Sarah Loe is a financial advisor at Robert W. Baird & Co. with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Since 2021, she has been with Robert W. Baird & Co. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides customized financial planning and portfolio management services, utilizing a range of investment strategies and overseen manager selection.

Antonio Cancilla is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and bringing 38 years of industry experience. He has worked at various Charles Schwab entities since 1999, including Charles Schwab Bank, SSB, Charles Schwab Premiere Bank, and Charles Schwab Trust Bank. 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 a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational resources.

Matthew Rea is a financial advisor at Ameriprise with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual planning advice focused on retirement income strategies.

Cannon Wray is a financial advisor at OSAIC with 15 years of industry experience and holds a Series 66 designation. He has worked with Advisor Group since 2015 and joined OSAIC in 2023. 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 and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with various portfolio management tools and access to third-party money managers.

Brandon Carlo is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held positions at Bank of America, Dutch Bros, Chipotle Mexican Grill, and Panda Express. He is a member of an LLC that manages a rental property with his father. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions Program, offering both model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles White is a financial advisor at Vanguard Advisers with 17 years of industry experience. He holds a Series 66 designation and has been with Vanguard entities since 2013, including Vanguard Marketing Corporation and The Vanguard Group, Inc. He is based in Scottsdale, AZ. Vanguard Advisers provides 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 with personalized asset allocations and portfolios constructed largely from Vanguard funds and ETFs.

Jackson Stafford is a financial advisor at Robert Baird & Co. in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Matthews REIS and Mountainside Fitness, as well as positions at Texas Christian University and Notre Dame Preparatory. The DDK Group at Robert W. Baird & Co., where he is based, serves a range of clients including individuals, corporate entities, and charitable organizations, offering financial planning, portfolio management, and brokerage services. The firm utilizes manager-traded and model-traded strategies supported by internal research and employs a variety of investment and fee arrangements.

Jessica Barry is a financial advisor at Raymond James & Associates with four years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at PlanMember Securities Corporation. Outside of her advisory role, she is involved with DoorDash, delivering food to customers as an independent contractor. 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 diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting with a range of portfolio management styles and affiliated research resources.

Trevor Guenther is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Lido Advisors, RBC Capital Markets, and Robert W. Baird & Co Inc. He has also held teaching roles at Iowa State University and Kirkwood Community College and worked in construction and the food service industry. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing tailored recommendations supported by Wells Fargo research and planning tools. The firm delivers a broad range of planning solutions to clients meeting certain net-worth thresholds, including specialized services such as business-owner transition and sports and entertainment planning.

Catherine Clark is a financial advisor at Vanguard Advisers with 19 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Charles Schwab and Blue Lotus Strategies, and she currently operates Bean Counters & Associates, LLC, a tax preparation business. 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 that primarily uses Vanguard funds and ETFs, offering customized asset allocations and tax-aware portfolio features.

Karla Stroh is a financial advisor at OSAIC with 35 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked for Sagepoint Financial, Inc. for 14 years. Outside of her advisory role, she is an independent demonstrator for Stampin’ Up, promoting and selling paper crafting supplies through workshops and hostess parties. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, and charitable organizations, offering integrated brokerage and advisory services across multiple platforms. The firm employs asset-allocation tools and risk-tolerance assessments to construct diversified portfolios with a range of investment options and supports both discretionary and non-discretionary account management.

Leonor Mladenik is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and possessing 24 years of industry experience. Prior to joining LPL Financial in 2022, she worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC for a combined seven years. Outside of her advisory role, she is involved with KLMM ENTERPRISE LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research from internal and third-party sources.

Alexandra Singh is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has been with The Vanguard Group since 2011 and operates multiple entrepreneurial ventures, including an e-commerce business and a lifestyle blog. Vanguard Advisers offers both 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 predominantly Vanguard funds and ETFs, serving a large client base through a digital and team servicing platform.

Daniel Boyett is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 66 and Series 63 designations and has worked previously at TD Ameritrade and Scottrade. Outside of his advisory work, he owns Agape for Today LLC, a retail business selling home security products, handmade clothing, and wooden furniture online. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Greg Kittilson is a Senior Financial Advisor with Merrill Lynch Wealth Management. He supports clients in connecting all aspects of their financial lives to prioritize and pursue personal goals. His approach emphasizes simplicity and transparency in wealth planning, helping clients develop personalized strategies to address objectives such as funding education, planning for retirement, and managing long-term family goals. Greg holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Arizona State University. He focuses on creating financial plans that reflect each client's unique perspectives and priorities.

Charles Salas is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, Wells Fargo, Discover Financial Services, and other firms. Outside of financial services, he is involved with Precision Concrete Repair. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach with proprietary models and offers portfolios mainly composed of Vanguard funds and ETFs, combining digital delivery with broad customization options.

Daniel Slager is a financial advisor based in Scottsdale, AZ, affiliated with Morgan Stanley. He holds Series 65 and Series 66 licenses and has 12 years of industry experience. Prior to joining Morgan Stanley, he spent nine years at J.P. Morgan Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

William Carlson is a CFP® and Series 66 professional with four years of industry experience. He has worked at Edward Jones since 2021 and previously held roles at Allbridge, CLA, Nortland Vapor, and WEX. Carlson serves as Secretary of the Young Professionals Council for Big Brothers Big Sisters in Phoenix, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Nathan Joseph is a CFP® with 12 years of industry experience, currently working at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group, Inc. since 2013. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach featuring proprietary methodologies and a broad range of Vanguard funds and ETFs.

Sarah Simes is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 65 and Series 66 designations and previously worked at Boston Partners Financial Group for 16 years and Royal Alliance for five years. Outside of her advisory role, she serves as a notary public. OSAIC serves a diverse client base including individual investors, high-net-worth clients, and institutions, offering integrated brokerage, advisory services, and access to multiple portfolios and third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management.