Allyson Grill is a financial advisor at Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials with three years of industry experience. Her background includes roles at Vanguard Marketing Corporation, The Vanguard Group, Inc., and various educational institutions. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s approach uses goal-based, algorithm-driven portfolio management primarily constructed from Vanguard funds and ETFs, with various tax-aware and customization features.

Sydney Miller is a financial advisor at Raymond James Financial Services Advisors, Inc. with seven years of industry experience. He holds Series 63 and Series 66 credentials and has held roles at firms including The Vanguard Group and Crux Wealth Advisors. Outside of advising, he serves as an Operations Specialist at Key Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutions. The firm employs analytical tools such as risk profiling and probability modeling to tailor investment recommendations and supports clients through various advisory programs and institutional consulting.

David Terk is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and having 10 years of industry experience. He has worked at Ameriprise since 2019 and previously spent two years with Voya Financial Advisors. In addition to his advisory work, he owns Serenitas Special Needs Planning, a consulting business. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing comprehensive, research-based recommendations on income, Social Security, and tax strategies. The firm combines algorithmic tools and personalized review to deliver tailored retirement income plans.

Dallas Brignone is a financial advisor at Osaic Wealth with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Robinhood Markets, Inc., Robinhood Financial, LLC, and E*TRADE Securities LLC. Outside of finance, his background includes roles in marketing and produce sales. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services. The firm employs a variety of portfolio construction tools and supports multiple advisory platforms, emphasizing a complex corporate structure with integrated third-party service arrangements.

Jeffrey Marino is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and having one year of industry experience. His background includes roles at The Vanguard Group, National Service Bureau, and Cox Enterprises, among others. 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 investment approach using proprietary models and offers a range of customizable portfolios constructed mainly from Vanguard funds and ETFs.

Neil Bellomy is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the CFP® and ChFC® designations as well as Series 63, 65, and 66 licenses. His work history includes roles at Prudential Insurance Company of America, Fidelity Brokerage Services, and Country Financial prior to joining Thrivent. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm provides holistic, goal-based analyses and ongoing planning relationships, allowing clients to combine planning with managed-account programs under a consolidated billing option while keeping services distinct.

Michael Day is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 10 years of industry experience. Before joining LPL Financial in 2016, he worked at Western Heritage Bank from 2015 to 2017. He also operates a tax preparation and accounting service and works as a life coach outside of his advisory role. LPL Financial is a national broker-dealer and SEC-registered investment advisor serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Colleen Lundy is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding a Series 63 designation and 35 years of industry experience. She has been with Raymond James Financial Services Advisors Inc. since 2012 and founded Lundy Investments PLLC in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized services including municipal and public finance advisory as well as SIMPLE IRA Employer Advisory & Consulting Services.

Todd Hoeder is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Charles Schwab and its affiliated bank since 2000 and 2005, respectively. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized operational and supervisory structures.

Patrick Revels is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) 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.

Daniel Capote is a financial advisor with Mass Mutual Investors Services in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services and its Greater Phoenix division since 2019, with prior experience at Mutual of Omaha and Bankers Trust. Capote serves as a board member for the Phoenix Rotary 100 Downtown Social Club and holds volunteer leadership roles with the Foothills Harley Owners Group and the University of Florida Alumni Association Desert Gators chapter. He also participates on the finance committee for the nonprofit Chrysalis. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative annual planning engagements that use firm-approved software tools to analyze client goals and recommend investment strategies.

Sultan Atkin is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. Prior to joining Vanguard, he worked at Edward Jones and Wells Fargo in various roles. Outside of his advisory work, he is the owner of EAA Trading LLC, an online business specializing in organic baby items. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models to tailor asset allocations, with portfolios primarily constructed from Vanguard funds and ETFs.

Ryan Mc Keon is a CFP® professional with eight years of industry experience, currently working at Edward Jones since 2018. His prior work includes roles at AmeriPark and Postmates, as well as positions with Hillsong Church in Phoenix and New York City. Outside of his advisory work, he sells paintings online through his business, Boots in the Garden LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and various tax-efficient services.

Mignonne Goldberg is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, N.A. Since 2022, she has volunteered with Junior Achievement USA, teaching financial education sessions to local public school kindergarten classes. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Lisa Doche is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. Prior to joining Baird in 2021, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. She serves as a board member of the Sandflower Homeowners Association in Scottsdale. Lisa is part of The DDK Group, a team within Baird’s Private Wealth Management practice that advises individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across a range of investment strategies.

Michelle Simmons is a financial advisor at Ameriprise with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual Investors Services and Orin Green Financial, LLC. Simmons is based in San Diego, CA. Ameriprise offers a retirement-income planning service targeted at individuals near or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions, using a centralized consulting team that delivers research-driven, tax-efficient retirement income recommendations.

Conrad Herman is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at FSC Agency and FSC Securities Corporation since 2007. OSAIC serves a diverse group of clients, including retail and institutional investors, offering brokerage and advisory services through a large network of advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and both discretionary and non-discretionary portfolio management, with access to various investment products and third-party solutions.

Francis Furgiuele is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has held various roles within Wells Fargo-affiliated firms since 2009. Outside of his work at Wells Fargo, he is involved in investment-related consulting through his own firm, Francis Furgiuele Consulting, LLC, and co-owns Meridian Wealth Management Group, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet certain net-worth thresholds, combining advisory services with other financial products and referral channels.

Richard Chase IV is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 designation and has worked at Royal Alliance Associates, INC. since 2018, following two years at JHFN SII. OSAIC serves a diverse client base, including individual and high-net-worth investors, institutions, and charitable organizations, through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of investment options and employs tools such as asset-allocation models and automated rebalancing to manage portfolios.

Kory Fuller is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since 2003, he has been assisting clients in developing personalized financial strategies aimed at achieving their long-term goals. With decades of experience in the financial markets dating back to 1996, Kory brings a deep understanding of market dynamics, having managed through significant events such as the 2008 financial crisis and the 2020 pandemic. His expertise encompasses investment insights and wealth management strategies tailored to evolving market conditions. Kory graduated Summa Cum Laude with Honors from the University of Arizona with a degree in business administration. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2001 and became qualified as a Portfolio Manager through the Merrill Investment Advisory Program in 2004. His professional designations include CFP® and Personal Investment Advisor (PIA). Outside of his professional role, Kory participates actively in community volunteer work, reflecting his commitment to the communities Merrill serves. He and his wife have two sons and enjoy spending their free time playing pickleball.