Cynthia Romagnolo is a Vice President Private Wealth Management Advisor at Fidelity Investments. She has been with the firm since 1992, holding various positions including Vice President, Senior Account Executive, Financial Planning Consultant, and Financial Representative. In her current role since 2014, she works alongside her team to assist affluent individuals and their families with their wealth planning needs. Cynthia is a Certified Financial Planner® with over 30 years of experience in the financial services industry. She focuses on understanding her clients' needs, goals, and preferences to help them make prudent decisions regarding their wealth in the complex environment of investments and financial planning. Outside of her professional work, Cynthia's personal interests include fitness, pets, reading, traveling, and volunteering.

Lauren Lofy is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. She is also an attorney and CPA, managing law and accounting firms alongside her advisory role. Lofy has practiced law and accounting since 2019 and has served at the University of Arizona James E. Rogers College of Law and Husch Blackwell. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with customizable investment strategies and integrated financial and credit solutions.

Renee Hanson is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 63 designation and 35 years of industry experience. She has worked with Ameriprise Financial Service, LLC since 1997 and previously with Ameriprise Financial Services, Inc. for 15 years. Outside of advising, she is involved in publishing a book and podcast titled "Finding Your Financial Identity," serves on the board of the Maricopa County Bar Association, and participates in planned giving committees. Ameriprise offers retirement-income planning services targeting individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations through a centralized consulting team.

Heath Granneman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 14 years of industry experience. He has been with Cambridge Investment Research in various capacities since 2012. He is also involved with Camelback Wealth Consultants, an investment-related activity. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Joseph Vogt is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Vanguard Advisers since 2019 and has been associated with various Vanguard entities, including Vanguard Marketing Corporation and The Vanguard Group, Inc., since 2017. Prior to that, he spent seven years at Grand Canyon University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering a combination of digital delivery and advisor support to manage a large client base.

Anietie Ijoma is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has been affiliated with AIG since 2013. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process utilizes model-based asset allocation and portfolio optimization supported by risk-tolerance questionnaires and rebalancing tools.

Troy Corbridge is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide array of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers its financial planning through structured discovery conversations and firm-approved tools.

Dylan Leonard is a financial advisor with Vanguard Advisers, holding the Series 66 designation. He has one year of industry experience and previously worked at LPL Financial LLC. Outside of finance, his background includes roles related to parking services and operations at sports venues and educational institutions. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s approach combines goal-based, algorithm-driven portfolio management with a proprietary glide-path methodology, primarily using Vanguard funds and ETFs.

Erica Chavez is a financial advisor at Merrill with 14 years at the firm and 10 years of industry experience. She holds the Series 66 designation and is based in Scottsdale, AZ. 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. The firm offers model-based and discretionary investment strategies supported by internal CIO teams and third-party style managers for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jakob Krygier is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 credential and previously worked at PNC Bank. Krygier serves as Secretary and Officer for The Grace Foundation for the Preservation of Americana, a non-profit museum, and is a cofounder and director of AZRoots, Inc. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm delivers advice through a network of Investment Adviser Representatives, utilizing various advisory programs and third-party asset managers.

Philip Kim is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Equitable Advisors since 2002 and previously worked at Axa Advisors. Outside of his advisory role, he serves as Vice Chairman of the Asian Corporate & Entrepreneur Leaders and holds board positions with the Herberger Theater Center and Phoenix Symphony Orchestra. He is also an ambassador for the Translational Genomics Research Institute and participates in various community and nonprofit activities. Equitable Advisors serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs. The firm’s advisory approach involves assessing client risk tolerance to match them with program models or discretionary managers, utilizing a range of investment vehicles and third-party sponsored programs.

Christopher Ragazzo is a Series 66-licensed financial advisor with Morgan Stanley in Scottsdale, Arizona, where he has worked since 2015. He has 11 years of experience in the industry. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, to model financial outcomes.

Kyle Pogson is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His background includes roles at The Vanguard Group, Vanguard Marketing Corporation, and previous positions outside the financial sector. He has also worked in education and technology sectors earlier in his career. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs, offering a high client-to-advisor ratio and a range of customization options.

William Glennon is a financial advisor with Morgan Stanley located in Fort McDowell, AZ, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. His prior roles include positions at UBS Financial Services and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and provides services through various planning and investment platforms.

Jennifer Johnson is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 23 years of industry experience. Her prior roles include positions at Woodbury Financial Services, Cambridge Investment Research Advisors, Morgan Stanley, and several other firms. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with various advisory and brokerage services delivered through a multi-advisor platform.

Jennifer Vo is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2007. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach primarily using Vanguard funds and ETFs, supported by a large team of advisors and a digital platform.

Maxwell Cocreham is a CFP®-designated financial advisor at Charles Schwab with three years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank, as well as experience outside finance in education and digital dental fields. He is also a co-owner of Selander Allen LLC, an online reselling business. Charles Schwab serves a large client base, mainly high- and ultra-high-net-worth individuals, offering integrated wealth advisory, brokerage, and custody services through its Schwab Wealth Advisory program. The firm combines non-discretionary advisory guidance with access to affiliated discretionary strategies and alternative investments.

Nathan Ring is a CFP® with 12 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2014. He holds a Series 63 license and is based in Scottsdale, AZ. Ring's career has been exclusively with The Vanguard Group, Inc. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages portfolios primarily with Vanguard funds and ETFs, serving a large client base through its combination of digital platforms and a broad advisory team.

Kyle Oreshack is a CFP® with 15 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Vanguard Advisers and COUNTRY Insurance Affiliates. Oreshack is also an associate at Desert Financial Wealth Management in Scottsdale, AZ. 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 investors. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through unique affiliations.

David Cargill is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 65 and Series 63 credentials and six years of industry experience. He previously worked at Integrated Financial Group and OJM, and has been involved with the Fellowship of Catholic University Students and Moreau Seminary. Outside of advising, he is a business owner of The Lettermen and is associated with Benedictus Deus LLC, a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.