Cole Hanenburg is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, he held positions at Keurig Dr. Pepper, The Hershey Company, and Bank of America Merrill Lynch. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation guidance developed by its Investment Strategy Group.

Anthony Berumen is a CFP® professional with 13 years of experience in the financial industry. He has been with The Vanguard Group, Inc. since 2013, serving at Vanguard Advisers in Scottsdale, AZ. Outside of his advisory role, he is the owner and landlord of a rental property business. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach, using proprietary models to tailor asset allocations and portfolio construction largely from Vanguard funds and ETFs.

Robert Johnson is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. He has worked with various entities within Cetera since 2003, including First Allied Securities and Cetera Advisors LLC. Johnson is the sole owner of an investment management group operating as a DBA. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers and various program options.

Daniel Knutson is a financial advisor at Vanguard Advisers with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard and its affiliates since 2021. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach uses proprietary models to deliver personalized asset allocations primarily through Vanguard funds and ETFs.

Brady Denton is a Series 66 licensed financial advisor with LPL Financial in Tempe, AZ, holding two years of industry experience. His prior roles include positions at RBC Capital Markets, Vanguard, and Cascade Financial Services. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Steven Yazbeck is a financial advisor with OSAIC based in Scottsdale, Arizona, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. Prior to joining OSAIC in 2023, he worked for 14 years at Sagepoint Financial, Inc. Outside of advisory work, he is a partner in Mosaic Wealth Solutions LLC and owner/partner of Zucca LLC, both involved in supporting his financial advisory business operations. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable investors through a network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and advisory services with a focus on portfolio construction using firm tools and access to third-party managers, accommodating both discretionary and non-discretionary accounts.

Brody Asheim is a financial advisor at Fidelity with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at Nautilus Insurance Group and Crosscountry Mortgage. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolio delivery.

Sean Dickes is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, BMO, and J.P. Morgan Securities Inc. He is based in Phoenix, AZ. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Clay Levy is a financial advisor at Raymond James & Associates with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group, Inc. and Vans Golf Shops. Raymond James & Associates oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, charitable organizations, and government entities. The firm offers financial planning and investment consulting with a range of portfolio management styles, and it provides specialized municipal advisory services alongside its affiliated research and model manager options.

Matthew Munn is a financial advisor at Cetera with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 credentials. Prior to joining Cetera in 2022, he spent 20 years at First Financial Equity Corporation. Outside of his advisory role, Munn is also a licensed real estate agent involved in listing, buying, and selling residential properties. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and employs a multi-manager platform with various program options and custodial relationships.

David Telles is a financial advisor with Cetera based in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at United Planners, PFG Advisors, Centaurus Financial, and several other financial services firms. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management, financial planning, retirement services, and program platforms, supporting diverse investment approaches including model portfolios, third-party managers, and bespoke strategies.

Michael Ayache is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at several firms including Wells Fargo and Bank of America prior to joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christine Wilkinson is a Senior Financial Advisor at Merrill Lynch Wealth Management in Scottsdale, Arizona. She has dedicated her entire financial career to Merrill, beginning over 20 years ago at Merrill Lynch Trust Company, now known as Bank of America Private Bank. Christine works as part of The A Team, one of the largest advisory teams in Scottsdale, which includes senior consultants, financial advisors, and client associates collaborating to provide a broad range of financial advice and investment solutions. Her background in trust and estate services enables her and her team to assist clients with legacy and charitable planning while helping them achieve investment and retirement goals. Christine’s areas of expertise include education planning, legacy planning, philanthropic planning, personal retirement planning, socially responsible investing, tax minimization, and services for endowments, foundations, and non-profits, among others. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Christine lives in Mesa, Arizona with her husband of 20 years and has two adult children, one of whom serves in the U.S. Army. Outside of work, she enjoys adventure sports, cooking, dancing, gardening, hiking, reading, running, and spending time with her family and her Bernedoodle puppy.

Benjamin Howard is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked at The Vanguard Group, Inc. since 2021. Outside of his advisory role, he works as an independent contractor providing massage therapy services at Colair Beauty Lounge and Med Spa. Vanguard Advisers offers 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 set personalized asset allocations, primarily using Vanguard funds and ETFs, and serves a large client base through its digital platform and team servicing model.

Logan Kannes is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Prior to joining Vanguard in 2017, he worked at Northern Arizona University, Dick's Sporting Goods, and Rio Salado Community College. Vanguard Advisers offers automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, combining digital delivery with a large advisor team to manage a high volume of client relationships.

Bruce Laird is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 2005 and with Ventura Foods since 2006. In addition to his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Connor King is a financial advisor at Vanguard Advisers with one year of industry experience. He holds a Series 66 designation and has worked with The Vanguard Group, Inc. since 2026. Outside of his advisory role, King is also affiliated with Renaissance Financial, where he acts as a financial advisor. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed largely from Vanguard funds and ETFs.

Joseph Miller is a Series 66-licensed financial advisor with Wells Fargo Clearing in Phoenix, AZ, having nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2008. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Michael Ward is a CFP® professional with 13 years of industry experience, currently advising at LPL Financial since 2024. He previously worked at BFC Planning, Inc. and Berthel, Fisher & Company Financial Services, Inc., with additional experience at Barnard Wealth Management, Inc. Outside of advisory services, he acts as an insurance agent with CreativeOne, Crump, Senior Market Sales, and Rogers Benefit Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.

Ryan La Ganke is a financial advisor with Morgan Stanley in Tempe, Arizona, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Merrill from 2019 to 2022 and has experience in other business roles including a position with Discountpatio.com. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and financial planning, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a wide range of investment services through its financial advisors.