Jonathan Melde is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. He has worked with Wells Fargo Investments and Wells Fargo Clearing since 2007. 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.

Paul Siegel is a financial advisor with Ameriprise in Mesa, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Siegel owns a personal LLC for tax purposes that is unrelated to investment activities. Ameriprise is an institutional firm serving individuals approaching or in retirement who meet specific asset criteria, offering retirement-income planning through its Premier Retirement Income service. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations, primarily for clients with Ameriprise-managed assets.

Colleen Pameditis is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo from 2013 to 2021 before joining Edward Jones in 2021. Outside of advising, she is a co-owner of Lighthouse Press, LLC, a marketing company that is currently inactive. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Earl Cochell Jr. is a financial advisor at Cetera with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including VOYA Financial Advisors and Cetera Wealth Services. Cochell is also president of EMC Wealth Management and operates an independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers across multiple program structures.

James Bacani is a Series 66-licensed advisor with Vanguard Advisers, based in Scottsdale, AZ. He has been with Vanguard Advisers since 2026 and has previous experience with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017. 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 methodologies and primarily invests in Vanguard funds and ETFs.

Ryan Mccarty is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. He has been affiliated with The Vanguard Group and its related entities since 2014. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and largely constructs portfolios with Vanguard funds and ETFs.

Nicholas Hasselkus is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2014 and 2015 respectively. In addition to his advisory role, he serves as a liaison officer and board member for Lancino Encino Village Partnership, a property management and commercial real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, combining financial planning with various investment and wealth management services. The firm utilizes structured planning tools and broad product offerings to serve its clients.

Shannon Kim is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Vanguard Advisers, Kim worked with American Income Life Insurance and StateFarm Insurance. Outside of finance, Kim has been involved in the hospitality industry through ownership of Sizzle Korean Barbecue. 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 methodologies and largely Vanguard funds and ETFs to create personalized portfolios.

Jonathan Anderson is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at The Vanguard Group for three years. His work history also includes various roles outside the financial industry, including a position at Bourbon and Bones Chop House. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Joshua Dixon is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BANK of AMERICA, Merrill, and Merrill Lynch Pierce Fenner & Smith. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients' needs, utilizing Wells Fargo research and planning tools, with implementation options through brokerage or advisory programs.

John Thompson is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 credentials and has been with Vanguard and its affiliated entities since 2023. 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 approach to portfolio construction, utilizing Vanguard funds and ETFs with various customization options and a focus on tax efficiency.

Tyler Forsythe is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Vanguard Advisers and has held previous roles at Wise Planning, Inc., UnionBanc Investment Services, JPMorgan Securities LLC, and Charles Schwab. Forsythe is based in Scottsdale, AZ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach primarily built around Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a large team of advisors.

Arthur Metzger is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 designations with 25 years of industry experience. He previously worked at Merrill and BofA Securities before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Christine Chesney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for eight years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Shank is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab, TD Ameritrade, Ameritas, Amazon, and Costco Wholesale. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs supported by model-based asset allocation, portfolio optimization tools, and a complex affiliate network.

Todd Brown is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Nextiva and owns Fit Body Toddy Fitness LLC, where he creates and supervises exercise programs via a mobile app. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficient withdrawal strategies.

John Wagner is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Vanguard and its affiliated entities since 2020 and was previously employed by TIAA from 2016 to 2020. 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 composed of Vanguard funds and ETFs, delivering services through a large-scale digital platform supported by more than 2,200 advisors.

Melinda Sherwood Lewis is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Securities America Advisors, LPL Financial, and KMS Financial Services. Outside of her advisory work, she also works seasonally as a guest host at a ski resort. OSAIC Wealth serves a diverse client base, including retail and institutional investors, with a platform offering brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment approach incorporates model-based asset allocation, portfolio optimization, and a range of discretionary and third-party management options.

Bruck Henne is a Series 66-registered advisor with OSAIC in Scottsdale, AZ, and has five years of industry experience. He has previously worked at Woodbury Financial Services, Northwestern Mutual, and The Brooks Companies, and operates The Henne Financial Group, where he provides life insurance and securities services. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization, and supports a range of investment programs including Unified Managed Accounts and third-party money manager strategies.

Norman Lemus is a financial advisor at Ameriprise with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 11 years before joining Ameriprise in 2022. Outside of his advisory role, he is involved with the Phoenix Children’s Hospital Foundation’s 50 under 50 group and manages youth soccer teams with the Plamaker Futbol Academy. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that include income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research-driven modeling and automated processes to deliver tailored, non-discretionary advice in partnership with its financial advisors.