Louis Pejlovas III is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Wells Fargo in various capacities since 2012. Outside of his advisory role, he co-owns Boujee Buggy LLC, a party planning and event rental business based in Mesa, AZ. 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.

Alan Bunn is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Osaic Wealth, Inc. and has worked at Lincoln Financial Network since 2014. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and various advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple portfolio management solutions.

Matthew Barber is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Fidelity Investments, Merrill, Fisher Investments, and USAA Financial Planning Services. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Morgan Ruby is a financial advisor at Edward Jones in Scottsdale, AZ, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his advisory role, Morgan worked in the restaurant industry at Cafe Rio Mexican Grill and Chipotle Mexican Grill. Outside of finance, he manages and coaches youth wrestling camps through East Valley Wrestling Club LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

John Larsen is a CFP® professional with 30 years of industry experience, currently affiliated with Raymond James Financial. His career includes roles at Raymond James & Associates and Crux Wealth Advisors. Outside of his advisory work, Larsen owns and manages several business ventures, including support companies and real estate development firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses analytical tools and tailored strategies to provide non-discretionary planning and supports a broad network of advisors with specialized programs and municipal advisory services.

Luis Bejarano Sr. is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and three years of industry experience. His prior roles include positions at U.S. Bancorp Advisors, Bryan University, Thrivent Financial, and Midfirst Bank. Vanguard Advisers delivers 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 using proprietary models to tailor asset allocations, primarily utilizing Vanguard funds and ETFs, with options for customization including tax-aware features and ESG preferences.

Daniel Bertolet is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wedbush Securities Inc for 11 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic tools to support its recommendations.

Eric Waszolek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he manages his own rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Alton Fabre III is a financial advisor at LPL Financial in Phoenix, AZ, holding a Series 66 designation with 10 years of industry experience. His prior roles include positions at BMO Investment Services, BancWest Investment Services, Bank of America, and Merrill. Outside of his advisory work, he is a co-owner of Vector Real Estate, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Monheit is a financial advisor at Cetera with over 23 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. Prior to joining Cetera, he worked at Avantax Investment Services and 1st Global Advisors and has maintained a CPA practice since 1992. Monheit serves as Treasurer and board member of the Jewish Genetic Diseases Center of Greater Phoenix and is involved in managing family investments and a restaurant partnership. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutions. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Christopher Loy is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including E*TRADE Securities and Fsc Securities. Loy is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing a range of investment products and platforms, supported by tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Joseph Williams is a financial advisor at Merrill with a Series 66 designation and nine years of experience at the firm. His prior work includes education at Glendale Community College and a role as an independent contractor bagger at Luke Air Force Base Commissary. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nancy Saulson is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2012. Saulson is also president of Capital Financial Services, Inc., a non-investment related business. Vanguard Advisers provides 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 constructed primarily from Vanguard funds and ETFs, serving a large client base through a digital platform and extensive advisor team.

Nathan Litterio is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Morgan Stanley and E*Trade Securities LLC. Prior to his finance career, he held roles in education and other fields. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering customization options including ESG preferences.

Kristen Tricarico is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Triad Advisors, LLC. Outside of finance, she has been involved with Cigar City Crossfit. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services through a large network of affiliated advisors and utilizes various asset-allocation tools and third-party solutions to manage portfolios.

Annmarie Bjorklund is a CFP® with 24 years of industry experience, currently advising at Vanguard Advisers since 2022. She has been affiliated with various Vanguard entities since 2010. 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 investment approach, managing large-scale client relationships through a combination of digital platforms and advisor teams.

Joseph Koenig is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 25 years. Outside of his advisory role, Koenig owns Information Forge LLC, a publishing company focused on web publishing, ebooks, traditional books, and custom product merchandising. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing various portfolio construction tools and supporting both discretionary and non-discretionary account management.

Jacob Sarkan is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Vanguard, he worked briefly at Morgan Stanley and has experience in retail and educational settings. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

Matthew Spellman is a CFP®-certified financial advisor with J.P. Morgan Securities in Phoenix, AZ, and has three years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Bryce Dawson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, Fidelity Brokerage Services, UBS Financial Services, and Key Private Bank. Outside of advising, he is the owner of Jamlin Properties, LLC, a real estate business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios built primarily from Vanguard funds and ETFs. The firm serves a large client base through a digital platform supported by over 2,200 advisors.