Bradley Reber is a CFP®-certified financial advisor with 18 years of industry experience, currently serving at Vanguard Advisers since 2010. He holds a Series 63 license and is based in Scottsdale, AZ. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach featuring personalized asset allocations and portfolios constructed mainly from Vanguard funds and ETFs.

Gregory Hunter is a financial professional with 27 years of industry experience, currently affiliated with Cetera. He holds Series 63 and Series 65 licenses and has held positions at firms including Merrill, Edward Jones, and First Allied Advisory Services. Hunter is also a successor trustee for an individual trust and manages raw land development through a separate business entity. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various investment programs and third-party managers.

Shoba Ishaq is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her work background includes roles at JPMorgan Chase Bank, N.A. and multiple positions within Vanguard entities since 2022. Outside of finance, she owns and operates an e-commerce business, S&R NextGen, LLC. 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 investment approach and manages a large client base through a combination of digital platforms and advisor teams.

Dan Aldrich is a financial advisor with Wells Fargo Clearing based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Wells Fargo Clearing in 2026, he worked at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc. for six and nine years respectively, and spent two years at Echo Global Logistics. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research from Wells Fargo Investment Institute and third-party sources to guide portfolio construction.

Stanton Dwight is a financial advisor at Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing detailed Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Jarrad Knutson is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at First Financial Equity Corporation and JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Najla Arekat is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Wells Fargo in 2019, she worked at BBVA affiliated firms including BBVA Wealth Solutions and BBVA Securities. Outside of her advisory role, she owns and operates a personal interior design business, DLA Design Concepts. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets across more than 14,000 advisors.

Collin Mc Hugh is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and five years of industry experience. He has worked at various Vanguard entities since 2021 and has been involved with Epic Valet as a valet and lobby ambassador since 2019. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base with a combination of technology and advisor support.

Hunter Jensen is a financial advisor at J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation with four years of industry experience. His work history includes multiple roles within J.P. Morgan entities since 2021, as well as positions at the BYU Marriott Business Career Center and Arizona Tile. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. Their advisory process integrates quantitative and qualitative research with an ESG eligibility framework and includes broader derivatives and commodities capabilities.

Nicholas Covert is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, Arizona. He has two years of industry experience, including prior roles in education and retail. Outside of finance, he creates non-finance-related videos on social media and streams on Twitch.TV after work hours. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery conversations and firm-approved tools.

Philip Dobbin is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 65 designations and 15 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, and USAA Financial Advisors. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven portfolio management primarily using Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

Gregory Stark is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James Financial Services Advisors, Inc. since 2016. 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, corporations, and institutional entities. The firm offers non-discretionary planning tailored to client goals, utilizing analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Jack Norrbohm is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience. Outside of his advisory role, he works as a remote payroll accountant for BPO Solutions Group. 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 with portfolios primarily composed of Vanguard funds and ETFs.

David Di Vito is a Series 66-licensed financial advisor with RBC Capital Markets in Scottsdale, AZ, bringing 17 years of industry experience. He has worked at RBC Capital Markets since 2009 and also holds a position at City National Bank since 2019. Outside of his advisory role, Di Vito serves as Vice President on the Executive Board of Scottsdale Cal Ripken, a nonprofit youth baseball league. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services through various advisory programs and integrates both in-house and third-party investment managers.

Benjamin Lee is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with 12 years of industry experience. His career includes two tenures at Morgan Stanley totaling nine years and a three-year period at Charles Schwab. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm’s services range from direct client plans to corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Timothy Keefe is a financial advisor at Osaic with 26 years of industry experience. He has held roles at Sagepoint Financial, Inc. for 14 years and has also been involved with Keefe and Associates, Inc. since 1996. Outside of advisory work, he owns Legacy Solutions, LLC, which provides services related to health and life insurance. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation, portfolio optimization, and flexibility in managing discretionary and third-party strategies.

Daniel Barry is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and with five years of industry experience. His prior work includes roles at TD Ameritrade and Zeal Financial Group. He is based in Scottsdale, AZ. 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 and discretionary SMA management, supported by multi-asset model portfolios and centralized operational infrastructure.

Jose Guerra Mena is a financial advisor at Vanguard Advisers with 9 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard entities since 2016, including roles at Vanguard Marketing Corporation and The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, incorporating tax-aware features and customization options.

Madelaine Steiner is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Prior to joining Merrill, she worked at the University of Arizona for one year. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Corbin Willson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. He has worked with Vanguard-affiliated entities since 2021 and previously worked at The Garzella Group and Arizona Box And Container. Willson holds a Property and Casualty 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 with proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs, serving a large client base through a combination of digital platforms and advisor teams.