Kenneth Wharton is a CFP® with 17 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been affiliated with Vanguard and its related entities since 2011. Outside of his financial advisory role, he owns a business specializing in the sale of portable generator parts. Vanguard Advisers delivers both 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 methodologies to construct diversified portfolios primarily from Vanguard funds and ETFs.

Jacob Hybert is a Series 66–licensed financial advisor with Vanguard Advisers, based in Scottsdale, AZ. He has three years of industry experience and has been with Vanguard and its affiliated entities since 2022. His prior work includes roles outside the financial sector and academic involvement at Arizona State University. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, delivering services through a large-scale digital platform supported by over 2,200 advisors.

Brian Pearce is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including SagePoint Financial, LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and First Clearing. OSAIC serves a wide range of clients, from individual and high-net-worth investors to pension plans and charitable organizations, offering integrated brokerage, investment advisory services, and access to third-party money managers. Its advisers utilize firm-provided tools for portfolio construction and support multiple advisory platforms and legacy programs.

Samuel Hanson is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2023, following a seven-year tenure at American Enterprise Investment Services Inc. Outside of his advisory role, he works as a part-time delivery driver. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a written Recommendation Report, focusing on tax-aware withdrawal strategies and dependable income sources.

Jesse Lehman is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized financial strategies that address the unique needs and goals of his clients. Jesse's approach involves understanding each client's financial picture to deliver comprehensive advice aimed at achieving financial confidence and security. His areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Jesse holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from Arizona State University. An Arizona native, Jesse is committed to an active lifestyle and lifelong learning. Outside of his professional work, he enjoys baseball, basketball, football, golfing, music, reading, and spending time with his family.

Robert Adams is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Adams has ownership in a real estate business in Phoenix, AZ. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and automated analysis tools.

Ryan Lotz is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, and self-employment. Outside of finance, he has held roles with Michigan State University and Churchill Pointe Inn. 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 investment approach and manages portfolios composed largely of Vanguard funds and ETFs with various customization options.

Garrett Fitzgerald is a CFP® with 18 years of industry experience and has been with The Vanguard Group, Inc. since 2007. He is based in Scottsdale, AZ, and holds a Series 63 designation. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Angela Janzen is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and having 11 years of industry experience. Her work history includes positions at Charles Schwab, BancWest Investment Services, and the London Stock Exchange/Refinitiv. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a high client-per-advisor ratio supported by digital delivery and team servicing.

Daniel Mc Keever V is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His work history includes roles outside finance, such as administrative duties for a family business, The McKeever Group Inc. Equitable Advisors serves a diverse client base, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual-registered model with both SEC investment adviser and broker-dealer registrations.

Grant Keeler is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. He has worked with Securities America Advisors since 2016 and joined OSAIC in 2024. He provides annuity and insurance services through an affiliated insurance marketing organization. OSAIC serves a broad range of clients, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, supporting both discretionary and non-discretionary accounts.

Rube Woolsey is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and small businesses plan for and reach their financial goals. His work includes providing comprehensive wealth planning for clients with investable assets ranging from $1 to $15 million, addressing tax and estate considerations, and advising on major financial decisions throughout different phases of life. Rube specializes in assisting small business owners with exit strategies that allow them to maintain their lifestyle in retirement. He leverages resources from Merrill Lynch Wealth Management and Bank of America's Investment Bank to support clients in navigating the complexities of selling their businesses. His expertise also covers education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from Arizona State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Rube engages in adventure sports, boxing, horseback riding, and traveling.

Daniel Eisenhour is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a background that includes roles at Walmart and Arizona State University. Outside of his advisory work, he owns and manages Captured Marketing, LLC, a digital marketing and SEO firm. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as a dual-registered SEC investment adviser and broker-dealer with a focus on LPL-sponsored programs and endorsed TAMPs.

Courtney Goodwin is a CFP® with nine years of industry experience, currently serving as an advisor at Vanguard Advisers. She previously worked at Fidelity Investments and Strategic Advisors LLC, and has long tenure with The Vanguard Group. Vanguard Advisers provides both 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 that utilizes proprietary methodologies and offers portfolios largely composed of Vanguard funds and ETFs.

Shawn Mihal is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Waddell & Reed, Ivy Funds Distributor Inc, LPL Financial, and Advisor Group. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Dylan Lang is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America N.A., The Ameriflex Group, Inc., Sagepoint Financial Inc., and Equitable Advisors. Outside of his advisory work, he operates a sole proprietorship as a life insurance producer. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Bonifield is a Series 66-licensed financial advisor with Vanguard Advisers, based in Scottsdale, AZ, and has three years of industry experience. His prior experience includes roles at State Farm and Arizona State University. Outside of his advisory work, he is involved in a small e-commerce business as a reseller. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that primarily uses Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a combination of automated platforms and advisor teams.

Aaron Empie is a CFP® with 17 years of industry experience currently working at Vanguard Advisers since 2019. He has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2008. He is based in Scottsdale, AZ, and holds a Series 63 designation. Vanguard Advisers provides 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, offering customization options including ESG preferences and tax-aware strategies.

Daniel Vinson is a financial advisor with OSAIC based in Scottsdale, AZ. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His work history includes roles at Advisor Group since 2017, Innovation Partners LLC from 2013 to 2016, and Black, Gould & Associates since 2005. He is also involved as an agent in health insurance sales on a commission basis. OSAIC serves a diverse client base, including retail and institutional investors, and offers a range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and risk assessments to construct portfolios and supports multiple advisory platforms and third-party solutions.

John Jetter IV is a financial advisor at Wells Fargo Clearing with 53 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.