Heather Huntley is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors, LLC, and has been associated with Wells Fargo Bank NA since 2009. 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, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hannah Brown is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked with LPL Financial since 2021 and previously was involved with YWCA professional advisory and young women's forum committees. Outside of financial advising, she serves as a substitute group fitness instructor at Mountainside Fitness. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutions. The firm offers various advisory programs, financial planning, and brokerage services supported by research and third-party subadvisors, providing both discretionary and non-discretionary management options.

Jason Van Tassel is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related products and bank deposit sweep options.

David Kliber is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He previously worked at UBS Financial Services for 15 years before joining Cetera in 2024. Kliber also operates Kliber Wealth Management, LLC and has been involved in selling fixed insurance products since 1997. Cetera Investment Advisers LLC provides services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Eric Oppenborn is a financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at The Vanguard Group and has a background that includes roles in mortgage lending and legal support. Oppenborn holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Patricia Jenkins is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Bank, RBC Capital Markets, Farm Bureau Financial Services, and National Bank of Arizona. Raymond James & Associates, Inc. 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, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

Matthew Wright is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. He has been with Vanguard since 2015, including roles at Vanguard Marketing Corporation and The Vanguard Group, and was self-employed for two years. 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 featuring proprietary glide-path methodology and portfolios primarily constructed from Vanguard funds and ETFs.

Dani Atenous Azar is a financial advisor at Vanguard Advisers with five years of industry experience. They hold Series 63 and Series 66 designations and have been with The Vanguard Group since 2020. Prior to their current role, Azar was involved with political and community organizations, including Anita for Arizona and the Indivisible Project. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and retirement plan participants. The firm uses a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, offering various customization options and managing a large client base through its digital platform and extensive team of advisors.

Katelin Kalik is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. Her career includes roles at Cambridge Investment Research and Capital Choice Financial Group, as well as independent business activities such as founding the Mesa Machine Knitting Club. Cambridge Investment Research Advisors serves a diverse client base, providing financial planning, investment management, and retirement plan advisory through a network of independent professionals, utilizing a variety of platform arrangements and both proprietary and third-party strategies.

Lindsay Olsen is a financial advisor at OSAIC with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Sagepoint Financial, LPL Financial, Waddell & Reed, and Scottrade. Olsen is based in Scottsdale, AZ. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers through multiple advisory platforms.

Max Mc Kee is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Bank of America and Merrill. 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, pension plans, and municipalities—and offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

Joshua Burrichter is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Vanguard in 2021, he worked at LPL Financial and held various roles in education and retail. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios constructed largely from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Aiyisha Adams is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and 66 licenses and 18 years of industry experience. Her prior roles include positions at SagePoint Financial, FSC Securities, and Lincoln Financial Advisors. Outside of advising, she is an independent ambassador for a health and wellness company and a contributing author to the book "Voices of Mothers of Black Sons." OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services, utilizing asset-allocation tools and multiple investment platforms to manage portfolios that include various asset classes and third-party money managers.

Sam Trushenski is a financial advisor at Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses with five years of industry experience. His career includes roles at Wells Fargo Clearing Services and Wells Fargo Home Mortgage. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, utilizing proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Steven Krane is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Charles Schwab since 2000, including over two decades at Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary advisory relationships and discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

John Sanborne is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in investment real estate and various other business roles. He is involved with Roosted.IO, a real estate-related venture based in Cave Creek, Arizona. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages trillions in client assets and employs structured planning processes without providing individual security recommendations as part of standalone planning.

Ian Wilson is a financial advisor with Vanguard Advisers holding a Series 66 credential and three years of industry experience. He has worked within various Vanguard entities since 2022 and has prior experience in education and the restaurant industry. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, emphasizing personalized asset allocations and offering a range of customization options.

Daniel Kosisky is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2009 and is also the owner of Kosisky Financial Services, a support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting based on detailed risk profiling and modeling, and it maintains unique affiliations supporting municipal and public-finance work.

Christopher O'Neill is a CFP® certificant with 15 years of industry experience, currently with Vanguard Advisers in Scottsdale, AZ. He has worked at Vanguard and its related entities since 2017, following seven years at Charles Schwab. 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 and primarily Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Russell Dyer is a financial advisor at Morgan Stanley with 17 years of industry experience. He has been with Morgan Stanley since 2009 and currently works at Morgan Stanley Private Bank, National Association. He holds the Series 66 designation and is based in Scottsdale, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services that incorporate firm-approved tools and models to help clients develop tailored plans.