Brian Wilber is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following prior roles within Wells Fargo Advisors and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, tailoring services to plan objectives, demographics, and risk tolerances.

Jonathan Mabb is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 12 years with Metlife Securities Inc. In addition to his advisory role, Mabb is also an agent in insurance sales, focusing on life, disability, long-term care, fixed annuities, and health products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, goal-oriented planning process supported by proprietary software and offers specialized programs, including divorce planning and event-driven estate and employer-sponsored planning.

Michael Jacobson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. Prior to his current role, he worked at Archer Huntley Financial Services and Jackson National, among other positions. He has also been employed by The Vanguard Group and its affiliates since 2023. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach featuring personalized asset allocations and portfolios primarily constructed from Vanguard funds and ETFs.

Christopher Loucks is a financial advisor at Wells Fargo Advisors with Series 63 and Series 66 licenses and two years of industry experience. His work history includes roles at Wells Fargo Advisors since 2024, as well as positions at DoorDash and Charles Schwab. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning services including retirement, education, risk management, and specialized planning for business transitions and other client needs. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation through various brokerage or advisory programs offered as optional.

Steeli Long is a Series 66-licensed financial advisor with Vanguard Advisers, based in Scottsdale, AZ, with five years of industry experience. Prior to joining Vanguard in 2021, Long held roles in banking, education, and small business operations. Outside of advising, Long is contracted with Rover to provide dog care services. Vanguard Advisers offers 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 approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs with various customization options.

Thomas Mcgeorge is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and a wide array of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analysis.

Jacob Chapman is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at several affiliated and related firms since 2022, including Wilde Wealth Management Group and Cetera ADVISORS LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients from individual investors to institutional accounts. The firm offers various portfolio management and consulting services, utilizing a multi-manager platform with access to both affiliated and third-party money managers.

Katherine Candreva is a financial advisor at Merrill with seven years of industry experience. She holds the Series 66 designation and has previously worked at Cetera Advisor Networks, Summit Financial Group, Netvest Financial LLC, and LPL Financial. Merrill, in partnership with Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Mitchell is a Series 66 registered advisor with Vanguard Advisers, based in Scottsdale, AZ, and has 12 years of industry experience. His prior roles include positions at Charles Schwab and USAA Financial Advisors. Outside of his advisory work, he is involved in several self-employed e-commerce and delivery businesses. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans by providing automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies, primarily utilizing Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor support.

Eric Black is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 63 designation and 18 years of industry experience. He previously worked at SagePoint Financial for seven years before joining LPL Financial in 2021. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

Luke Fairchild is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Raymond James & Associates, he worked at firms including Morgan Stanley and Wells Fargo Clearing Services. Outside of advisory work, Fairchild has been an independent contractor for Uber since 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and municipal advisory services, supported by a wide range of portfolio management styles and affiliated research.

Matthew Howell is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has served since 1996. He works alongside partners Rupert Watson and Brad Stouffer, as well as Registered Wealth Management Client Associates Jo Ann Loubet, Sue Appleby, and Chloe Zaft. Together, they provide comprehensive wealth management services to clients in the Scottsdale area. Matthew's expertise spans a wide range of client focus areas including college education planning, divorce transition planning, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible investing, women and wealth issues, tax minimization, and retirement income planning. He holds several professional designations including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor's Degree from the University of Iowa. In addition to his professional pursuits, Matthew is actively involved in community organizations such as Big Brothers Big Sisters of Central Arizona and Family Housing Resources in Tucson, AZ. Outside of work, he enjoys adventure sports, camping, fishing, football, hiking, music, painting, and reading.

Chad Johnson is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes 14 years at Sagepoint Financial, Inc., as well as prior roles at Charles Schwab, Chase Investment Services Corp., and Banc One Securities Corporation. Johnson is based in Scottsdale, Arizona. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a broad range of advisory services and uses various tools and platforms to construct portfolios tailored to clients’ risk tolerance and investment goals.

Jerry Padilla is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding Series 63 and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and Charles Schwab entities. He is also involved with The Producer's Choice LLC and Matrix Biologics. 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 municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Bruce Bauer is a financial advisor with MassMutual Investors Services in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 credentials and over 41 years of industry experience. His prior work includes long tenures at Cuna Mutual Group and Cuna Brokerage Services, followed by a brief period at LPL Financial before joining MassMutual. Outside of his advisory role, he is a partner at Earnest Consulting Group, which presents credit union-owned life insurance options as employee benefits, and he advises OM Financial Group LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers, offering a range of programs including educational seminars and event-driven planning services.

Mario Gradillas is a financial advisor at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following five years at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Walker Wilson is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at various Vanguard entities since 2021 and has been involved in small business and educational roles prior to his current position. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach that combines proprietary models with Vanguard funds and ETFs, delivering scalable digital solutions supported by a large advisor team.

William Puggini is a CFA® charterholder and Series 63 licensee with 18 years of industry experience. He has been with Vanguard Advisers since 2025 and has worked within The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2008. He is based in Scottsdale, AZ. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized portfolios primarily consisting of Vanguard funds and ETFs.

John Clayton is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Triad Advisors, Inc. since 2012 before joining OSAIC in 2024. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

David Nurczynski is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2014, advancing to his current role in 2020. He collaborates with local clients and their families to help define and pursue their personal visions of wealth. Throughout his career, he has worked in various positions across financial services. Prior to his current position, David held roles at Merrill Lynch as a Financial Solutions Consultant and at Quicken Loans, where he progressed from Mortgage Banker to Director of Mortgage Banking and subsequently Senior Director of Mortgage Banking. He holds a California Insurance License. Outside of his professional duties, David enjoys fitness, football, golf, outdoor adventures, social events with friends, and parenthood.