Aiyisha Adams is a financial advisor at Osaic with 18 years of industry experience and holds Series 63 and Series 66 licenses. She has worked at several firms including SagePoint Financial, FSC Securities, Lincoln Financial Advisors, and Northwestern Mutual Investment Management. Outside of her advisory work, 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 Wealth serves a broad mix of retail and institutional clients, offering a range of brokerage and advisory services including comprehensive financial planning and advisor-managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and multiple implementation options.

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.

Alexander Clark is a financial advisor at Vanguard Advisers with 29 years of industry experience. He holds the Series 66 and Series 63 designations and has been associated with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 1996. Clark is based in Scottsdale, AZ. Vanguard Advisers provides 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 investment approach and manages portfolios largely composed of Vanguard funds and ETFs, offering a range of customization options including ESG and tax-aware features.

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.

Karl Christman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for The Vanguard Group for 14 years before joining Morgan Stanley in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Brian Clarke is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Royal Alliance since 2015. Outside of his advisory work, Clarke serves as a youth basketball official for the YMCA. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting various strategies and third-party managers.

Marco Divito is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has worked at various Wells Fargo entities since 2012 and is involved in ownership and management of two investment-related businesses, Core Wealth Strategies, LLC, and Divito Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm offers a wide range of planning services and integrates advisory with other financial product sales and referral channels.

Gabriel Martinez is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Bank of America for two years and Merrill for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and participant-level retirement advice, utilizing both proprietary research and third-party strategies.

Patrick Manion is a financial advisor at OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 17 years of industry experience. His prior roles include positions at UBS Financial Services, Cetera Investment Advisors, and Columbia Bank. Manion has been with OSAIC since 2023. OSAIC Wealth serves a diverse client base that includes retail and institutional investors, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies including discretionary Unified Managed Accounts and third-party manager programs.

Randy Rudolph is a CFP® with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers. His prior experience includes roles at Wells Fargo and Wichita State University. Outside of his advisory work, he owns and operates multiple e-commerce businesses based in Phoenix, AZ. Vanguard Advisers offers both 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 utilizing proprietary models and primarily invests in Vanguard funds and ETFs.

Sandra Engstrom is a financial professional with 30 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 licenses and has worked with firms including Evershore Financial Group and Minnesota Life. Outside of advisory work, she is involved as an agent/broker in fixed insurance sales. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Taylor Pina is a financial advisor with Fidelity Investments holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Fidelity Investments, The Federal Savings Bank, and The Leona Group, as well as positions related to the University of Arizona. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, and it serves in advisory roles that are less common among large institutional peers.

Angela Kunze is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she is involved with K Bar Ranch LLC, an agriculture and farming business. 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, pension plans, and charitable organizations, offering financial planning and advisory services supported by extensive research and a variety of portfolio management styles.

Adrian Sanchez is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. He has held roles at several organizations, including Desert Financial Credit Union and Wells Fargo Bank. 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 with portfolios constructed primarily from Vanguard funds and ETFs, offering various customization options and serving a large client base through its digital platform and team servicing model.

Rodney Tucker is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds the Series 63 and Series 65 designations. His career includes roles at City National Bank since 2019 and RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with customized portfolio management, financial planning, and brokerage services, leveraging a mix of in-house and third-party investment managers.