Glen Katz is a financial advisor with Wells Fargo Advisors in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked within Wells Fargo and its affiliates since 2012. Outside of his advisory role, Katz serves as president of the Chaparral Homeowners Association in Chandler, Arizona. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning areas through a large network of advisors. The firm develops tailored recommendations using proprietary research and planning tools, providing clients with flexible implementation options and integrated financial product offerings.

Chad Pinney is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. He has been with Vanguard and its related entities since 2022. Prior to his advisory role, he worked in various positions including roles in education and at Northwestern Mutual. Vanguard Advisers provides both 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, offering a range of customization options and serving a large client base through a blend of technology and advisory support.

Douglas Pressley is a financial advisor at Thrivent Investment Management with Series 63 and Series 66 credentials. He has over a decade of experience, including 13 years at Fresenius Kidney Care and roles at Tanoan LLC and Statlinx. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive, goal-based financial planning without discretionary portfolio management or institutional advisory mandates.

Rick Wood is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1980 and has over 40 years of experience serving clients. In his role, Rick provides customized service support to clients and internal advisor teams. Rick holds a Bachelor's Degree in Finance from Arizona State University. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc., and is also a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). As a specially qualified Senior Portfolio Advisor, he offers traditional advice and guidance and manages discretionary custom investment strategies, selecting from Merrill model portfolios and third-party investment strategies to help clients pursue their objectives. Outside of his professional work, Rick enjoys a variety of sports and outdoor activities including baseball, basketball, boating, camping, fishing, football, gardening, hiking, hunting, and spending time with his family.

Brian Schippers is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and eight years of industry experience. He has been with Vanguard Advisers since 2019 and has worked in various roles at affiliated Vanguard entities since 2017. Outside of his advisory work, he serves as a patent analyst for eReceivables, Inc., a medical billing company. Vanguard Advisers offers a combination of automated and human-supported investment advice to retail investors and retirement plan participants, 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 supported by a team of over 2,200 advisors.

Santino Pino is a financial advisor with Primerica Advisors in Phoenix, AZ, holding a Series 63 designation and 12 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Gary Deardorff is a CFP® professional with 34 years of industry experience, currently serving as an advisor at OSAIC Wealth Inc. He has previously worked at Woodbury Financial Services, National Planning Corporation, and Cetera, among others. Outside of his advisory role, he is the managing member of Phoenix Financial Group Ltd and Phoenix Tax Planning LLC, providing investment-related portfolio maintenance as well as general tax services. OSAIC Wealth Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

John May is a financial advisor at Equitable Advisors in Scottsdale, AZ, with five years of industry experience. He holds the Series 66 designation and has previously worked at Royal Alliance Associates and Pacific Capital Resource Group. Outside of his advisory role, he is the owner of Friendly Pines Camp LLC, a third-party administrator and remitter. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Bonafe Santos is a financial advisor with OSAIC in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. His prior roles include positions at Lincoln Financial Advisors and E*TRADE Capital Management. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing across a variety of investment types and supports both discretionary and non-discretionary account management.

Kyler Kaye is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing four years of industry experience. He has worked with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2022 and previously held roles in education and customer service. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily 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 team servicing model.

Walter Mego is a financial advisor with Raymond James Financial in Phoenix, AZ, holding Series 63 and Series 66 credentials and 16 years of industry experience. His prior roles include positions at Desert Financial Credit Union, Bradley Wealth Management LLC, JP Morgan Chase Bank, and Charles Schwab. He is also employed as a sales manager at Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charities, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance advisory services.

Jonathan Schneider is a financial advisor at UBS Financial Services in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. His work background includes roles at UBS Financial Services and academic positions at Arizona State University, Scottsdale Community College, and the University of Arizona. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and access to a wide range of investment products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

John Nail is a Senior Financial Advisor serving affluent households, business owners, and ultra high net worth individuals through Merrill Lynch Wealth Management. He offers comprehensive financial services including investment management, liability management via residential and commercial lending with Bank of America, risk mitigation through annuities and insurance products with Merrill Life Agency, and family trust and estate wealth planning with Bank of America Private Bank. John collaborates with The WSH & Nail Group to serve families in Arizona, employing active and tactical portfolio management supported by Merrill research and a team with extensive industry experience. John has been in the financial services industry since 1994 and joined Merrill in 2013. He holds a bachelor's degree in English & Professional Writing from Francis Marion University and a Master of Business Administration in Finance & Executive Management from Colorado State University. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). John is involved with professional organizations such as the Fountain Hills Chamber of Commerce, Junior Achievement of Arizona, Our Lady of Perpetual Help Parish, and Phoenix York Rite. In addition to his professional pursuits, John participates in community activities including the Junior Achievement Annual "Stock Market Challenge," the Phoenix RAM Network as part of the Colorado State University Alumni Club, and United Blood Services of Arizona. His personal interests include cooking, gardening, golfing, hiking, music, reading, running, skiing, spending time with his family, and writing.

Matthew Connell is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. Prior to joining Raymond James, he worked at UMB Insurance Inc, UMB Bank, and UMB Financial Services Inc, holding various roles from 2004 to 2025. Outside of his advisory work, he is a partner in Big 3 Sports Cards and Coins, a business involved in buying, selling, and trading sports memorabilia and coins. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Maxwell Morgan is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and The Vanguard Group. 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 investment options and bank deposit sweep programs in its offerings.

Christopher Millar is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 credential and 12 years of industry experience. His prior experience includes roles at Edward Jones and Cetera. Outside of his advisory work, he is co-owner of Body Rebel LLC, a women's health and fitness company, where he is involved in content creation and product design. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

John Lentini is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 43 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 13 years. Lentini also owns Lentini Wealth Management, where he manages his Ameriprise business. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement recommendations, supported by a centralized consulting team.

Ann Brown is a Series 66-licensed financial advisor with 25 years of industry experience. She is currently with OSAIC and has a background that includes service at Securities America Advisors, Inc. and Cabela's. Outside of her advisory work, she teaches Zumba and Pound fitness classes and operates as an independent consultant for several health and wellness brands. OSAIC serves a diverse clientele, including individual and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes a range of investment tools and third-party platforms to construct portfolios that may include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Christopher Hulse is a financial advisor at Vanguard Advisers with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Vanguard Advisers since 2019, as well as with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2015. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach with personalized asset allocations and portfolios constructed largely from Vanguard funds and ETFs.

Edward Walker is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Suntrust Advisory Services, Inc., Suntrust Investment Services, Inc., and FSC Securities Corporation. He is a co-owner of an LLC involved in realty investment and holds power of attorney for managing his parents' investment accounts. Osaic Wealth, Inc. serves retail and institutional clients through a broad network of affiliated advisers and multiple advisory platforms. The firm offers a range of investment advisory and brokerage services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios for individual and organizational investors.