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 at Ameriprise with 28 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, previously working at Wells Fargo Advisors from 2009 to 2018. Outside of advisory work, he is involved in several business ventures, including a holding company for a patented product and a partnership related to bakery distribution. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice.

Andrew Peick is a financial advisor with Osaic, holding a Series 66 designation and five years of industry experience. He previously worked at Advisor Group, Inc. and has a long history in the food service industry with Old World Pizza/Bryde. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation tools, risk assessment, and portfolio management across various asset classes.

Logan Adam is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and JK Financial. Outside of his advisory role, he is involved with Future Financial, LLC, a business related to LPL activities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

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.

Kevin Hostert is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Kestra Advisory Services, LLC and KESTRA Investment Services, LLC from 2016 to 2023 and Aspen Wealth from 2014 to 2023. He is involved in estate and trust services through Watermark Wealth Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house research and third-party resources.

Hunter Shulman is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 credential with approximately one year of industry experience. Prior to joining Morgan Stanley, he worked at Key Wealth Management, The Wolff Company, and CapTrust. Outside of his financial career, he has been involved with the Arizona Cardinals Football Club for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Deborah Friedman is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Securities America Advisors and TD Ameritrade. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Jason Kunz is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Outside of his advisory role, he serves as an officer for Anasazi Investment Group and Kunz Wealth Management LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to align recommendations with client goals, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Jordan Hayes is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Charles Schwab and Discover Financial Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach that utilizes proprietary methodologies and predominantly Vanguard funds and ETFs.

Sheila Gentile is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, Royal Alliance, and Foresters Financial Services. Outside of her advisory work, she sells items on the Poshmark platform. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various asset classes.

Michael Cavaleri is a CFA® charterholder and holds the Series 66 designation. He has 12 years of industry experience and has worked with Cambridge Investment Research Advisors since 2014. He is also the managing member of Cavaleri Consulting LLC and has been involved with R.J. MAW Consulting since 2014. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals, utilizing a range of discretionary and non-discretionary investment solutions.

Jill Sadler is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63, 65, and 66 credentials and with 26 years of industry experience. She has been with SagePoint Financial since 2015. Jill holds an individual Ohio insurance license but is not actively selling insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports multiple investment platforms and account management strategies.

Matthew Radvansky is a CFP® with 28 years of industry experience, currently serving at Vanguard Advisers since 1998. Based in Scottsdale, AZ, he has spent his entire career with The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized, largely Vanguard fund-based portfolios with tax-aware and customization features.

Alexander Lim is a Series 66-licensed advisor at Vanguard Advisers with two years of industry experience. He has held roles across multiple Vanguard entities since 2024 and previously worked with Verticalmove Inc. and JFQ Lending. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through a combined digital platform and advisor team.

Jennifer Knueven Goodrich is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Vanguard entities since 2012, including Vanguard Advisers since 2020. 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 investment approach and manages client portfolios primarily with Vanguard funds and ETFs.

Shelly Dukes is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having nine years of industry experience. Her prior roles include positions at BTS Asset Management, Raymond James Financial, LPL Financial, and TD Ameritrade. Outside of finance, she works as a bartender at Riverside Golf and Country Club, a nonprofit organization. OSAIC serves a broad range of retail and institutional clients through an extensive network of financial advisors and advisory platforms. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party resources to offer diversified portfolio management options.

Samuel Otto is a Series 66-licensed financial advisor with six years of industry experience. He currently works at Vanguard Advisers and previously held roles at Edward Jones and two educational institutions, Great Hearts Arete Prep Academy and California Lutheran High School. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios constructed primarily from Vanguard funds and ETFs, emphasizing scale and digital delivery.