Mark Weinstein is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Royal Alliance Associates, Grove Point Investments, E*TRADE, LPL Financial, and Fidelity. He is based in Scottsdale, AZ. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Jeffrey Nome is a financial advisor at Osaic with 23 years of industry experience. He holds the Series 66 designation and has worked previously at Lincoln Financial Advisors, J.P. Morgan Securities, Chase Investment Services Corp., Banc One Securities Corporation, and Ameriprise. Osaic Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process incorporates model-based asset allocation, portfolio optimization, and access to various third-party and proprietary strategies.

Frank Cordova Jr. is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at The Vanguard Group since 2020. Prior to his current role, his background includes positions at MCF Construction Inc., New Mexico State University, and Johnstone Supply. Vanguard Advisers offers 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 create personalized asset allocations, predominantly utilizing Vanguard funds and ETFs.

Bradley Lundquist is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Robert W. Baird & Co. since 2009. Robert W. Baird & Co.'s DDK Group provides wealth management services to individuals, families, pensions, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage services. The group tailors strategies to client goals and risk tolerances using a combination of in-house and third-party managers, with capabilities ranging from traditional allocations to more complex investment strategies.

Cameron Runyan is a financial advisor at Vanguard Advisers with credentials including Series 63 and Series 65 licenses and three years of industry experience. He has worked at several firms, including LPL Financial LLC and PlanMember Securities Corporation, before joining Vanguard and its affiliates in 2026. Runyan has been involved with One2One Wealth Strategies, a wealth management entity related to his previous LPL business activities. 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 methodologies and primarily Vanguard funds and ETFs, managing a large client base through a digital delivery platform supported by a team of over 2,200 advisors.

Connor Perry is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2014, progressing through various roles including Director and Retirement Planner, Fixed Income Specialist, Retirement Solutions Representative, Investment Solutions Representative, and Financial Representative. His career at Fidelity has provided him with extensive experience in retirement planning, fixed income, and investment solutions. Connor is committed to helping clients achieve their financial goals by leveraging Fidelity's brand, technology, and investment platform. He works collaboratively with his team to support clients and their families through different stages of financial planning, aiming to provide confidence and assurance. Outside of his professional work, Connor has personal interests that include fitness, food, football, golf, outdoor adventures, and pets.

Taylor Ryan is a Financial Consultant at Fidelity Investments, a position held since 2024. Prior to this role, Taylor served as an Investment Consultant and Planning Consultant at Fidelity Investments, and held positions at Goldman Sachs Personal Financial Management as a Wealth Manager and Relationship Manager from 2018 to 2022. Taylor's professional experience spans various aspects of financial planning and wealth management. Taylor is a Certified Financial Planner™ (CFP®) and holds a California Insurance License. Their approach to financial planning emphasizes building a foundation of trust and providing ongoing guidance and support to clients as they work towards their unique financial life goals. Outside of professional responsibilities, Taylor is interested in family activities, fitness, pets, traveling, and volunteering.

Elias Smith is a financial advisor with Vanguard Advisers holding a Series 66 designation and has less than one year of industry experience. Prior to joining Vanguard, he has worked in the hospitality and entertainment sectors, including roles as a bartender and DJ. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach primarily using Vanguard funds and ETFs. The firm manages a large client base through its digital platform and extensive team of advisors.

Eric Danapilis is a financial advisor at Vanguard Advisers with six years of industry experience. He holds a Series 66 designation and has worked at multiple firms including PNC Investments, Ameriprise Financial Services, and Edward Jones. Outside of his advisory role, he serves as Assistant Director for Berrien County Mission. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, providing a scalable digital platform supported by a large advisory team.

Joshua Johnson is a financial advisor at Vanguard Advisers with 19 years of industry experience. He holds the Series 66, Series 63, and Series 65 designations. His prior work includes roles at Morgan Stanley, JPMorgan Chase Bank, and Griffin Capital Securities. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach using proprietary methodologies and primarily constructs portfolios with Vanguard funds and ETFs, combining scale with digital delivery.

Richard Kuhn is a financial advisor with Edward Jones in Surprise, AZ, holding a Series 66 designation and 25 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Hailey Schmitt is a financial advisor with Cetera, holding a Series 66 designation and having two years of industry experience. Prior to joining Cetera, she worked at McCormick Ranch Golf Club and has also been affiliated with Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides multiple program options including model portfolios, third-party managers, and bespoke strategies.

Jeffrey Munster is a financial advisor at Merrill with 46 years of industry experience. He holds Series 63 and Series 65 designations and has been with Merrill since 2006. Prior to this, he worked at Bank of America, N.A. since 2011. 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 to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Walstad is a financial advisor at Charles Schwab with 27 years of industry experience. He has been with Charles Schwab since 2000 and Charles Schwab Bank since 2005. He holds the Series 63 and Series 66 designations and is based in Scottsdale, AZ. 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 and discretionary investment management using multi-asset model portfolios, supported by centralized custody and operational resources.

Derek Brown is an advisor with LPL Financial, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at AE Wealth Management and Independent Wealth Management. Additionally, he has experience in the hospitality industry with McFadden's Bar and Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions utilizing both proprietary and third-party strategies, supported by extensive technology and a broad network of advisors.

Ryan Mummert is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009 and 2015, respectively. He serves as a board member and past board chair of the UNM Foundation Investment Committee and is also a board member of the UNM Lobo Club. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process using firm-approved tools and modeling techniques.

Roger Verboon is a financial advisor at OSAIC with 29 years of industry experience. He worked previously at Securities America Advisors, Inc., where he was affiliated for over two decades. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Nick Catsoules is a financial advisor with Vanguard Advisers based in Scottsdale, AZ. He holds Series 63 and Series 66 designations and has 13 years of industry experience. Catsoules has been with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2014. 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. The firm manages a large client base through its digital platform combined with a team servicing model, offering portfolios constructed primarily from Vanguard funds and ETFs with various customization options.

Terence Turner is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding the Series 66 designation and over 26 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a structured financial planning process, managing approximately $2.74 trillion in client assets.

Catherine Martin is a financial advisor with Vanguard Advisers, holding a Series 66 designation and eight years of industry experience. She has worked at Edward Jones and has been with The Vanguard Group and its affiliates since 2018. Prior to her advisory career, she was involved with Waters Mill Weddings & Event Facility and has an academic background from the University of North Georgia. 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 approach, utilizing proprietary models to create personalized portfolios primarily from Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisory teams.