Trenten Heiser is a financial advisor at Edward Jones in Scottsdale, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Edward Jones, he held positions at The Vanguard Group, Nike, and the Phoenix Suns. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment options, supported by a large national network of advisors and branches.

Dylan Cazarez is a financial advisor at Vanguard Advisers with two years of industry experience. He holds the Series 66 designation and has previously worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. 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 and offers a range of customizable portfolios constructed mainly from Vanguard funds and ETFs.

Andrew Thom is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at Lincoln Financial since 2015 and joined OSAIC in 2025. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers diverse services including brokerage, investment advisory, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios across various asset classes, supporting both discretionary and non-discretionary management.

Bojan Tuco is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at The Vanguard Group, Inc. and BestCompanies AZ. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Tatyana Trapp is a financial advisor with Primerica Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Primerica Advisors, Primerica Financial Services, Merrill, and UnionBanc Investment Services. Outside of advisory work, she owns Echo Tango 03 LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure distinct from fixed-fee billing.

Owen Jones is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial advisory services, assisting clients with their wealth management needs. Owen holds a Bachelor's Degree from Iowa State University. Further details about his experience, expertise areas, or personal interests are not provided.

Verla Richards is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes preparation and review of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Gustavo Giron Andreu is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. He previously worked at Bank of America Corporation and has held various roles outside finance, including employment at a nightclub in Scottsdale, Arizona. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes proprietary models to create personalized portfolios largely composed of Vanguard funds and ETFs.

Patrick McCartney is a Financial Advisor and Chartered Retirement Planning Counselor™ (CRPC) professional with Merrill Lynch Wealth Management. He works with families, corporate executives, and retirees to design intentional financial plans that aim to build purposeful wealth and long-term confidence. Patrick partners with clients to navigate complex financial decisions and achieve meaningful goals, focusing on areas such as tax minimization strategies, concentrated stock strategies, estate planning and generational wealth, philanthropic gifting, risk management, professional investment management, and education planning. Leveraging the investment capabilities of Merrill and the banking services of Bank of America, Patrick provides integrated strategies including access to mortgages, custom lending, auto loans, and banking services to address all aspects of a client's financial life. He also collaborates with his clients' attorneys, accountants, and other professionals to ensure alignment across their financial affairs. Patrick holds a bachelor's degree from the Pennsylvania State University System and is active in his community and professional organizations, including the Blessed Sacrament Roman Catholic Parish, Scottsdale Leadership Inc., the McDowell Sonoran Conservancy, and the Penn State Alumni Association's Phoenix Chapter.

Mark Newcomb is a financial advisor with Merrill in Peoria, Arizona, holding Series 63 and Series 66 designations and 30 years of industry experience. His prior roles include positions at Princor Financial Services and Principal Life Insurance Company, where he worked for seven years. He also serves as a co-trustee of a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Kenneth Wharton is a CFP® with 17 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been affiliated with Vanguard and its related entities since 2011. Outside of his financial advisory role, he owns a business specializing in the sale of portable generator parts. 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 approach using proprietary methodologies to construct diversified portfolios primarily from Vanguard funds and ETFs.

Kyle Kent is a Financial Consultant who collaborates with clients to plan for their goals on their terms, focusing on navigating risk, income, and tax-efficient investing. He has extensive experience at Fidelity Investments, having held multiple roles including Investment Consultant from 2022 to 2024, Relationship Manager from 2021 to 2022, Equity Compensation Consultant from 2020 to 2021, Equity Compensation Associate from 2019 to 2020, and Equity Trader from 2018 to 2019. Kyle's professional background reflects a breadth of experience within investment consulting and equity compensation, contributing to his expertise in financial planning and client relationship management. Outside of his professional work, Kyle enjoys cooking and baking, fitness, exploring food, outdoor adventures, parenthood, and reading.

Jacob Hybert is a Series 66–licensed financial advisor with Vanguard Advisers, based in Scottsdale, AZ. He has three years of industry experience and has been with Vanguard and its affiliated entities since 2022. His prior work includes roles outside the financial sector and academic involvement at Arizona State University. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, delivering services through a large-scale digital platform supported by over 2,200 advisors.

Brian Pearce is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including SagePoint Financial, LPL Financial, Wells Fargo Clearing, Wells Fargo Advisors, and First Clearing. OSAIC serves a wide range of clients, from individual and high-net-worth investors to pension plans and charitable organizations, offering integrated brokerage, investment advisory services, and access to third-party money managers. Its advisers utilize firm-provided tools for portfolio construction and support multiple advisory platforms and legacy programs.

Samuel Hanson is a financial advisor at Ameriprise with five years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2023, following a seven-year tenure at American Enterprise Investment Services Inc. Outside of his advisory role, he works as a part-time delivery driver. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a written Recommendation Report, focusing on tax-aware withdrawal strategies and dependable income sources.

Jesse Lehman is a Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized financial strategies that address the unique needs and goals of his clients. Jesse's approach involves understanding each client's financial picture to deliver comprehensive advice aimed at achieving financial confidence and security. His areas of expertise include college education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, sports and entertainment, tax minimization, and retirement income. Jesse holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned his bachelor's degree from Arizona State University. An Arizona native, Jesse is committed to an active lifestyle and lifelong learning. Outside of his professional work, he enjoys baseball, basketball, football, golfing, music, reading, and spending time with his family.

Robert Adams is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 63 designation and 27 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of his advisory role, Adams has ownership in a real estate business in Phoenix, AZ. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets. The firm provides comprehensive, research-driven recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies, supported by a centralized consulting team and automated analysis tools.

Ryan Lotz is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, and self-employment. Outside of finance, he has held roles with Michigan State University and Churchill Pointe Inn. 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 investment approach and manages portfolios composed largely of Vanguard funds and ETFs with various customization options.

Andrew St.John is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 designation and 16 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for seven years before joining LPL Financial in 2023. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Garrett Fitzgerald is a CFP® with 18 years of industry experience and has been with The Vanguard Group, Inc. since 2007. He is based in Scottsdale, AZ, and holds a Series 63 designation. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.