Vanguard Advisers and holds a Series 66 designation. He has been with Vanguard and its affiliated entities since 2026. Prior to joining Vanguard, his work experience includes roles at CyrusOne Management Services LLC, Healthcare Trust of America, Inc., and Georgetown University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach, utilizing proprietary models and largely investing in Vanguard funds and ETFs, supported by a large team that manages a high volume of client relationships.

Spiro Valasakos is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Equitable Advisors in 2021, he held positions at Costco Wholesale, Athens Services, and Azusa Pacific University. He is also a sales associate with Realty Benefit Services. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and a wide range of third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Bennett Smith is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and bringing eight years of industry experience. His prior roles include positions at Ameriprise Financial Services and Stifel Nicolaus & Co. Smith serves on the investment committee for the Boy Scouts of America Grand Canyon Council. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, utilizing research-driven portfolio strategies and providing both brokerage and advisory solutions.