Wesley Brown is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Inc. and TD Ameritrade Investment Management. In addition to his advisory role, he is also a licensed life insurance and annuities producer. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization. The firm is noted for its scale, complex affiliate network, and recent consolidation activities.

Lana Hock is a financial advisor with Robert W. Baird & Co. in San Diego, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Robert W. Baird since 2007. Outside of her advisory role, she serves as a faculty educator for DVM360 and is a board member and treasurer on the finance committee of the Face Foundation. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, with a range of investment strategies and overlays.

David Todd is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016. 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 and combines brokerage and advisory solutions while utilizing research and analytics to guide investment strategies.

Timothy Hughes is a CFP® professional with 32 years of experience in the financial services industry. He is currently with Ameriprise and has previously worked at Wells Fargo Clearing, UBS Financial Services, Merrill, and Prudential Equity Group. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and ongoing advice. The firm’s approach involves collaborative, non-discretionary implementation supported by extensive investment research and algorithmic analysis.

Asif Ahmed is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years and Chase Investment Services Corp. for one year. Outside his advisory roles, he has served as a board member of a technology company focused on business development and growth. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that utilizes firm‑approved tools and modeling techniques.

Ethan Meade is a Planning Consultant who develops engagement strategies tailored to each client's unique needs and collaborates with clients to construct individualized financial plans aimed at achieving their goals. He has professional experience as a Financial Analyst at RR Donnelley from 2023 to 2026 and as a Service Relationship Professional at Morgan Stanley from 2022 to 2023. Outside of his professional work, Ethan has interests in comedy, football, golf, movies, and traveling.

Jack Bisset is a Financial Advisor at Merrill Lynch Wealth Management based in Scottsdale, AZ. He specializes in areas including college education planning, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Jack holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and is registered with FINRA through Series 7 and Series 66 licenses. He is also licensed in Arizona for Life and Health Insurance. Jack earned a Bachelor of Science in Business Administration with an emphasis in Finance from the Eller College of Management at the University of Arizona. Originally from Greater Seattle, WA, he now serves clients in the Scottsdale area. He is involved with the community through participation in First Tee. Outside of his professional work, Jack enjoys basketball, golfing, music, and reading.

Tamim Wali is a financial advisor at OSAIC with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including SagePoint Financial, Equitable Advisors, and Merrill. OSAIC Wealth serves a broad range of clients including individual investors, retirement plan sponsors, charities, and corporations. The firm offers both brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization, supporting a variety of investment programs and third-party money manager options.

Denise Veerhusen is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 66 credential and 24 years of industry experience. Her prior roles include positions at A. G. Edwards & Sons, Inc. and Piper Sandler & Co. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Diana Vanmeter is a financial advisor at Merrill with 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014, also affiliated with Bank of America since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nicole Mckelvey is a financial advisor at Ameriprise in Phoenix, AZ, holding a Series 66 designation with eight years of industry experience. Her career includes roles at Ameriprise and Dewey Darwin of Ameriprise Financial Services Inc., along with a period focused on homemaking. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, utilizing a centralized consulting team to deliver tailored, research-based recommendations that integrate tax efficiency and adaptive withdrawal strategies.

Kristina Larsen is a financial advisor at OSAIC with 24 years of industry experience. She holds a Series 66 designation and has previously worked at Securities America, Inc. and Allstate Financial Services, LLC. Larsen is based in Scottsdale, AZ. OSAIC Wealth 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 emphasizes model-based asset allocation and portfolio optimization, providing a range of investment programs and third-party manager options.

James Rogers is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 designation and 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. Outside of his advisory role, he serves as a trustee for a family living trust. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, tax-efficient strategies, and multiple investment program options.

Michael Buric is a financial advisor at Thrivent Investment Management with 11 years of industry experience. He holds a Series 66 designation and has been with Thrivent since 2014. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based analyses and written recommendations across a broad range of planning topics. The firm’s approach separates planning from managed-account services, delivering periodic reviews without discretionary trading authority.

Michael Hammerman is a financial advisor at Merrill with 31 years of industry experience. He has been with Merrill since 1993 and holds Series 63 and Series 65 designations. He is authorized as a power of attorney for two non-investment-related entities. Merrill, together 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 a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Taylor Hough is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. He has worked at Merrill since 2017 and has been with Bank of America, N.A. since 2020. Outside of his financial career, Hough has been involved with Arizona Soccer Club in various capacities since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Aimee Lagana is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009. 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 including tailored financial planning, managing approximately $2.74 trillion in client assets.

Matthew Mac Lean is a financial advisor at Ameriprise with 21 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Mac Lean serves as president of Quenched, a nonprofit organization, and is a member of the Grand Canyon University College of Business Advisory Board. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with significant investable assets, offering tailored, research-driven recommendations that integrate tax efficiency and adaptive withdrawal strategies. As a large institutional firm, Ameriprise also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Philip Delord is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Kerrick Henderson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley, he worked at JP Morgan Securities LLC and JP Morgan Chase Bank. Outside of his advisory role, Henderson is involved with SilverSky Equity LLC, a real estate partnership, and owns KLH Capital, an automotive business, along with AH Balanced Books LLC, an accounting firm. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.