Michael Maroon is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 16 years of industry experience. Prior to joining Raymond James in 2021, he worked for Edward Jones for 10 years. Maroon serves as Vice President and board member of The SilverTree Foundation, a nonprofit organization. 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 analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Thomas Beatie is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. Prior to his current role, he worked at Endemol Productions and has been the sole proprietor of Define Normal, a media, public speaking, and retail clothing business, since 1997. Based in Scottsdale, AZ, he is involved in public speaking and media activities through Define Normal. Vanguard Advisers offers 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, constructing portfolios primarily from Vanguard funds and ETFs, and serves a large client base through a combination of digital platforms and a team servicing model.

Michael Johnson is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James Financial since 2009 and also owns Retirement Vision Specialists, a firm focused on serving clients in the retirement phase. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports a large network of advisors with specialized programs and services.

Cody Taylor is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals and families pursue their financial goals. Since joining Merrill in 2024, he has utilized his nearly a decade of experience in the financial services industry to provide personal and easy-to-understand financial strategies. Cody's approach involves understanding clients' short- and long-term goals to assist affluent individuals in managing their wealth effectively. He holds a Bachelor's Degree from Northern Arizona University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Cody's expertise includes areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and tax minimization. His professional philosophy centers on uncovering what matters to clients and their families to create strategies that pursue their financial objectives. Outside of his professional role, Cody enjoys golfing, which he relates to financial planning through its emphasis on patience, strategy, and a long-term perspective. He resides in Lake Stevens, WA, with his wife and their son, Leonidas, with another child expected in December.

Anthony Bross is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has one year of industry experience, with prior roles at WestPac Wealth Partners and academic positions at several universities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, employing structured financial planning supported by firm-approved tools and models, while offering diverse investment products and services.

Justin Cole is a financial advisor with Raymond James Financial, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James and its affiliated entities since 2013. Cole is the sole owner of ELOC Investments LLC and serves as an independent contractor advisor with NextGen Advisors LLC. 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Luke Burgess is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. His prior work includes a role at Symmetry Financial Group and various positions spanning academic and athletic settings. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through digital delivery and a team servicing model.

Amy Williams is a financial advisor at Merrill in Gilbert, AZ, holding Series 63 and Series 66 licenses with 12 years of industry experience. She has been with Merrill since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients.

Richard Cordova is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked with Vanguard and its related entities since 2013 and maintains side activities as a real estate agent and tech blogger. Currently based in Scottsdale, AZ, he also works as a transportation contractor. 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 models to construct portfolios primarily from Vanguard funds and ETFs, offering various customization options and managing a large client base through its digital platform.

Danny Brimhall is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 42 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 17 years. Outside of his advisory role, Brimhall owns Brimhall Financial Group, a branch support company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

James Rettke III is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Scottsdale, AZ since 2020. He was previously with Ameriprise Financial Services, Inc. from 2003 to 2020. Outside of advising, he is involved in several business ventures related to residential real estate ownership and management. Ameriprise provides retirement-income planning services designed for individuals nearing or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations primarily for clients holding assets in Ameriprise Managed Accounts.

Thomas Kabler IV is a financial advisor at Vanguard Advisers with Series 66 registration. He has no prior industry experience and has been with Vanguard and its affiliates since 2026. His previous work includes roles at PING, Inc., TravisMathew, LLC, and Nike, among others, and he attended Arizona State University from 2022 to 2026. Vanguard Advisers offers 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 centered on proprietary models and primarily invests in Vanguard funds and ETFs, managing client relationships at scale through a digital and team servicing model.

Aaron Kerr is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at The Vanguard Group, Vanguard Marketing Corporation, and Vivint. Kerr has also worked in various other sectors, including hospitality and accounting. Vanguard Advisers offers automated and human-supported investment advice through services such as Vanguard Digital Advisor and Vanguard Personal Advisor, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with portfolios primarily constructed from Vanguard funds and ETFs, emphasizing scale and digital delivery.

Chad Alder is a financial advisor at Merrill with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill since 2012 and Bank of America, N.A. since 2013. Outside of his advisory role, he is a licensed real estate agent in Arizona, acting as an agent for his immediate family in buying and selling real estate. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Ryan Puskar is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Fairmont Scottsdale Princess and was involved with Auto Artist. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, with clients responsible for implementing their plans.

Cassandra Endicott is a Series 66-licensed financial advisor with Edward Jones, based in Tempe, AZ. She has 16 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, mutually managed funds, and tax-efficient investment strategies. The firm’s network includes approximately 23,701 financial advisors and 15,121 branch offices nationwide.

Vincent Gregorovich is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at The Vanguard Group since 1999 and previously at Uber from 2014 to 2023. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and constructs portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Lauren Coleman is a financial advisor at Vanguard Advisers with two years of industry experience and holds a Series 66 designation. She has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2024. Outside of her advisory role, she has experience working as a server at Culinary Dropout in Tempe, 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 approach with portfolios primarily constructed from Vanguard funds and ETFs, offering customization options and tax-aware features.

Kimberly Lank is a financial advisor at Edward Jones in Tempe, Arizona, with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a network of more than 23,700 advisors nationwide.

Anthony Licocci is a CFP® professional with 20 years of industry experience. He has been with The Vanguard Group, Inc. since 2010 and works out of Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice through its Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and offers a range of customization options, managing a large client base through a combination of automation and advisor support.