Logan Adam is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and JK Financial. Outside of his advisory role, he is involved with Future Financial, LLC, a business related to LPL activities. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to provide advisory and brokerage solutions.

Stanley Brase is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and 65 licenses. He has 47 years of industry experience and has worked at firms including Voya Financial Advisors and Cetera Wealth Services. He also operates Stan Brase & Associates, an independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual investors, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.

Zachary Sanders is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds the Series 66 designation and has two years of industry experience. Prior to joining Vanguard, he was self-employed and has worked in various roles including marketing and services related to The Vanguard Group. Outside of his advisory work, he produces fitness vlogs as a social media influencer. 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 to design personalized portfolios predominantly composed of Vanguard funds and ETFs.

Cody Schrader is a financial advisor at Edward Jones in Glendale, AZ, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Rocket Companies for 13 years. Outside of his advisory role, he is co-founder of Zonader LLC, a golf retail business, and founder of Schrader Enterprises LLC, a publishing and ecommerce venture focused on children's and sports books. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including managed solutions and separately managed accounts, operating under a fiduciary standard with over $1 trillion in assets under management.

Edward Churray is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 33 years of industry experience. He has been with Cetera and its affiliate Cetera Wealth Services, LLC since 2013. Outside of his advisory work, he serves as Vice President of the Sun City West Agriculture Club, a nonprofit organization, where he helps chair meetings, arrange activities, and serves as backup treasurer. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform offering various portfolio management and financial planning services, with over 10,000 advisors and more than $256 billion in assets under management.

Sergio Villalobos is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Wells Fargo, Cardinal IG, and service in the Arizona Army National Guard. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including fund advisory and model portfolios.

Kevin Hostert is a CFP® with 11 years of industry experience, currently serving as a financial advisor at LPL Financial since 2023. Prior to joining LPL, he worked at Kestra Advisory Services, LLC and KESTRA Investment Services, LLC from 2016 to 2023 and Aspen Wealth from 2014 to 2023. He is involved in estate and trust services through Watermark Wealth Planning. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by in-house research and third-party resources.

Daysi Castillo is a financial advisor at Ameriprise in Peoria, AZ, holding Series 66 and Series 63 designations with three years of industry experience. Her prior roles include positions at Cetera Advisors LLC, Wilde Wealth Management Group, Pinnacle Wealth Advisors, and Fidelity Investments. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service which provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies. The firm uses a combination of proprietary research, third-party data, and algorithmic tools to support client recommendations within a controlled investment universe.

Hunter Shulman is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 credential with approximately one year of industry experience. Prior to joining Morgan Stanley, he worked at Key Wealth Management, The Wolff Company, and CapTrust. Outside of his financial career, he has been involved with the Arizona Cardinals Football Club for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques.

Kevin Hansen Jr. is a financial advisor at Edward Jones with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Based in Sun City West, AZ, Hansen has spent the majority of his career at this firm. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

James Clark is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Prior to that, he worked at Citigroup Global Markets beginning in 1996. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, as part of its financial planning process.

Deborah Friedman is a financial advisor at OSAIC with 21 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Securities America Advisors and TD Ameritrade. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across various asset classes.

Jason Kunz is a financial advisor with Raymond James Financial, holding a Series 63 designation and bringing 24 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Outside of his advisory role, he serves as an officer for Anasazi Investment Group and Kunz Wealth Management LLC. 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, pension plans, corporations, and institutions. The firm offers tailored non-discretionary planning and consulting, utilizing analytical tools to align recommendations with client goals, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Jordan Hayes is a financial advisor at Vanguard Advisers with one year of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Charles Schwab and Discover Financial Services. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans through its digital and personal advisor services. The firm employs a goal-based, algorithm-driven investment approach that utilizes proprietary methodologies and predominantly Vanguard funds and ETFs.

Jacqueline Mckinney Rodriguez is an advisor at Fidelity with five years of industry experience. She holds the Series 63 and Series 66 credentials and has worked in senior living and education sectors prior to her current role. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Sheila Gentile is a financial advisor at OSAIC with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Prudential Insurance Company of America, Pruco Securities, Royal Alliance, and Foresters Financial Services. Outside of her advisory work, she sells items on the Poshmark platform. OSAIC serves a diverse range of clients, including individuals, 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 manage portfolios across various asset classes.

Michael Cavaleri is a CFA® charterholder and holds the Series 66 designation. He has 12 years of industry experience and has worked with Cambridge Investment Research Advisors since 2014. He is also the managing member of Cavaleri Consulting LLC and has been involved with R.J. MAW Consulting since 2014. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services delivered through a network of independent Financial Professionals, utilizing a range of discretionary and non-discretionary investment solutions.

Pia Groennemose is a financial advisor at Raymond James Financial in Scottsdale, AZ, holding a Series 66 designation with one year of industry experience. She previously worked at Northwestern Mutual Investment Services LLC and Creighton Hardy. Outside of her main role, she serves as a wealth advisor at Larsen Wealth Management and Fortitude Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual and institutional clients, utilizing tailored, non-discretionary strategies supported by analytical tools and risk profiling. The firm also offers specialty programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Jill Sadler is a financial advisor with OSAIC based in Scottsdale, AZ, holding Series 63, 65, and 66 credentials and with 26 years of industry experience. She has been with SagePoint Financial since 2015. Jill holds an individual Ohio insurance license but is not actively selling insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of asset-allocation tools and supports multiple investment platforms and account management strategies.

Matthew Radvansky is a CFP® with 28 years of industry experience, currently serving at Vanguard Advisers since 1998. Based in Scottsdale, AZ, he has spent his entire career with The Vanguard Group. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. Its investment approach is goal-based and algorithm-driven, utilizing proprietary models to create personalized, largely Vanguard fund-based portfolios with tax-aware and customization features.