Kurt Klingenberg is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2016. Outside of his advisory role, he is a managing partner of a family limited partnership. 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 that includes individuals, institutions, pension plans, and municipal entities, providing financial planning and investment consulting services through various specialized programs.

Kelly Gentry is a Series 66-licensed financial advisor with Morgan Stanley in Tempe, Arizona, and has 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he operates Ke Ge Creations LLC, a retail and online store business focused on creating and sourcing products for sale. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and access to a broad range of investment services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Daniel Saba is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with 11 years of industry experience. He has been with Wells Fargo Advisors since 2015. Outside of his advisory role, he is a co-trustee for a 401(k) plan and has a minority interest in a rental property business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet a net-worth threshold, utilizing proprietary research and tools to develop recommendations.

Samol Oun is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Vanguard Advisers since 2020 and is also the owner and photographer of Sam Oun Photography, a business he has operated since 2012. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and constructs portfolios primarily from Vanguard funds and ETFs, offering tax-aware strategies and customization options.

Jennifer Owen is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Owen holds a Series 66 designation and is based in Gilbert, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jenna Peterson is a financial advisor at LPL Financial in Tempe, AZ, holding a Series 66 credential with less than one year of industry experience. Her prior work includes roles in the food service and education sectors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Brenden Slavik is a financial advisor with Thrivent Investment Management in Fountain Hills, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Fidelity Investments and Charles Schwab & Co., Inc. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based financial plans without discretionary trading authority and allowing clients to combine planning with managed-account programs under a consolidated billing option.

Erinn Ford is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Her prior roles include positions at Securities America Advisors, KMS Financial Services, and Cetera Advisors. She serves as a board member for Premier Trust, a trust company affiliated with Ladenburg Thalmann. OSAIC Wealth, Inc. serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various investment tools and strategies, incorporating stocks, bonds, mutual funds, ETFs, and alternative investments, with portfolio management options that accommodate client-imposed restrictions.

Daniel Santibanez is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Wells Fargo-affiliated firms since 2014. Outside of his advisory role, he serves as a power of attorney for a private individual. 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 combines research from internal and external sources with diversification and modern portfolio theory to guide investment selections, while also providing a broad range of related financial products through its bank and insurance affiliates.

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 at J.P. Morgan Securities with four years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work history includes roles at JPMorgan Chase Bank, National Bank of Arizona, and Tucson Medical Center. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Matt Keith is a CFP® and ChFC® with 19 years of industry experience. 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, which manages residential property leasing. J.P. Morgan Securities provides institutional consulting services, including asset allocation advice and investment manager searches, to corporations, foundations, and defined contribution plan sponsors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Vincenzo Malizia is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2017, following a year at BBVA Compass. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Jeffrey Taylor is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo entities since 2015, including Wells Fargo Bank and Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Grant is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Quicken Loans and Allied First Bank, as well as operating a general construction business. Outside of advising, he is engaged as a copywriter in a self-employed marketing business. Vanguard Advisers offers 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 uses a goal-based, algorithm-driven investment approach with portfolios largely composed of Vanguard funds and ETFs, emphasizing tax-aware and customizable features.

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 in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he has maintained a long-term involvement in the video vending business since 1980. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and including insurance-related investment options alongside traditional products.

Jarrod Stewart is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked with KMS Financial Services, Inc. and Inspirus Credit Union. OSAIC serves a diverse range of clients, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary management, utilizing a broad selection of investment vehicles and third-party solutions.

Christopher Kirby is a financial advisor at OSAIC with 25 years of industry experience. He holds a Series 66 designation and has worked extensively with Securities America Advisors, Inc. since 2003. Kirby is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing a range of tools and third-party platforms to construct portfolios across multiple asset classes.