Ryan Ellis is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1998 and focuses on providing financial strategies tailored to the wealth management needs of high net worth individuals. Ryan utilizes Merrill’s proprietary interactive planning software to analyze cash flow projections in various scenarios, enabling clients to make informed financial decisions regarding retirement, asset allocation, survivor needs, college tuition, and large purchases. Ryan graduated Magna Cum Laude from Arizona State University with a Bachelor of Science degree in Finance. He holds the CERTIFIED FINANCIAL PLANNER® designation, awarded by the Certified Financial Planner Board of Standards, Inc., and maintains FINRA Series 7 and 66 registrations. Ryan resides in Phoenix with his wife and daughter.

Matthew Jenner is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and began his advisory career in 2026. His prior work experience includes positions at Legacy Wealth Management and various educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

Casey Dubinski is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2016, following nine years of experience at Citi Private Bank. Casey's career in financial services began in 2007 during a challenging period in the nation's economic history, where he supported clients in navigating complex financial landscapes. His expertise includes retirement and financial planning, education planning, family wealth management, legacy planning, and socially responsible investing among others. Casey and his team leverage over four decades of combined experience to help clients develop and execute personalized financial strategies tailored to their long-term goals. Casey holds a Bachelor's Degree from the University of Wisconsin System and is designated as a Personal Investment Advisor (PIA). He has actively participated in professional and community organizations, including prior involvement with the Fresh Start Auxiliary Board and contributions to community initiatives such as Clean Up Papago, Feed My Starving Children, and Kyrene Middle School PTO. Outside of his professional commitments, Casey enjoys music, reading, running, traveling, and spending time with his family.

David Kutz is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily focused on assets managed within Ameriprise accounts.

Grady Melton is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at J.P. Morgan Securities and JP Morgan Chase Bank, N.A. He is also a partner in Ren Square LLC, a restaurant business in Phoenix, Arizona. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals across a large advisor network.

Bradley Laursen is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Related Group, Fore Property, PFS Investments Inc., and Alliance Residential, alongside over two decades with Primerica Financial Services. He is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with model-delivery strategies created by third-party asset managers. The firm supports its advisory services through a large network of advisors and offers various investment models including those with exposure to cryptocurrency ETFs.

William Schlofman is a financial advisor at Robert W. Baird & Co. Inc. with four years of industry experience. He holds a Series 66 designation and has been with Baird since 2021. Outside of his advisory role, Schlofman is a managing partner at Pressio LLC, a manufacturing and licensing startup, where he contributes to finance, marketing, design, and operations. He also serves as a bishop with check signing authority at the Church of Jesus Christ of Latter-day Saints in Peoria, Arizona. Schlofman is part of the DDK Group within Baird’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning, portfolio management, and reporting services, utilizing both in-house and third-party managers to implement strategies across traditional and non-traditional asset classes.

Daniel Katai is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Vanguard Advisers since 2019 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has worked since 2008. Katai is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to portfolio construction, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform supported by a team of over 2,200 advisors.

Brant Taylor is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bing Liu is a financial advisor with Vanguard Advisers, holding a Series 66 credential and four years of industry experience. Prior to joining Vanguard in 2026, he worked at Wells Fargo Clearing and Wells Fargo Bank. Vanguard Advisers provides 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 set personalized asset allocations, primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

William Macgeorge is a financial advisor with Robert Baird & Co. in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves as one of three trustees for the Maxwell Foundation Trust, which provides financial aid and scholarships to college freshmen. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Elizabeth Hancock is a Senior Financial Advisor with The Bellino Group at Merrill Lynch Wealth Management. She provides advice and guidance to families and individuals on financial strategies and wealth planning services. Her approach focuses on a goals-based wealth management strategy, taking time to meaningfully connect with clients. Her expertise includes wealth management, financial strategies, risk management, wealth planning, and wealth transfers. Hancock's client focus areas include college education planning, family wealth management strategies, socially responsible and values-based investing, ESG investing, and women and wealth. She holds professional designations as a Certified Investment Management Analyst (CIMA) and a Personal Investment Advisor (PIA). Hancock earned her Bachelor's degree from Stanford University. As a member of the community, she volunteers with organizations such as the American Heart Association, Baller Dream Foundation, Girl Scouts of the USA, Scottsdale Leadership, St. Jude Children's Research Hospital, and serves on The Board of Visitors. Her personal interests include chess, drawing, painting, reading, running, spending time with family, volleyball, watching movies, and yoga.

Timothy Kauk is a CFP®-designated financial advisor with 17 years of industry experience, currently serving at Vanguard Advisers since 2019. His prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors. He is based in Scottsdale, AZ, and also manages limited investment-related activities and power of attorney responsibilities for his mother. Vanguard Advisers provides 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, utilizing proprietary models to deliver personalized asset allocations primarily through Vanguard funds and ETFs.

Megan Miller is a financial advisor with Vanguard Advisers and holds Series 63 and Series 66 licenses. She has nine years of industry experience, including prior roles at Marine Credit Union and positions within various Vanguard entities. Vanguard Advisers offers both 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 to create portfolios largely composed of Vanguard funds and ETFs, supporting customization options such as ESG preferences and tax-aware strategies.

Diana Gokool Diaz is a CFP® professional affiliated with Edward Jones in Scottsdale, AZ, with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of market segments. The firm manages approximately $1.01 trillion in assets under management and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Gronlund is a financial advisor with Stifel in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2014. Outside of his advisory role, he and his wife own and rent out a second home through a management company. Stifel serves a diverse client base, including individuals, institutional clients, and nonprofit organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology from its Investment Strategy Group to provide asset allocation and financial planning analyses.

Estela Schondelmayer is a financial advisor at Vanguard Advisers with 18 years of industry experience. She has been with The Vanguard Group since 2007 and holds Series 63 and Series 66 designations. Vanguard Advisers provides 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 investment approach, utilizing proprietary models to set personalized asset allocations primarily through Vanguard funds and ETFs.

Charles Palacios is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Ameriprise and its related entity since 2005. Outside of his advisory role, he is president and owner of Palace Enterprises, a legal entity connected to his team practice. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that delivers written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Jameson Funk is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. He has held roles at Vanguard Advisers and The Vanguard Group since 2020 and owns two consulting businesses focused on business operations and financial analysis. 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Aidan Williams is a financial advisor at Vanguard Advisers with five years of industry experience. He holds Series 63 and Series 66 designations and has worked within various Vanguard entities since 2021. Prior to joining Vanguard, he held positions at Whole Foods Market and other local businesses. 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 investment approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering a wide range of customization options.