Nicholas Brassill is a financial advisor with Raymond James & Associates in Scottsdale, AZ. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining Raymond James, he held various roles including positions at Mirabel Golf Club Inc. and Paradise Valley Country Club. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Andrew Ferolino is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and has previously worked with firms including Barrett Real Estate and Charles Schwab & Co., Inc. 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, offering portfolios primarily composed of Vanguard funds and ETFs, with various customization and tax-aware features.

Petr Chytka is a financial advisor at Morgan Stanley with 16 years of industry experience. He has been with Morgan Stanley since 2010 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he coaches youth hockey for the Coyote Amateur Hockey Association and participates as a contractor in the CEM Arizona Youth Hockey Development Camp. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning tools and investment modeling.

Kyle Decker is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior work includes roles at Wells Fargo Clearing and UBS Financial Services. Outside of advising, he participates as a committee member in professional women's networking groups and holds leadership roles in local property owners associations. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients using comprehensive planning tools and research. The firm offers a broad range of planning services and integrates advisory solutions with other financial products and referral channels.

Ann Mathey is a financial advisor at Morgan Stanley in Scottsdale, AZ, with 30 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Icon Distributors, Inc. and Icon Advisers, Inc. for 15 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, using structured processes and firm-approved tools to support client planning.

Garrett Daily is a Financial Advisor with Merrill Lynch Wealth Management, where he works closely with clients to define their financial goals and develop portfolio strategies tailored to their needs. He provides ongoing advice and adjusts strategies as clients' situations evolve. Garrett's expertise spans a range of areas including corporate benefits, executive services, divorce transition planning, employee benefits planning, executive compensation, equity compensation services, family wealth management strategies, services for defined benefit plans, investment consulting for defined contribution plans, and personal retirement planning. He holds several professional designations including Accredited Asset Management Specialist (AAMS), Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Post University. Outside of his professional role, Garrett enjoys chess, cooking, golfing, pickleball, reading, spending time with his family, swimming, watching movies, and writing.

Michael Ortola is a financial advisor with Cetera, holding a Series 66 credential and four years of industry experience. He has worked at several firms, including Vanguard Group and Morgan Stanley, and currently provides financial advisory services through Netvest Financial, LLC. Outside of his advisory work, he is involved in real estate activities as an agent and owner of a real estate business. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a wide range of clients, including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options, financial planning, and access to third-party managers, operating a multi-manager platform with more than $256 billion in assets under management.

Noel Goodrich is a financial advisor at Charles Schwab with 15 years of industry experience. He has been with Charles Schwab since 2015 and holds a Series 66 designation. Charles Schwab & Co., Inc. serves a large client base, mainly 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Christopher Tatton is a financial advisor with Vanguard Advisers, holding a Series 66 designation and six years of industry experience. He has worked at Vanguard and its affiliates since 2019 and previously held roles at Randstad, GBS Retire, Utah Valley University, and GBS Benefits. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Matthew Parker is a financial advisor with Edward Jones in Glendale, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he was affiliated with Matt Parker PLLC and RE/MAX Professionals for five years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Andy Garcia is a CFP® and Series 66 credentialed advisor with 24 years of industry experience. He has been with The Vanguard Group, Inc. since 2002. Based in Scottsdale, AZ, he serves clients through Vanguard Advisers. Vanguard Advisers offers 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 management, utilizing proprietary models and primarily Vanguard funds and ETFs.

Braden Bailey is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Corient Capital Partners and various educational institutions including Brigham Young University and Salt Lake Community College. Vanguard Advisers provides investment advice through both automated and human-supported platforms, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies, primarily utilizing Vanguard funds and ETFs.

Seth Wolnek is a CFP® professional with 29 years of industry experience. He currently works at OSAIC and has a long tenure at First Financial Group and Lincoln Financial Advisors Corporation. He serves on the board of the Birmingham Jewish Federation, a nonprofit organization. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with a broad range of managed account options and third-party investment solutions.

Dale Gambell is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at USAA Financial Planning Services and its affiliated companies from 2007 to 2021 before joining The Vanguard Group in 2021. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes Vanguard funds and ETFs with tax-aware features. The firm manages a large client base through its digital platform and team servicing model.

Jake Warren is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments during 2025 and worked as a Workplace Planning Consultant from 2023 to 2025. He began his career in financial services as a Customer Relationship Advocate at Fidelity Investments from 2022 to 2023 and previously worked as an Associate Banker at Chase Bank from 2020 to 2022. Jake holds insurance licenses in Arkansas and California. His professional approach focuses on building lasting relationships grounded in trust, clarity, and commitment to clients' financial well-being. He aims to simplify complex financial concepts and support clients in feeling confident throughout their financial journeys. Outside of his professional work, Jake has interests in fitness, hiking, and traveling.

Edward Sarraf is a Senior Financial Advisor at Merrill Lynch Wealth Management. He collaborates with a team of wealth-management professionals to provide a broad range of financial strategies aimed at high net worth individuals and businesses. His comprehensive approach to wealth management encompasses investing, estate planning strategies, retirement planning strategies, concentrated stock positions, alternative investments, life insurance, and corporate relationship management. Ed earned a Bachelor of Science degree in Personnel Management from the University of Arizona Business School in 1991. He began his financial services career with Merrill Lynch Wealth Management in 1992 as a 401(k) representative at the World Financial Center in Manhattan, NY. After nine years working as a NASDAQ and hedge-fund trader, he returned to Merrill Lynch in 2004. Ed holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Residing in North Scottsdale with his wife and daughter, Ed is an active member of the Senior Business to Business Networking group. In his spare time, he enjoys playing recreational ice hockey, a long-standing personal interest.

Dustin Soderholm is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Charles Schwab since 2011. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Dante Colarusso is a financial advisor at Vanguard Advisers with four years of industry experience and holds a Series 66 designation. His prior roles include positions at Bank of New York Mellon and various organizations spanning finance and retail sectors. He serves as a local representative for NACEL Open Door, a nonprofit that vets host families for international students. Vanguard Advisers provides both 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 and primarily invests in Vanguard funds and ETFs.

Christopher Brereton is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SagePoint Financial, Inc., UBS Financial Services, and U.S. Bancorp Piper Jaffray. Outside of his advisory role, he serves as a board member at large for the Desert Fairways condominium association. OSAIC Wealth serves a diverse clientele, including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various strategies and third-party manager selection.

Andrew Kha is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Charles Schwab, Vanguard, and Zenreach. Kha is based in Scottsdale, AZ. 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’s advisory process integrates quantitative and qualitative due diligence, including ESG considerations, supported by a manager solutions team.