Kevin Guinan is a financial advisor at J.P. Morgan Securities with 23 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities since 2012 and also has ownership interests in several non-investment business ventures, including holding companies for real estate assets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and includes specialized regulatory registrations reflecting broader derivatives and commodities capabilities.

Tamara O'neal is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 credentials and 31 years of industry experience. Prior to joining Schwab in 2020, she worked at USAA Investment Management Company and USAA Financial Advisors, Inc. Tamara is also involved with Origami Owl, a business she has been part of since 2013. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, with investment guidance centered on multi-asset model portfolios and a structured alternative-investment process.

Theresa Ann Hanson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked at The Vanguard Group since 2008 and also serves at the Maricopa County Attorney's Office. Vanguard Advisers provides automated and human-supported investment advice through its 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 from Vanguard funds and ETFs, offering various customization options and tax-aware features.

Lloyd Strode is a CFP®-certified financial advisor with 13 years of industry experience. He is currently affiliated with Cetera and has held positions at several entities including Strode Private Wealth, Strode Financial LLC, and North Star Consultants, Inc. Outside of financial services, he serves as Chairperson for the allied members of the Arizona Veterinary Medicine Association and is a part-owner of a golf course. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and consulting services and provides access to both affiliated and unaffiliated third-party managers across multiple program structures.

John Vipond is a financial advisor at OSAIC with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Securities America, Inc. since 2000 before joining OSAIC. OSAIC serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, incorporating tools such as risk-tolerance questionnaires and efficient frontier analysis.

Earl Cochell Jr. is a financial advisor at Cetera with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked at firms including VOYA Financial Advisors and Cetera Wealth Services. Cochell is also president of EMC Wealth Management and operates an independent insurance agency specializing in fixed insurance products. Cetera Investment Advisers LLC serves a broad client base including individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers across multiple program structures.

James Bacani is a Series 66-licensed advisor with Vanguard Advisers, based in Scottsdale, AZ. He has been with Vanguard Advisers since 2026 and has previous experience with Vanguard Marketing Corporation and The Vanguard Group, Inc. since 2017. 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 proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Ryan Mccarty is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2018. He has been affiliated with The Vanguard Group and its related entities since 2014. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and largely constructs portfolios with Vanguard funds and ETFs.

Arthur Bautista is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. His prior work includes roles at JCPenney and Harkins Theatres. 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, offering a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts. The firm’s integrated structure and scale provide centralized custody, supervisory, and order-routing services alongside a formal process for alternative investments.

Nicholas Hasselkus is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliate Morgan Stanley Private Bank, National Association since 2014 and 2015 respectively. In addition to his advisory role, he serves as a liaison officer and board member for Lancino Encino Village Partnership, a property management and commercial real estate business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, combining financial planning with various investment and wealth management services. The firm utilizes structured planning tools and broad product offerings to serve its clients.

Michael Gray is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2022. He has three years of industry experience and previously spent ten years at Richard Sales Media. Outside of his advisory work, he serves as Vice President of the Board for Triad Performing Arts of Arizona, assisting with fundraising and marketing efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm provides discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Shannon Kim is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Vanguard Advisers, Kim worked with American Income Life Insurance and StateFarm Insurance. Outside of finance, Kim has been involved in the hospitality industry through ownership of Sizzle Korean Barbecue. 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, using proprietary methodologies and largely Vanguard funds and ETFs to create personalized portfolios.

Andrew Munger is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2024, with prior experience at JPMorgan Chase Bank dating back to 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program leverages centralized due diligence and integrates quantitative and qualitative research to develop model asset allocations.

Joshua Dixon is a financial advisor at Wells Fargo Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at BANK of AMERICA, Merrill, and Merrill Lynch Pierce Fenner & Smith. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services tailored to clients' needs, utilizing Wells Fargo research and planning tools, with implementation options through brokerage or advisory programs.

John Thompson is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 credentials and has been with Vanguard and its affiliated entities since 2023. 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 to portfolio construction, utilizing Vanguard funds and ETFs with various customization options and a focus on tax efficiency.

Tyler Forsythe is a CFP®-certified financial advisor with 23 years of industry experience. He is currently with Vanguard Advisers and has held previous roles at Wise Planning, Inc., UnionBanc Investment Services, JPMorgan Securities LLC, and Charles Schwab. Forsythe is based in Scottsdale, AZ. 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 primarily built around Vanguard funds and ETFs. The firm is notable for its scale and digital delivery, managing hundreds of thousands of client relationships through a large team of advisors.

Arthur Metzger is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 designations with 25 years of industry experience. He previously worked at Merrill and BofA Securities before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive advisory programs and tailored financial planning services through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by advanced modeling tools.

Christine Chesney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She previously worked at UBS Financial Services for eight years before joining Wells Fargo Clearing in 2022. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Bryan Shank is a financial advisor at OSAIC with eight years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Charles Schwab, TD Ameritrade, Ameritas, Amazon, and Costco Wholesale. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers brokerage and advisory services through multiple programs supported by model-based asset allocation, portfolio optimization tools, and a complex affiliate network.

Todd Brown is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, he worked at Nextiva and owns Fit Body Toddy Fitness LLC, where he creates and supervises exercise programs via a mobile app. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate research, modeling, and tax-efficient withdrawal strategies.