Jake Desiderio is a financial advisor at Wells Fargo Advisors with Series 63 and Series 65 licenses and approximately one year of industry experience. His prior roles include positions at Cetera Wealth Services, Renaissance Financial, and several other financial and non-financial firms. Outside of advising, he has worked with Frosty Tops, LLC (Little O's), indicating involvement in entrepreneurial activities. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet specific net-worth thresholds, utilizing proprietary research and tools to develop customized recommendations.

Edward Plotkin is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 65 and Series 63 licenses and 25 years of industry experience. His career includes roles at Raymond James since 2018, as well as prior positions at BOK Financial Securities, Zions Capital Advisors, Midfirst Bank, UBS Financial Services, and Merrill. 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, institutions, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Anderson is a CFP® professional with 41 years of industry experience. He has worked at Merrill for 32 years, Bank of America for 11 years, and has been with Raymond James & Associates since 2020. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. 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, institutions, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a nationwide adviser network.

Jaicie Sangoi is a financial advisor at Wells Fargo Advisors with four years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Charles Schwab, Merrill Lynch, Bank of America, and Walgreens Corporate Office. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services using proprietary research and tools, delivering tailored recommendations through both meetings and written summaries.

Joshua Bradley is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ. He holds a Series 66 designation and has 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2007. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jacob Baranowski is a financial advisor with Vanguard Advisers holding a Series 66 designation. He has been with Vanguard and its affiliates since 2026. Prior to joining Vanguard, he worked in positions outside the financial advisory industry, including at NucleusTeq Inc. and Total Quality Logistics. Vanguard Advisers provides 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 set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Derek Jodarski is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has held various roles including at JPMorgan Chase Bank and Starbucks. In addition to his advisory work, he has business interests in entities such as 49th Ave Unit 1097 LLC and Proverbs 31 18 LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a range of investment strategies, supported by affiliates providing implementation and portfolio services.

Dean Sprague is a financial advisor at Vanguard Advisers with 14 years of industry experience. He has been with The Vanguard Group since 2011 and holds the Series 63 and Series 65 designations. 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 with proprietary methodologies to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Adam Tolbert is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. He has worked with Vanguard Marketing Corporation, The Vanguard Group, and Principal Securities Inc. Additionally, he operates an e-commerce business. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven investment approach with portfolios constructed mainly from Vanguard funds and ETFs.

Nicholas Maddern is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Nuveen Services LLC and BlueBay Asset Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Brent Langley is a CFP® with 14 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2011. He previously worked at All Things Cheer from 2008 to 2017. In addition to his advisory role, Langley carries a mortgage loan as a lender in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios mainly composed of Vanguard funds and ETFs, and manages a large client base through its scale and digital delivery.

Jeromiah Scott is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His previous roles include positions at Axa Advisors and Equitable Advisors. He also works as an employee benefits agent, advising on plan design and benefit packages for business clients. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and supports a wide network of advisors with advanced analytical tools and specialized programs.

Xavier Almoro Watkins is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and has worked in various roles across multiple industries before joining Equitable Advisors in 2023. Watkins serves as a board member for the nonprofit organization Calling All Men. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models, including third-party program sponsors and discretionary managers, delivering solutions that cover mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Dylan Hoffman is a financial advisor at Morgan Stanley with nine years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously worked at The Vanguard Group for one year. Hoffman holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s planning process uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

John Oconnor is a financial advisor at Vanguard Advisers with 26 years of industry experience. He holds the Series 66 designation and has previously worked at USAA Financial Planning Services and Ameriprise. He has been with The Vanguard Group since 2014. Vanguard Advisers provides 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 and primarily utilizes Vanguard funds and ETFs in its portfolios.

Kelly Malone is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. She holds a Series 66 designation and has one year of industry experience. Prior to joining Vanguard, she worked at Legends West Bank, Flatirons Bank, and the Federal Home Loan Bank of Topeka. Malone is a minority interest owner in several investment-related businesses including property development, strategic capital placement, oil and gas, and real estate. 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, leveraging proprietary models to set personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Price Peasel is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 63 designation and over 24 years of industry experience. He has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Rudy Macias II is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a silent partner in Bull-it Transport LLC, a business involved in automotive maintenance, repair, and manufacturing of automotive parts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program is non-discretionary, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Kevin Jonson is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard Advisers since 2019. Prior to this, he worked at Chocolate Enrapture from 2013 to 2017. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs with various customization options.

Maura Gill is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has worked at various Morgan Stanley entities since 2006 and was previously employed at KeyBanc Capital Markets Inc. from 2004 to 2006. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.