Jonathan Scanlin is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to his current role, he worked at Chipotle from 2021 to 2022. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to set personalized asset allocations across various savings goals.

Nicholas Dyer is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 63 designation. He has been with Ameriprise Financial Services since 2016, currently working in Scottsdale, AZ. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Annalise Morris King is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC), and Certified Divorce Financial Analyst® (CDFA). Annalise has over 18 years of experience serving high net worth and ultra-high net worth individuals and families, focusing on personal and business wealth planning, wealth transfer, liquidity management, and family legacy planning. In her role as a Senior Portfolio Manager, Annalise manages personalized and defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. She works closely with clients to develop tailored financial strategies that address various planning scenarios such as special-needs, non-traditional and blended families, pre- and post-divorce planning, business succession, and wealth transfer. Annalise earned her bachelor's degree from San Francisco State University. Annalise is actively involved in professional organizations and community initiatives that support women's advancement and financial education. She serves as President of Merrill's Women's Exchange and participates in How Women Lead and Junior Achievement. Additionally, she has contributed to community programs including Bank of America's Better Money Habits Champion and Moneythink. Outside of her professional work, Annalise enjoys cooking, gardening, golfing, hiking, running, traveling, practicing yoga, and spending time with her family.

Natalie Kania is a financial advisor at Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Equitable Advisors in 2025, she worked at The Vanguard Group for two years. Outside of finance, she is active as a real estate realtor with Sands Realty. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of third-party advisory programs and investment options, including mutual funds, ETFs, and alternative investments, serving clients through a broad network of Investment Adviser Representatives.

Peter Roe is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2008. Outside of his advisory role, he serves on the Board of Directors for the Long Point Property Owners Association in Michigan. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs and combines in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Madeline Alcorn is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at LPL Financial and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured processes and firm-supported tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

William Paynter Jr. is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2017. Outside of his advisory role, he has maintained ownership of a boutique LLC with his spouse, though the business is currently inactive. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Cade Clary is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he gained diverse experience across multiple industries, including luxury rentals, retail, education, and moving services. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both third-party asset managers and proprietary platforms to deliver investment solutions.

Nick Allen is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2015 in various roles including Financial Consultant, Investment Consultant, and Relationship Manager. In his current position, Nick helps high net worth individuals and families co-create personalized financial plans that align with their goals and life milestones. Throughout his career at Fidelity, Nick has focused on identifying clients' financial objectives and supporting them in achieving successful retirement plans. His experience spans multiple aspects of financial consulting and retirement solutions. Nick holds a California insurance license. Outside of his professional work, he engages in family activities, fitness, football, gardening, music, and outdoor adventures.

Kevin Roberg is a financial advisor with LPL Financial, holding CFP®, Series 66, and Series 63 credentials and 13 years of industry experience. His prior work includes roles at Norwegian Cruise Line Holdings, National Education Partners, Go Daddy, RFG, LLC, Waddell & Reed, and Charles Schwab. 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 other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of advisors and a range of operational and research tools.

Adam Shepherd is a financial advisor at Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Vanguard Group, Yelp Inc., LoanDepot, and Aetna, as well as ownership of several LLCs involved in marketing, operations, and real estate investment. Outside of his advisory work, he owns GEN225, LLC, which focuses on marketing and sales operations, and Eden Bloom Realty, LLC, which searches for investment properties. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, with various tax-aware and customization features.

Bryan Smith is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo and several Vanguard affiliates. Outside of his advisory role, he is involved in real estate investment, assisting clients with buying and selling properties. 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 approach utilizing proprietary models to create personalized asset allocations, primarily through Vanguard funds and ETFs.

Timothy Street is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior work includes positions at JP Morgan Securities, LLC, JP Morgan Chase Bank, and Tandem Wealth Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

Ethan Grinnen is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. Prior to his current role, he has been involved in various business ventures including Fog in a Box LLC and Mexkor Restaurant Group LLC. He is also employed by Marriott International Inc. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models and portfolios constructed mainly from Vanguard funds and ETFs.

Erika Fabricatore is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is part of a team serving affluent families, professionals, business owners, and corporate executives by providing advisory and wealth management services. Her focus areas include portfolio management, retirement income planning, and assistance with corporate retirement plans such as 401(k) and defined benefit plans. Erika holds professional designations relevant to retirement benefits and financial advising. She works alongside colleagues to support clients in designing financial strategies tailored to their goals and priorities. Her experience contributes to helping clients navigate complex investment and retirement planning decisions. Outside of her professional practice, Erika is engaged with community organizations, including the Delaware Valley Youth Athletic Association and Saint Pio Catholic School. She resides in Philadelphia with her family.

Kevin Deluca is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016, including a role at Charles Schwab Bank, SSB since 2021. Outside of his advisory work, he serves as the Treasurer for The Phoenix Iowa Club, a volunteer position involving financial reporting and fund management. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a broad range of investment guidance through multi-asset model portfolios and alternative investment programs.

Joshua Waitz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. since 2018. Outside of his advisory role, Waitz is the owner of Claiborne Industries LLC, a personal investment LLC intended for future real estate investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and futures commission merchant registrations.

Samuel Smith is a financial advisor with LPL Financial, holding a Series 66 credential and nine years of industry experience. His career includes roles at Bank of America, Raymond James Financial, and Bank of the West. He is also involved with Flagstar Wealth Services in connection with his work at LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Connor Seymour is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Klazroom, LLC and held various positions including roles at Old National Bank and Wal-Mart. 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 affiliated brokerage, distribution, and investment management capabilities.

Ryan Mills is a financial advisor with Wells Fargo Clearing in Tempe, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and associated with Wells Fargo Bank, NA since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.