Theodore Crowley II is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 38 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate a range of portfolio management, financial planning, and brokerage services.

Jeremy Kitamura is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he coaches football at Hamilton High School in Chandler. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

William Rubin is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, such as insurance-related vehicles and bank deposit sweep programs, distinguishing it from many institutional advisors.

Shelby Haggard is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, Shelby worked in various roles including at BuildZoom and Grand Canyon University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Scott Griffiths is a financial advisor at OSAIC with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Sage Point Financial and Feltl and Company. OSAIC serves a diverse client base including individual investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Scott Andersh is a financial advisor at OSAIC with nine years of industry experience. He holds the Series 66 designation and has prior work history with Securities America, Inc., Securities America Advisors, Axa Advisors, LLC, and several other financial firms. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across multiple investment types.

David Seay is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Merrill, Mutual of Omaha Bank, LPL Financial, Ameriprise Financial Services, and Merrill Edge. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning utilizing firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning arrangements.

Fernando Quezada is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 65, 63, and 66 licenses and having one year of industry experience. Prior to joining Ameriprise, he worked at Edelman Financial Engines and Charles Schwab. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through personalized recommendation reports and ongoing advice.

Hank Lobel is a CFP® and Series 66 designated financial advisor with 20 years of industry experience. He has worked with Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group, Inc. since 2015. Based in Scottsdale, AZ, he is part of a large team of over 2,200 advisors at Vanguard Advisers. Vanguard Advisers provides automated and human-supported investment advice through its digital 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 portfolios constructed mainly from Vanguard funds and ETFs, featuring tax-aware strategies and customization options.

Brandon Hawkins is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. His prior roles include positions at Northwestern Mutual and PIMCO Investments, as well as a decade at Western Asset Management. Vanguard Advisers provides investment advice through both automated and human-supported services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs.

Cassidy Butt is a financial advisor at Morgan Stanley with Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Morgan Stanley, Cassidy held roles at Samsara and Crayon, and has experience related to the University of San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that combine broad retail and institutional offerings with proprietary investment strategies.

Sigifredo Galicia is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His professional background includes roles at Uber, Amazon, Rocket Mortgage, DoorDash, Phoenix Children's Hospital, and the City of Phoenix. Charles Schwab & Co., Inc. serves primarily 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 combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

Connor Roberts is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding a Series 66 designation and six years of industry experience. His work history includes roles at Vanguard Marketing Corporation, The Vanguard Group, CVS Health, and Edward Jones. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach to portfolio construction, primarily using Vanguard funds and ETFs with customizable options including tax-aware features and ESG preferences.

Maya Ramirez is a financial advisor at Vanguard Advisers with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at The Vanguard Group since 2017. Prior to that, she was employed at Xerox State Health Care and Mesa Community College. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Tanya Thompson Zavala is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan entities since 2013, with prior experience at Equitable Advisors and Mounts Espresso. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through Wealth Advisors while clients retain final decision-making authority.

Nathan Shaver is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 credentials and two years of industry experience. His prior work includes roles at Magnit and Grand Canyon University, as well as experience in education and other industries. Charles Schwab serves a large client base of primarily 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 combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure.

Robert Savage is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Bankers Life Advisory Services, Bankers Life Securities, HD Vest Investment Services, and operating a law practice, Savage Law, PLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing research, model portfolios, and various investment strategies.

Travis Caddell is a CFP® with 13 years of industry experience, currently serving at Vanguard Advisers since 2013. He holds the Series 66 designation and is based in Scottsdale, AZ. Vanguard Advisers offers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using 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 with a team of over 2,200 advisors.

Davonte Davis is a financial advisor at Vanguard Advisers with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, Archwest Capital, Rocket Mortgage, and Wells Fargo. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, utilizing proprietary models and largely Vanguard funds and ETFs to tailor portfolios with tax-aware and customization features.

Kathryn Bascom is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She previously worked at J.P. Morgan Securities for five years and has managed her own jewelry business, Jewels by Kat, since 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.