William Bidwill III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has dedicated his career entirely to Merrill Lynch Wealth Management and the SG Group, bringing over nine years of experience in the finance industry. William focuses on wealth planning, business retirement plans, and generational wealth transfer, using a goals-based wealth management approach to help clients prioritize and pursue their meaningful financial goals. William holds the Certified Plan Fiduciary Advisor designation and is a member of both the National Association of Plan Advisors and the National Association of Stock Plan Professionals. He earned a Bachelor's Degree from Arizona State University with a focus on Economics and Latin American History. William is also a Board Member of Terros Health and serves as an ambassador to the Greater Phoenix Economic Council. A native of Phoenix, William is actively involved in the local community. He serves as Secretary on the Board of Directors for Terros Health, participates in Executive Council 70, and supports the Fresh Start Women's Foundation. His personal interests include golf, swimming, chess, football, and soccer, and he enjoys spending time with his family.

Jacob Tolk is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2017, following eight years at UBS Financial Services. Outside of finance, he is involved in breeding and selling snakes as a sole proprietor. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning agreements.

Mario Aguilera Jr. is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. He has been with Vanguard Advisers and its affiliated entities since 2021. Prior to this, he worked in the food service industry and held roles at educational institutions including the University of Texas at El Paso and El Paso Community College. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering customization options and tax-efficient strategies.

Jacquelyn Hartman is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked at Vanguard entities since 2017, including The Vanguard Group, Inc. and Vanguard Marketing Corporation. Prior to that, she was employed at Randstad for one year. 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 and manages portfolios primarily using Vanguard funds and ETFs, serving a large client base through a scalable digital platform.

Katrina Arrington is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise and its affiliated entities since 2018 and previously worked at Fry's Food Stores for six years. Outside of her advisory role, she writes and submits fiction to various publications. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, with an emphasis on assets managed within Ameriprise accounts.

Julie Hittle is a financial advisor at Robert Baird & Co. with 13 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlay services tailored to client goals and risk tolerances.

Matthew Mc Nally is a CFP® certificant with 10 years of experience in financial advising, currently working at Edward Jones since 2016. He holds a Series 66 license and is based in Sun City West, AZ. Outside of his advisory work, Mc Nally owns a rental property business in Surprise, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Lesnick is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Woodbury Financial Services, National Planning Corporation, and he has operated Sound Advice Financial Planning since 1997. He is also the owner of Dimona.biz, a non-investment related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Andrew Mcvay is a Series 66 licensed financial advisor at OSAIC with six years of industry experience. His prior work includes roles at Woodbury Financial, Securities America, Inc., Zurich American Insurance Company, and the University of Nebraska-Lincoln. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple asset classes.

Colleen Laudermilch is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. She holds Series 63 and Series 66 designations and has 25 years of industry experience, including 10 years with The Vanguard Group. Vanguard Advisers provides both 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 approach using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering a range of customization options.

Curtis Levalley is a financial advisor with OSAIC in Peoria, AZ, holding the CFP® designation and Series 63 and 66 licenses. He has 33 years of industry experience and has worked with Osaic Wealth, Inc. since 2018, following prior roles at LeValley Wealth Management and Signator Investors, Inc. He serves as a backup trustee and financial and healthcare power of attorney for a family member. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, automated rebalancing, and multiple advisory platforms to manage portfolios that may contain a range of securities and investment vehicles.

Delbert Stafford is a CFA® charterholder with 33 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2025. He previously worked at BlackRock for 15 years. Stafford serves on the advisory board at William Jessup University, advising on curriculum and program enhancements, and is a finance committee board member at Seven Hills School, involved in budgeting and fundraising. 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 approach using proprietary models and builds portfolios mainly from Vanguard funds and ETFs, with features including tax awareness and customization options.

David Ruiz is a financial advisor with Vanguard Advisers, holding a Series 66 designation and one year of industry experience. His prior work includes positions at Merrill Lynch and Bank of America. 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 approach using proprietary models to create personalized portfolios largely invested in Vanguard funds and ETFs.

Zachary Wik is a CFP® and holds Series 63 and Series 66 licenses with eight years of industry experience. He is currently with Vanguard Advisers and its affiliates, where he has worked since 2025. Prior to that, he held positions at Ironwood Wealth Management, Financial Engines Advisors, and Charles Schwab among others. Outside of his primary role, he serves as a limited agent in a fiduciary capacity for a family member’s investment activities. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach that utilizes proprietary models to personalize asset allocations and offers portfolios constructed mainly from Vanguard funds and ETFs with various tax-aware and customization features.

Christopher Keller is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at The Vanguard Group since 1999. From 2009 to 2016, he was involved with Hey Bartender. Vanguard Advisers provides 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 portfolio construction, primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

Todd Polley is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has held positions at several companies prior to joining Edward Jones, including Owlet, Weave, Podium, and Blue Raven Solar. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Joseph Disciullo is a CFP® with 22 years of industry experience and has been with The Vanguard Group, Inc. since 2011. He is based in Scottsdale, AZ, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Arizona Tech Investors, an investor platform, in a passive capacity. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven strategies with personalized asset allocations primarily using Vanguard funds and ETFs, serving a large client base through its scalable digital platform and a team of over 2,200 advisors.

Scott Hanish is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at multiple firms including PFG Advisors and Securities America. Outside of finance, he owns and operates Zinger Bat Company, a baseball bat manufacturing and training business. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm employs a variety of investment tools and offers integrated brokerage and advisory services with flexible portfolio management options.

Sandra Yee is a CFP® with 10 years of industry experience currently serving at Vanguard Advisers since 2019. She has been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2015. Outside of her advisory role, she has been involved with Yin, Yang & Chocolate, a business she worked with for 17 years. Vanguard Advisers offers a blend of 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 with portfolios primarily composed of Vanguard funds and ETFs, supported by a large team of over 2,200 advisors managing extensive client relationships.

Jordan Jobe is a CFP® with 18 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has worked within various branches of Raymond James since 2010 and is also the sole proprietor of NextGen Advisors, LLC. Outside of his advisory role, he owns and manages multiple rental real estate properties, including both residential and commercial holdings. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to guide clients’ financial decisions.