Cheyenne Armstrong is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Cetera Advisors and Wilde Wealth Management Group. Armstrong is also commissioned as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, and institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Victor Munoz is a financial advisor with Osaic Wealth based in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. His prior work includes roles at Royal Alliance Associates, Inc. from 2018 to present and Sii from 2005 to 2018. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various programs such as Unified Managed Accounts and advisor-managed strategies.

Austin Fleet is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designations, reflecting his professional commitment to serving clients in diverse areas including family wealth management, personal retirement planning, and strategies tailored for athletes and entertainers. With a bachelor's degree from Coastal Carolina University, Austin combines his formal education with practical experience to guide families, individuals, and business owners through a customized wealth management process. His expertise includes tax minimization, retirement income planning, and small business strategies. Austin regularly collaborates with other professionals such as CPAs and attorneys to provide comprehensive financial advice. Beyond his professional role, Austin is involved with organizations including the Arizona Council on Economic Education and the Coastal Carolina University Alumni Association. He contributes to community efforts through involvement with The Miracle League and St. Mary's Food Bank. His personal interests include baseball, basketball, football, golfing, hiking, skiing, tennis, traveling, yoga, and spending time with his family.

Delaney Charos is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Charos held roles at Captrust, Charles Schwab, and Sherwin Williams. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors, with an investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, model portfolios, and a formal advisory role to multiple registered investment companies.

Addison Perlmutter is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and less than one year of industry experience. Prior to joining Schwab, Addison worked at Adrenaline Gymnastics for three years. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management alongside brokerage, custody, and financial planning services. The firm utilizes multi-asset model portfolios and provides centralized supervisory and operational support across its extensive client base.

Michael Bristoll is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has worked at The Vanguard Group, Inc. since 2014. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with proprietary methodologies and offers portfolios predominantly composed of Vanguard funds and ETFs.

Joseph Mcmanus is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Bank of the West and Bank of America, as well as ongoing service in the Arizona Army National Guard. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and largely Vanguard funds and ETFs, with a focus on scalable digital delivery and tax-aware portfolio features.

Adrianna Salazar is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She joined Fidelity in 2020 and has progressed through roles as a Financial Representative and an Investment Consultant before her current position. Her work focuses on providing clients with tailored financial planning and investment strategies, aiming to align their unique circumstances and goals with personalized solutions. Adrianna holds a California Insurance License, supporting her ability to offer comprehensive financial services. Further details about her education, credentials beyond her insurance license, personal interests, or community involvement have not been provided.

Devesh Patel is a financial advisor at Vanguard Advisers with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard and its affiliated entities since 2010. Outside of his advisory role, Patel is involved in a small rental property business through Ek Bar Q LLC. Vanguard Advisers provides automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach to portfolio management, primarily employing Vanguard funds and ETFs, and serves a large client base through a combined digital platform and advisory team model.

Mark Orzabal Jr. is a financial advisor with Edward Jones in Peoria, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Amazon for five years. Outside of his advisory role, he is a partner in a real estate investment holding company. Edward Jones is a full-service wealth management firm serving a broad client base, including individuals, institutions, and charitable organizations, and is known for its extensive network of advisors and comprehensive investment solutions.

Heather Huntley is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 14 years of industry experience. She has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank NA since 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Jason Van Tassel is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 66 licenses and with 10 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2014. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources to support its investment strategies.

Patricia Jenkins is a financial advisor at Raymond James & Associates with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at City National Bank, RBC Capital Markets, Farm Bureau Financial Services, and National Bank of Arizona. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services through a variety of portfolio management styles and affiliated research.

Lauren Bookwalter is a financial advisor at Charles Schwab with one year of industry experience. She holds the Series 66 designation and has been with Charles Schwab & Co., Inc. since 2023. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment management using multi-asset portfolios, with centralized operations that support a high client coverage per advisor.

Thomas Drogaris is a CFP® professional with 12 years of experience in the financial industry. He is currently with Charles Schwab & Co., Inc., where he has worked since 2023. His prior experience includes roles at UBS Financial Services and Fidelity. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment process.

Matthew Wright is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Vanguard Advisers in Scottsdale, AZ. He has been with Vanguard since 2015, including roles at Vanguard Marketing Corporation and The Vanguard Group, and was self-employed for two years. 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 featuring proprietary glide-path methodology and portfolios primarily constructed from Vanguard funds and ETFs.

Dani Atenous Azar is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. She holds Series 63 and Series 66 designations and has five years of industry experience. Her career includes multiple roles outside of finance, including involvement with Anita for Arizona and the City of Phoenix. Vanguard Advisers offers automated and human-supported investment advice for retail investors and employer-sponsored retirement plan participants. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios primarily composed of Vanguard funds and ETFs, supported by a high client-per-advisor ratio and a broad range of customization options.

Lindsay Olsen is a financial advisor at OSAIC with 21 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior experience includes roles at Sagepoint Financial, LPL Financial, Waddell & Reed, and Scottrade. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various tools and discretionary strategies.

Max Mc Kee is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at Bank of America and Merrill. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, pension plans, and municipalities—and offers financial planning, investment consulting, and institutional fiduciary services with a range of portfolio management styles and affiliated research resources.

Joshua Burrichter is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and five years of industry experience. Prior to joining Vanguard in 2021, he worked at LPL Financial and held various roles in education and retail. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach with portfolios constructed largely from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.