Jeffrey Rutherford is a financial advisor at OSAIC with 35 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at SagePoint, Royal Alliance Associates, Inc., and Signator Investors, Inc. Rutherford is a licensed real estate salesperson and life insurance producer in Massachusetts but is not currently active in those fields. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a range of advisory and brokerage services delivered through a multi-advisor platform.

Austin Pahnke is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and has prior experience at City National Bank and RBC Capital Markets. Outside of finance, he has been involved with entrepreneurial ventures including AZ AP Transport LLC and Vicious Fitness LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a broad range of portfolio management styles and affiliated research.

Kenneth Melichar is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he manages a small family farm on a part-time basis. Stifel serves a diverse client base that includes individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Elizabeth Hawkins is a financial advisor at Osaic with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Osaic Wealth since 2005. Outside of her advisory role, she serves as one of two trustors and trustees of a family estate trust. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm provides a range of brokerage and advisory services emphasizing model-based asset allocation, portfolio optimization, and access to third-party and proprietary investment strategies.

Lauren Hall is a CFP® with 26 years of industry experience, currently affiliated with Vanguard Advisers in Scottsdale, AZ. She has been with The Vanguard Group since 2001 and has also operated as a self-employed dancer since 2018. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based and algorithm-driven approach that incorporates proprietary models and Vanguard funds. The firm manages a high volume of client relationships through a combination of digital platforms and advisor teams.

Megan Osbrink is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. She has been with Morgan Stanley and its related entities since 2018, following five years at Commercial Cleaning Systems. Outside of her advisory role, Osbrink serves as CEO of a women’s networking group based in Scottsdale. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Corrado Piccioni Jr. is a financial advisor at Vanguard Advisers with four years of industry experience. He has held various roles within The Vanguard Group since 2022 and previously worked at Lowe's Home Improvement. 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 portfolios constructed mainly from Vanguard funds and ETFs, offering a range of customization options.

Catherine Fell is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Vanguard in 2025. Outside of advising, she maintains an active insurance license. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to asset allocation and manages portfolios primarily with Vanguard funds and ETFs.

Kimberly Dale is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 22 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corporation and Life Certain Wealth Strategies/Blue Sky Wealth Management. 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 centers on model-based asset allocation and portfolio optimization, supported by advanced tools and discretionary or third-party managed strategies.

Jason Skrodenis is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. His previous roles include positions at DiSys, LPL Financial, Sunflower Bank, CIT, and Mutual of Omaha Bank. He holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Maria Gagne is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017, following three years at Learnvest Planning. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

David Nagy is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Edward Jones, Merrill, Bank of America, and Wells Fargo. Outside of his advisory work, he owns an e-commerce business selling custom t-shirts on Etsy. 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 using proprietary models to create personalized portfolios primarily constructed from Vanguard funds and ETFs.

Jennifer Draheim is a financial advisor with OSAIC, holding Series 66 and Series 63 designations and bringing 26 years of industry experience. She has worked at OSAIC since 2022 and previously spent seven years with Advisor Group. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and portfolio management. The firm utilizes a model-based investment process with emphasis on asset allocation, portfolio optimization, and risk management, supporting various strategies through affiliated broker-dealer and RIA relationships.

Richard John III is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with Vanguard Advisers and affiliated Vanguard entities since 2017. He serves as a board member and finance committee participant for the nonprofit Friends of the Phoenix Public Library. Vanguard Advisers offers automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm stands out for its scale and digital delivery model, managing hundreds of thousands of client relationships through more than 2,200 advisors.

Linda Reidenbach is a Series 66 licensed financial advisor with Thrivent Investment Management in Scottsdale, AZ, where she has worked since 2013 and with Thrivent Financial since 2014. She has 12 years of industry experience. Outside of her advisory role, Reidenbach serves as a board member of Childsplay, a nonprofit professional theatre company focused on educational programs for young audiences in Arizona. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses covering a range of financial planning topics, without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing option.

Sean Riley is a financial advisor with Ameriprise Financial Services who holds a Series 66 designation and has 28 years of industry experience. He has worked at Ameriprise since 2018, and prior to that, held positions at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory work, Riley is an investor in a holding company for a patented product and in a partnership managing daily bakery deliveries for Dunkin Donuts franchisees. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides retirement income planning through written recommendations and ongoing advice focused on income sources and tax-aware withdrawal strategies.

Andrew Peick is a financial advisor at Osaic with five years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2021, previously spending three years at Advisor Group, Inc. Outside of finance, he was involved with Old World Pizza/Bryde for 18 years. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services focused on model-based asset allocation and portfolio optimization across various programs and investment strategies.

Logan Adam is a financial advisor at Equitable Advisors with one year of industry experience. He previously worked at LPL Financial LLC and JK Financial. Equitable Advisors serves individual clients—including both non‑high-net-worth and high-net-worth individuals—as well as pension plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and a variety of asset-management programs delivered through a broad network of Investment Adviser Representatives.

Zachary Sanders is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds the Series 66 designation and has two years of industry experience. Prior to joining Vanguard, he was self-employed and has worked in various roles including marketing and services related to The Vanguard Group. Outside of his advisory work, he produces fitness vlogs as a social media influencer. 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 to design personalized portfolios predominantly composed of Vanguard funds and ETFs.

Cody Schrader is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Rocket Companies for 13 years. Outside of his advisory role, he is co-founder of Zonader LLC, a golf retail business, and founder of Schrader Enterprises LLC, a publishing and ecommerce venture focused on children's and sports books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard with over $1 trillion in assets under management.