Tamara Olson is a Series 63-licensed financial advisor with Morgan Stanley in Scottsdale, AZ, holding 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured processes and advanced modeling tools.

Mark Morales is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Morales serves as a board member for the Phoenix Cancer Support Network and as secretary for the Tower Gardens HOA III in Phoenix. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and a large network of financial advisors.

William Fedor Jr. is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Robert W. Baird since 2018 and previously at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory role, he is an owner and member of 44 Cat LLC, a non-investment-related business. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individual, corporate, pension, and nonprofit clients through a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets and offers a mix of manager-traded and model-traded strategies, including municipal advisory services and strategic minority partnerships.

James Van Pelt is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Edward Jones since 2019, following prior roles at Quicken Loans, Yelp, Inc., and Sandhill's Publishing Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Tammy Austin is a financial advisor with Wells Fargo Clearing in Peoria, Arizona, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brett Andrews is a financial advisor with Cetera who holds Series 63 and Series 65 credentials and has 26 years of industry experience. His prior work history includes roles at First Allied Advisory Services, Inc. and First Allied Securities, Inc. He is involved in several business activities outside of advisory services, including leadership and ownership roles in multiple financial and insurance-related firms, as well as education and consulting positions. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

Michael Morrow is a financial advisor with Osaic Wealth who holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has worked at Lincoln Financial Advisors and Securities, M&T Securities, Wilmington Trust, and Capital One Investing. Osaic Wealth serves a diverse client base that includes individual investors, retirement plan sponsors, charities, and corporations. The firm offers a multi-advisor platform with brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various tools and discretionary or advisor-managed strategies.

Michael Sakach is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he serves on the investment committees for the Sisters of the Holy Family Nazareth and St. Petronille Life Fund, and holds a board position at John Sakach Company, a wholesale and distribution business. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning that leverages firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and supports both direct and corporate financial planning relationships.

Jacob Hames is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to each client's unique planning needs. He has been in this role since 2026. Jacob has extensive experience in financial services, having held various positions at Fidelity Investments since 2021, including Relationship Manager, Financial Representative, High Net Worth Service Associate, and Customer Relationship Advocate. Prior to joining Fidelity, he worked as a Financial Services Representative at Nationwide from 2020 to 2021 and as an Account Manager at Discover Card from 2019 to 2020.

Doris Guardiola is a financial advisor at Primerica Advisors with two years of industry experience. She holds Series 63 and Series 65 licenses and has a background that includes a long tenure at the Department of the Treasury from 1984 to 2024. Outside of her advisory role, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Lisa Hudson is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial, Commonwealth Financial Network, and TD Ameritrade. Outside of her advisory role, Hudson operates two internet sales businesses focused on identifying companies for potential involvement in online sales. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach uses model-based asset allocation, portfolio optimization, and offers various managed account strategies supported by proprietary tools and third-party managers.

Christopher Meyer is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Edward Jones in Scottsdale, AZ. His prior roles include positions at Grand Canyon University, The Vanguard Group, Inc., and U.S. Bancorp Investments, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of approximately 23,701 advisors and 15,121 branch offices.

Priyanka Chowdhury is an advisor at Robert W. Baird & Co. holding the Series 66 designation. She has been with the firm since 2025 and previously worked at Arizona State University and Walmart Pharmacy. Robert W. Baird & Co. serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations through its Private Wealth Management department. The firm offers financial planning, portfolio management, and custody services, leveraging a combination of manager‑traded and model‑traded strategies, internal research, and strategic partnerships.

Melissa Nelson is a Series 66-registered financial advisor with 21 years of industry experience. She has worked at OSAIC since 2024 and was previously with Triad Advisors, Inc. for 11 years. Outside of her advisory role, she is a group fitness instructor. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization strategies within a multi-advisor platform.

Gretchen Forler is a financial advisor at Raymond James & Associates with 26 years of industry experience. She previously worked for RBC Capital Markets Corporation for 16 years before joining her current firm. Gretchen holds the Series 63 and Series 65 licenses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Nashwan Bahoura is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan related entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework in its recommendations.

Troy Paradis is a financial advisor at Osaic with 18 years of industry experience. He holds a Series 66 designation and previously worked at Securities America Advisors, Inc. for 15 years. Paradis is based in Scottsdale, AZ. 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, employing model-based asset allocation and portfolio optimization tools.

Ryan Beard is a financial advisor at Morgan Stanley in Scottsdale, AZ, with three years of industry experience. He previously worked at The Vanguard Group and Bank of America and is the sole proprietor of Forever Jo Jo Co LLC, a retail and online store. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and methodologies.

Nicholas Fossey is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and Shipt. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs and tailored financial planning supported by a structured discovery process and firm-approved planning tools.

Carl Alvarez is a financial advisor with Cambridge Investment Research Advisors in Peoria, AZ, holding a Series 66 designation and 12 years of industry experience. He previously worked for First Command Advisory Services and related entities for over a decade before joining Cambridge. Alvarez is also the owner of Carl Alvarez Wealth Management, an independent wealth management business. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a variety of platforms and third-party advisers.