Jeremiah Corona is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation. He has over 10 years of industry experience, including a decade at Bank of America before joining Morgan Stanley in 2025. 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 and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Abby Toohill is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 credential and six years of industry experience. Her prior roles include positions at Morgan Stanley and USAA Financial Advisors. Outside of her advisory work, she owns and operates Smitten Schnauzers LLC, a dog breeding and training business. 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 approach to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Patricia Wightman is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 license with one year of industry experience. Prior to joining Edward Jones, she worked in the education sector for nine years within Mesa Public Schools and Tempe Elementary School District. She is the owner of PG Wightman Consulting, LLC, a consulting business based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Nicholas Robinson is a financial advisor at Merrill with Series 63 and Series 66 registrations and three years of industry experience. His prior work includes roles at Charles Schwab Co., Inc. and Bank of America, N.A. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and various institutional investors.

Tyler Simpson is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill and Bank of America, he owned and operated several digital marketing and golf-related businesses, including UGRW Digital and Golf121, where he produces golf swing analysis content. He also manages Anandha LLC, which oversees his various brand ventures. 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, offering model-based and discretionary investment strategies for individual and institutional clients.

Kyle Robertson is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Ameriprise, Summit Path Insights, Jackson/Roskelley Wealth Advisors, and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven strategies.

Matthew Sanders is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 licenses and having nine years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017 and has been self-employed since 2026. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach featuring personalized asset allocation and portfolios constructed largely from Vanguard funds and ETFs.

Joseph Gallagher III is a CFP® with 21 years of industry experience, currently serving at Vanguard Advisers since 2013. He has also held roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2004. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to set personalized asset allocations, constructing portfolios mainly from Vanguard funds and ETFs while offering various tax-aware and customization features.

Kyle Niemtschk is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked with JPMorgan entities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Natalie Rossi is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and nine years of industry experience. She has been with Vanguard Advisers since 2021 and has worked with related Vanguard entities since 2017. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering automated and human-supported investment advice through digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach, using Vanguard funds and ETFs with various tax-aware and customization features.

Scott Bergan is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® and Series 63 designations and bringing 26 years of industry experience. He has been with Cambridge since 2011 and is based in Scottsdale, AZ. In addition to his advisory role, Bergan operates Vineyard Wealth Management, LLC, where he provides health and life insurance services. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered through independent financial professionals, utilizing a range of portfolio management strategies and platform arrangements.

Michael Draper is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 66 and Series 63 licenses. He has three years of industry experience, including prior roles at J.P. Morgan Securities LLC and Strategic Capital Holdings Group LLC. Outside of finance, he has been involved with the Electric Bike Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Marko Paravac is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2021. His prior roles include positions at Education At Work and Cetera Investors, as well as experience in education and retail sectors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning services that utilize advanced modeling techniques such as Monte Carlo simulations.

Corbin Krell is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Woodbury Financial Services and Questar Asset Management. Outside of advisory activities, Krell is a partner in a cigar bar and is a licensed real estate salesperson working with Axen Realty as an independent contractor. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services. The firm uses proprietary asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Roman Gonzalez is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Merrill, Allstate Insurance, Wells Fargo Clearing, and Southern New Hampshire University. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and offers a range of portfolio customization options largely centered on Vanguard funds and ETFs.

Clayton Burke is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers. He has been with The Vanguard Group since 2006 and worked specifically as an advisor from 2015 to 2018. Based in Scottsdale, AZ, his career has been primarily focused within Vanguard's affiliated entities. Vanguard Advisers delivers both automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary methodologies and primarily invests in Vanguard funds and ETFs, managing a large client base through its digital platform and team servicing model.

Brian Warden is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 23 years of industry experience. He previously worked at Wells Fargo Securities, LLC for 12 years before joining his current firm. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Melinda Hernandez is a financial advisor at Merrill with over two years of industry experience. She holds a Series 66 designation and has been with Merrill since 2015, previously working at Bank of America, N.A. Melinda is also involved with Amway, where she participates as a member in buying household products online. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

David Wentland is a CFP® professional with 14 years of industry experience, currently serving as a wealth manager at Cetera in Scottsdale, AZ. His prior experience includes roles at Bank of America, Merrill Lynch, and various wealth management firms. Wentland also owns Ribbon Falls Wealth Management, through which he provides full-service wealth management and financial planning. Cetera Investment Advisers LLC operates a multi-manager platform offering discretionary and non-discretionary portfolio management, servicing individual, retirement plan, corporate, charitable, and institutional clients across a nationwide network of over 10,000 advisors.

Maximilian Kendall is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Equitable Advisors, Ensign Advisory Partners, Cetera Advisor Networks, and Thrivent Financial. Before entering the financial industry, he spent ten years working in education at California Lutheran University, Utah Valley University, and Pinnacle High School. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients with a broad range of investment and financial planning services. The firm offers tailored recommendations using proprietary research and planning tools, addressing areas such as retirement, education, risk management, and niche planning needs.