Allen Lorenzi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Wells Fargo Advisors Financial Network and Citigroup Global Markets. Lorenzi is based in Scottsdale, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its advisors with model portfolios, third-party subadvisors, and technology tools, managing over $819 billion in discretionary assets through a large network of investment adviser representatives.

Derek Tryder is a financial advisor at Osaic Wealth, Inc. based in Scottsdale, AZ, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Royal Alliance Associates, GWFS Equities, John Hancock Distributors LLC, and Putnam Investments. Osaic Wealth, Inc. serves a diverse range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to construct diversified portfolios across various asset classes.

Richard Smith is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior roles include positions at First Financial Equity Corporation and participation in the United States Marshals Posse. He also works as an insurance agent selling life, annuities, and long-term care products. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets through over 10,000 advisors.

Robert Metz is a CFP®-designated financial advisor with 34 years of industry experience. He is currently with LPL Financial and has previously worked at OSAIC, Woodbury Financial Services, and 1717 Capital Management Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Tyler Stringer is a financial advisor at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has previous work experience at Handley Precast Systems Inc, Miller Wolman CPAs PLLC, and Grand Canyon University. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and asset management programs. The firm delivers services through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory programs.

Brandon Booker is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with Vanguard Advisers in Scottsdale, AZ, where he has worked since 2019, including prior roles at Charles Schwab and Securities America. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Vanessa Mason is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. She has 21 years of industry experience, with prior roles at firms including MSH Capital Advisors, Comerica Securities, and Wells Fargo Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools and a large network of investment adviser representatives.

Jessica Catalan is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. She has worked with LPL Financial since 2021 and has been affiliated with Waddell and Reed, Inc. and various insurance carriers through W & R Insurance Agencies since 2010. Outside of her advisory role, she has served as a for-profit board member with BNI in Phoenix, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing multiple strategies and advisor-facing technologies while overseeing substantial discretionary assets through a large network of advisors.

Saeed Zarkharidi is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Sagepoint Financial, Inc. for 14 years. Outside of his advisory role, he is involved in real estate as a licensed agent, assisting friends and family with buying and selling properties. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct diversified portfolios on both discretionary and non-discretionary bases.

Sean Degenhart is a financial advisor at Wells Fargo Clearing with a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven, based on modern portfolio theory, and includes a broader set of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Roger Frank is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include long tenures at Berthel Fisher & Company Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. Frank is also a trustee for The Shirley Frank Revocable Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by research and operational tools.

Ethan Crupe is a financial advisor at Morgan Stanley with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at The Vanguard Group and has additional experience with JFQ Lending Inc. and Fast Copy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Jennifer Culhane is a financial advisor at Strategic Advisers LLC, a Fidelity Investments company, with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Fidelity Brokerage Services, Charles Schwab, Creative Planning, Merrill Edge, and TD Ameritrade. Strategic Advisers provides investment management and advisory services to a diverse client base, including retail and institutional investors, and uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment process. The firm also serves as advisor to multiple registered investment companies and delivers model portfolios to intermediary platforms.

Bryan Neddoff is a CFP®-designated financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he is a co-owner of a consulting business, WCG & Associates, and serves as president and operating manager of Forest Hills Group, LLC, an investment property ownership entity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Brice Davis is a CFP® professional with nine years of industry experience, currently serving at Vanguard Advisers. His career includes positions at Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has worked since 2017. Davis's background also includes roles at Brigham Young University and AV Productions. Vanguard Advisers offers automated and human-supported investment advice to 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 mainly composed of Vanguard funds and ETFs.

Braden Wood is an Investment Consultant at Fidelity Investments, where he focuses on assisting clients and their families in developing and implementing personalized financial plans tailored to their financial objectives. He emphasizes building strong, ongoing relationships and gaining a clear understanding of each client's situation to identify appropriate strategies. Braden has held various roles at Fidelity Investments since 2022, including Planning Consultant, Relationship Manager, and Financial Representative, which have contributed to his experience and expertise in financial planning and client relationship management. Prior to joining Fidelity, he worked as a Customer Service Representative at Comerica Bank in 2021. Outside of his professional work, Braden has interests in baseball, board games, cars, football, social events with friends, and music.

Bradley Hughs is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has previously worked at Southwest Wealth Advisory Group and Woodbury Financial Services. Outside of his advisory role, he is associated with Hughs Financial Services, Inc., an entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by technology tools and extensive non-advisory financial activities.

Andrew Needs is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following seven years with JPMorgan Chase Bank and JPMorgan Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Michelle Brooks is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Her prior roles include positions at SagePoint Financial, Raymond James Financial Services Advisors, and Peoples Bank. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes various asset-allocation tools and third-party platforms to construct diversified portfolios that can include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Kathy Salcido is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has worked at RBC Capital Markets since 2008. Outside of her advisory role, she is an owner of Melaleuca, Inc., a private company, earning commissions for referring shoppers. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering a range of wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm utilizes in-house and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.