Theodore Young is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He holds the Series 66 designation and has been associated with Raymond James since 2015. Outside of his advisory role, he serves as a coach at Arizona State University, dedicating significant time to venture mentoring during the academic year. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports clients through its wide network of advisors and affiliated firms.

Dylan Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Transamerica Capital, Edward Jones, and Balboa Capital. Outside of his advisory work, he is involved with SilverTree Collective and serves as a wealth advisor with SilverTree Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and has notable capabilities in municipal and public finance advisory services.

Rupert Watson is a financial advisor at Merrill with 57 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 1975, including a concurrent role at Bank of America since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Tara Hinzman is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 designations and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a business called THIN Z MAN LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm uses research and analytics to evaluate managers and investment options, offering both brokerage and advisory solutions across a large platform.

Vincenzo Leto is a financial advisor at Osaic with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates, Axos Clearing, TD Ameritrade, and New York Life Investment Management. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance assessments and efficient frontier analysis.

Scott Horner is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior work includes long tenure at First Allied Advisory Services and First Allied Securities. He volunteers as a merit badge instructor for the Boy Scouts of America and teaches financial literacy classes through Dave Ramsey’s Financial Peace University; he also serves as an elder at St. Mark Lutheran Church in Phoenix. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through multiple program structures, including access to affiliated and third-party managers.

Bruce Thompson is a financial advisor with Wells Fargo Clearing in Sun City, AZ, holding Series 63 and Series 65 credentials and possessing 38 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for eight years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm employs a large-scale investment approach supported by research and analytics, offering both brokerage and advisory solutions.

Eric Schaber is a financial advisor with OSAIC, holding a Series 66 designation and possessing 17 years of industry experience. His prior roles include positions at Securities America, Inc. and KMS Financial Services, Inc. Outside of his advisory work, Schaber owns Junkyard Mike’s Bully Rescue, a dog rescue operation focused on caring for shelter dogs. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporations, offering a range of brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization.

Brigham Montez is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Ferguson Enterprises, BYU-Idaho, In-N-Out, and Liberty High School. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting its extensive network of over 22,800 advisors.

Tiffani Therrien is a financial advisor at Cetera with 12 years of industry experience. She holds a Series 66 credential and has previously worked at Avantax Investment Services and Pittman Wealth Management, among other firms. She is also involved with Intentional Wealth Solutions LLC, where she works with advisors and clients on solutions and service. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple investment program options and third-party managers.

Victor Larosa is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory work, he serves as Vice President of the Eagle Ridge Homeowners Association. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

James Norris is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with LPL Financial since 2013, including a recent tenure at Centaurus Financial Inc. Outside of advisory work, he is involved in tax planning through Forum Tax Planning and holds a notary commission in Arizona. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing a broad network of investment adviser representatives and combining advisory services with a range of non-advisory financial products.

Anthony Montgomery is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and was previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, Montgomery serves as president of the Notre Dame Preparatory High School Booster Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and uses firm-approved tools to model outcomes, managing approximately $2.74 trillion in client assets.

Ann Zlamal is a financial advisor with OSAIC in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. Her career includes roles at firms such as United Planners Financial Services, LPL Financial, and Prudential Insurance Company of America. Outside of her advisory work, she is an adjunct professor at Grand Canyon University and owns several small businesses, including an online retail store and a clothing construction company, and serves as a judge at the Scottsdale Saddle Club. OSAIC serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools and supports a range of portfolio management approaches through its affiliated broker-dealer and RIA relationships.

Max Sanel is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 designations and possessing 15 years of industry experience. He has worked with Morgan Stanley and its affiliated Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Arvie Allison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior work includes roles at Morgan Stanley and its affiliated entities from 1999 to 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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 sources.

Anthony Collazo is a financial advisor with Merrill in Phoenix, AZ, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work history includes roles at Bank of America and Charles Schwab. Merrill, along 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ian Bates is a financial advisor at OSAIC with 15 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Advisor Group and Edelman Financial Engines. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization using advanced tools and multiple program options.

Matthew Tolen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley, Bank of America, Merrill, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Dawn Larson is a financial advisor at Osaic Wealth with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked with Securities America Advisors and SECURITIES AMERICA, inc. Larson also serves as a board member for her homeowners association, where she helps coordinate neighborhood events and activities. Osaic Wealth serves a diverse client base, including retail and institutional investors, with a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, allowing advisors to implement various managed strategies across multiple custodial and program arrangements.