Suzanne Miesse is a financial advisor at OSAIC with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Securities America Advisors, The Wealth Advisory Group of DiLauro Wracher & Thomas, and Raymond James Financial Services. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools such as asset-allocation models, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across multiple asset classes.

Justin Poirier is a Series 65-licensed financial advisor at Fisher Investments with nine years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and offers sub-advisory and retirement plan services. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Anthony Cerciello is a financial advisor at OSAIC with 20 years of industry experience. He holds the CFA® designation and Series 66 license. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services utilizing a range of investment tools and platforms, managing portfolios across multiple asset classes with options for discretionary or non-discretionary management.

Jordan Chapman is a financial advisor at Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to his current role, he served five years in the US Army and worked in higher education at Arizona State University and Pierce College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, goal-focused planning using firm-approved analytical tools.

Robert Dugan is a CFP® professional with 13 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has prior experience at The Vanguard Group and Charles Schwab. Outside of his advisory role, he serves as head of the architectural committee for the Summerfield Place HOA in Gilbert, Arizona. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Hansen is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Bank since 2004, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Case Wilson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. His prior roles include positions at Position Sports, Scottsdale National Golf Club, Angel Medflight, Grand Canyon University, and Wedding Day Catering. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Cesar Martinez is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, LoanDepot, Wells Fargo, J.P. Morgan Chase, and other financial institutions. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ejigayehu Mesfin is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 designations and 25 years of industry experience. She has worked at FSC Securities Corp. since 2001 and has been with OSAIC since 2023. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing various investment platforms, asset-allocation tools, and third-party managers to construct portfolios across multiple asset classes.

Sean Burke is a CFP®-certified financial advisor with 10 years of industry experience. He is currently affiliated with Raymond James Financial Services Advisors, Inc. and has previously worked at Axa Advisors and Equitable Advisors. In addition to his advisory role, he works as an Employee Benefits Agent, advising companies on plan design and benefit packages to support recruiting and retention. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services that utilize risk profiling and modeling tools to support client goals, and it is noted for its municipal advisory affiliation and innovative employer advisory programs.

Jane Lichtsinn is a financial advisor at OSAIC with 22 years of industry experience. She holds the Series 66 designation and has worked at several firms, including Sagepoint Financial, LPL Financial, CX Institutional, and Lincoln Financial Advisors. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Charles Nicholson IV is a financial advisor at Wells Fargo Clearing with two years of industry experience. He holds the Series 63 designation and has been affiliated with Wells Fargo Bank since 2013. Outside of his advisory role, he works as a food delivery driver for DoorDash. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Jonathon Scott is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group, Inc. since 2013. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, with a focus on personalized asset allocation and tax-aware strategies.

Charles Choe is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 credential and has worked at Charles Schwab and Charles Schwab Bank since 2010, including a brief period at TD Ameritrade. Outside of advising, he owns a commercial property through CCMC Holdings LLC. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory services with access to discretionary portfolios and offers integrated brokerage, custody, and cash-sweep services.

Matthew Woudstra is a financial advisor at Merrill with 16 years of industry experience. He holds the Series 66 designation and previously spent nine years with Edward Jones. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brett T. Williams is a Certified Financial Planner® with 32 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services Inc. for 16 years. 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 a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Corey O'boyle is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked with The Vanguard Group, Inc. since 2013. Vanguard Advisers delivers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

Philip Wong is a financial advisor at Vanguard Advisers with 15 years of industry experience. He has been with The Vanguard Group, Inc. since 2011 and holds Series 63 and Series 66 designations. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible 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 advisor support.

Sasson Afshari is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 license and 16 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, supported by a large network of advisors and advanced operational tools.

Sevag Hagopian is a financial advisor at Charles Schwab with one year of industry experience. He holds a Series 66 credential and previously worked at Rocket Mortgage for eight years. Outside of his advisory role, he co-owns and manages the business operations of The Beauty Fix Med Spa in Scottsdale, AZ. Charles Schwab serves a large client base primarily composed of high- and ultra–high-net-worth individuals through Schwab Wealth Advisory’s wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary advice and access to discretionary separatley managed accounts, supported by a multi-asset model portfolio approach and a distinctive integrated operational structure.