Michael Weigel is a CFA® charterholder with 37 years of experience in the financial services industry. He is currently with Wells Fargo Clearing, where he has worked since 2022. His prior experience includes roles at Mutual of Omaha Investor Services and Mutual of Omaha Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Lorena Kelley is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 26 years of industry experience. She previously worked at Sagepoint from 2015 to 2023. Outside of her advisory role, she is also licensed in real estate sales with Keller Williams Realty, focusing on property transactions during weekends. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios that include various asset classes.

Jordan Bunker is a financial advisor at LPL Financial based in Phoenix, AZ, holding a Series 66 designation with six years of experience in the industry. His prior experience includes roles at Kent State University and Loyola University Chicago. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

John Stathis is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 63 and Series 66 designations and has been with Vanguard Advisers since 2019. His prior roles include positions at Vanguard Marketing Corporation and The Vanguard Group, both since 2016. Vanguard Advisers offers 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 approach using proprietary models and constructs portfolios mainly from Vanguard funds and ETFs, featuring various tax-aware and customization options.

Alexander Feria is a financial advisor at Vanguard Advisers with six years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Edelman Financial Engines, Charles Schwab, and Arizona State University. Feria is based in Scottsdale, AZ. 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 with portfolios constructed mainly from Vanguard funds and ETFs, offering tax-aware features and customization options.

Elsa Bruno is a Series 66-licensed financial advisor with 16 years of industry experience. She has worked at FSC Securities Corp. for 13 years before joining OSAIC in 2023. Bruno serves as a volunteer member of her children's elementary school governance council, participating in monthly meetings to discuss the school's strategic direction. OSAIC Wealth, Inc. serves a diverse range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across multiple asset classes.

Mark Rizvi is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Kovitz Investment Group Partners and ADP TotalSource Co XXI TMD Wealth Management. Vanguard Advisers provides 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 and primarily invests through Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Fabian Caraveo is a Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 20 years of experience in providing financial planning services. He focuses on developing customized investment strategies that align with clients’ unique needs and aspirations, covering areas such as college education planning, family wealth management, legacy planning, personal retirement planning, philanthropic and socially responsible investing, tax minimization, and retirement income management. Fabian leverages Merrill's extensive research and resources alongside his industry knowledge to help clients pursue their financial goals. He holds the designation of Personal Investment Advisor (PIA) and has completed a Bachelor's Degree from Lehman College, along with prior studies at Brooklyn College and a High School Diploma from Flags High School. Fluent in English and Spanish, Fabian emphasizes transparency, trust, and a commitment to clients’ financial well-being. Outside of his professional role, he enjoys various sports, music, traveling, and spending quality time with his family.

Katie Whalen is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 63 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of advising, Whalen is involved in independent insurance brokering focused on fixed annuities. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations primarily for clients with Ameriprise-managed accounts.

Martin Ercoline IV is a financial professional with Cetera, holding a Series 66 credential and seven years of industry experience. His work history includes positions at Edward Jones and various financial services firms. Outside of advising, he coaches high school wrestling at American Leadership Academy. Cetera Investment Advisers LLC is an SEC-registered advisor serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary management, multiple program structures, and access to third-party managers.

Jeffrey Newman is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its Private Bank division since 2015. Newman serves as a board member of the endowment for the Boys and Girls Club of Metro Phoenix. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm focuses on tailored financial planning supported by a structured discovery process and proprietary tools, managing approximately $2.74 trillion in client assets.

Jackson Bennette is a Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting individuals and families with achieving clarity around their financial goals. He focuses on creating personalized, goal-based financial plans that align investments, cash flow, risk management, and long-term objectives to support confident decision-making throughout various life stages. Jackson partners closely with clients to provide ongoing guidance and perspective, helping them stay focused on their priorities as their lives and goals evolve. His expertise encompasses family wealth management strategies, legacy planning, personal retirement planning, portfolio management services, and retirement income. Jackson emphasizes thoughtful planning and disciplined execution as essential elements of building and preserving wealth. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from Arizona State University. Outside of his professional role, Jackson enjoys staying active through sports such as basketball, football, golf, pickleball, hiking, and running. He also has interests in cooking and music and spends quality time with his family. Jackson is involved with the American Cancer Society in his community efforts.

Brian Lustig is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers since 2019. Prior to that, he was employed at Nordstrom Inc. from 2013 to 2017. 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 construct personalized portfolios largely from Vanguard funds and ETFs, supported by a large advisor team and digital delivery platform.

Mcray Collett is a financial advisor at OSAIC with nine years of industry experience. He holds a Series 66 designation and has worked at Sagepoint Financial, Inc. and Benefit Air Conditioning LLC prior to his current role. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services via multiple platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios that include a variety of investment types, and supports both discretionary and non-discretionary account management.

Brenda Hamer is a financial advisor with Thrivent Investment Management in Scottsdale, AZ. She holds a Series 66 designation and has 15 years of industry experience. Since 2010, she has worked with Thrivent Financial for Lutherans and Thrivent Investment Management. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed account services under a consolidated billing option called “WealthPlan,” while keeping the services distinct.

Shawn Walczak is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 14 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage portfolios across various asset types on both discretionary and non-discretionary bases.

Timothy Tigges is a financial advisor at Merrill with 30 years of industry experience. He holds Series 63 and Series 66 designations and has been with Merrill since 2009. 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. The firm offers both model-based and discretionary investment strategies for a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Melendez is a financial advisor at OSAIC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at American Portfolios Financial Services Inc. and Equitable Advisors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and multiple advisory platforms to manage portfolios that include a range of investment products.

Chelsea Chartrand is a financial advisor at Vanguard Advisers with nine years of industry experience. She holds Series 63 and Series 65 licenses and previously worked as a real estate agent with Keller Williams Realty. Chartrand has been affiliated with The Vanguard Group since 2017 and has maintained self-employment activities alongside her advisory roles. Vanguard Advisers provides 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 to portfolio construction, utilizing proprietary models and primarily Vanguard funds and ETFs.

Russell Trapp is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Bank of America and Merrill since 2011. Outside of his advisory role, he maintains an Arizona real estate license for personal and family use and is an owner of an LLC that owns a Cessna 172 airplane flown by his wife. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.