Eric Brown is a financial advisor at OSAIC with Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Securities America, Inc., Prostatis Group LLC, and McPherson Financial Group. Outside of his advisory work, he volunteers on the fundraising committee for Unique Foundations, Inc., a nonprofit organization. OSAIC Wealth serves a diverse range 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 focuses on model-based asset allocation and portfolio optimization, supported by various tools and strategies tailored to client risk tolerance and preferences.

William Powell is a CFP® professional with 13 years of experience in the financial services industry. He has worked at The Vanguard Group, Inc. since 2013. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, offering various customization options.

Graham Norris is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and one year of industry experience. His prior work includes roles at The Vanguard Group and Vanguard Marketing Corporation, as well as outside experience in the food service industry. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed largely from Vanguard funds and ETFs.

Hailey Nordstrom Moffat is a financial advisor at Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. Her prior work includes positions at Nextiva and The Vanguard Group, Inc. She also has experience at Arizona State University. 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 offers a combination of non-discretionary advisory relationships and discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Daniel Martinez is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked at various Vanguard-affiliated entities since 2016 and previously held a role at First American Bank. Vanguard Advisers provides both 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 with portfolios mainly constructed from Vanguard funds and ETFs, offering a high client-to-advisor ratio supported by its digital platform and team servicing model.

Andrew Manna is a CFP® professional with four years of industry experience, currently advising at Stifel in Scottsdale, AZ. His prior roles include positions at Concurrent Investment Advisors LLC and Purshe Kaplan Sterling Investment. Stifel serves a diverse client base, including individual, institutional, and municipal clients, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Tom Mc Dermott is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Inc. and Mutual of Omaha. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by various independent and proprietary investment strategies.

Victor Sanders is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Osaic, having joined in 2025, and previously worked at Lincoln Financial Advisors Corporation, Managed Account Services, LLC, and IPC. Outside of finance, he has worked as a model for Graco children's products. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supporting various strategies including discretionary UMA and third-party manager selections.

Autumn Robidoux is a financial advisor with Equitable Advisors based in Scottsdale, AZ. She holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to entering the financial industry, she worked at Texas Roadhouse for several years and has experience studying at Northern Arizona University. Equitable Advisors provides financial planning, retirement plan consulting, and a variety of asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of third-party advisory models and offers services through a network of Investment Adviser Representatives.

Buck Bandura is a CFP® professional with 27 years of experience in the financial services industry. He has been with Wells Fargo Advisors Financial Network since 2009 and is also associated with Matrix Wealth Management Inc. Outside of his advisory work, Bandura is a partner at GECKO LLC and serves as co-trustee for Matrix Wealth Management Inc.'s 401(k) and defined benefit plans. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services through a network of advisors, utilizing Wells Fargo research and tools to develop tailored recommendations.

Jennifer Lucovich is a financial advisor with UBS Financial Services in Scottsdale, AZ, holding a Series 66 designation and 22 years of industry experience. Prior to joining UBS in 2020, she worked at BMO Harris Financial Advisors, Inc., BMO Harris Bank NA, and M&I Trust Company among other related roles from 2010 through 2020. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm employs proprietary research and model-based asset allocations to tailor financial plans and manages client relationships through both discretionary and non-discretionary portfolio management.

Rhonda Rommel is a CFP® professional with 31 years of industry experience, currently with Raymond James & Associates since 2012. She holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

David Scheur is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 31 years of industry experience. His work history includes roles at Ameriprise Advisor Services, Jacob Gold & Associates, VOYA Financial Advisors, and Cetera Wealth Services, LLC. He is also the owner of Scheur Wealth Management, Inc., a financial services firm. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party models and customized strategies.

Arianna Galvin is a financial advisor at OSAIC in Scottsdale, AZ, holding a Series 66 designation with nine years of industry experience. Her prior roles include seven years at Lincoln Financial Advisors and one year at Capital One Advisors, LLC. She began her advisory career shortly after working at Villanova. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies implemented across its complex affiliate network.

Jonathan Savage is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been assisting individuals and businesses since 2016, focusing on creating personalized financial strategies that address his clients' unique needs. His areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and serving clients in sports and entertainment sectors. Jonathan holds a Bachelor's Degree from Arizona State University and maintains professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is bilingual in English and Spanish, which allows him to serve a diverse client base effectively. Outside of his professional work, Jonathan stays actively involved in his community through his participation with Hospice of the Valley. He balances his career with personal interests such as bowling, drawing and sketching, football, music, reading, spending time with family, table tennis, watching movies, and yoga.

Clifton Kelly is a financial advisor at RBC Capital Markets with 41 years of industry experience. He has held positions at City National Bank since 2019 and previously worked at Bank of America and Merrill. He holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, tailoring strategies to clients’ risk profiles using a combination of in-house and third-party managers.

Matt Livengood is a Financial Consultant at Fidelity Investments, where he partners with clients to develop comprehensive financial plans. He aims to provide a trustworthy service that enhances clients' understanding of their investments and builds confidence in maintaining their financial strategies. Matt has been with Fidelity Investments since 2020, holding roles including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Client Associate at Optima Capital Management and Merrill Lynch. He holds a California Insurance License. Outside of his professional work, Matt has personal interests in bowling, fitness, football, and golf.

Nathaniel Mc Cullough is a financial advisor at OSAIC with four years of industry experience. He holds Series 63 and 66 licenses and has worked previously at JPMorgan Chase Bank and J.P. Morgan Securities LLC. Outside of his advisory role, he is a member of Veteran Small Business LLC, which receives commissions from Mosaic Wealth Solutions LLC. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services supported by a model-based investment process emphasizing asset allocation and portfolio optimization.

Joshua Williams is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Equitable Advisors, he worked at Axa Advisors, Stratosphere Quality, Moffiitt's Wine & Spirits, Pickleman's Gourmet Cafe, and St. Louis University. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models and third-party asset managers, providing access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Andrew Held is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Phoenix, AZ. His prior roles include positions at UBS Financial Services, Merrill, and various entities within the J.P. Morgan organization. Outside of his advisory work, he serves on the Board of Directors for the Greater Seattle Business Association, an LGBTQ and allied chamber of commerce. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice and customized performance reporting supported by centralized due diligence and a manager solutions team.