Victoria Printz is a financial advisor at OSAIC with 15 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Royal Alliance, AXA Advisors, Bridgemark Strategies, LPL Financial, Charles Schwab, and Ameriprise. Victoria is based in Scottsdale, AZ. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various program options and a broad affiliate network.

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. He holds a Series 66 designation and has been with Equitable Advisors since 2026. His prior work experience includes roles in legal services and various organizations such as Hendrix Law and Timmendorf Beach Devils. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a range of advisory models delivered through Investment Adviser Representatives, third-party managers, and LPL-sponsored programs.

Grant Hubbard is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America Private Bank and USAA Financial Planning Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support investment decisions and provides a combination of brokerage and advisory solutions.

Loren Doheny is a financial advisor at Fidelity with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors and Strategic Advisers LLC. Outside of his advisory work, he serves as a director at Flight Facilities, Inc., participating in long-range planning and quarterly board meetings. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios based on long-term asset allocation benchmarks.

Michael Granger is a financial advisor at Osaic with eight years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and the Delaware Claims Processing Facility. His current role at Osaic began in 2025. Osaic Wealth 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 focuses on model-based asset allocation and portfolio optimization, utilizing tools such as efficient frontier analysis and discretionary strategies.

Brian Bratspis is a financial advisor at Ameriprise with 27 years of industry experience. He has held roles at Ameriprise Financial Services, LLC since 2018 and previously worked at Wells Fargo Clearing. He holds the Series 65 and Series 66 designations. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income reliability and tax-aware withdrawal strategies.

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 and holds a Series 66 designation. She previously worked at Waddell & Reed Inc. for 12 years and has been associated with Sagepoint Financial, Inc. since 2022, where she also serves as a regional supervision manager. OSAIC Wealth serves a diverse range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and a variety of managed investment programs supported by proprietary tools and third-party platforms.

Richard Farrell III is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Bofa Securities, Merrill, and Deutsche Bank Securities. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Jacob Adams is a financial advisor with LPL Financial based in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL, Adams has been associated with American Financial Associates and has experience in tax preparation and accounting services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Leroy Moncada is a financial advisor at Equitable Advisors with Series 65 and Series 63 credentials and 34 years of industry experience. He has been with Equitable Advisors since 1999, including through its prior affiliation with AXA Advisors. Moncada serves as an associate board member for the Boys and Girls Club, is a board member for the University of Arizona Eller College of Management ethics committee, and is a 50% owner and partner of Nyce Cyber Security Solutions, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual, institutional, and charitable clients. The firm’s approach includes matching clients to advisory program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

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 29 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at firms including JPMorgan Chase Bank, First Republic Investment Management, Bank of America, Merrill, and Morgan Stanley. He serves as a board member for Down Syndrome Communities of the Puget Sound, providing support and education to families. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

Annette Petzel is a CFP® professional with over 41 years of industry experience. She is currently with OSAIC and has held prior roles at Woodbury Financial Services, Questar Asset Management, and several insurance agencies. In addition to her advisory work, she operates R P Ryan Insurance, Inc., where she focuses on Medicare, employee benefits, personal life insurance, and disability products. 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, utilizing a model-based investment approach with portfolio optimization and multiple managed account options.

Sean Burke is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Carina Flores is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 license and six years of industry experience. She has worked at various Morgan Stanley entities since 2019 and previously was associated with Dr. Ronald R. Flores D.D.S., P.C. from 2016 to 2020. Outside of advisory work, she is involved in managing rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ryan Richmond is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds a Series 66 designation and has worked at Vanguard and Charles Schwab in various capacities since 2014. Richmond maintains an insurance producer license. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model.

Cameron Hee is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Vanguard entities since 2017. Prior to his current role, he worked at Premium Retail Services and Aflac. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, offering a range of customization options.