Brock Stephens is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Scottsdale, AZ. He has seven years of industry experience, all with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. 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 an ESG eligibility framework in its investment recommendations.

Jeffery Slump is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he rejoined the firm in 2022. He has been working in the financial services industry since 2009. Jeffery's approach to financial advising is influenced by his background growing up on a farm in Iowa, which instilled in him an understanding of operational consistency and long-term planning despite short-term uncertainties. His expertise includes value investing, cash flow accumulation strategies, and retirement income planning. To support his focus on income and cash flow planning, Jeffery completed the Retirement Income Certified Professional® certification accreditation in 2018. He holds professional designations including Personal Investment Advisor (PIA) and Retirement Income Certified Professional (RICP). Jeffery graduated from the Ivy College of Business at Iowa State University with a bachelor's degree. Jeffery emphasizes patient and focused guidance for families in financial decision-making. He values temperament, reliability, and purpose when guiding family wealth and aims to help clients plan proactively. Outside of his professional work, Jeffery spends time with his wife, Krystle, and their three children, Nora, Henry, and Vivienne. He also participates in community volunteering and pursues personal interests such as basketball, golfing, and music.

Kyle Anderson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with Vanguard Advisers since 2017 and has prior involvement with Vanguard Marketing Corporation and The Vanguard Group, Inc. Since 2021, he has also operated a self-employed sales business outside the investment industry. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses an algorithm-driven, goal-based investment approach primarily employing Vanguard funds and ETFs, with a focus on scalable digital delivery and personalized asset allocation.

Phillip Clark is a Wealth Management Advisor affiliated with Merrill Lynch Wealth Management and a senior partner of The SG Group. He has nearly two decades of experience working with corporate executives, institutions, and affluent multi-generational families. His role involves providing services such as corporate executive education on equity compensation plans and awards, investment and retirement planning, portfolio management, and goals-based wealth management strategies. Phillip also focuses on managing clients' concentrated stock positions and coordinating 10b5-1 Trading Plans, among other financial planning needs. Phillip holds the Chartered Financial Analyst (CFA) designation and the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation. He earned a bachelor's degree in finance from the W.P. Carey School of Business at Arizona State University. Additionally, he is part of the Merrill Institutional Consulting Group, which serves the complex requirements of institutional clients. He is a member of the CFA Society Phoenix. Phillip contributes to his community by serving on the Men's Board of the Fresh Start Women's Foundation, an organization that provides resources to support women's self-sufficiency. Outside of his professional and volunteer commitments, he enjoys golfing, hiking, ice hockey, surfing, traveling, and yoga.

Derek Moon is a CFP® with 26 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 1999. 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 methodologies and focuses on portfolios constructed mainly from Vanguard funds and ETFs.

Ross Pearlman is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes and firm-approved tools for its financial planning services.

Robert Manhardt is a financial professional with 10 years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has worked at Cetera since 2023, with prior experience at Securian Financial Services and Minnesota Life Insurance Company. Manhardt is also involved with North Star Consultants as an agent/broker specializing in fixed insurance sales and serves as a financial professional at North Star Resource Group. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting discretionary and non-discretionary strategies across various program structures.

Taylor Blakley is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, Taylor worked at Equitable Advisors and has experience in the hospitality industry. Outside of financial advising, Taylor operates a backyard nursery specializing in landscape plants. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process 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.

Sarah Loe is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Since 2021, she has been with Robert W. Baird & Co. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overseen manager selection.

Antonio Cancilla is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 38 years of industry experience. He has worked at various Charles Schwab entities since 1999, including Charles Schwab Bank, SSB, Charles Schwab Premiere Bank, and Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

Matthew Rea is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. 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 annual planning advice focused on retirement income strategies.

Cannon Wray is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. He has worked with Advisor Group since 2015 and joined OSAIC in 2023. 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 and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with various portfolio management tools and access to third-party money managers.

Charles White is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds a Series 66 designation and has been with Vanguard entities since 2013, including Vanguard Marketing Corporation and The Vanguard Group, Inc. He is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations and portfolios constructed largely from Vanguard funds and ETFs.

Jackson Stafford is a financial advisor at Robert Baird & Co. in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Matthews REIS and Mountainside Fitness, as well as positions at Texas Christian University and Notre Dame Preparatory. The DDK Group at Robert W. Baird & Co., where he is based, serves a range of clients including individuals, corporate entities, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm utilizes manager-traded and model-traded strategies supported by internal research and employs a variety of investment and fee arrangements.

Jessica Barry is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing four years of industry experience. Prior to joining Raymond James in 2023, she worked at PlanMember Securities Corporation and has been involved with DoorDash since 2020, where she performs food delivery services. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and investment recommendations supported by firm research and planning tools.

Trevor Guenther is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Lido Advisors, RBC Capital Markets, and Robert W. Baird & Co Inc. He has also held teaching roles at Iowa State University and Kirkwood Community College and worked in construction and the food service industry. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm delivers a broad range of planning solutions to clients meeting certain net-worth thresholds, including specialized services such as business-owner transition and sports and entertainment planning.

Catherine Clark is a financial advisor at Vanguard Advisers with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Charles Schwab and Blue Lotus Strategies, and she currently operates Bean Counters & Associates, LLC, a tax preparation business. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach that primarily uses Vanguard funds and ETFs, offering customized asset allocations and tax-aware portfolio features.

Karla Stroh is a financial advisor at OSAIC with 35 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she is an independent demonstrator for Stampin’ Up, promoting and selling paper crafting supplies through workshops and hostess parties. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios with a range of investment options and supports both discretionary and non-discretionary account management.

Leonor Mladenik is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined seven years. Outside of her advisory role, she is involved with KLMM ENTERPRISE LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Alexandra Singh is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with The Vanguard Group since 2011 and operates multiple entrepreneurial ventures, including an e-commerce business and a lifestyle blog. Vanguard Advisers offers 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 investment approach using proprietary models and predominantly Vanguard funds and ETFs, serving a large client base through a digital and team servicing platform.