Charles Lotzar Jr. is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience at Lotzar Law Firm, P.C., Zenreach, Inc., and Apple, Inc. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. Their investment approach is goal-based and algorithm-driven, utilizing proprietary methodologies and primarily Vanguard funds and ETFs to construct personalized portfolios with tax-aware and customizable features.

Catherine Esparza is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and 14 years of industry experience. She has previously worked at J.P. Morgan Securities and Wells Fargo Clearing, accumulating over a decade of experience before joining Vanguard. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, focusing on retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to portfolio construction, primarily utilizing Vanguard funds and ETFs with features like tax-aware strategies and customizable investment options.

Robert Filmore is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with multiple firms including USAA Investment Services Company, Millennium, and LPL Financial. Filmore is based in Scottsdale, AZ. Vanguard Advisers provides both automated and human-supported investment advice through its digital 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 and manages a large client base through its digital platform and team servicing model.

Cameron Rhodes is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 66 and Series 63 licenses. Prior to joining Vanguard Advisers, he worked at The Vanguard Group, Inc., Vanguard Marketing Corporation, and Black and Veatch Civil Engineering. 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 investment approach and manages portfolios primarily composed of Vanguard funds and ETFs, combining digital delivery with personalized asset allocation strategies.

Levi Lynch is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at Heritage Advisors CPA LLC. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, utilizing various LPL-sponsored solutions and endorsed third-party platforms.

Iman Tommy is a CFP® and Series 66-registered financial advisor with Vanguard Advisers, based in Scottsdale, AZ. He has 13 years of industry experience, including roles at Exeter Financial, Bma Securities, and self-employment as a contract driver. Outside of his advisory work, he has been involved in rental property ownership and management in Arizona. Vanguard Advisers delivers 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 featuring proprietary asset allocation models and extensive use of Vanguard funds and ETFs, supported by a large advisor team managing a substantial client base through digital platforms.

Stephanie Brooks is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 designations and having 17 years of industry experience. Her prior work experience includes roles at Triad Advisors, Foreside Fund Services, LLC, and Infinity Capital Advisors, LLC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services utilizing asset allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset classes.

Flora Lister is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses. She has been with Morgan Stanley since 2026 and previously held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., among others, with diverse experience across marketing, education, and hospitality sectors. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services for both individual and institutional clients, utilizing structured planning tools and firm-approved methodologies.

Benjamin Purvis is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding the Series 66 designation. He joined Equitable Advisors in 2026 and has prior work experience at PGA Tour Superstore beginning in 2014. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, leveraging program sponsors and endorsed third-party managers to provide advisory and brokerage solutions.

Broderick Zach is a financial advisor at Osaic with 8 years of industry experience. He holds a Series 66 designation and has worked at firms including Ladenburg Thalmann & Co. Inc., Securities America, Inc., and Charles Schwab in various capacities since 2017. He is based in Scottsdale, AZ. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that may include a variety of securities and alternative investments.

Ryan Marsh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Scottsdale, AZ. He has 19 years of industry experience, including 17 years with Marsh Professional Group before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. 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, operating under a fiduciary standard.

Tiffany Evans is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2018 and previously at SARC Monitoring from 2016 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning and advice focused on dependable income sources and tax-aware withdrawal strategies.

Grace Suphan is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Cambridge Investment Research Advisors and Legacy Financial Group. Outside of her advisory role, she occasionally buys and sells antique and vintage items on eBay. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jordan Keefer is a CFP® with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group since 2014. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach. The firm manages a large client base through its digital platform and team servicing model, primarily using Vanguard funds and ETFs with customizable portfolio features.

Tristan Lamb is a CFP® with three years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. His career includes roles with Vanguard Marketing Corporation and The Vanguard Group, as well as prior positions at Axosoft and GitKraken. 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 using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Kristi Simerman is a Series 66-licensed financial advisor with Ameriprise in Scottsdale, AZ, with 18 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes detailed written Recommendation Reports and ongoing advice produced by a centralized team and typically applies restrictive enrollment criteria and proprietary investment and distribution arrangements.

Robin Widmer is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at SagePoint Financial, Inc. and Sunamerica Securities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports multiple portfolio management options, including discretionary and non-discretionary accounts.

Garett Fig is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He has worked with top-tier investment banks and global insurance and advisory firms, providing financial solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Throughout his career, Garett has focused on building trust and maintaining a professional relationship to understand and address clients' financial concerns and expectations. Prior to his current role, Garett began his career as a tax analyst for AXA Financial in New York City, followed by roles at J P Morgan and Merrill Lynch on both the investment banking and retail sides. He holds a Bachelor of Business Administration degree with a concentration in Accounting from Roanoke College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). His expertise includes portfolio management services and financial planning in areas such as retirement income, executive compensation, and college education planning. Outside his professional work, Garett participates in community organizations by volunteering and supports philanthropic efforts alongside his family. He engages in various adventure and sports activities such as boating, football, golfing, running marathons, surfing, volleyball, and yoga. Garett emphasizes developing personalized financial strategies collaboratively with clients to help them pursue their long-term goals.

Trisha Larson is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with Morgan Stanley and its Private Bank division since 2015. Larson serves on the board and finance committee of Special Olympics Arizona, contributing to fundraising and administrative efforts. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment and planning strategies.

Morgan Burkemper is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Morgan held roles at Gong, FullStory, LinkedIn, Yello, and KPMG. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.