Broderick Zach is a financial advisor at Osaic with 8 years of industry experience. He holds a Series 66 designation and has worked at firms including Ladenburg Thalmann & Co. Inc., Securities America, Inc., and Charles Schwab in various capacities since 2017. He is based in Scottsdale, AZ. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios that may include a variety of securities and alternative investments.

Ryan Marsh is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Edward Jones in Scottsdale, AZ. He has 19 years of industry experience, including 17 years with Marsh Professional Group before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tiffany Evans is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2018 and previously at SARC Monitoring from 2016 to 2018. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement income planning and advice focused on dependable income sources and tax-aware withdrawal strategies.

Grace Suphan is a financial advisor at Stifel with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked with Cambridge Investment Research Advisors and Legacy Financial Group. Outside of her advisory role, she occasionally buys and sells antique and vintage items on eBay. Stifel serves a broad range of clients, including individuals, institutions, and municipal entities, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Jordan Keefer is a CFP® with 11 years of industry experience, currently serving as an advisor at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group since 2014. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach. The firm manages a large client base through its digital platform and team servicing model, primarily using Vanguard funds and ETFs with customizable portfolio features.

Mariah Garner is a financial advisor at Raymond James Financial with a Series 66 license and two years of industry experience. She previously worked at Morgan Stanley and Bank of America. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and municipal entities. The firm offers tailored, typically non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Tristan Lamb is a CFP® with three years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. His career includes roles with Vanguard Marketing Corporation and The Vanguard Group, as well as prior positions at Axosoft and GitKraken. Vanguard Advisers provides 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 using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Kristi Simerman is a Series 66-licensed financial advisor with Ameriprise in Scottsdale, AZ, with 18 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes detailed written Recommendation Reports and ongoing advice produced by a centralized team and typically applies restrictive enrollment criteria and proprietary investment and distribution arrangements.

Matthew Dudley is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Robin Widmer is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, AZ, holding Series 63 and Series 66 credentials with 25 years of industry experience. His career includes prior roles at SagePoint Financial, Inc. and Sunamerica Securities. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services utilizing proprietary asset-allocation tools, risk-tolerance assessments, and access to third-party money managers and wrap programs.

Garett Fig is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He has worked with top-tier investment banks and global insurance and advisory firms, providing financial solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Throughout his career, Garett has focused on building trust and maintaining a professional relationship to understand and address clients' financial concerns and expectations. Prior to his current role, Garett began his career as a tax analyst for AXA Financial in New York City, followed by roles at J P Morgan and Merrill Lynch on both the investment banking and retail sides. He holds a Bachelor of Business Administration degree with a concentration in Accounting from Roanoke College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). His expertise includes portfolio management services and financial planning in areas such as retirement income, executive compensation, and college education planning. Outside his professional work, Garett participates in community organizations by volunteering and supports philanthropic efforts alongside his family. He engages in various adventure and sports activities such as boating, football, golfing, running marathons, surfing, volleyball, and yoga. Garett emphasizes developing personalized financial strategies collaboratively with clients to help them pursue their long-term goals.

Trisha Larson is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with Morgan Stanley and its Private Bank division since 2015. Larson serves on the board and finance committee of Special Olympics Arizona, contributing to fundraising and administrative efforts. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment and planning strategies.

Morgan Burkemper is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Morgan held roles at Gong, FullStory, LinkedIn, Yello, and KPMG. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

Bradley Stouffer is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill since 1991 and serves as a qualified Portfolio Manager. In this role, he provides traditional financial advice and guidance while also building and managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He serves clients through the firm's Investment Advisory Program, where he may manage strategies on a discretionary basis. Brad focuses on family wealth management strategies, personal retirement planning, and portfolio management services. He keeps current with the latest research and strategic insights from Merrill analysts and the Chief Investment Office to inform his portfolio management. Bradley holds a Bachelor's Degree from the University of Phoenix and is designated as a Personal Investment Advisor (PIA). Bradley has been active in his community, previously serving on the boards and as Board Chair for the Beatitudes Campus and Beatitudes Foundation. He lives in Phoenix with his family, enjoys reading, spending time with his family, traveling, and is an avid tennis player.

Benjamin Krauth is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. His prior roles include work with DBAT Scottsdale and Rize Sports Performance. Vanguard Advisers provides 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, using proprietary models and largely Vanguard funds and ETFs to construct portfolios tailored to individual savings objectives.

Jake Edwards is a financial advisor with Equitable Advisors based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Wells Fargo Clearing Services, Robinhood Financial, and other firms. Equitable Advisors serves a broad client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed platforms.

Sarah Danna is a CFP® with 16 years of experience in the financial industry, currently serving as an advisor at Vanguard Advisers since 2010. She holds a Series 63 license and is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base through a combination of digital platforms and advisory teams.

Chet Ortman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has a career spanning over two decades in the financial services industry, with previous roles including Regional Specialist at Time Financial from 2012 to 2014, Financial Advisor at Raymond James from 2008 to 2012, and Financial Consultant at A.G. Edwards from 2002 to 2008. As a Certified Financial Planner® practitioner, Chet works with clients to develop and implement disciplined financial plans tailored to their unique goals, focusing on understanding what is most important to them to help create balance in their financial lives. Additionally, he holds a California Insurance License.

Matthew Vallely is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at JPMorgan Private Bank and LPL Financial. Outside of his advisory work, he is involved with Desert Financial Wealth Management in Scottsdale, AZ. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support through a broad affiliate network.

Aaron Beasley is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding Series 66 and Series 63 designations and one year of industry experience. His prior roles include positions at Bankers Life, JR Capital, and Quicken Loans. Outside of his advisory work, Beasley is contracted as a delivery driver with DoorDash. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily through Vanguard funds and ETFs.