John Ebanietti 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 at Wells Fargo Clearing since 2020, following eight years at RBC Capital Markets. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Belair is a financial advisor at OSAIC based in Scottsdale, AZ, holding a Series 66 designation with 10 years of industry experience. His prior work includes roles at Woodbury Financial, American Enterprise Investment Services Inc, and Edward Jones. OSAIC serves a diverse clientele including retail and institutional investors, offering a broad range of brokerage and advisory services such as comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with portfolio optimization and risk management tools, supporting various investment strategies through its extensive multi-advisor platform.

Peter Paolilli is Vice President and Private Wealth Management Advisor at Fidelity Investments, where he serves as a lead trusted advisor for affluent individuals and families. He holds the Certified Financial Planner™ and Certified Private Wealth Advisor™ designations. With 30 years of experience in the financial services industry, Peter has held multiple roles including Director of Wealth Management at Altair Advisers, Senior Director of Wealth Management at BNY Mellon, and Vice President positions at Northern Trust and Bank of America. His career spans private equity, commercial banking, and investment management. Outside of his professional career, Peter enjoys hiking and volunteering.

Caden Baggaley is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and Mountain America Credit Union. Outside of financial advising, he works as a delivery driver for DoorDash. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of investment programs through a network of Investment Adviser Representatives and third-party asset managers.

Isabella Carrilho is a CFP® with five years of industry experience, currently serving at Charles Schwab in Scottsdale, AZ. Her prior work includes roles at Charles Schwab Bank, Turning Point USA, and Grand Canyon Education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment solutions along with integrated brokerage, custody, and financial planning services.

Scott Weger is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2018, he worked at Silicon Valley Bank from 2016 to 2018. He also serves in the U.S. Air Force Reserves and the California Air National Guard, providing network security support for the Air Force’s Cyber Operation Center. Additionally, he is the sole proprietor of Executive Riding Gear LLC, a manufacturing business specializing in motorcycle riding apparel. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process utilizing proprietary tools and committee-driven return estimates to model financial outcomes.

Danny Thomas is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior experience includes roles at Morgan Stanley, E*TRADE Securities, Kestra Advisory, SII Investments, and OSAIC Services. Outside of advisory work, he owns High Point Training LLC, where he coaches athletes in triathlon, swimming, running, and speed and agility disciplines. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Robert Sullivan is a financial advisor with J.P. Morgan Securities in Sun City West, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Vanguard Advisers and The Vanguard Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program.

Cheryl Brandes is a Series 66 licensed financial advisor with six years at Merrill and a total of five years in the industry. Prior to Merrill, she worked for the Investments & Wealth Institute for six years. She is based in Scottsdale, AZ. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leslie Ayers is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Osaic Wealth since 2005, following two years at Sunamerica Securities, Inc. Ayers serves as a successor co-trustee for a family living trust. OSAIC serves a broad range 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 uses model-based asset allocation and portfolio optimization techniques and is notable for its scale, affiliate network, and recent consolidation activity.

Michael Paulus is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Securities America, Inc. and TD Waterhouse Investor Services, Inc. He is based in Scottsdale, AZ. OSAIC serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, providing a range of financial planning and investment management programs supported by a complex affiliate network.

Eric Porath is a financial advisor with Osaic Wealth, holding a Series 66 designation and 26 years of industry experience. He has worked at Osaic since 2024, following nine years at Woodbury Financial Services and prior roles at Minnesota Life Insurance Company and CRI Securities. Osaic Wealth 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, portfolio optimization, and a variety of managed account programs.

Debra De Long Urquhart is a financial advisor at OSAIC with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Securities America Inc., and H.D. Vest Insurance Services. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, with a wide range of programs that include unified managed accounts and third-party money manager strategies.

Daniel La Cross is a financial advisor at Equitable Advisors with a Series 66 designation and two years of industry experience. Prior to his current role, he held various positions including independent contractor and event bartender, as well as roles outside finance such as working at Batchelor's Pad BBQ and North Pole Experience. He serves as a Power of Attorney and First Alternate Trustee for a family trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations through a network of Investment Adviser Representatives. The firm offers a range of advisory programs including firm-offered and third-party managed solutions without sponsoring its own wrap fee program.

Jarrod Blackwell is a financial advisor at OSAIC based in Scottsdale, AZ, with 25 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Triad Advisors, Cetera Advisor Networks LLC, and Cetera Investment Services LLC spanning over two decades. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm uses a model-based investment approach with tools for asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and private equity ownership.

Kenneth Mantel is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Wells Fargo Advisors since 2024 and previously worked at Wells Fargo Clearing from 2016 to 2024. Mantel also manages a separate financial practice through Mantel Money LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business owners, sports and entertainment professionals, and clients with special needs.

Jason Lutsey is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Schwab Wealth Advisory Inc and Charles Schwab from 2021 to 2025, and a decade at Bank of America and Merrill from 2011 to 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Tammy Paquette is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. She has been with LPL Financial since 2014 and also has a longstanding role at Arizona State Credit Union. Outside of her advisory work, she owns and operates a cattle business through Lazy P Lazy P, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and a broad suite of operational tools.

Michael Scott is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for FSC Securities Corporation for 16 years. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and uses both proprietary and third-party strategies.

Chad Evans is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley since 2009, including his current role at Morgan Stanley Private Bank since 2015. Outside of Morgan Stanley, he serves as a Successor Trustee on a trust in Brooksfield, Kentucky. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and advanced modeling tools, and it offers a broad range of retail and institutional investment solutions.