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 financial advisor at OSAIC with 16 years of industry experience. She holds a Series 66 designation and previously worked at FSC Securities Corp. for 13 years before joining OSAIC in 2023. She serves as a volunteer member of the School Governance Council at her children's elementary school, participating in monthly meetings with the school principal to discuss strategic direction. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with access to discretionary strategies, third-party managers, and alternative investments.

Mark Rizvi is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 65 and Series 66 designations 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 through services like Vanguard Digital Advisor and Vanguard Personal Advisor, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and offers personalized asset allocations primarily through Vanguard funds and ETFs.

Elaine Anderson is a financial advisor at Vanguard Advisers with Series 63 and Series 66 designations and six years of industry experience. She has worked at various Vanguard entities since 2019 and experienced additional self-employed roles and positions at Randstad and Designedge LLC prior to that. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily constructs portfolios from Vanguard funds and ETFs.

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.

Jeffrey Newman is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Newman serves as a board member of the endowment for the Boys and Girls Club of Metro Phoenix, participating in monthly meetings related to long-term asset allocation without compensation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer delivering advisory programs to individuals and institutions. The firm offers tailored financial planning supported by structured discovery processes and firm-approved 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 and holds a Series 66 designation. Prior to joining OSAIC in 2023, Collett worked at Sagepoint Financial, Inc. and was involved in Benefit Air Conditioning LLC from 2010 to 2017. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio solutions. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various investment and retirement plan strategies.

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 and holds a Series 66 designation. He worked at Woodbury Financial Services, Inc. for 14 years before joining OSAIC in 2024. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering both brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization with a range of investment programs, supported by a complex affiliate network and private-equity ownership.

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 a Series 66 designation and has worked previously at American Portfolios Financial Services Inc., Equitable Advisors, and Axa Advisors LLC. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supported by various tools and multiple custodial arrangements.

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.

Andrew Evans is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. His background includes six years of self-employment and service in the United States Marine Corps. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Williams is a financial advisor with RBC Capital Markets in Cave Creek, AZ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior roles include positions at Merrill, Bank of America, N.A., and City National Bank. Outside of his advisory work, he serves on the advisory board of the Epilepsy Center Foundation of Northwest Ohio and acts as Secretary/Treasurer for the Carefree Foothills Homeowners' Association board of directors. RBC Wealth Management serves a broad client base including individual investors, institutions, and charitable organizations, offering various wrap fee advisory programs tailored to client risk profiles. The firm combines in-house and third-party investment management solutions and provides integrated services such as portfolio management, financial planning, and custody.

Christy Medeiros is a financial advisor at Robert W. Baird & Co. with 21 years of industry experience. She holds the Series 66 designation and has worked at Robert W. Baird & Co. since 2018, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals—including high net worth clients—as well as corporate and business clients, pensions, profit-sharing plans, and charitable organizations. Baird provides a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by ongoing manager selection and internal research.

Allison Sukup is a financial advisor at Osaic with 11 years of industry experience. She holds a Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. Outside of her advisory work, Allison participates in various podcasts as a host and guest, discussing topics such as art, TV shows, books, and movies unrelated to finance. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and access to discretionary strategies, third-party managers, and alternative investments.