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 15 years of industry experience. He is also the owner of Bike Lane Co., an online retailer specializing in cycling and kids products. 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 constructed from Vanguard funds and ETFs.

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 OSAIC since 2024 and previously worked at Securities America, Inc. for 18 years. Outside of her advisory role, she is involved in managing a real estate rental property in Parma, Ohio. OSAIC Wealth serves a diverse client base including retail investors, high-net-worth households, retirement plan sponsors, charities, and corporate clients. The firm emphasizes model-based asset allocation and portfolio optimization, offering a range of brokerage and advisory services across multiple platforms and programs.

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 at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and has worked at Vanguard Advisers since 2021, following earlier roles at H&R Block and Founding Farmers. 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 investment approach and primarily constructs portfolios from Vanguard funds and ETFs, offering a range of customization options.

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.

Jeremy Tapia is a financial advisor at Morgan Stanley in Tempe, AZ, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at The Vanguard Group and as a self-employed advisor. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, offering tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Thomas Batson is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and multiple Morgan Stanley entities since 2002. He serves as Chair of the Board of St. Joseph's Healthcare Foundation in Phoenix and is involved with its Finance Committee. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without providing individual security recommendations as part of standalone plans.

Joseph Debono is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 29 years of industry experience. He previously worked at TD Waterhouse Investor Services Inc. and currently serves as a board member for VOB Youth Soccer in Smithtown, NY. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, providing advisors with a range of discretionary and third-party investment strategies.

Antranik Tomassian is a CFP®-certified financial advisor with Vanguard Advisers, based in Scottsdale, AZ, and has 24 years of industry experience. He has been with The Vanguard Group, Inc. since 2011. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs with various tax-aware and customization features.

Mary Frances Ewing is a CFP® professional with 39 years of industry experience, currently with Wells Fargo Clearing since 2016. She has prior experience at Morgan Stanley and Citigroup Global Markets. Outside of advising, she owns a retail sales business in Scottsdale, AZ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources to support its investment solutions.

Anindita Dhar is a financial advisor with LPL Financial in Fountain Hills, AZ, holding the CFP® designation and Series 63 and 65 licenses. She has 29 years of industry experience, including prior roles at Morgan Stanley DW Inc., Osaic FA, Inc., and Private Portfolio Partners, LLC. In addition to her advisory work, she is engaged in writing a book. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and portfolio management services, utilizing both proprietary and third-party strategies across discretionary and non-discretionary accounts.

James Ranweiler is a Series 63 licensed financial advisor at OSAIC with 17 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 16 years before joining OSAIC in 2024. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolio programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by risk-tolerance assessments and rebalancing tools.

Daniel Comforti is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding the CFP® designation and securities licenses Series 63 and Series 65. He has six years of industry experience, including prior roles at Alamo Capital and Symmetry Financial Group. Outside of his advisory work, he owns and operates DC SwimFit LLC, a private swim lesson business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu tailored to clients meeting a net-worth threshold and integrates advisory services with other financial products and referral channels.

Peter Colianni is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes nearly two decades at Metlife Securities Inc. before joining Mass Mutual in 2016. Outside of his advisory role, he manages two condominium buildings as an administrator. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by software tools and provides various educational programs.