Lanee Nawrocki is a financial advisor at Robert Baird & Co. with a Series 66 credential and less than one year of industry experience. Prior to joining Robert Baird, Lanee attended Arizona State University and held various roles including positions in retail and school districts. Lanee is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded SMA strategies supported by internal research and advanced tools.

Ruben Trujillo is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves as a Captain and Commander of a Special Operations Civil Affairs Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Shannon Wedepohl is a CFP® professional with six years of industry experience, currently serving at Robert Baird & Co. since 2026. Prior to joining Baird, Shannon worked at Mariner Wealth Advisors and spent several years at Financial Engines Advisors L.L.C. Outside of financial advising, Shannon rents out a vehicle through an automated car-sharing service at the Phoenix airport. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies, including separately managed accounts and overlay management, supported by internal research and technology tools.

Gary Schmertmann is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension/profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on multiple portfolio management styles and affiliated research.

Aleksandra Karac is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various divisions of JPMorgan Chase since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative due diligence and incorporates ESG criteria within a non-discretionary program.

William Buckley Jr. is a CFP®-credentialed financial advisor with 23 years of industry experience, currently serving at OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corporation and Lincoln National Life from 2003 to 2022. Outside of his advisory role, he is involved with Compton Time & Measure, LLC as a member of the ground crew for races. 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 centers on model-based asset allocation and portfolio optimization, supported by various discretionary and third-party managed strategies.

Barrington Boyd is a financial advisor at Osaic with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including SagePoint Financial, Principal Securities Incorporated, and TIAA-CREF. He is also a licensed insurance agent for life, annuity, and health insurance since 2004. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and supports various managed account strategies and third-party money managers.

Mitchel Macnguyen is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Brandon Sparks is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and 28 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his financial advisory role, he serves as an assistant football coach at Phoenix Christian High School. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations on a wide range of financial planning topics. The firm allows clients to combine planning with managed-account programs while maintaining separate services and does not manage institutional portfolios.

Connor Isaacson is a financial advisor at Ameriprise with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Ameriprise, he worked at Charles Schwab and held various roles outside financial services, including positions at ADP and TPC Scottsdale, as well as periods focused on full-time education. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered in partnership with its financial advisors, and emphasizes the use of Ameriprise-managed accounts in its approach.

John Cheang is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of his advisory role, Cheang owns INFINITY DIRECT INC, a business based in Scottsdale from which he receives residual trail commissions. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Christina Lempinen is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 license and 15 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she is involved in several entrepreneurial activities including co-owning a cookie business, participating as a general partner in a home renovation LLC, and holding interests in other small private ventures. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lorena Olivas is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Her prior work includes roles at Republic Services and Chicanos Por La Causa, Inc. She is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of managed account options supported by risk assessment tools and multiple custodial and program arrangements.

Toni Michel is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Securities America Inc for 12 years before joining OSAIC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization supported by various analytical tools and third-party manager options.

Diana Carrillo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2020, following a 17-year tenure at JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Noah Williams is a Planning Consultant at Fidelity Investments, a position he has held since 2024. He is dedicated to providing a deep and thorough planning process to cover all parts of one's financial life. Prior to his current role, Noah served as a Relationship Manager and Financial Representative at Fidelity Investments from 2023 to 2024 and 2022 to 2023, respectively. He also worked as a Client Relationship Specialist at Vanguard from 2021 to 2022. Throughout his career, Noah has gained experience in client relationship management and financial planning. His professional background reflects a focus on assisting clients with comprehensive financial strategies. Further details regarding his education, credentials, or personal interests have not been provided.

Diana Bagley is a Financial Advisor at Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) and Retirement Income Certified Professional (RICP) designations, and a Bachelor's Degree from New Mexico State University. Diana provides personalized guidance to individuals and families, focusing on retirement planning, wealth accumulation, and significant life transitions. Her approach to financial planning is grounded in trust and clear communication, shaped by her personal experiences growing up watching her parents manage their family's finances thoughtfully. Diana works with clients to develop strategies aligned with their goals and values, assisting with college education planning, family wealth management, personal retirement planning, and issues related to women and wealth. Outside of her professional work, Diana is involved in community organizations such as Bible Study Fellowship, Guardian Ad Litem, and Habitat for Humanity. She also enjoys hiking, playing pickleball, and spending time with her family.

Denise Zumbrun is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has held roles at firms including SagePoint Financial, LPL Financial LLC, and Citigroup. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Kathleen Wilson is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Merrill and Banc of America Investment Services. She is also a co-host of the Working Mommy's Manual podcast. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools. The firm offers specialized planning for clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Craig Sullivan is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 credentials and having 41 years of industry experience. His prior experience includes two years with Prudential Equity Group, LLC. He serves as CFO of Grants Wishes Inc., an organization that gives gifts to children with cancer. Wells Fargo Advisors offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients nationwide. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.