Vince Hawley is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 credentials with 37 years of industry experience. He has been with Robert W. Baird & Co. since 2008. Robert W. Baird & Co.’s DDK Group operates within the firm’s Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides financial planning, discretionary and non-discretionary portfolio management, separately managed accounts, and custody and brokerage services, supported by internal research, manager selection, and oversight.

Steven Hughes is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Sidoti & Company, LLC, and involvement with several professional sports organizations such as the Washington Commanders Football Team, Sacramento River Cats Baseball, and Tucson Sugar Skulls Football. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios mainly comprised of Vanguard funds and ETFs.

Michael Lammers is a financial advisor at OSAIC based in Scottsdale, AZ, holding a Series 66 designation with 10 years of industry experience. His prior work includes roles at J.P. Morgan Securities, Securities America, and Axa Advisors. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to construct diversified portfolios.

Russell Harris is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He was previously with First Financial Equity Corporation for 12 years before joining Cambridge in 2022. In addition to his advisory role, he is engaged as an insurance agent and operates under the trade name Arrowhead Financial Services. Cambridge Investment Research Advisors serves a broad client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers various portfolio management options through a network of independent Financial Professionals, utilizing both proprietary and third-party strategies with flexible custody and platform arrangements.

Vishal Patel is a CFA® charterholder and holds Series 66 and Series 63 licenses, currently advising at Edward Jones with four years of industry experience. He previously worked at Wells Fargo from 2013 to 2019 and at Edward Jones Trust Company from 2019 to 2024 before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Deanna Stow is a Wealth Management Senior Relationship Manager at Fidelity Investments, where she serves as the primary point of contact for addressing the complex needs of affluent clients and their families. She focuses on delivering personalized service, fostering trust, and building lasting relationships. Deanna facilitates conversations around wealth growth, preservation, and transfer, aiming to provide a seamless client experience. Her career in financial services spans over two decades, including roles such as Planning Consultant at Fidelity Investments, Sales Assistant at PNC (formerly BBVA Compass Investment Solutions), Broker Service Center Associate at Chase Bank (formerly Bank One), and Financial Advisor at American Express Financial Advisors. Outside of her professional responsibilities, Deanna's personal interests include family activities, food, movies, reading, theater, and volunteering.

Robert Solis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he is an author. Wells Fargo Clearing provides retirement plan consulting services, including investment policy statement preparation, investment recommendations, and participant education, with an advisory approach grounded in modern portfolio theory and tailored to plan-specific objectives and risk tolerances.

Eric Olson is a financial advisor with Morgan Stanley in Scottsdale, Arizona, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Olson is the sole proprietor of REAL Renewables LLC, a company providing capital to renewable energy projects. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates advanced modeling tools to assist clients in their planning.

Jason Niedert is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. He has been with Vanguard Advisers since 2019 and is also self-employed in woodworking and leather crafting. Prior to his current role, he worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 approach and manages a large client base through its digital platform and team servicing model.

Elizabeth Weiss is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked at Robert W. Baird since 2020, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she holds a minor ownership stake in InvU Care Network and Acacia Living, Inc. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client goals.

Kimberly Brenes is a Series 66 licensed financial advisor with Vanguard Advisers, where she has worked since 2021. She has five years of industry experience and is based in Scottsdale, AZ. Her prior work includes a brief period at Talent Inc. in 2020, and she was a homemaker from 2003 to 2020. Vanguard Advisers provides 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, serving a large client base through its digital platform and team servicing model.

Jack Shannon is a financial advisor at Raymond James Financial in Scottsdale, AZ, holding a Series 66 designation. He has been with Raymond James Financial and its affiliated entities since 2024. Outside the financial industry, he has experience working in nonprofit and hospitality sectors, including roles at North Point Ministries and Bagel Boys Cafe. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Grant Ulrick is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with OSAIC Wealth Inc and has previously worked at Stratos Wealth Partners, LPL Financial, and Wells Fargo. OSAIC Wealth, Inc. serves a broad 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 asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios.

Jeremy Braccio is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has been employed with The Vanguard Group and its affiliates since 2004. 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 approach with personalized asset allocations constructed from Vanguard funds and ETFs, supported by a large digital platform and advisory team.

Chad Sundem is a CFP® with 30 years of industry experience, currently serving at Vanguard Advisers since 2016. He has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 1995. Outside of his advisory work, he is involved as a landlord and owner of rental property in Tempe, Arizona. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

Christopher Mcdermott is a CFP® professional at Charles Schwab with 18 years of industry experience. He has worked at Charles Schwab Bank, SSB and Charles Schwab since 2020, and previously spent 13 years at Fidelity, including two years with Fidelity Personal and Workplace Advisors. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines a non-discretionary client relationship model with access to discretionary separately managed accounts and delivers investment guidance using multi-asset model portfolios and research from its Schwab Center for Financial Research.

Charles Dickinson is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at Vanguard and its affiliates since 2005 and is also the owner of Equitable Investments LLC. 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 customizable portfolios constructed mainly from Vanguard funds and ETFs.

Christopher Vaughn is a financial advisor with Charles Schwab who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with Charles Schwab since 1999 and worked at Schwab Private Client Investment Advisory, Inc. from 2012 to 2018. Charles Schwab & Co., Inc. serves primarily 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 offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments, and operates a large-scale, integrated platform with centralized supervision and custody.

Amanda Williams is the Vice President and Branch Leader at Fidelity Investments. In her current role, she focuses on supporting and coaching representatives to achieve their goals, aligning with the mission of strengthening the financial well-being of customers and delivering better outcomes. Her professional experience includes positions as a Senior Service Relationship Leader at Morgan Stanley from 2022 to 2023 and as a Senior Retail Sales Specialist at Vanguard from 2021 to 2022. These roles contribute to her expertise in financial services and client relationship management. Outside of her professional career, Amanda engages in activities such as cooking and baking, family activities, fitness, hiking, and parenthood.

Stephen Lomsdalen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2022. Lomsdalen is also an author of a book focused on retirement education. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to offer diversified investment solutions and supports retirement plans through both consulting and discretionary services.