Elisha Agarwal is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Lincoln Financial Advisors Corporation for 10 years. She serves as a board member of the Hampton Roads Chess Association, a nonprofit organization supporting the local area. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm uses various asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Alec Goossen is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 66 and Series 63 licenses and has been with Vanguard Advisers since 2025. His prior work includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and primarily constructs portfolios from Vanguard funds and ETFs.

Alexander Johnson is a financial advisor at Charles Schwab with five years of industry experience. His prior roles include service in the United States Air Force and a position at the University of West Florida. Outside of his advisory work, he is a partner in a real estate LLC focused on property acquisition and management. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary advisory relationships and discretionary separately managed accounts with a multi-asset investment approach.

Andrew Tuell is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He worked at Lincoln Financial Advisors for nine years before joining LPL Financial in 2023. Tuell also operates Andrew Tuell PLLC, a non-investment-related business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, and retirement consulting, utilizing model portfolios, third-party research, and various management strategies.

Rebecca Gurney is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations and has prior experience at Farmers Insurance and a brief period of unemployment before joining Fidelity. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including a Charitable Gift Fund and registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, employing systematic methodologies and oversight controls.

Zane Rosenbaum is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. He has previously worked at Morgan Stanley and has held roles at various educational institutions, including The University of Georgia and Georgia State University. Vanguard Advisers delivers 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 employs a goal-based, algorithm-driven investment approach with portfolios mainly composed of Vanguard funds and ETFs, supported by a scalable platform and over 2,200 advisors.

Stephen Arntson is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Raymond James Financial Services and Bremer Bank. Since 2018, he has been with JPMorgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Curt Blik is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including his current role with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and modeling techniques.

Joseph Licata is a financial advisor at OSAIC with a Series 65 credential and four years of industry experience. He previously worked at American Portfolios Advisors, Inc. for three years and is a partner at Ross, Strent and Company, LLP, an accounting firm where he has served since 2002. In addition to his advisory role, he acts as a trustee for multiple trusts created by outside attorneys for his accounting clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through a large network of affiliated advisers, employing various asset-allocation tools and third-party platforms to construct and manage portfolios.

William Kane is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked at The Vanguard Group since 2022 and previously held roles at Charles Schwab and Equitable Advisors. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a combination of automated platforms and a large advisor team.

Erin Daniels is a Series 66-licensed financial advisor at Ameriprise in Scottsdale, AZ, with 20 years of industry experience. Prior to joining Ameriprise in 2026, Erin worked at Stifel Nicolaus & Co Inc and BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gary Maack Magnusson is a financial advisor at OSAIC with 30 years of industry experience. He holds the Series 66 designation and previously worked for Woodbury Financial for 20 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a large network of affiliated advisers, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes.

Daniel Benjamin is a financial advisor with Edward Jones in Scottsdale, AZ, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience, including prior roles at Schwab Wealth Advisory Inc. and Charles Schwab & Co. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products supported by a large nationwide network of financial advisors and branches.

Joseph Levy is a financial advisor with Edward Jones in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Houston Potts is a financial advisor with Vanguard Advisers, holding a Series 66 credential and four years of industry experience. His prior work includes roles with the Town of Gilbert and several educational institutions. He is currently employed by The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. Vanguard Advisers delivers 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, utilizing proprietary methodologies to construct portfolios primarily composed of Vanguard funds and ETFs.

Caleb Santos is a Planning Consultant at Fidelity Investments, where he partners with clients to develop financial plans tailored to their individual planning needs. He has been with Fidelity Investments since 2023, progressing through roles from Financial Representative to Relationship Manager before assuming his current position in 2026. Throughout his tenure, Caleb has applied his knowledge to support clients' financial objectives. Prior to becoming a Planning Consultant, Caleb gained experience as a Financial Representative and Relationship Manager, roles that involved direct client engagement and financial relationship management. His career progression within Fidelity Investments reflects his ongoing commitment to financial planning and client service. Outside of his professional responsibilities, Caleb has interests in beach activities, cooking and baking, football, hiking, and traveling.

Charles Cornner is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has worked within various Vanguard entities since 2008 and is also involved in music as a performing musician with Broken Blessings Productions. Vanguard Advisers provides both 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 primarily composed of Vanguard funds and ETFs. The firm manages a large client base through a digital platform combined with advisor support, focusing on personalized asset allocation and tax-aware strategies.

Jacqueline Fix is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2015. She has held positions within Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2013. Vanguard Advisers provides both 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 using proprietary methodologies and constructs portfolios primarily from Vanguard funds and ETFs.

Seth Goldberg is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Bunker is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Royal Alliance Associates, Inc. since 2018, following a two-year tenure at Signator Investors, Inc. He is also president of Bunker Financial Services Inc., where he sells and services life insurance, fixed annuities, group health, and disability insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.