Daniel Boyett is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at TD Ameritrade and Scottrade. Outside of his advisory work, he owns Agape for Today LLC, a retail business selling home security products, handmade clothing, and wooden furniture online. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Greg Kittilson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He supports clients in connecting all aspects of their financial lives to prioritize and pursue personal goals. His approach emphasizes simplicity and transparency in wealth planning, helping clients develop personalized strategies to address objectives such as funding education, planning for retirement, and managing long-term family goals. Greg holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Arizona State University. He focuses on creating financial plans that reflect each client's unique perspectives and priorities.

Charles Salas is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, Wells Fargo, Discover Financial Services, and other firms. Outside of financial services, he is involved with Precision Concrete Repair. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with proprietary models and offers portfolios mainly composed of Vanguard funds and ETFs, combining digital delivery with broad customization options.

Daniel Slager is a financial advisor based in Scottsdale, AZ, affiliated with Morgan Stanley. He holds Series 65 and Series 66 licenses and has 12 years of industry experience. Prior to joining Morgan Stanley, he spent nine years at J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Omar Hamze is a financial advisor at Wells Fargo Clearing with a Series 66 designation. He has one year of industry experience and has previously worked outside the financial sector, including roles at Updike Distribution Logistics and Grimaldies Coal Brick-Oven Pizzeria. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

William Carlson is a CFP® and Series 66 professional with four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Allbridge, CLA, Nortland Vapor, and WEX. Carlson serves as Secretary of the Young Professionals Council for Big Brothers Big Sisters in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nathan Joseph is a CFP® with 12 years of industry experience, currently working at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group, Inc. since 2013. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach featuring proprietary methodologies and a broad range of Vanguard funds and ETFs.

Sarah Simes is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Boston Partners Financial Group for 16 years and Royal Alliance for five years. Outside of her advisory role, she serves as a notary public. OSAIC serves a diverse client base including individual investors, high-net-worth clients, and institutions, offering integrated brokerage, advisory services, and access to multiple portfolios and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.

Kory Budinger is a financial advisor at LPL Financial with 31 years of industry experience. He holds a Series 63 designation and previously worked at SagePoint Financial for seven years before joining LPL Financial in 2021. Outside of his advisory role, he serves as co-trustee of the Budinger Family Trust. 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, financial planning, and brokerage services, including discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Eric Mancuso is a CFP®-designated financial advisor with eight years of industry experience, currently serving at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group since 2017 and has prior experience at Randstad and Bank of America. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach, constructing portfolios mainly from Vanguard funds and ETFs with various customization and tax-aware features.

Kristen Luikens is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a wide range of planning options including retirement, education, risk management, and specialized services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Justin Lundberg is a financial advisor at Vanguard Advisers with a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley and Vimly, and he maintains an ongoing entrepreneurial venture with Lundberg Brands LLC. 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 with personalized asset allocations primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a digital platform complemented by a team servicing model.

Larry Dieter is a financial advisor at Vanguard Advisers with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has been affiliated with The Vanguard Group and its related entities since 1997. Vanguard Advisers provides automated and human-supported investment advice mainly to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to develop personalized portfolios primarily composed of Vanguard funds and ETFs.

Steven Shipley is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His previous work includes a two-year period at J.P. Morgan Securities and nearly a decade at BWW Law Group, LLC. Vanguard Advisers delivers 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 using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Erica Linker is a Certified Financial Planner® with nine years of industry experience, currently advising at Vanguard Advisers in Scottsdale, AZ. She has been associated with Vanguard since 2016 and also operates an e-commerce business and serves as a notary public. Vanguard Advisers offers goal-based, algorithm-driven investment advice through both automated and human-supported services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses proprietary methodologies and Vanguard funds to deliver customized portfolio solutions at scale.

Cody Hampson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients preserve, grow, and transfer wealth through objective financial guidance grounded in a disciplined planning process. With a focus on building long-term relationships, he delivers strategies that support lasting financial success for individuals, families, and business owners. He brings experience in legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Drawing on the discipline and preparation learned from competitive sports, Cody applies a proactive approach to assist clients in navigating important financial decisions with confidence, aiming to reduce financial stress and help clients make informed choices. Cody holds a bachelor's degree from Grand Canyon University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he enjoys baseball, football, golfing, and spending time with his family.

Julieanne Barar is a financial advisor with Vanguard Advisers, holding CFP® and Series 63 credentials and 18 years of industry experience. She has been with The Vanguard Group since 2007 and has operated a writing business since 2019. 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 approach to portfolio construction, utilizing proprietary models and Vanguard funds to offer customized, tax-aware investment solutions.

Stephen Horrell III is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 license and seven years of industry experience. He previously worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory role, he has experience with the Paradise Valley Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, and advisors deliver tailored recommendations using Wells Fargo research and planning tools.

Rachel Bukacek is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and 28 years of industry experience. She has been associated with multiple firms, including Securities America Advisors, Inc., where she has held roles since 2003, and has run business activities under All Pro Access, LLC, and Iron Man Studio since 2007. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Daniel Vosskuhler is a financial advisor at Ameriprise in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial, Principal Securities, Wells Fargo Advisors, The Vanguard Group, and other financial firms. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver annual, non-discretionary recommendation reports through a centralized consulting team.