Jack Shannon is a financial advisor at Raymond James Financial in Scottsdale, AZ, holding a Series 66 designation. He has been with Raymond James Financial and its affiliated entities since 2024. Outside the financial industry, he has experience working in nonprofit and hospitality sectors, including roles at North Point Ministries and Bagel Boys Cafe. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through unique affiliations.

Darin Shebesta is a CFP® professional with 18 years of industry experience, currently affiliated with Raymond James Financial. He previously worked at Jackson Roskelley Wealth Advisors, Inc. for three years. He also teaches CFP Board Ethics Continuing Education courses for organizations including the Financial Planning Association and Kitces. Darin operates Possibility Wealth Advisors LLC as a DBA for his financial planning and investment advisory practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, and institutional investors. The firm uses tailored planning and analytical tools to support client goals and offers unique municipal advisory services uncommon among large institutional advisors.

Grant Ulrick is a CFP®-certified financial advisor with 29 years of industry experience. He is currently with OSAIC Wealth Inc and has previously worked at Stratos Wealth Partners, LPL Financial, and Wells Fargo. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios.

Jeremy Braccio is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has been employed with The Vanguard Group and its affiliates since 2004. 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 personalized asset allocations constructed from Vanguard funds and ETFs, supported by a large digital platform and advisory team.

Chad Sundem is a CFP® with 30 years of industry experience, currently serving at Vanguard Advisers since 2016. He has been affiliated with The Vanguard Group and Vanguard Marketing Corporation since 1995. Outside of his advisory work, he is involved as a landlord and owner of rental property in Tempe, Arizona. 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.

Charles Dickinson is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has held positions at Vanguard and its affiliates since 2005 and is also the owner of Equitable Investments LLC. 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 using proprietary models and offers customizable portfolios constructed mainly from Vanguard funds and ETFs.

Jonathan Gentile is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial Services Advisors Inc. since 2015. Gentile is also the owner of 1029 Industries, LLC, an online marketplace for custom and non-custom goods. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique municipal advisor affiliation.

Stephen Lomsdalen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2022. Lomsdalen is also an author of a book focused on retirement education. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with third-party analytics to offer diversified investment solutions and supports retirement plans through both consulting and discretionary services.

Priscilla Blanco is a financial advisor at Wells Fargo Advisors with eight years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab, Robert W Baird & Co Inc, and Edward Jones. Outside of her advisory role, she works occasionally as an independent contractor driver for DoorDash. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, delivered through a network of financial advisors.

Ryan Ellis is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1998 and focuses on providing financial strategies tailored to the wealth management needs of high net worth individuals. Ryan utilizes Merrill’s proprietary interactive planning software to analyze cash flow projections in various scenarios, enabling clients to make informed financial decisions regarding retirement, asset allocation, survivor needs, college tuition, and large purchases. Ryan graduated Magna Cum Laude from Arizona State University with a Bachelor of Science degree in Finance. He holds the CERTIFIED FINANCIAL PLANNER® designation, awarded by the Certified Financial Planner Board of Standards, Inc., and maintains FINRA Series 7 and 66 registrations. Ryan resides in Phoenix with his wife and daughter.

Casey Dubinski is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 2016, following nine years of experience at Citi Private Bank. Casey's career in financial services began in 2007 during a challenging period in the nation's economic history, where he supported clients in navigating complex financial landscapes. His expertise includes retirement and financial planning, education planning, family wealth management, legacy planning, and socially responsible investing among others. Casey and his team leverage over four decades of combined experience to help clients develop and execute personalized financial strategies tailored to their long-term goals. Casey holds a Bachelor's Degree from the University of Wisconsin System and is designated as a Personal Investment Advisor (PIA). He has actively participated in professional and community organizations, including prior involvement with the Fresh Start Auxiliary Board and contributions to community initiatives such as Clean Up Papago, Feed My Starving Children, and Kyrene Middle School PTO. Outside of his professional commitments, Casey enjoys music, reading, running, traveling, and spending time with his family.

David Kutz is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. Prior to joining Ameriprise in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice, primarily focused on assets managed within Ameriprise accounts.

Michael Pameditis is a financial advisor at Edward Jones with five years of industry experience. He has held positions at Edward Jones since 2020 and previously worked at Wells Fargo Bank for sixteen years. Outside of his advisory role, he and his wife own a rental property in Tempe, Arizona, which they manage through a property management company. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Bradley Laursen is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Related Group, Fore Property, PFS Investments Inc., and Alliance Residential, alongside over two decades with Primerica Financial Services. He is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with model-delivery strategies created by third-party asset managers. The firm supports its advisory services through a large network of advisors and offers various investment models including those with exposure to cryptocurrency ETFs.

Diego Garcia is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at Morgan Stanley, State Street Global Advisors, JPMorgan Chase Bank, Vanguard, Northern Trust Corporation, Thornburg Investment, and USC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory and investment services, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, with over $1 trillion in assets under management.

Daniel Katai is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Vanguard Advisers since 2019 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc., where he has worked since 2008. Katai is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to portfolio construction, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform supported by a team of over 2,200 advisors.

Brant Taylor is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bing Liu is a financial advisor with Vanguard Advisers, holding a Series 66 credential and four years of industry experience. Prior to joining Vanguard in 2026, he worked at Wells Fargo Clearing and Wells Fargo Bank. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to set personalized asset allocations, primarily using Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

Elizabeth Hancock is a Senior Financial Advisor with The Bellino Group at Merrill Lynch Wealth Management. She provides advice and guidance to families and individuals on financial strategies and wealth planning services, employing a goals-based wealth management approach. As part of The Bellino Group, she leverages the full capabilities of Merrill to assist clients with investing, banking, lending, and related financial needs. Hancock's background encompasses experience in business banking, consumer investments and banking, client relations, business development, wealth planning, and investment management. Her expertise includes college education planning, family wealth management strategies, socially responsible and ESG investing, as well as focusing on women and wealth. She holds professional designations including Certified Investment Management Analyst (CIMA) and Personal Investment Advisor (PIA). A fifth generation Arizonan, Hancock earned her Bachelor's degree from Stanford University. She participates actively in community organizations such as the American Heart Association, Baller Dream Foundation, Girl Scouts of the USA, Scottsdale Leadership, St. Jude Children's Research Hospital, and The Board of Visitors. Her personal interests include chess, drawing, painting, reading, running, family time, volleyball, movies, and yoga.

Timothy Kauk is a CFP®-designated financial advisor with 17 years of industry experience, currently serving at Vanguard Advisers since 2019. His prior experience includes roles at USAA Investment Management Company and USAA Financial Advisors. He is based in Scottsdale, AZ, and also manages limited investment-related activities and power of attorney responsibilities for his mother. Vanguard Advisers provides 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 to deliver personalized asset allocations primarily through Vanguard funds and ETFs.