Sandy Brecke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Wells Fargo in various capacities since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jon Ardell is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017. Prior to that, he was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tyler Roach is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cetera Wealth Services, Mutual of Omaha Insurance Company, and CWM, LLC dba Carson Partners. He is based in Scottsdale, AZ. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization tools, supporting discretionary strategies and third-party manager selections.

Stephen Dolgos is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in woodworking and crafts, creating items for sale. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Mitchell Hundman is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has a background that includes real estate, having worked as a licensed agent with Russ Lyon Sotheby's International Realty since 2020. 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 wide range of clients—including individuals, institutions, and municipalities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by extensive research and a broad affiliate network.

Anne Medich is a financial advisor with Fidelity in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she worked in retail at Freebird Stores and Altar'd State and has a background that includes roles with Ballet Arizona, Oklahoma City Ballet, and educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, and employs a systematic investment approach combining proprietary research, quantitative analysis, and algorithmic portfolio construction.

Brenna Davis is Vice President Private Wealth Management Advisor at Fidelity Investments, a position she has held since 2022. She focuses on families and multi-generational financial planning, aiming to simplify complex subjects and tasks for clients. She has been with Fidelity Investments since 2011, serving in roles including Relationship Manager and Private Wealth Management Planning Consultant before her current position. Her experience encompasses various aspects of private wealth management and client relationship development.

Gregory Wait is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. His prior work includes roles at the University of Arizona, Nevada Premier Valet, City of Reno Parks and Recreation, and Reno High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools and modeling methods. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Thomas Ansel is a CFP® designated financial advisor with 19 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019, following previous roles at Bank of America, Merrill, and Robert Baird & Co. 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 offers both brokerage and advisory solutions, managing approximately $671 billion in assets and supporting over 14,000 financial advisors.

Robert Scola is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and Cetera Wealth Services since 2013. In addition to his advisory role, he operates as an independent insurance agent under Scola & Scola Associates, focusing on disability, fixed annuities, life, accident, health, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers through various program structures.

Paul Marsillo Jr. is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 38 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and was previously with Citigroup Global Markets starting in 1986. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Matthew Rouhani is a financial advisor at Raymond James & Associates with one year of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2024. His background includes teaching positions at Arizona State University and Brophy College Preparatory, as well as experience with Smiles Concepts. Raymond James & Associates, Inc. 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, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services through various portfolio management approaches and affiliated research resources.

Bryan Bertucci is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James & Associates since 2011, with a brief period at Stifel Nicolaus & Co Inc in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Dylan Temple is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. He has worked at Equitable Advisors since 2017 and was previously employed by Axa Advisors, LLC. Before entering the financial industry, he worked at the University of Arizona A-Store at Maingate from 2014 to 2017. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives and utilizes various third-party asset managers and advisory programs.

Diego Renteria is an Investment Consultant at Fidelity Investments, where he supports clients in developing comprehensive financial plans tailored to their individual needs and goals. He collaborates directly with clients to co-create, implement, and maintain their investment strategies using Fidelity's resources. Diego has accumulated experience in the financial services industry through various roles. Prior to his current position, he served as a Planning Consultant and Relationship Manager at Fidelity Investments. His earlier experience includes roles as a Financial Representative at Fidelity, an Investments Specialist at Vanguard, and a Retirement Service Consultant at Ascensus. Outside of his professional work, Diego enjoys baseball, football, spending time with family, and participating in social events with friends.

Kimberly Shocklee is a financial advisor at Edward Jones in Scottsdale, AZ, holding CFP® and ChFC® designations with 12 years of industry experience. Her prior roles include positions at Tiaa, LPL Financial, Goldbook Financial, MassMutual Life Insurance Company, and MML Investors Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large network of advisors and branches, as well as affiliated services such as trust company operations and securities-based lending.

Megan Engle is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Michael Van Horn is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo in various capacities since 2006, including ten years at Wells Fargo Clearing and nearly 20 years at Wells Fargo Bank. His prior experience also includes a position at Chase Investment Services Corp. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services that include investment advisory, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by in-house research and third-party analytics.

Kevin Needham is a Financial Advisor with Merrill Lynch Wealth Management, offering financial guidance since 2006. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification, as well as the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Kevin focuses on legacy planning, personal retirement planning, and individual and corporate investment strategy. Educated at Dallas Baptist University with a bachelor's degree, Kevin brings extensive experience to his practice. He approaches each client’s financial situation as unique, working closely with them to develop personalized strategies aimed at achieving long-term goals. Kevin’s clients benefit from access to Merrill’s investment resources alongside Bank of America’s banking, lending, and trust services. Raised in North Dakota, Kevin has lived in several states including Montana, Texas, and Arizona. He places value on community and church involvement, and enjoys spending time with his wife and son. His personal interests include baseball, biking, fishing, hiking, pickleball, reading, traveling, woodworking, and writing.

Winne Wang is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Wang holds Series 66 and Series 63 designations and has worked at several firms including The Vanguard Group and Northwestern Mutual. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.