Austin Pahnke is a CFP®-certified financial advisor with nine years of industry experience. He is currently with Raymond James & Associates and has prior experience at City National Bank and RBC Capital Markets. Outside of finance, he has been involved with entrepreneurial ventures including AZ AP Transport LLC and Vicious Fitness LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, supported by a broad range of portfolio management styles and affiliated research.

Kenneth Melichar is a financial advisor at Stifel with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co. since 2009. Outside of his advisory role, he manages a small family farm on a part-time basis. Stifel serves a diverse client base that includes individuals, institutional investors, and nonprofit organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Elizabeth Hawkins is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. She has been with Osaic Wealth since 2005. Outside of her advisory role, she serves as one of two trustors and trustees for a family trust related to estate planning. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers comprehensive brokerage and advisory services, utilizing firm-provided asset allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Lauren Hall is a CFP® with 26 years of industry experience, currently serving as an advisor at Vanguard Advisers. She has been with The Vanguard Group since 2001 and has maintained a self-employed status since 2018. Outside of her advisory role, she is involved in dancing as a personal interest. 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 constructs portfolios mainly from Vanguard funds and ETFs, offering a variety of tax-aware and customization features.

Megan Osbrink is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 license and seven years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2018. Outside of her advisory role, Osbrink is the CEO of Platform Scottsdale, a women's networking group. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and various investment strategies.

David Turcott is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Oppenheimer for eight years. 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 investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and specialized services for institutional clients.

Corrado Piccioni Jr. is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 licenses and having four years of industry experience. He has been with The Vanguard Group and its affiliates since 2022, following prior work at Lowe's Home Improvement and the University of Arizona. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing 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 a high volume of client relationships through a combination of technology and advisor support.

Catherine Fell is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA before joining Vanguard in 2025. Outside of advising, she maintains an active insurance license. 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 to asset allocation and manages portfolios primarily with Vanguard funds and ETFs.

Kimberly Dale is a financial advisor at OSAIC with 22 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Lincoln Financial Advisors Corporation and Life Certain Wealth Strategies/Blue Sky Wealth Management. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third‑party money managers and wrap programs.

Jason Skrodenis is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including LPL Financial, Sunflower Bank, CIT, and Mutual of Omaha Bank. He is based in Scottsdale, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Hasan Kamal is a Financial Consultant currently working with Fidelity Investments since 2022. He has held various positions at Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Financial Representative, Investment Solution Representative, High Net Worth Representative, and Client Service Advocate. Prior to that, he worked as an Institutional Financial Representative at Charles Schwab from 2012 to 2016. Throughout his career, Hasan has focused on building long-term client relationships founded on transparency, honesty, and trust. He collaborates with a dedicated team of professionals to strengthen clients' financial well-being. Outside of his professional work, Hasan enjoys family activities, golf, caring for pets, and traveling.

Maria Gagne is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Financial Engines Advisors L.L.C. since 2017, following three years at Learnvest Planning. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

David Nagy is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and 11 years of industry experience. His career includes roles at Edward Jones, Merrill, Bank of America, and Wells Fargo. Outside of finance, he owns Nagsroot, LLC, an e-commerce business selling custom t-shirts on Etsy. 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 to create personalized portfolios primarily composed of Vanguard funds and ETFs, with various customization options and tax-aware features.

Alex Police is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining Equitable Advisors, he worked at Core Spaces and has diverse experience including roles at Frog & Firkin and USA Gymnastics. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm utilizes LPL-sponsored programs and endorsed TAMPs, providing a range of advisory and brokerage solutions through various program sponsors and managers.

Jennifer Draheim is a financial advisor at OSAIC with 26 years of industry experience. She holds the Series 66 and Series 63 licenses and has worked at Advisor Group prior to joining OSAIC. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

Jeffrey Beneteau is a financial advisor at Merrill with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at CUNA Brokerage Services, CUNA Mutual Group, and Massachusetts Mutual Life Insurance Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Richard John III is a financial advisor at Vanguard Advisers with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked with Vanguard Advisers and affiliated Vanguard entities since 2017. He serves as a board member and finance committee participant for the nonprofit Friends of the Phoenix Public Library. Vanguard Advisers offers automated and human-supported investment advice to retail investors and retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm stands out for its scale and digital delivery model, managing hundreds of thousands of client relationships through more than 2,200 advisors.

Linda Reidenbach is a Series 66 licensed financial advisor with Thrivent Investment Management in Scottsdale, AZ, where she has worked since 2013 and with Thrivent Financial since 2014. She has 12 years of industry experience. Outside of her advisory role, Reidenbach serves as a board member of Childsplay, a nonprofit professional theatre company focused on educational programs for young audiences in Arizona. 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 analyses covering a range of financial planning topics, without discretionary trading authority, and allows clients to combine planning with managed-account programs under a consolidated billing option.

Sean Riley is a financial advisor at Ameriprise with 28 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2018, previously working at Wells Fargo Advisors from 2009 to 2018. Outside of advisory work, he is involved in several business ventures, including a holding company for a patented product and a partnership related to bakery distribution. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice.

Andrew Peick is a financial advisor with Osaic, holding a Series 66 designation and five years of industry experience. He previously worked at Advisor Group, Inc. and has a long history in the food service industry with Old World Pizza/Bryde. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services with a focus on asset allocation tools, risk assessment, and portfolio management across various asset classes.