Barrington Boyd is a financial advisor at Osaic with 16 years of industry experience. He holds the Series 66 designation and has worked at firms including SagePoint Financial, Principal Securities Incorporated, and TIAA-CREF. He is also a licensed insurance agent for life, annuity, and health insurance since 2004. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process with portfolio optimization tools and supports various managed account strategies and third-party money managers.

Mitchel Macnguyen is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Bank of America and Merrill. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Christopher Lizama is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Fidelity Investments and Corebridge Financial before joining Vanguard. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering customization options including ESG preferences and tax-aware features.

Kyle Houston is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company, as well as work in various service and educational institutions. Vanguard Advisers provides 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 employs a goal-based, algorithm-driven investment approach and manages a high volume of client relationships through a combination of automation and advisor support.

Connor Isaacson is a financial advisor at Ameriprise with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Ameriprise, he worked at Charles Schwab and held various roles outside financial services, including positions at ADP and TPC Scottsdale, as well as periods focused on full-time education. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, delivered in partnership with its financial advisors, and emphasizes the use of Ameriprise-managed accounts in its approach.

John Cheang is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years. Outside of his advisory role, Cheang owns INFINITY DIRECT INC, a business based in Scottsdale from which he receives residual trail commissions. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process based on modern portfolio theory and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kirk Norley is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and with 17 years of industry experience. He has been with The Vanguard Group since 2007. Vanguard Advisers provides automated and human-supported investment advice for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and extensive advisor team.

Christina Lempinen is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 license and 15 years of industry experience. She has been with Merrill since 2008. Outside of her advisory role, she is involved in several entrepreneurial activities including co-owning a cookie business, participating as a general partner in a home renovation LLC, and holding interests in other small private ventures. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lorena Olivas is a financial advisor at OSAIC with a Series 66 designation and two years of industry experience. Her prior work includes roles at Republic Services and Chicanos Por La Causa, Inc. She is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation, portfolio optimization, and a range of managed account options supported by risk assessment tools and multiple custodial and program arrangements.

Porfilia Gloria is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 66 credentials with 13 years of industry experience. She has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2012. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and largely Vanguard funds and ETFs to construct personalized portfolios.

Neil Matthews 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 The Vanguard Group, Vangaurd Marketing Corporation, and experience outside of finance at companies such as Amazon, Sodexo Live, and CostCo Wholesale. Vanguard Advisers provides automated and human-supported investment advice to retail and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, serving a large client base through its digital delivery platform and extensive advisor team.

Toni Michel is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Securities America Inc for 12 years before joining OSAIC. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach focused on model-based asset allocation and portfolio optimization supported by various analytical tools and third-party manager options.

Diana Carrillo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2020, following a 17-year tenure at JPMorgan Chase Bank, NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Diana Bagley is a Financial Advisor at Merrill Lynch Wealth Management. She holds the CERTIFIED FINANCIAL PLANNER (CFP) and Retirement Income Certified Professional (RICP) designations, and a Bachelor's Degree from New Mexico State University. Diana provides personalized guidance to individuals and families, focusing on retirement planning, wealth accumulation, and significant life transitions. Her approach to financial planning is grounded in trust and clear communication, shaped by her personal experiences growing up watching her parents manage their family's finances thoughtfully. Diana works with clients to develop strategies aligned with their goals and values, assisting with college education planning, family wealth management, personal retirement planning, and issues related to women and wealth. Outside of her professional work, Diana is involved in community organizations such as Bible Study Fellowship, Guardian Ad Litem, and Habitat for Humanity. She also enjoys hiking, playing pickleball, and spending time with her family.

Denise Zumbrun is a financial advisor at OSAIC with 23 years of industry experience. She holds Series 63 and Series 66 credentials and has held roles at firms including SagePoint Financial, LPL Financial LLC, and Citigroup. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Justin Henneberry is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and three years of industry experience. He has been with Vanguard Advisers since 2025 and has also worked with Vanguard Marketing Corporation and The Vanguard Group since 2022. Prior to his advisory career, his work experience includes roles in retail and hospitality sectors as well as academic institutions. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs, with a focus on tax-aware features and customization options.

Aneesa Tibbs is a financial advisor at Vanguard Advisers with one year of industry experience. She holds the Series 66 designation and has prior experience with T-Mobile and the University of Phoenix. In addition to her advisory role, she owns an e-commerce business based in Phoenix, AZ. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create diversified portfolios primarily composed of Vanguard funds and ETFs.

Kathleen Wilson is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Her prior roles include positions at Merrill and Banc of America Investment Services. She is also a co-host of the Working Mommy's Manual podcast. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools. The firm offers specialized planning for clients meeting net-worth thresholds and integrates advisory services with other financial products and referral channels.

Mark Woodburn is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he was the founder and managing member of FGD - Financial Group Direct LLC, a staffing and recruiting firm, which he operated from 2007 until its termination in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Donald Prescott Jr. is a CFP® with 23 years of industry experience, currently affiliated with Raymond James Financial in Scottsdale, AZ. Prior to his current role, he worked for Edward Jones for 20 years. He is a partner in Living Tax Strategies LLC, a tax and accounting business serving the public. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm delivers tailored, non-discretionary planning and utilizes advanced analytical tools, supporting both advisory programs and institutional consulting.