Scott Hoffecker is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, he is a landlord managing a rental property via Airbnb in Phoenix, AZ. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Lareza Hernandez is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. Her career includes roles at Wells Fargo Bank, nA, and involvement with EZ Staffing LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets through over 14,000 advisors and utilizes research from Wells Fargo Investment Institute alongside third-party data to support its investment approach.

Aaron Donnelly is a CFP® certificant at Edward Jones with four years of industry experience. Before joining Edward Jones in 2021, he worked in the restaurant industry for over a decade. He is also a co-founder and investor in Vid Hire Inc., a hiring application based in Palo Alto. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jason Deswarte is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked at Wells Fargo Bank since 2008 and joined Wells Fargo Clearing Services in 2018. 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 grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Roman Zharov is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Osaic in Scottsdale, AZ, and has also been associated with Securities America Inc since 2013. He holds a position as a resident insurance producer in Nebraska. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm combines brokerage and investment advisory services with integrated financial planning and utilizes various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Jackson Baines is a Financial Advisor based in Scottsdale, specializing in assisting active professionals and pre-retirees with building personalized plans focused on retirement, investments, and long-term financial security. He works with clients to understand their priorities and develop strategies to pursue their financial goals, covering areas such as general investing, retirement planning, saving for unexpected events, equity compensation services, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, tax minimization, and retirement income. Jackson holds a Bachelor's Degree from Arizona State University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He operates within Merrill Lynch Wealth Management and leverages access to Bank of America specialists to provide clients with comprehensive financial solutions including banking, credit, home financing, and small business services. Outside of his professional work, Jackson's personal interests include adventure sports, boating, golfing, ice hockey, skiing, spending time with family, tennis, traveling, and watching movies.

Jeffrey Rutherford is a financial advisor with OSAIC in Scottsdale, AZ, holding the ChFC® and Series 63 designations and bringing 35 years of industry experience. His previous roles include positions at SagePoint, Royal Alliance Associates, Inc., and Signator Investors, Inc. Rutherford holds real estate and life insurance licenses in Massachusetts but is not currently active in those businesses. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of advisors. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types and account structures.

Austin Pahnke is a CFP® with eight years of industry experience, currently serving as a financial advisor at Raymond James & Associates. He previously worked at City National Bank and RBC Capital Markets. Outside of finance, he has experience with entrepreneurial ventures including AZ AP Transport LLC and Vicious Fitness LLC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

Kenneth Melichar is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he manages a small family farm on a part-time basis. Stifel serves a diverse client base that includes individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Elizabeth Hawkins is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Osaic Wealth since 2005. Outside of her advisory role, she serves as one of two trustors and trustees for a family trust related to estate planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Lauren Hall is a CFP® with 26 years of industry experience, currently serving as an advisor at Vanguard Advisers. She has been with The Vanguard Group since 2001 and has maintained a self-employed status since 2018. Outside of her advisory role, she is involved in dancing as a personal interest. 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 approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, offering a variety of tax-aware and customization features.

Megan Osbrink is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 license and seven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of her advisory role, Osbrink is the CEO of Platform Scottsdale, a women's networking group. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and various investment strategies.

David Turcott is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Oppenheimer for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.

Brian West is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at SagePoint Financial for seven years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Corrado Piccioni Jr. is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 66 and Series 63 designations and has been with Vanguard and its affiliates since 2022. Prior to joining Vanguard, he worked at Lowe's Home Improvement and the University of Arizona. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm’s goal-based, algorithm-driven approach utilizes proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Catherine Fell is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Vanguard in 2025. Outside of advising, she maintains an active insurance license. 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 to asset allocation and manages portfolios primarily with Vanguard funds and ETFs.

Kimberly Dale is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Lincoln Financial Advisors, Life Certain Wealth Strategies/Blue Sky Wealth Management, and Woodbury Financial Services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing various asset-allocation tools and multiple advisory platforms to manage portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments.

Jason Skrodenis is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, Sunflower Bank, CIT, and Mutual of Omaha Bank. He is based in Scottsdale, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

David Nagy is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and 11 years of industry experience. His career includes roles at Edward Jones, Merrill, Bank of America, and Wells Fargo. Outside of finance, he owns Nagsroot, LLC, an e-commerce business selling custom t-shirts on Etsy. 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 approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs, with various customization options and tax-aware features.

Alex Police is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he worked at Core Spaces and has diverse experience including roles at Frog & Firkin and USA Gymnastics. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed TAMPs, providing a range of advisory and brokerage solutions through various program sponsors and managers.