Nico La Barbera is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked at The Vanguard Group, Inc. since 2018 and is the owner of LaVerve, LLC, a small business specializing in baking and selling Italian cookies, reselling items on Poshmark, and creating TikTok content about word etymology. Vanguard Advisers provides 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 constructed largely from Vanguard funds and ETFs. The firm manages a large number of client relationships through a combined digital platform and advisor team model.

Matthew Bragg is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Securities America, Inc. for 11 years before joining OSAIC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment types.

Steven Thornton is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with Charles Schwab since 1997 and has also worked with Charles Schwab Bank since 2014. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts. The firm is notable for its large scale, integrated structure, and comprehensive wealth management offerings.

Christopher Bennett is a CFP® professional with 24 years of experience in the financial industry. He has worked at Vanguard Advisers since 2017 and is based in Scottsdale, AZ. Prior to joining Vanguard, he was not employed for one year between 2016 and 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 portfolio construction, employing proprietary models and offering a wide range of customization options.

Lindsay Capozza Miceli is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation and 11 years of industry experience. She has been with MML Investors Services LLC since 2014 and with MassMutual Life Insurance Company since 2013. Outside of her advisory role, she is the owner of LCM Finance LLC, an entity used for pass-through compensation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and models to deliver written recommendations tailored to client goals.

Michael Wagner is a financial advisor with Robert W. Baird & Co. in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. He has been with Robert W. Baird since 2007. Outside of his advisory role, he is a property owner. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies including discretionary management and separately managed accounts.

Clement Lisitski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Ryan Kanner is a financial advisor at Charles Schwab with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Morgan Stanley and State Farm. He has also been involved with Alpen Bluffs Outdoor Resort and One Stop Nutrition. 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 management options supported by a large, integrated operational structure.

Sean Norris is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2024, he worked at TPC Scottsdale and gained additional experience during his time at Arizona State University and InstaCart. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating with a dual-registered SEC investment adviser and broker-dealer model.

Stefanos Spassof is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles at Vanguard entities since 2025. Prior to joining Vanguard, he held academic positions at Saint Michael's College and Salve Regina University. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm combines goal-based, algorithm-driven portfolio management with extensive digital delivery and a high client-to-advisor ratio.

Pooneh Warinner is a CFP® with 29 years of industry experience, currently serving at Vanguard Advisers. Her prior work includes roles at Charles Schwab, Edward Jones, J.P. Morgan Securities, and The Vanguard Group. She also serves as a FINRA arbitrator, helping to maintain an impartial dispute resolution system within the securities industry. 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 approach using proprietary models to create personalized, largely Vanguard-based portfolios with various customization and tax-aware features.

Jayden Parkinson is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley, he held various roles across industries including banking, nutritional laboratories, and nonprofit service. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by the Global Investment Committee’s analyses.

Adam Porter is a financial advisor with Vanguard Advisers, holding Series 63, 65, and 66 licenses and bringing 14 years of industry experience. He has been with Vanguard Advisers since 2022 and also owns Bike Lane Co., an online retailer of cycling and kids products focused on product development and marketing. Vanguard Advisers provides 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 constructed from Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

Remo Antoniolli is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Scottsdale, Arizona. He focuses on delivering personalized wealth management, portfolio management, and investment advisory services tailored to each client's unique financial goals and long-term vision. Remo specializes in designing goal-based financial plans for high-net-worth individuals, business owners, and professionals, with areas of focus including retirement planning, investment management and asset allocation, estate and legacy planning strategies, philanthropic giving strategies, as well as risk management and wealth preservation. Beginning his career in financial services in 2009 after a successful entrepreneurial background, Remo joined Merrill Lynch Wealth Management in 2011 following a relocation from Michigan. He partners with clients to develop comprehensive financial strategies aligned with their risk tolerance, time horizon, liquidity needs, and long-term objectives. Remo draws on his experience as a former private sector business owner to assist clients with succession planning and strategies following a liquidity event. He also offers access to Bank of America solutions that support family businesses with cash flow, lending, and other banking needs. Remo studied economics at the University of Chicago and earned a Bachelor of Business Administration in Finance from the University of Michigan Flint Campus. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Remo is an active member of the Men's Arts Council supporting the Phoenix Art Museum, and participates in automobile road racing, hiking, skiing, gardening, cooking, music, photography, and traveling.

Sandra Snyder is a financial advisor at OSAIC with 26 years of industry experience and holds a Series 66 designation. She has been with Securities America Advisors, Inc. since 2008 and currently works at OSAIC. Outside of her advisory role, she is involved in managing a rental property in Parma, Ohio. 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 investment advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios across various asset classes.

Barton Burtcheard is a financial advisor at Vanguard Advisers with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard Advisers since 2021. Prior to this, he was self-employed and worked with CSB Consulting LLC dba Agency Advisor. 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 uses a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs, offering a range of customization options and serving a large client base through a combination of digital platforms and advisor teams.

Michael Mc Donald is a financial advisor at Cetera with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Terra Wealth Management, OASIS Advisors, and BOSS Advisors. Outside of his advisory role, he owns and manages a furniture and décor rental business in Tempe, Arizona. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Christopher Gallop is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. His prior work includes roles at H&R Block and Founding Farmers. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, delivering investment advice through a combination of automated and human-supported services. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs.

Zachary Brown is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior work includes roles at DoorDash and varied positions during and following his education at Arizona State University. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser network.

Thomas Drees is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and the Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide array 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 both direct and corporate financial planning services.