Peter Roberti Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. 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.

Timothy Heaton is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Securities America Inc. since 2013 before joining OSAIC in 2024. Based in Scottsdale, AZ, he serves clients through a large, multi-advisor platform. OSAIC Wealth offers services to retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach featuring asset allocation and portfolio optimization tools, providing both brokerage and advisory programs through a complex network of affiliated broker-dealers and registered investment advisers.

Michelle Elliott is a financial advisor with Morgan Stanley in Scottsdale, Arizona, holding a Series 63 designation and 29 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm emphasizes structured financial planning supported by firm-approved tools and extensive asset management services.

Blanca Estrada Rosanoff is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. She has previously worked at BMO Harris Bank, Ann Inc., LOFT, and Johnson Bank. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jill Rolfe is a Series 66-licensed financial advisor with 20 years of industry experience. She has worked at OSAIC since 2024 and previously with Securities America Inc for 12 years. Outside of her advisory roles, she has been involved with the Elks Club since 2012. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Renee Berreth is a financial advisor at Osaic with 17 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, Commonwealth Financial Network, Wells Fargo Clearing, and UBS Financial Services. Outside of her advisory work, she manages a cattle ranch and oversees land rental operations through her trusts. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various risk and rebalancing tools.

Michael Fleming is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Royal Alliance Associates, Inc. since 2015. Outside of his advisory role, he serves as an executor for a family estate. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process centers on model-based asset allocation and portfolio optimization with a range of program options including Unified Managed Accounts and third-party money manager programs.

Patricia Gradl is a financial advisor with Ameriprise in Tempe, Arizona, holding a Series 63 designation and 18 years of industry experience. Her career includes prior roles at OSAIC Wealth, Inc and Lincoln Financial Securities Corporation. Outside of her advisory work, she is a commissioned notary public in Arizona. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with significant investable assets. The firm combines research-driven modeling and tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Aaron Gordon is a CFP® with 27 years of experience in the financial services industry. He is currently with LPL Financial, where he has worked since 2023. Prior to joining LPL, he spent seven years with Kestra Advisory and Kestra Investment Services, and two years with SII Investments. In addition to his advisory work, he owns businesses involved in estate planning and tax strategies. 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 services delivered through a large network of investment adviser representatives using various strategies and technology tools.

Caden Seiferth is a financial advisor with Robert W. Baird & Co. and holds a Series 66 designation. He has one year of industry experience and has worked at firms including Morgan Stanley and Xcelsior Advisor Partners LLC. Outside of finance, he has experience with Rock Solid Climbing and Fitness. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a broad range of financial planning and investment management services, utilizing a combination of separately managed accounts, overlay management, tax strategies, and internal research including AI tools.

Bryce Cook is a financial advisor with Ameriprise Financial Services, LLC in Scottsdale, AZ, holding Series 63 and Series 65 registrations with 14 years of industry experience. He has been with Ameriprise since 2016. Outside of his advisory role, Cook works as a basketball referee. 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 retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Christian Tillotson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with The Vanguard Group since 2022. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with proprietary models and portfolios mainly composed of Vanguard funds and ETFs.

Abby Toohill is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Morgan Stanley and USAA Financial Advisors. Outside of her advisory work, she owns and operates Smitten Schnauzers LLC, a dog breeding and training business. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Christopher Faust is a financial advisor with OSAIC in Scottsdale, AZ. He holds Series 63, 65, and 66 credentials and has 26 years of industry experience. His prior work history includes positions at SagePoint Financial, Bank of America, N.A., and Merrill. OSAIC serves a broad mix of retail and institutional clients with brokerage and advisory services delivered through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation, portfolio optimization, and offers a range of program options including financial planning and retirement plan consulting.

Natasa Savich is a Wealth Management Advisor with Merrill Lynch Wealth Management. She works with individuals, businesses, and private estates to provide guidance in investment decisions, retirement planning, liquidity management, and other wealth strategies. Natasa leverages the investment insights of Merrill and the banking services of Bank of America to assist clients in pursuing their financial goals through personalized strategies tailored to their needs. Her client focus areas include college education planning, divorce transition planning, defined benefit and defined contribution plan consulting, portfolio management, and retirement income planning. Natasa’s approach involves working closely with clients to understand their financial situations and preferences, ensuring that recommendations align with their income and growth objectives. Natasa holds a Bachelor's Degree in Business Administration from Northwood University and a Master of Business Administration (MBA) from Northwood University's DeVos Graduate School. She maintains professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), and Personal Investment Advisor (PIA). Outside of work, she has interests in basketball, football, golfing, hiking, hunting, soccer, traveling, and watching movies.

Tyler Simpson is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America, he owned and operated several digital marketing and golf-related businesses, including UGRW Digital and Golf121, where he produces golf swing analysis content. He also manages Anandha LLC, which oversees his various brand ventures. 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, offering model-based and discretionary investment strategies for individual and institutional clients.

Karen Doering is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has been with Wells Fargo Advisors since 2020 and previously worked at Wells Fargo Clearing from 2016 to 2019. She serves as an investment committee member at Concordia University Chicago, where she reviews investment performance and allocation. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and financial planning services, using proprietary research and tools to deliver tailored recommendations. The firm offers a broad array of planning services and integrates advisory solutions with other financial products and referral channels.

Matthew Sanders is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked with The Vanguard Group and its affiliates since 2017 and was previously employed at Lifewell Behavioral Wellness. 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 models, with portfolios primarily composed of Vanguard funds and ETFs, and manages a large client base through digital delivery and team servicing.

Joseph Gallagher III is a CFP® credentialed financial advisor with 22 years of industry experience. He has been with Vanguard Advisers since 2013 and is also affiliated with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2004. He is based in Scottsdale, AZ. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios constructed largely from Vanguard funds and ETFs, offering customization options and tax-aware features.

Natalie Rossi is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked with Vanguard Marketing Corporation and The Vanguard Group since 2017 and was previously associated with CHGS LLC and Beyond Pink Spokane, Inc. 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 approach to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and managing client relationships through a digital platform supported by a large advisor team.