Scott Viesselmann is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and possessing 47 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and also operates Scott Viesselmann, Inc. Additionally, he serves as a board member for 4Vet's, a veteran support organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers multiple investment solutions through a network of independent professionals, employing both proprietary and third-party strategies across various custody and platform arrangements.

Jeffrey Kolzow is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding Series 63 and Series 66 licenses and with 32 years of industry experience. He has been with Thrivent and its predecessor entity since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without portfolio management or discretionary trading authority.

Stephanie Kung is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. She has been with The Vanguard Group, Inc. since 2013 and has been self-employed in arts and crafts since 2021. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans, offering goal-based, algorithm-driven asset allocation primarily through Vanguard funds and ETFs. The firm is notable for its scale, managing hundreds of thousands of client relationships through a combination of automated platforms and a large advisor team.

Christopher Watkins is a financial advisor at Vanguard Advisers with one year of industry experience. He holds the Series 66 designation and is based in Scottsdale, AZ. Outside of his advisory role, he is involved in film production as the owner of Clutch Entertainment, LLC and Catapult Entertainment Group, LLC, and also works as a server at Paul Martin's American Grill. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and a team servicing model.

Joseph Zangri is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. His prior work includes roles at The Vanguard Group, Vanguard Marketing Corporation, and Potbelly Corporation. 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 and manages portfolios constructed largely from Vanguard funds and ETFs.

Scott McKeever is a Financial Consultant currently working at Fidelity Investments since 2020. He has 10 years of experience in the financial services industry, including previous work as a Financial Planner at Northwestern Mutual from 2015 to 2020. Scott focuses on comprehensive planning, investment analysis, and providing ongoing guidance and support to clients and their families to improve their financial wellness. His approach centers on helping clients develop and maintain peace of mind by establishing a trusting advisory relationship. Outside of his professional role, Scott has personal interests that include beach activities, cooking and baking, fitness, football, golf, and horseback riding.

Davis Stewart is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, he was involved in various roles including at The Heights Golf Club and Bladium Sports and Fitness Club. Outside of his advisory work, he operates a retail business specializing in buying and reselling sports cards and sports memorabilia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Madison Ortmeyer is a financial advisor with Charles Schwab in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab, Madison spent four years in full-time education. Charles Schwab & Co., Inc. serves primarily 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 client relationship model that combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Edward Plotkin is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has worked at Raymond James since 2018 and previously spent four years with BOK Financial Securities, Inc. and Bokf, Na. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and multiple portfolio management strategies.

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 Phoenix, AZ, holding a Series 66 designation and 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Bradley has been affiliated with Wells Fargo Bank since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader range of financial product offerings that include insurance-related vehicles and bank deposit sweep options.

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 licenses. His work history includes roles at JPMorgan Chase Bank, N.A., and Starbucks. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend investment strategies.

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 three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Nuveen Services LLC and BlueBay Asset Management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

David Lucas is a financial advisor with Raymond James & Associates in Tempe, AZ, holding Series 63 and Series 65 credentials and bringing 49 years of industry experience. He has been with Raymond James & Associates since 2011, including his current tenure since 2021. Outside of advising, he is a passive investor in private companies such as Verifyle Inc and Microsonics Systems. Raymond James & Associates is a large dually registered broker-dealer and investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm provides tailored financial planning and consulting services, drawing on a broad range of investment strategies and affiliated research.

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 at Raymond James Financial with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with AXA Advisors, Equitable Advisors, and Horner, Townsend & Kent, Inc. In addition to his advisory role, he serves as an Employee Benefits Agent, advising companies on plan design and benefit packages. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and emphasizes the use of analytical tools and technology to support client decision-making.