Tristan Lamb is a CFP® with three years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. His career includes roles with Vanguard Marketing Corporation and The Vanguard Group, as well as prior positions at Axosoft and GitKraken. 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 constructs portfolios mainly from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Kristi Simerman is a Series 66-licensed financial advisor with Ameriprise in Scottsdale, AZ, with 18 years of industry experience. She has been with Ameriprise and its affiliates since 2009. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach includes detailed written Recommendation Reports and ongoing advice produced by a centralized team and typically applies restrictive enrollment criteria and proprietary investment and distribution arrangements.

Robin Widmer is a financial advisor at OSAIC with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at SagePoint Financial, Inc. and Sunamerica Securities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports multiple portfolio management options, including discretionary and non-discretionary accounts.

Garett Fig is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in the financial services industry. He has worked with top-tier investment banks and global insurance and advisory firms, providing financial solutions tailored to clients' risk tolerance, time horizon, liquidity needs, investment goals, and associated costs. Throughout his career, Garett has focused on building trust and maintaining a professional relationship to understand and address clients' financial concerns and expectations. Prior to his current role, Garett began his career as a tax analyst for AXA Financial in New York City, followed by roles at J P Morgan and Merrill Lynch on both the investment banking and retail sides. He holds a Bachelor of Business Administration degree with a concentration in Accounting from Roanoke College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA). His expertise includes portfolio management services and financial planning in areas such as retirement income, executive compensation, and college education planning. Outside his professional work, Garett participates in community organizations by volunteering and supports philanthropic efforts alongside his family. He engages in various adventure and sports activities such as boating, football, golfing, running marathons, surfing, volleyball, and yoga. Garett emphasizes developing personalized financial strategies collaboratively with clients to help them pursue their long-term goals.

Trisha Larson is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. She has worked with Morgan Stanley and its Private Bank division since 2015. Larson serves on the board and finance committee of Special Olympics Arizona, contributing to fundraising and administrative efforts. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through a broad range of investment and planning strategies.

Morgan Burkemper is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones, Morgan held roles at Gong, FullStory, LinkedIn, Yello, and KPMG. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated capabilities. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices.

James Vaccaro is a financial advisor with Ameriprise in Glendale, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior roles include positions at First International Bank and Trust, LPL Financial, Arizona Bank and Trust, and BMO Harris. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with a written Recommendation Report and ongoing advice based on proprietary research and third-party data.

Bradley Stouffer is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He has been with Merrill since 1991 and serves as a qualified Portfolio Manager. In this role, he provides traditional financial advice and guidance while also building and managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. He serves clients through the firm's Investment Advisory Program, where he may manage strategies on a discretionary basis. Brad focuses on family wealth management strategies, personal retirement planning, and portfolio management services. He keeps current with the latest research and strategic insights from Merrill analysts and the Chief Investment Office to inform his portfolio management. Bradley holds a Bachelor's Degree from the University of Phoenix and is designated as a Personal Investment Advisor (PIA). Bradley has been active in his community, previously serving on the boards and as Board Chair for the Beatitudes Campus and Beatitudes Foundation. He lives in Phoenix with his family, enjoys reading, spending time with his family, traveling, and is an avid tennis player.

Benjamin Krauth is a CFP® certificant with three years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. His prior roles include work with DBAT Scottsdale and Rize Sports Performance. 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 largely Vanguard funds and ETFs to construct portfolios tailored to individual savings objectives.

Jammie Fort is a CFP®-certified financial advisor with 21 years of industry experience, currently practicing at Edward Jones in Phoenix, AZ since 2014. His background is primarily with Edward Jones, where he has served for over a decade. Outside of advising, he is involved in managing a rental property in Flagstaff, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Jake Edwards is a financial advisor with Equitable Advisors based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Wells Fargo Clearing Services, Robinhood Financial, and other firms. Equitable Advisors serves a broad client base including individuals, high-net-worth clients, retirement plans, and institutional investors. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and endorsed platforms.

Sarah Danna is a CFP® with 16 years of experience in the financial industry, currently serving as an advisor at Vanguard Advisers since 2010. She holds a Series 63 license and is based in Scottsdale, AZ. 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 investment approach and manages a large client base through a combination of digital platforms and advisory teams.

Christina Riffle is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various roles since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, employing research and analytics guided by diversification principles and modern portfolio theory.

Chet Ortman is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2014. He has a career spanning over two decades in the financial services industry, with previous roles including Regional Specialist at Time Financial from 2012 to 2014, Financial Advisor at Raymond James from 2008 to 2012, and Financial Consultant at A.G. Edwards from 2002 to 2008. As a Certified Financial Planner® practitioner, Chet works with clients to develop and implement disciplined financial plans tailored to their unique goals, focusing on understanding what is most important to them to help create balance in their financial lives. Additionally, he holds a California Insurance License.

Tyson Dredge is a Planning Consultant at Fidelity Investments. In his current role, he works closely with clients to develop comprehensive financial plans and clear investment strategies tailored to their unique priorities. Tyson emphasizes the importance of building genuine relationships and ensuring client confidence in their financial decisions. He began his tenure at Fidelity Investments in 2022 as a Workplace Planning Consultant 2 before advancing to his current position in 2023. Prior to that, Tyson worked as a Senior Financial Service Representative 3 at Mountain America Federal Credit Union from 2016 to 2022. Outside of his professional career, Tyson enjoys activities such as visiting the beach, playing board games, fitness, scuba diving, and traveling.

Aaron Beasley is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding Series 66 and Series 63 designations and one year of industry experience. His prior roles include positions at Bankers Life, JR Capital, and Quicken Loans. Outside of his advisory work, Beasley is contracted as a delivery driver with DoorDash. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized asset allocations primarily through Vanguard funds and ETFs.

Edward Roberts is a Certified Financial Planner (CFP®) with 23 years of industry experience. He is currently with Morgan Stanley in Scottsdale, AZ, where he has worked since 2021, following prior roles at Bank of America and Merrill. 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, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model financial outcomes.

Denise Rico is a financial advisor at Vanguard Advisers with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has been with The Vanguard Group, Inc. since 2012. Outside of her advisory role, she is a partner in Dirt Boss LLC, a land clearing business in Peoria, Arizona. 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, offering portfolios constructed mainly from Vanguard funds and ETFs.

Robert Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with Jpmorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Thomas Benscoter is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has previously worked with firms including Securities America Advisors and Avantax. Outside of his advisory role, he is a senior tax professional at an H&R Block franchise and provides tax consultation and preparation services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.