Allyson Dick is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and three years of industry experience. She has held various roles within Vanguard and its affiliates since 2023 and previously worked in education at several institutions in the Scottsdale, AZ area. 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 utilizing proprietary models and primarily Vanguard funds and ETFs, serving a large client base through its digital and team servicing platform.

David Terk is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and having 10 years of industry experience. He has worked at Ameriprise since 2019 and previously spent two years with Voya Financial Advisors. In addition to his advisory work, he owns Serenitas Special Needs Planning, a consulting business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing comprehensive, research-based recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools and personalized review to deliver tailored retirement income plans.

Dallas Brignone is a financial advisor at Osaic Wealth with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Robinhood Markets, Inc., Robinhood Financial, LLC, and E*TRADE Securities LLC. Outside of finance, his background includes roles in marketing and produce sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, emphasizing a complex corporate structure with integrated third-party service arrangements.

Jeffrey Marino is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and having one year of industry experience. His background includes roles at The Vanguard Group, National Service Bureau, and Cox Enterprises, among others. 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 a range of customizable portfolios constructed mainly from Vanguard funds and ETFs.

Neil Bellomy is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63, 65, and 66 licenses. His work history includes roles at Prudential Insurance Company of America, Fidelity Brokerage Services, and Country Financial prior to joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and ongoing planning relationships, allowing clients to combine planning with managed-account programs under a consolidated billing option while keeping services distinct.

Colleen Lundy is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 34 years of industry experience. She has been with Raymond James since 2012 and is the sole member of Lundy Investments PLLC since 2022. Outside of advisory work, she is involved in writing non-variable life insurance and owns a rental real estate property. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through detailed client risk profiling and supported by a broad affiliate network.

Todd Hoeder is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2000 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operational and supervisory structures.

Patrick Revels is a financial advisor at Merrill with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2016. The firm 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 across a broad client base including individuals, high-net-worth clients, and institutional investors. Merrill’s integration with Bank of America’s corporate platform allows access to a wide set of products and services beyond typical advisory offerings.

Ryan Mc Keon is a CFP® professional with eight years of industry experience, currently working at Edward Jones since 2018. His prior work includes roles at AmeriPark and Postmates, as well as positions with Hillsong Church in Phoenix and New York City. Outside of his advisory work, he sells paintings online through his business, Boots in the Garden LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and various tax-efficient services.

Mignonne Goldberg is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. Since 2022, she has volunteered with Junior Achievement USA, teaching financial education sessions to local public school kindergarten classes. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lisa Doche is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Baird in 2021, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member of the Sandflower Homeowners Association in Scottsdale. Lisa is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Michelle Simmons is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Orin Green Financial, LLC. Simmons is based in San Diego, CA. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team that delivers research-driven, tax-efficient retirement income recommendations.

Conrad Herman is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at FSC Agency and FSC Securities Corporation since 2007. OSAIC serves a diverse group of clients, including retail and institutional investors, offering brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and both discretionary and non-discretionary portfolio management, with access to various investment products and third-party solutions.

Richard Chase IV is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2018, following two years at JHFN SII. OSAIC serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs tools such as asset-allocation models and automated rebalancing to manage portfolios.

Kory Fuller is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 2003, he has been assisting clients in developing personalized financial strategies aimed at achieving their long-term goals. With decades of experience in the financial markets dating back to 1996, Kory brings a deep understanding of market dynamics, having managed through significant events such as the 2008 financial crisis and the 2020 pandemic. His expertise encompasses investment insights and wealth management strategies tailored to evolving market conditions. Kory graduated Summa Cum Laude with Honors from the University of Arizona with a degree in business administration. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and became qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. His professional designations include CFP® and Personal Investment Advisor (PIA). Outside of his professional role, Kory participates actively in community volunteer work, reflecting his commitment to the communities Merrill serves. He and his wife have two sons and enjoy spending their free time playing pickleball.

Michael Otradovec is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Ameriprise, Mass Mutual Investors Services, and MetLife Securities. He is also involved with Michael R Otradovec LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ross Fraser is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 credential and has worked at Vanguard since 2020, following a brief tenure at the United Services Automobile Association. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.

Matthew Trink is a CFP® professional with 13 years of industry experience, currently affiliated with Vanguard Advisers. His prior experience includes roles at Charles Schwab, Ash Brokerage, and FORM Prosperity Wealth Advisors. Outside of his advisory work, he owns and operates Roscoe & Louie Transportation, a transportation business in Chandler, AZ. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm’s investment strategy is goal-based and algorithm-driven, utilizing proprietary models to construct portfolios mainly composed of Vanguard funds and ETFs, with features such as tax efficiency and customizable asset allocation.

Kristin Becker is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. She worked at Morgan Stanley from 2007 to 2020 before joining Wells Fargo Clearing in 2020 and Wells Fargo Advisors Financial Network in 2026. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop customized recommendations.

Mariella Chavez Gehrig is a financial professional with Merrill in Scottsdale, AZ, holding the Series 66 designation and beginning her advisory career in 2026. Prior to joining Merrill, she held various roles including financial services positions and worked as a host at Bacio Italiano, a restaurant in Tucson. Merrill 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.