Keeyana Missaghieh is a financial advisor at Strategic Advisers, LLC, a Fidelity Investments company, with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior experience at Charles Schwab. Strategic Advisers provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm is notable for its use of algorithmic methodologies and its advisory role to multiple registered investment companies and fund-of-funds.

Nancy Saulson is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2012. Saulson is also president of Capital Financial Services, Inc., a non-investment related business. 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 portfolios constructed primarily from Vanguard funds and ETFs, serving a large client base through a digital platform and extensive advisor team.

Nathan Litterio is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Morgan Stanley and E*Trade Securities LLC. Prior to his finance career, he held roles in education and other fields. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering customization options including ESG preferences.

Andrew Meeks is a financial advisor with Charles Schwab based in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Renaissance Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, and Grand Canyon University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary strategies and offers centralized custody and order-routing services to a large client base.

Catherine Scrivano is a financial advisor with Cetera who holds Series 63, 65, and 66 licenses and has 39 years of industry experience. She is also president and owner of Casco Financial Group and volunteers as a presenter for the SIFMA Foundation to promote financial education. Additionally, she serves on the board and finance committee of Beatitudes Campus, a senior living organization, and participates in voter registration outreach with the Maricopa County Recorder’s Office. Cetera Investment Advisers LLC serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors, offering diverse portfolio management and financial planning services with a multi-manager platform that includes affiliated and third-party investment strategies.

Kristen Tricarico is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at Triad Advisors, LLC and Raymond James Financial Services, Inc. Outside of her advisory career, she was involved with Cigar City Crossfit from 2021 to 2024. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm uses a model-based investment process focused on asset allocation and portfolio optimization, offering a range of brokerage and advisory services through a large multi-advisor platform.

Annmarie Bjorklund is a CFP® with 24 years of industry experience, currently advising at Vanguard Advisers since 2022. She has been affiliated with various Vanguard entities since 2010. 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, managing large-scale client relationships through a combination of digital platforms and advisor teams.

Joseph Koenig is a financial advisor with OSAIC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for 25 years. Outside of his advisory role, Koenig owns Information Forge LLC, a publishing company focused on web and traditional book publishing as well as custom product merchandising. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services such as comprehensive financial planning and retirement plan consulting. The firm’s investment approach centers on model-based asset allocation, portfolio optimization, and the use of discretionary strategies supported by proprietary models and third-party managers.

Jacob Sarkan is a financial advisor at Vanguard Advisers with Series 63 and Series 66 credentials and one year of industry experience. His prior work includes roles at Morgan Stanley and The Home Depot. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving 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, offering various customization options including tax-aware features and ESG choices.

Matthew Spellman is a CFP® and Series 66-registered financial advisor with J.P. Morgan Securities in Phoenix, AZ. He has three years of industry experience, including roles at JPMorgan Chase Bank and Stifel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program that emphasizes written asset allocation advice, manager selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team, incorporating forward-looking capital market assumptions.

Bryce Dawson is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, Fidelity Brokerage Services, UBS Financial Services, and Key Private Bank. Outside of advising, he is the owner of Jamlin Properties, LLC, a real estate business. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios built primarily from Vanguard funds and ETFs. The firm serves a large client base through a digital platform supported by over 2,200 advisors.

Joseph Jaros Jr. is a Series 66-credentialed financial advisor at OSAIC with eight years of industry experience. Prior to joining OSAIC in 2024, he worked at Securities America, Inc. for seven years and has been an independent contractor rideshare driver for Uber since 2018. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and multiple program options including Unified Managed Accounts and third-party money manager strategies.

Kevin Purcell is a financial advisor at Robert Baird & Co. based in Scottsdale, AZ. He holds a Series 66 designation and joined the firm in 2025. His prior experience includes roles at the University of Oklahoma, Loyola Academy, and Saints Faith Hope and Charity. Robert Baird & Co.’s DDK Group operates within its Private Wealth Management department, serving individuals, corporate clients, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and custody services, utilizing manager-traded and model-traded strategies supported by internal research and technology.

Emily Fiabane is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, FIS Global, AXA Equitable, and Capital Client Group. There are no additional outside activities noted. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by a variety of managed account programs and third-party manager options.

Cole Jensen Handley is a financial advisor with Wells Fargo Clearing in Glendale, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC. He also worked briefly with Ironwood Payments in 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s 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.

Elizabeth Arndt is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her career includes roles at firms such as Sagepoint Financial, Arque Capital, and LPL Financial. She serves as President of the Paradise Valley Villas Homeowner's Association. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm delivers its advice through a network of Investment Adviser Representatives, utilizing a variety of third-party advisory programs and asset managers.

Blake Jones is a financial advisor at Edelman Financial Engines in Phoenix, AZ, with four years of industry experience and a Series 65 credential. Prior to joining Edelman Financial Engines in 2025, he worked at Financial Engines Advisors L.L.C. from 2021 to 2025. Outside of his advisory role, he has worked as an on-demand delivery driver for Uber Eats and Amazon Flex since 2020. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm offers a range of workplace and planner-led wealth management solutions, combining proprietary modeling with planner delivery and online tools, managing approximately $326 billion for about 477,000 clients.

Teresa Fukumoto Beebe is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 66 credential with 14 years of experience at the firm. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 advisors.

Susan Roberts is a Series 66-credentialed financial advisor with six years of industry experience. She currently works at Osaic Wealth Inc and has prior experience at firms including NEXT Financial, Securities America, and Bank of the West. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting various discretionary and third-party strategies.

Christopher Lanier is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding a Series 66 credential and 18 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC. Lanier also works as a fixed insurance agent outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, supporting clients through its advisory programs and consulting services.