Craig Sullivan is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 credentials and having 41 years of industry experience. His prior experience includes two years with Prudential Equity Group, LLC. He serves as CFO of Grants Wishes Inc., an organization that gives gifts to children with cancer. Wells Fargo Advisors offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients nationwide. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Robert Youch is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and with eight years of industry experience. Prior to joining Wells Fargo Advisors in 2026, he worked at Ameriprise Financial Services from 2019 to 2026 and held roles at Smead Capital Management and Alps Distributors, Inc. He also has experience outside the financial services industry, including a period at Kenmar Construction. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering areas such as retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo research and tools to develop tailored recommendations for clients.

Sean Vanderah is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 designations and has worked within various roles at Vanguard and its affiliates since 2022. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base through a digital platform combined with team servicing.

Katrina Stumpf is a financial advisor at OSAIC with three years of industry experience. She holds a Series 66 designation and previously worked at Royal Alliance Associates, Inc. Outside of her advisory role, she is a yoga instructor at CorePower Yoga. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering both brokerage and advisory services. The firm employs a model-based investment approach with portfolio optimization tools and provides various managed account options and retirement plan consulting.

Angel Tellez Rodriguez is a financial advisor at Robert Baird & Co. with one year of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Baird, he worked at Charles Schwab and has a varied employment background including roles outside the financial industry. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and strategic partnerships.

Agapi Dovalis is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with The Vanguard Group since 2011. Vanguard Advisers offers both 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 to create personalized asset allocations and manages a large client base through a combination of digital platforms and advisor teams.

Jill Watson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. Her background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience at the University of Phoenix. She also has experience working at Main Street Billiards. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to construct personalized portfolios primarily from Vanguard funds and ETFs.

Antonio Green is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with Vanguard and its affiliates since 2016. Outside of his advisory role, he owns and operates a trucking and transportation business, MDA Express, LLC. 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 constructed primarily from Vanguard funds and ETFs, offering various customization options and managing a large client base through a combination of digital platforms and advisor teams.

Shalene Caldwell is a CFP® professional with 18 years of experience in the financial industry. She has been with Wells Fargo Clearing since 2016 and previously worked at Morgan Stanley from 2008 to 2010. Caldwell serves as an investment committee member for the Beaverton Arts Foundation, a performing arts organization in the community. 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 offers both brokerage and advisory solutions.

Christopher Federman is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes nearly a decade at Wells Fargo Clearing and over 20 years at Wells Fargo Bank NA. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Brian Scanlon is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley in various capacities since 2009, including Morgan Stanley Private Bank, N.A. Prior to that, he spent 15 years at Merrill. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements with employers.

Darryn Young is a CFP®-designated financial advisor with 26 years of industry experience, currently with Raymond James & Associates. His prior experience includes roles at CITY NATIONAL BANK and RBC Capital Markets Corporation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs, utilizing a range of portfolio management styles and affiliated research resources.

Stephen Jaffke is a financial advisor at Fidelity with six years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at The Vanguard Group, Inc. from 2020 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Nathan Werth is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and is based in Scottsdale, AZ. His prior experience includes roles outside the financial industry, such as positions at Ace Parking and Newbury Homes Inc. Equitable Advisors serves individuals ranging from non-high-net-worth to high-net-worth clients, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Christopher Evans is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. He holds the Series 66 designation and is based in Scottsdale, AZ. Evans has spent his entire recent career at The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, emphasizing scalability and digital delivery across a large client base.

Garrett Stewart is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Rocket Mortgage and various mortgage and financial services firms. Outside of advising, he owns Phresh LLC and Garrett D. Stewart, PLLC, is a Myotech trainer at EOS Fitness, and works as a Lyft driver. Equitable Advisors serves individuals across a range of wealth levels, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Cynthia Pelosi is a financial advisor at OSAIC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including FSC Securities Corporation, MassMutual Life Insurance, and LPL Financial. Outside of finance, Pelosi owns Prodigy Event Planning, a wedding and event planning business. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and rebalancing tools.

Justin Proudfoot is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Capstone Financial, Education At Work, and New Leaf Trading, as well as seven years connected to Arizona State University and his own enterprise, Proud Passage Company. 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 investment approach using proprietary models to tailor asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform combined with advisor support.

Hunter Jamison is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and has worked at various Vanguard entities since 2021. Prior to his advisory career, he operated a lawn care business for seven years. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs, and manages a large scale of client relationships through a combination of digital platforms and advisory teams.

Michael Mikulich is a CFP® with 16 years of industry experience, currently serving at Vanguard Advisers since 2009. He holds a Series 63 license and is based in Scottsdale, AZ. Vanguard Advisers provides 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, utilizing proprietary models and Vanguard funds and ETFs to deliver personalized portfolios with tax-aware features and customization options.