Robert Youch is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with eight years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameriprise Financial Services from 2019 to 2026 and held roles at Smead Capital Management and Alps Distributors, Inc. He also has experience outside the financial services industry, including a period at Kenmar Construction. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

Shawn Cressman is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has over 20 years of experience in finance, including roles as an Investment Consultant at Fidelity Investments and as a Financial Advisor at Ameriprise and CUSO Financial Services. His professional background also includes positions in private banking and wholesale account management at various financial institutions. Shawn holds a California Insurance License and brings a collaborative and thoughtful approach to financial planning, utilizing Fidelity's technology and strategic offerings to help clients achieve their long-term financial goals. Outside of his professional work, he enjoys activities such as comedy, fitness, football, hiking, kayaking, and snowboarding.

Katrina Stumpf is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. Outside of her advisory role, she is a yoga instructor at CorePower Yoga. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and provides various managed account options and retirement plan consulting.

Angel Tellez Rodriguez is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Baird, he worked at Charles Schwab and has a varied employment background including roles outside the financial industry. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and strategic partnerships.

Shalene Caldwell is a CFP® professional with 18 years of experience in the financial industry. She has been with Wells Fargo Clearing since 2016 and previously worked at Morgan Stanley from 2008 to 2010. Caldwell serves as an investment committee member for the Beaverton Arts Foundation, a performing arts organization in the community. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brian Scanlon is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley in various capacities since 2009, including Morgan Stanley Private Bank, N.A. Prior to that, he spent 15 years at Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

David Vidaure is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Fisher Investments and previously worked at Modern Wealth Management, LLC and Galloway Asset Management, LLC. Before entering financial services, he spent 20 years with the Glendale Police Department. Fisher Investments serves a global client base including institutional investors and high-net-worth individuals, offering discretionary portfolio management across various asset classes. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through tax-aware strategies and tactical defensive measures.

Darryn Young is a CFP®-designated financial advisor with 26 years of industry experience, currently with Raymond James & Associates. His prior experience includes roles at CITY NATIONAL BANK and RBC Capital Markets Corporation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, utilizing a range of portfolio management styles and affiliated research resources.

Stephen Jaffke is a financial advisor at Fidelity with six years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at The Vanguard Group, Inc. from 2020 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Nathan Werth is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and is based in Scottsdale, AZ. His prior experience includes roles outside the financial industry, such as positions at Ace Parking and Newbury Homes Inc. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Garrett Stewart is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Rocket Mortgage and various mortgage and financial services firms. Outside of advising, he owns Phresh LLC and Garrett D. Stewart, PLLC, is a Myotech trainer at EOS Fitness, and works as a Lyft driver. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Cynthia Pelosi is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including FSC Securities Corporation, MassMutual Life Insurance, and LPL Financial. Outside of finance, Pelosi owns Prodigy Event Planning, a wedding and event planning business. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Paulette Treguboff is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. 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 and access to third-party asset management, supported by extensive operational and research tools.

Brian Massingale is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1992 after working at Paine Webber and has over 30 years of experience advising high net worth individuals, affluent families, businesses, foundations, and endowments. Brian is a qualified Portfolio Manager who manages personalized or defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. Brian holds the Chartered Financial Analyst (CFA) designation and is a member of the Chartered Financial Analysts Institute and the Phoenix CFA Society. He also holds the Certified Investment Management Analyst (CIMA) designation and is a member of the Investments & Wealth Institute. He holds Series 7, 9, 10, 63, and 65 FINRA registrations. Brian graduated from Arizona State University with a B.S. in Economics and is a current member of the ASU Alumni Association. Brian's primary focus includes preparing and implementing financial strategies and analyzing the impact of clients' goals on their future wealth. He has served as a Resident Director for Merrill Lynch and has held other management responsibilities. Brian lives in Phoenix with his wife and three children.

Andrea Franco is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to her current role since 2022, she held positions at Wells Fargo Advisors, Morgan Stanley, and Mass Mutual. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Patrick Duffy is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at firms including SCF Investment Advisors, First Financial Equity Corporation, Bank of America, and Merrill. Outside of his advisory role, he serves as a City of Surprise councilmember. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Bridgford is a Wealth Management Advisor and Senior Vice President with Merrill Lynch Wealth Management. He leads a team with over 100 years of combined experience, serving high net worth individuals across 36 states. His advisory approach focuses on safeguarding client assets through diversification and risk mitigation aligned with clients’ desired lifestyles. John’s client expertise includes family wealth management strategies, personal retirement planning, portfolio management services, and retirement income planning. John began his career in finance after earning a bachelor's degree in Economics from Arizona State University in 1990. He joined Merrill Lynch Wealth Management in 1992 and co-founded the Bridgford & Cromer Group. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations, which support his commitment to providing personalized financial strategies to help clients pursue long-term goals. In addition to his professional work, John has nearly two decades of community involvement in the greater Scottsdale and West Valley areas. He has served as Chair of the Board of Directors and Fund Development Committee for Benevilla™, a nonprofit supporting older adults, adults with developmental disabilities, and children. John is also a member of the Fighter Country Foundation Blue Blazer Squadron. Outside of work and community service, he spends time with his wife and three children and participates in coaching and supporting his children’s sporting and artistic activities.

Nicholas Fisher is a CFP® and Series 66-registered advisor at Ameriprise with eight years of industry experience. He has worked at firms including Merrill Lynch, Bank of America, and Silverhawk Private Wealth. Fisher serves as a council member on the Board of Directors for Wishmakers Council in Scottsdale, AZ. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing tax-aware, income-focused planning for clients approaching or in retirement.

Sam Bello is a Financial Consultant who focuses on partnering with clients and their families to build collaborative and long-standing financial relationships. Sam and his team utilize the range of Fidelity Investments products to support clients in working towards their financial goals. Sam's professional experience includes roles as an Ultra High Net Worth Relationship Manager at Merrill from 2018 to 2022, a High Net Worth Relationship Manager at Merrill from 2015 to 2018, an Active Trader Broker at Charles Schwab from 2014 to 2015, and an Entry Level Stock Broker at Charles Schwab in 2014. Outside of his professional work, Sam's personal interests include family activities, social events with friends, golf, music, and traveling.

Molly Andoe is Vice President and Branch Leader at Fidelity Investments. She has over a decade of experience in the personal financial planning industry, including roles as VP Regional Planning Consultant and Financial Consultant at Fidelity Investments, as well as Financial Advisor at Edward Jones. Molly is a CERTIFIED FINANCIAL PLANNER (TM) who leads and coaches Fidelity's Financial Advisors to deliver high standards of client care. Her team focuses on understanding clients' priorities and utilizes Fidelity's resources and investment platforms to assist with significant financial decisions. Outside of her professional role, Molly's personal interests include comedy, cooking and baking, social events with friends, outdoor adventures, pets, and traveling.