Brandon Hawkins is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual and PIMCO Investments, as well as a decade at Western Asset Management. Vanguard Advisers provides investment advice through both automated and human-supported services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs.

Cassidy Butt is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Morgan Stanley, Cassidy worked at Samsara and Crayon, as well as held various roles at the University of San Francisco. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that incorporates firm-approved tools and analysis techniques.

John Schutz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 1995. He serves as a power of attorney for both his parents in Minneapolis, MN. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Craig Mccune is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, Ferris, Baker Watts, LLC, and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.

Connor Roberts is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. His work history includes roles at Vanguard Marketing Corporation, The Vanguard Group, CVS Health, and Edward Jones. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs with customizable options including tax-aware features and ESG preferences.

Maya Ramirez is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at The Vanguard Group since 2017. Prior to that, she was employed at Xerox State Health Care and Mesa Community College. 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 create personalized portfolios primarily composed of Vanguard funds and ETFs.

Tanya Thompson Zavala is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, along with a period at Equitable Advisors. Outside finance, she was involved with Mounts Espresso for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by affiliates offering implementation and portfolio services.

Lawrence Hoskins Jr. is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been associated with Raymond James Financial since 2009 and also owns Jett Wealth Group, Inc., a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions, using a tailored, non-discretionary approach that incorporates risk profiling and analytical modeling.

Travis Caddell is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has worked at Vanguard Advisers since 2013 and spent one year at Edward Jones prior to that. Vanguard Advisers offers automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, incorporating tax-aware features and customization options.

Davonte Davis is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Archwest Capital, Rocket Mortgage, and Wells Fargo. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and largely Vanguard funds and ETFs to tailor portfolios with tax-aware and customization features.

Kathryn Bascom is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She previously worked at J.P. Morgan Securities for five years and has managed her own jewelry business, Jewels by Kat, since 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Justin Shumate is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ. He holds the Series 66 designation and has six years of industry experience. His prior roles include positions at Edward Jones and MassMutual Life Insurance Company. Outside of financial advising, he is involved in sales for a B2B IT training company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using collaborative, goal-focused approaches supported by firm-approved analytical tools.

Todd Pollock is a financial advisor at Osaic with 29 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Osaic in 2023, he worked at FSC Securities Corporation for 13 years. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, utilizing various programs such as advisor-managed portfolios, Unified Managed Accounts, and third-party money manager programs.

Alexander Mc Lellan is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at various Vanguard entities since 2018. Prior to that, he was employed at Sixt Rental Car from 2015 to 2018. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and managing a large client base through a high client-to-advisor ratio.

Matthew Fernwalt is a Wealth Management Advisor with Bank of America Merrill Lynch, where he has been serving clients since 2006. In his role, he focuses on developing strategies and providing advice for high-net-worth individuals, their families, and their businesses, with the aim of helping them meet their financial goals. Matthew simplifies complex financial situations by offering guidance grounded in established investment and planning principles. He partners with a team of firm specialists to assist clients comprehensively and serves as their primary point of contact. Matthew holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's degree from Arizona State University, an Associate's degree from Mesa Community College, and graduated from Marcos de Niza High School. Residing in Tempe, Arizona, Matthew is a member of the Arizona State University Alumni Association and the Sole Sports Running Club. Outside of work, he enjoys golfing, running, and spending time with his wife Janik and daughter Samantha. He is also an avid supporter of sports and actively participates in community volunteer efforts.

Nicole Corning is a CFP® with 15 years of industry experience, currently advising clients at Wells Fargo Advisors since 2019. She was previously with Wells Fargo Clearing from 2016 to 2019. Outside of her advisory role, she hosts "The Working Mommy's Manual" podcast and serves as treasurer for The Care Fund, which provides mortgage and rental assistance to families with critically ill children. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, combining advisory services with additional financial products and referral channels.

Michael Raiten is a ChFC® credentialed financial advisor with over four years of industry experience. He is currently with OSAIC, joining in 2024 after spending 13 years at American Portfolios Advisors, Inc. He has been associated with The Prudential Insurance Co Of America since 1974. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform with an emphasis on model-based asset allocation and portfolio optimization.

Brooklyn Taylor is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, Taylor has ownership interests in a residential rental property and two Crumbl cookie franchise locations in Arizona. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations in its recommendations.

Chad Stauffacher is a financial advisor at Ameriprise with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he owns Camelback Padel, LLC, a padel and pickleball court rental business in Phoenix, AZ. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, providing comprehensive written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver tailored retirement advice while emphasizing managed accounts and affiliated investment products.

Kimberly Hardy is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. She has worked at Merrill since 2013 and has been affiliated with Bank of America, N.A. since 2017. Outside of her advisory role, she works as a food delivery driver in Chicago. Merrill, together 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 serving individuals, high-net-worth clients, and various institutional investors.