Daniel Santibanez is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 66 and Series 63 licenses and 20 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Waddell & Reed, Chase Investment Services Corp., and Merrill. 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 uses research and analytics to support portfolio diversification and offers both brokerage and advisory solutions at scale.

Jonathan Kipp is a financial advisor with Morgan Stanley Wealth Management based in Scottsdale, AZ, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes prior roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory work, he is involved with Arizona Bike Week, a motorcycle bike show, and participates in several entrepreneurial ventures including FX Promotions Inc, Barrett Jackson retail operations, and a cleaning company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services supported by firm-approved tools and research, managing approximately $2.74 trillion in client assets.

Kristina Sai is a financial advisor with J.P. Morgan Securities based in Fountain Hills, AZ. She holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked at the National Bank of Arizona and the Tucson Medical Center. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Matt Keith is a CFP® and ChFC® with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is the owner and partner of MJ Keith Real Estate LLC, where he is involved in leasing a residential property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by both quantitative and qualitative research.

Vincenzo Malizia is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017, following a year at BBVA Compass. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, and supports implementation through affiliated investment-management entities.

Jeffrey Taylor is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and with 27 years of industry experience. He previously worked at Vanguard Advisers from 2000 to 2005 and has been with Wells Fargo Clearing and Wells Fargo Bank since 2015 and 2016, respectively. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors and provides both brokerage and advisory solutions.

John Grant is a financial advisor with Vanguard Advisers in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining Vanguard Advisers, he worked at Allied First Bank and Quicken Loans. Outside of his advisory role, he is self-employed as a copywriter specializing in marketing. 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 approach to portfolio construction, emphasizing Vanguard funds and ETFs with tax-aware features and a range of customization options.

Tyler Whiting is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he has worked in various roles including positions at Christ's Church of the Valley and Showtime Painting. Equitable Advisors serves individual clients ranging from non-high-net-worth to high-net-worth, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Khachik Gezalyan is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Vanguard since 2016 and is the owner of an e-commerce business, TAP MOB, LLC, which markets clothing online. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios largely composed of Vanguard funds and ETFs. The firm serves a broad client base through a high client-per-advisor ratio enabled by its digital platform and team servicing model.

Cade Lark is a financial advisor at Raymond James Financial in Scottsdale, AZ, with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Silvertree Wealth Partners and the University of Arizona. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a broad client base, including individual and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary advisory services aligned with client goals.

Bruce Galpert is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and concurrently operates a business called Video Vending since 1980. 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.

Jarrod Stewart is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America, Inc., KMS Financial Services, Inc., and Inspirus Credit Union. OSAIC serves a diverse client base 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 focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.

Christopher Kirby is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked at Securities America Advisors, Inc. from 2003 to 2024 before joining OSAIC. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services featuring model-based asset allocation, portfolio optimization tools, and a range of managed account programs.

Matthew Wagner is a financial advisor at Vanguard Advisers with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Vanguard entities since 2008, including a decade at Vanguard Advisers. Vanguard Advisers delivers 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 utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and a range of customization options.

Malachi Rodriquez is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and two years of industry experience. He has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Lee Sera is a financial advisor with Vanguard Advisers, holding a Series 66 designation and two years of industry experience. Prior to joining Vanguard in 2023, Lee worked at Randstad and was self-employed for over a decade. Outside of his advisory role, Lee works as a retail brand associate with Athleta in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving 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 portfolios mostly comprised of Vanguard funds and ETFs.

Boston Mooney is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses. He has one year of industry experience and has worked at multiple Vanguard affiliates since 2025. Prior to joining Vanguard, his work history includes roles at Oldcastle Infrastructure, Wendy's, and various other positions. 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 approach to set personalized asset allocations, focusing on Vanguard funds and ETFs and offering tax-aware and customizable portfolio features.

Briana Morris is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and provides a variety of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Connor Foley is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 licenses and having 10 years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group since 2016 and was self-employed for one year from 2017 to 2018. Vanguard Advisers provides automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach that leverages proprietary methodologies and primarily invests in Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team service model.

James Donahue II is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 credential and over 10 years of industry experience. He has worked at Edward Jones since 2015 and has been involved with Genesis Futures Holding and JDII Capital Management Group since 2009 and 1993, respectively. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.