Ashley Kugel is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. She has been affiliated with OSAIC since 2024 and previously worked with Securities America Inc. for ten years. OSAIC serves a diverse clientele including retail and institutional investors through a large network of advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with portfolio construction supported by firm-provided asset-allocation tools and access to third-party money managers.

William Bradley is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of his advisory role, he is the sole owner of WAB Enterprises Inc., which leases a Mooney aircraft. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Charles Peterson II is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2021. Prior to his current roles, he was involved in the construction and consumer products sectors. Vanguard Advisers offers 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 utilizing proprietary models to construct diversified portfolios mostly composed of Vanguard funds and ETFs.

Brandon Riley is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2013, including roles at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management provides a broad range of advisory programs to both individuals and institutional clients, focusing on tailored financial and estate planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers financial planning services primarily in an advisory capacity.

Alexander Weitkunat is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and one year of industry experience. He previously worked at Mutual of Omaha and holds roles with multiple Vanguard entities. His background includes various positions in education, recreation, and customer service. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach with personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Joseph Alaimo is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior work includes roles at USAA Group and various business ventures such as Parkville Wholesale, Little Sicily Pizza, and Alaimo Enterprises. He also has experience with Arizona State University, Mayo Clinic, CVS Pharmacy, and Paradise Valley Community College. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach that emphasizes personalized asset allocation and tax-aware portfolio features.

Brandon Jamison is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds a Series 66 designation and has been with Vanguard Advisers and related Vanguard entities since 2025. Prior to joining Vanguard, he had brief roles at Charles Schwab & Co. and other companies. Vanguard Advisers delivers 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 construct personalized portfolios predominantly from Vanguard funds and ETFs, supported by a large advisor team and digital platform.

Oscar Orrego is a financial advisor at Merrill with 22 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Merrill and Bank of America since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Curtiss Tharp is a financial advisor at Osaic Wealth, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Financial Securities Inc, Lincoln Financial Advisors Inc, and Global Value Investment Corp. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and advisory services with a range of investment options and portfolio management approaches, supported by firm-provided tools and third-party services.

Emilio Acedo is a CFP®-designated financial advisor at Charles Schwab with three years of industry experience. His prior roles include positions at Freedom Mortgage and Finis Landing. He is based in Scottsdale, AZ. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with alternative investment options and a centralized operational structure.

Michael Clark is a CFP® with eight years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2021. Prior to joining Baird, he worked at U.S. Bancorp Investments, Inc. and U.S. Bank. Outside of his advisory role, he has been involved with PAC Properties since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that provides tailored financial planning and portfolio management services to individuals, families, institutions, and charitable organizations, utilizing a range of investment strategies including traditional and non-traditional approaches.

Bradley Hickman is a financial advisor at OSAIC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 12 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include various asset classes on discretionary or non-discretionary terms.

Laura Elias is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns a travel-related business called My Fun Spot Vacations. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and annual advice. The firm’s approach integrates internal investment research, third-party data, and algorithmic tools, with enrollment criteria that require a minimum level of investable assets and generally includes Ameriprise-managed assets.

Nathan Glenn is a financial advisor with Osaic in Scottsdale, AZ. He holds Series 65 and Series 63 licenses and has 13 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for nine years. Osaic Wealth, Inc. serves a diverse client base, including retail and institutional investors, with services spanning brokerage, investment advisory, financial planning, and retirement consulting. The firm utilizes asset-allocation tools and multiple advisory platforms to construct portfolios incorporating various asset classes, supporting both discretionary and non-discretionary management.

Timothy Metcalf is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following five years at J.P. Morgan Securities. Outside of his advisory role, he is involved with a vacation rental business in Puerto Penasco, Sonora, Mexico. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to broad investment products. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and strategies developed by its Global Investment Committee.

Brandon Willard is a financial advisor at Edward Jones in Phoenix, AZ, with 10 years of industry experience. He holds a Series 66 designation and has worked with Edward Jones since 2016. Outside of his advisory role, he serves as an assistant football coach for the Deer Valley Unified School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and affiliated services under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Aaron Kurasch is a financial advisor at Wells Fargo Advisors with 24 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2009 to 2024. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including cash-flow, retirement, education, and niche areas such as business-owner transition and special-needs analysis, utilizing Wells Fargo research and planning tools.

Cade Mc Nicholas is a financial advisor at Merrill with three years of industry experience. He holds a Series 66 designation and has worked at Bank of America N.A., Merrill, Fidler Wealth Management, and spent time in educational roles at the University of Arkansas and Platte County High School. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Ugalde is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes tenures at Sagepoint Financial, Inc. and Sunamerica Securities, Inc., spanning over two decades. OSAIC serves a diverse client base, including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a wide range of integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Chad Barton is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and FSC Securities Corporation prior to joining OSAIC. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm employs various asset-allocation tools and provides access to third-party money managers and alternative investments.