Angela Janzen is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and having 11 years of industry experience. Her work history includes positions at Charles Schwab, BancWest Investment Services, and the London Stock Exchange/Refinitiv. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a high client-per-advisor ratio supported by digital delivery and team servicing.

Daniel Mc Keever V is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His work history includes roles outside finance, such as administrative duties for a family business, The McKeever Group Inc. Equitable Advisors serves a diverse client base, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a dual-registered model with both SEC investment adviser and broker-dealer registrations.

Grant Keeler is a financial advisor with OSAIC, holding a Series 66 designation and 14 years of industry experience. He has worked with Securities America Advisors since 2016 and joined OSAIC in 2024. He provides annuity and insurance services through an affiliated insurance marketing organization. OSAIC serves a broad range of clients, including individual investors, institutions, and charitable organizations, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage diversified portfolios, supporting both discretionary and non-discretionary accounts.

Rube Woolsey is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on helping individuals and small businesses plan for and reach their financial goals. His work includes providing comprehensive wealth planning for clients with investable assets ranging from $1 to $15 million, addressing tax and estate considerations, and advising on major financial decisions throughout different phases of life. Rube specializes in assisting small business owners with exit strategies that allow them to maintain their lifestyle in retirement. He leverages resources from Merrill Lynch Wealth Management and Bank of America's Investment Bank to support clients in navigating the complexities of selling their businesses. His expertise also covers education planning, executive compensation, legacy planning, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. He holds a Bachelor's Degree from Arizona State University and has earned professional designations including CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Rube engages in adventure sports, boxing, horseback riding, and traveling.

Daniel Eisenhour is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has a background that includes roles at Walmart and Arizona State University. Outside of his advisory work, he owns and manages Captured Marketing, LLC, a digital marketing and SEO firm. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as a dual-registered SEC investment adviser and broker-dealer with a focus on LPL-sponsored programs and endorsed TAMPs.

Courtney Goodwin is a CFP® with nine years of industry experience, currently serving as an advisor at Vanguard Advisers. She previously worked at Fidelity Investments and Strategic Advisors LLC, and has long tenure with The Vanguard Group. Vanguard Advisers provides both 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 that utilizes proprietary methodologies and offers portfolios largely composed of Vanguard funds and ETFs.

Shawn Mihal is a financial advisor with OSAIC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Waddell & Reed, Ivy Funds Distributor Inc, LPL Financial, and Advisor Group. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and uses various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

Chris Emery is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through roles including Financial Consultant, Portfolio Specialist, and Client Management Representative. Prior to joining Fidelity, Chris worked as a High Net Worth Representative at Charles Schwab and as a Brokerage Trading Specialist at USAA. Chris specializes in retirement income planning, tax-efficient investing, and protecting multi-generational wealth. As a Certified Financial Planner™, he approaches financial planning as an ongoing process and is committed to helping clients and their families navigate significant life events by co-creating tailored strategies aligned with their financial goals.

Dylan Lang is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America N.A., The Ameriflex Group, Inc., Sagepoint Financial Inc., and Equitable Advisors. Outside of his advisory work, he operates a sole proprietorship as a life insurance producer. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Thomas Bonifield is a Series 66-licensed financial advisor with Vanguard Advisers, based in Scottsdale, AZ, and has three years of industry experience. His prior experience includes roles at State Farm and Arizona State University. Outside of his advisory work, he is involved in a small e-commerce business as a reseller. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that primarily uses Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a combination of automated platforms and advisor teams.

Aaron Empie is a CFP® with 17 years of industry experience currently working at Vanguard Advisers since 2019. He has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 2008. He is based in Scottsdale, AZ, and holds a Series 63 designation. 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 to construct portfolios primarily from Vanguard funds and ETFs, offering customization options including ESG preferences and tax-aware strategies.

Daniel Vinson is a financial advisor with OSAIC based in Scottsdale, AZ. He holds Series 63 and Series 65 credentials and has 21 years of industry experience. His work history includes roles at Advisor Group since 2017, Innovation Partners LLC from 2013 to 2016, and Black, Gould & Associates since 2005. He is also involved as an agent in health insurance sales on a commission basis. OSAIC serves a diverse client base, including retail and institutional investors, and offers a range of brokerage, advisory, and financial planning services. The firm employs asset-allocation tools and risk assessments to construct portfolios and supports multiple advisory platforms and third-party solutions.

John Jetter IV is a financial advisor at Wells Fargo Clearing with 53 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Jennifer Morris is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored investment advice and a range of portfolio services, including discretionary and non-discretionary management, using both in-house and third-party managers to implement diverse strategies.

Steve Shmatko is a financial advisor with Edward Jones in Sun City, AZ, holding a Series 63 designation and 26 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Shmatko serves as secretary and board member of the Sun City Mid Week Bell Club and is president of a Business Networking International chapter in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions with approximately $1.01 trillion in assets under management. The firm is distinguished by its extensive network of financial advisors and branch offices, as well as its affiliated offerings beyond traditional advisory services.

Kyle Fugit is a financial advisor at Edward Jones with 15 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Melissa Taylor is a financial advisor at OSAIC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley Smith Barney LLC and Sage Point Financial. OSAIC serves a diverse range of retail and institutional clients, providing brokerage and investment advisory services through a large network of affiliated advisors. The firm uses a variety of asset allocation tools and third-party platforms to construct portfolios across multiple asset classes, supporting both discretionary and non-discretionary management.

Kristian Michael is a financial advisor at Osaic Wealth Inc. based in Scottsdale, AZ, holding a Series 66 credential with 12 years of industry experience. He previously worked at Bank of America, N.A. and Merrill for 12 years. Outside of his advisory role, he owns Dean’s Mourning Wood, LLC, a business specializing in custom hand-made wood furniture and pet caskets. Osaic Wealth Inc. serves a diverse client base including individuals, institutions, and charitable organizations through a broad network of advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on asset allocation, risk tolerance, and a variety of portfolio management options.

Michael Hodson is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding Series 63, 65, and 66 credentials and 16 years of industry experience. His prior experience includes roles at Securities America Advisors, MML Investors Services, IDC Investor Services, Tobin & Company Securities LLC, and WealthForge. Osaic Wealth serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers through a broad network of affiliated advisors. The firm employs a range of asset-allocation tools and portfolio management strategies across multiple investment types and platforms.

Jennifer Brunner is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked at OSAIC since 2024 and previously spent 15 years with SII Investments and eight years with Securities America Advisors. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing advanced asset-allocation tools and multiple advisory platforms to manage portfolios that include a broad range of investment options.