Angela Kunze is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 18 years of industry experience. She has been with Raymond James & Associates since 2015. Outside of her advisory role, she is involved with K Bar Ranch LLC, an agriculture and farming business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and advisory services supported by extensive research and a variety of portfolio management styles.

Adrian Sanchez is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. He has held roles at several organizations, including Desert Financial Credit Union and Wells Fargo Bank. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering various customization options and serving a large client base through its digital platform and team servicing model.

Matthew Macdonald is a financial advisor at Merrill with Series 63 and Series 66 designations and one year of industry experience. His prior experience includes roles at Morgan Stanley and Bank of America, as well as work in hospitality and education. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary strategies designed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with strategic asset allocation and cash management solutions.

Drew Kubicki is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab & Co., Inc., SES Inc., Seia LLC, and Postmates. 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.

David Jones is a financial advisor with Raymond James Financial Services Advisors, Inc. in Phoenix, AZ. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to his current roles, he worked at LPL Financial and Wells Fargo Investments, among other firms. He is also associated with Desert Financial Credit Union and Desert Financial Wealth Management as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored planning and consulting using analytical tools and supports advisory programs as well as institutional portfolio management.

Stephen Valverde is a financial advisor with Vanguard Advisers, holding a Series 66 designation and currently based in Scottsdale, AZ. He has one year of industry experience, including roles at Vanguard Advisers, The Vanguard Group, and Vanguard Marketing Corporation. Prior to this, he worked at U.S. Bank and The PNC Financial Services Group. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving 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, supported by a large team of advisors managing a substantial number of client relationships.

Jake Strachan is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ. He holds Series 65 and Series 63 licenses and has been working in the industry since 2024, including roles at Bankers Life and MassMutual Life Insurance Company. Outside of his advisory work, he has experience with small business ventures such as Windows By Jake and Pinnacle Seeds. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning engagements using firm-approved software and a range of investment programs.

Benjamin Klingler is a financial advisor at Vanguard Advisers with five years of industry experience. He holds the Series 66 designation and has previously worked at Schmidt Westergard & Co, PLLC and Stoker Ostler Wealth Advisors. Klingler is based in Scottsdale, AZ. Vanguard Advisers offers automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, primarily serving 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, incorporating tax-aware features and customization options.

Mikayla Morgan is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. She holds Series 66 and Series 63 credentials and has worked at several firms including Creative Planning, Lockton Financial Advisors, and Charles Schwab. Morgan is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, and charitable organizations. The firm offers a wide range of services including financial planning, portfolio management, and separately managed account programs, supported by internal research and a blend of discretionary and model-based investment strategies.

Thomas Tourek Jr. is a financial advisor at Cetera with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked for J.P. Morgan Securities for 13 years. Outside of his advisory role, he is the owner of Turning Point Enterprises, LLC (dba 1320CONNECT), a motorsports marketing and advertising business. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts, offering portfolio management, financial planning, and access to third-party money managers. The firm operates a multi-manager platform with over 10,000 advisors and manages more than $256 billion in assets.

Jeremiah Miller is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2012 and 2015, respectively. He is based in Peoria, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Keith Gardner is a financial advisor with Vanguard Advisers holding a Series 66 credential and one year of industry experience. His prior work includes roles at Nuvei Technologies and Tsys. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models and constructs portfolios mainly from Vanguard funds and ETFs.

Eric Lauterbach is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard Advisers since 2021. Outside of his advisory role, he is also a musician, creating, performing, and promoting music in his spare time. Vanguard Advisers provides automated and human-supported investment advice to retail investors and qualified retirement plan participants, employing a goal-based, algorithm-driven approach that utilizes proprietary models and primarily Vanguard funds and ETFs. The firm manages a large scale of client relationships through both digital platforms and a team servicing model.

Quin Kochman is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard entities since 2017. His prior experience includes roles at Associated Students Inc. and California State University San Bernardino. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Bubacarr Leigh is a CFP® with seven years of industry experience, currently affiliated with Charles Schwab in Phoenix, AZ. His work history includes roles at Charles Schwab & Co., Inc. since 2019 and Charles Schwab Bank SSB since 2025, along with prior experience at Walmart, Emmarie Behavioral Home, Grand Canyon University, SiteLock, Verizon Wireless, and South Mountain Community College. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by due diligence from the Schwab Center for Financial Research.

Wednesday Carsillo is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and possessing 17 years of industry experience. She has worked at Vanguard since 2014 and also serves as a member and officer of Rover Enterprises LLC, an online veterinary supplier serving vet clinics. Additionally, she has experience in tax preparation from her time at H&R Block. 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 investment approach using proprietary models and offers a broad range of customizable portfolios constructed mainly from Vanguard funds and ETFs.

Stephen George is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017 and has worked at Vanguard Advisers since 2020. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed primarily from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through a digital delivery model.

Cooper Johnson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Scottsdale, AZ. Johnson has been with Vanguard Advisers and affiliated Vanguard entities since 2026. Prior to this, Johnson held positions at several organizations including Scuttlebutt Brewing Company and Columbia Distributing. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm combines a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, offering various customization options and serving a large client base through its digital platform and extensive advisor team.

Eilidh Zoppel is a financial advisor with Charles Schwab, holding a Series 66 designation and six years of industry experience. She has been with Charles Schwab & Co., Inc. since 2019. Prior to that, she worked at Marketeer Co. and Tech Launch Arizona, and was affiliated with the University of Arizona. 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 advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and due diligence on alternative investments.

Thomas Tenney is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. He holds the CFP® and CFA® designations and previously worked at UBS Financial Services for 16 years. Outside of his advisory role, he manages several rental property investments. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services using Wells Fargo research and planning tools. The firm offers a broad range of planning options tailored to clients who meet specific net-worth criteria.