Bradley Hickman is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 12 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include various asset classes on discretionary or non-discretionary terms.

Laura Elias is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns a travel-related business called My Fun Spot Vacations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and annual advice. The firm’s approach integrates internal investment research, third-party data, and algorithmic tools, with enrollment criteria that require a minimum level of investable assets and generally includes Ameriprise-managed assets.

Nathan Glenn is a financial advisor with Osaic in Scottsdale, AZ. He holds Series 65 and Series 63 licenses and has 13 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for nine years. Osaic Wealth, Inc. serves a diverse client base, including retail and institutional investors, with services spanning brokerage, investment advisory, financial planning, and retirement consulting. The firm utilizes asset-allocation tools and multiple advisory platforms to construct portfolios incorporating various asset classes, supporting both discretionary and non-discretionary management.

Beth Michele is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities for eight years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Timothy Metcalf is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following five years at J.P. Morgan Securities. Outside of his advisory role, he is involved with a vacation rental business in Puerto Penasco, Sonora, Mexico. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to broad investment products. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.

Aaron Kurasch is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2009 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.

Cade Mc Nicholas is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior roles include working at Bank of America N.A. and Fidler Wealth Management. He also has a background in education, having taught at the University of Arkansas and Platte County High School. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

William Ugalde is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes tenures at Sagepoint Financial, Inc. and Sunamerica Securities, Inc., spanning over two decades. OSAIC serves a diverse client base, including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Chad Barton is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and FSC Securities Corporation prior to joining OSAIC. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and provides access to third-party money managers and alternative investments.

Rodger Byrdy is a financial advisor with Thrivent Investment Management in Scottsdale, AZ, holding Series 63 and Series 66 registrations and bringing 14 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2018, following five years at The Vanguard Group. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering holistic, goal-based financial analyses and planning without portfolio management or discretionary trading authority.

Stephen Hatcher is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he serves as a member of the Town of Carefree Water Oversight Committee and the Carefree City Council, and he is involved with AZ Bingo Enterprises as an LLC member. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio services, employing both in-house and third-party managers across traditional and non-traditional investment strategies.

Samuel Fries is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses. Based in Scottsdale, AZ, he has one year of industry experience and has worked with several Vanguard entities since 2026. He has prior experience with MML Investors Services, MassMutual Life Insurance Company, and has held roles outside the financial industry, including work with Education Week and Sustainably Strong. 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 manages portfolios largely composed of Vanguard funds and ETFs with various tax-aware and customization features.

Michael Beroza is a CFP® professional with 14 years of industry experience, currently with Vanguard Advisers since 2019. Prior to Vanguard, he worked at Foresters Advisory Services and Foresters Financial Services. Vanguard Advisers serves retail investors and employer-sponsored retirement plan participants through automated and human-supported investment advice. The firm utilizes a goal-based, algorithm-driven approach to portfolio construction, primarily employing Vanguard funds and ETFs, and manages a large client base with a combination of digital delivery and advisor support.

William Gallagher is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has worked with Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, employs more than 14,000 financial advisors, and offers both brokerage and advisory solutions.

David Cabral is a financial advisor at Ameriprise in Scottsdale, AZ, holding Series 63 and Series 66 designations with three years of industry experience. His prior work includes roles at U.S. Bancorp Investments, U.S. Bank, Letter Stream, and Kelly-Moore Paints. Ameriprise offers a retirement-income planning service for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers advisory, brokerage, and insurance solutions through affiliated entities, with a centralized consulting team supporting its financial advisors.

Jackson Rohn is a Series 66 credentialed financial advisor with Vanguard Advisers, based in Scottsdale, AZ. He has been with Vanguard and its affiliates since 2025 and has prior work experience in various industries including education and hospitality. 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 that incorporates Vanguard funds and ETFs with options for tax-aware strategies and portfolio customization.

Benjamin Laine is a financial advisor at OSAIC with 18 years of industry experience. He holds the Series 66 designation and previously worked for Woodbury Financial Services, Inc. from 2010 to 2024 before joining OSAIC. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and automated rebalancing to construct portfolios across various asset classes, and provides access to third-party money managers and wrap programs.

Lisa Baird is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 licenses and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. She also serves as a trust protector for a friend outside of her advisory work. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes unique investment options such as insurance-related vehicles and bank deposit sweep programs.

Oscar Gonzalez Perez is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and seven years of industry experience. His career includes roles at SagePoint Financial, Advisor Group, Vanguard, and State Farm Bank. Outside of financial advising, he is a partner in a residential construction company and operates a sole proprietorship selling fixed life insurance policies. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party managers.

Stanley Strelish Jr. is a CFP® with 25 years of industry experience, currently serving at Vanguard Advisers since 2014. He has also been associated with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1999. Vanguard Advisers provides both 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 approach using proprietary models to construct portfolios mainly from Vanguard funds and ETFs, offering customization and tax-aware features.