Daniel Bott Sr. is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has worked with Bank of America and Merrill since 2009. Outside of his advisory role, he owns New Financial Frontiers LLC, which provides educational materials and software to investment management professionals, and serves as a director for the Academy of Model Aeronautics Foundation, a nonprofit supporting model aviation and youth scholarships. He is also involved in a family drag racing team, Bott Motorsports. Merrill, together 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, pension plans, corporations, and charitable organizations.

Kirby Pettitt is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include work at TheBest Claims Solutions and operating his own businesses, including Kirby Pettitt Golf LLC. He is also involved in entrepreneurial ventures such as Pvolve. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large national network. The firm provides a wide range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by research and diverse investment strategies.

Colin Wahl is a financial advisor with Vanguard Advisers in Scottsdale, AZ. He holds Series 63 and Series 66 licenses and has 16 years of industry experience, all with The Vanguard Group. 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 investment approach with portfolios primarily composed of Vanguard funds and ETFs, combining digital delivery with personalized service across a wide client base.

Victoria Printz is a financial advisor with OSAIC in Scottsdale, Arizona, holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Royal Alliance, AXA Advisors, AXA Equitable, Bridgemark Strategies, LPL Financial, and Texas Legacy Wealth Management. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a broad network of affiliated advisors and advisory platforms. The firm offers integrated brokerage and advisory services with a range of portfolio construction tools and access to third-party money managers and wrap programs.

Drake Nover is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Renaissance Financial, Securian Financial Services, Minnesota Life Insurance, and several other firms. Outside of finance, he has experience working at Stonehome Brewing Co. and has held roles in education at the University of Arizona and Owosso High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages a substantial amount of client assets and employs structured financial planning tools and strategies to assist clients.

Lisa Gomez is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 63 designation and possessing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets beginning in 1984. 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 employs a structured planning process supported by firm-approved tools and models.

Ryan Bontorin is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Equitable Advisors, he has worked in a variety of roles including at Hendrix Law and several sports and energy-related positions. Ryan’s background includes entrepreneurial experience running a bakery for six years. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through program sponsors and endorsed third-party managers, with a mix of discretionary and non-discretionary asset management, and participates in LPL-sponsored wrap programs.

Grant Hubbard is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America Private Bank and Atrium Holding LLC. Outside of his advisory role, he owns a residential rental property. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Loren Doheny is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Outside of his advisory work, he serves as a director and employee at Flight Facilities, Inc., where he participates in long-range planning and board meetings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, serving a broad range of clients including registered investment companies and charitable funds.

Michael Granger is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation and bringing eight years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for eight years and at the Delaware Claims Processing Facility for two years. Osaic Wealth serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services supported by a range of asset-allocation tools and access to third-party managed accounts.

Albert Nisanov is a CFP® with 21 years of industry experience, currently with Vanguard Advisers. He has worked at The Vanguard Group, Inc. since 2006 and also operates Gio's Barber Styling Shop. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Brian Bratspis is a financial advisor with Ameriprise in Scottsdale, AZ, holding Series 65 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing, before joining Ameriprise Financial Services in 2018. Ameriprise provides a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset thresholds. The firm delivers non-discretionary, research-based recommendations combining modeling and tax-efficiency analysis, supported by a centralized consulting team, and offers a broad range of advisory, brokerage, and insurance solutions.

Antonio Wycklendt is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding a Series 66 credential with three years of industry experience. His prior work history includes roles within The Vanguard Group and Vanguard Marketing Corporation. Outside of advising, he is contracted with Instacart as a delivery contractor. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through a combination of automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations primarily composed of Vanguard funds and ETFs.

Jacqueline Reinert is a financial advisor at Osaic with 19 years of industry experience. She holds a Series 66 designation and previously worked for Waddell & Reed Inc. for 12 years and Sagepoint Financial, Inc., where she also serves as a Regional Supervision Manager. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various investment types.

Richard Farrell III is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 12 years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Bofa Securities, Merrill, and Deutsche Bank Securities. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, 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 employer-sponsored financial planning services.

Jacob Adams is a financial advisor with LPL Financial in Phoenix, AZ. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial, he was associated with American Financial Associates and has experience in tax preparation and accounting services through a related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and various portfolio management strategies.

Leroy Moncada is a financial advisor at Equitable Advisors with 34 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Equitable Advisors and its predecessor AXA Advisors since 1999. Outside of advising, he serves as an associate board member for the Boys and Girls Club, is a board member of the University of Arizona Eller College of Business ethics committee, and is a 50% owner and partner in Nyce Cyber Security Solutions, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, brokerage services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered investment adviser and broker-dealer and participates in multiple LPL-sponsored programs and endorsed third-party platforms.

Paul Pettit is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its affiliates since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual 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 utilizes structured planning processes supported by firm-approved tools.

Matthew Mac Michael is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, First Republic Investment Management, Bank of America, and Merrill. Outside of his advisory work, he serves on the board of the Down Syndrome Communities of the Puget Sound, providing support and education to families. Stifel serves a broad range of clients, including individuals, institutions, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by a proprietary methodology developed by its Investment Strategy Group.

Annette Petzel is a CFP® professional with over 41 years of experience in the financial services industry. She is currently with OSAIC and has held prior roles at Woodbury Financial Services, Questar Asset Management, and other firms. Petzel is also an insurance agent specializing in Medicare, employee benefits, personal life insurance, and disability at R P Ryan Insurance, Inc. OSAIC serves a diverse client base including individual investors, corporations, pension plans, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct portfolios based on client risk tolerance and investment objectives.