Stacy O’keeffe is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has previously worked with Woodbury Financial, Royal Alliance Associates, FSC Securities Corporation, and Sagepoint Financial. O’keeffe serves as president and chair of the OSAIC Foundation, where she is involved in community activities and foundation governance. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple platforms. The firm provides integrated brokerage and advisory services, employing various asset-allocation tools and offering access to multiple investment products and third-party managers.

Louis Pejlovas III is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2012 to 2016. Outside of his advisory role, he co-owns Boujee Buggy LLC, a party planning and event rental business based in Mesa, AZ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and rooted in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Ellen Dean is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 28 years of industry experience. She has been with Raymond James in various capacities since 2000 and recently operated under the Paradise Financial Partners brand. Outside of her advisory work, she is involved with Medicare health insurance sales through her business, Dean and Associates. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains unique services such as municipal advisory capabilities and SIMPLE IRA Employer Advisory programs.

Alan Bunn is a Series 66-licensed financial advisor with 20 years of industry experience. He is currently with Osaic Wealth, Inc. and has worked at Lincoln Financial Network since 2014. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisors and various advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to multiple portfolio management solutions.

Morgan Ruby is a financial advisor at Edward Jones in Scottsdale, AZ, with six years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to his advisory role, Morgan worked in the restaurant industry at Cafe Rio Mexican Grill and Chipotle Mexican Grill. Outside of finance, he manages and coaches youth wrestling camps through East Valley Wrestling Club LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment solutions. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

John Larsen is a CFP® professional with 30 years of industry experience, currently affiliated with Raymond James Financial. His career includes roles at Raymond James & Associates and Crux Wealth Advisors. Outside of his advisory work, Larsen owns and manages several business ventures, including support companies and real estate development firms. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm uses analytical tools and tailored strategies to provide non-discretionary planning and supports a broad network of advisors with specialized programs and municipal advisory services.

Daniel Bertolet is a financial advisor at Ameriprise with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wedbush Securities Inc for 11 years before joining Ameriprise in 2025. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-efficient withdrawal strategies, using a combination of research, modeling, and algorithmic tools to support its recommendations.

Eric Waszolek is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 18 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he manages his own rental real estate property. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Makayla Zubal is a financial professional at Cetera with one year of industry experience. She holds a Series 66 designation and has worked in financial advisory roles since 2025. Prior to her current role, her background includes positions outside the financial sector at institutions such as Arizona State University and Family First Intervention. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Alton Fabre III is a Series 66-licensed financial advisor with 10 years of industry experience, currently affiliated with LPL Financial in Phoenix, AZ. His prior experience includes roles at BMO Investment Services, BancWest Investment Services, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

David Monheit is a financial advisor at Cetera with over 23 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. Prior to joining Cetera, he worked at Avantax Investment Services and 1st Global Advisors and has maintained a CPA practice since 1992. Monheit serves as Treasurer and board member of the Jewish Genetic Diseases Center of Greater Phoenix and is involved in managing family investments and a restaurant partnership. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual investors, retirement plans, corporate and charitable clients, and institutions. It offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Christopher Loy is a financial advisor at OSAIC with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including E*TRADE Securities and Fsc Securities. Loy is based in Scottsdale, AZ. OSAIC serves a diverse client base including individual investors, high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services utilizing a range of investment products and platforms, supported by tools such as asset-allocation models, risk-tolerance assessments, and automated rebalancing.

Nancy Saulson is a financial advisor at Vanguard Advisers with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2012. Saulson is also president of Capital Financial Services, Inc., a non-investment related business. 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 primarily from Vanguard funds and ETFs, serving a large client base through a digital platform and extensive advisor team.

Nathan Litterio is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Morgan Stanley and E*Trade Securities LLC. Prior to his finance career, he held roles in education and other fields. Vanguard Advisers serves retail investors and eligible employer-sponsored retirement plan participants by providing automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, offering customization options including ESG preferences.

Andrew Meeks is a financial advisor with Charles Schwab based in Phoenix, AZ, holding a Series 66 designation and five years of industry experience. His prior positions include roles at Renaissance Financial, Minnesota Life Insurance Co, Securian Financial Services Inc, and Grand Canyon University. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary strategies and offers centralized custody and order-routing services to a large client base.

Kristen Tricarico is a financial advisor at OSAIC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Raymond James Financial Services and Triad Advisors, LLC. Outside of finance, she has been involved with Cigar City Crossfit. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of investment advisory and brokerage services through a large network of affiliated advisors and utilizes various asset-allocation tools and third-party solutions to manage portfolios.

Annmarie Bjorklund is a CFP® with 24 years of industry experience, currently advising at Vanguard Advisers since 2022. She has been affiliated with various Vanguard entities since 2010. 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, managing large-scale client relationships through a combination of digital platforms and advisor teams.

Joseph Koenig is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 26 years of industry experience. He previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 25 years. Outside of his advisory role, Koenig owns Information Forge LLC, a publishing company focused on web publishing, ebooks, traditional books, and custom product merchandising. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing various portfolio construction tools and supporting both discretionary and non-discretionary account management.

Jacob Sarkan is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Vanguard, he worked briefly at Morgan Stanley and has experience in retail and educational settings. Vanguard Advisers provides 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 constructed primarily from Vanguard funds and ETFs. The firm serves a large client base through its digital platform and team servicing model.

Matthew Spellman is a CFP®-certified financial advisor with J.P. Morgan Securities in Phoenix, AZ, and has three years of industry experience. He has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.