Tanner Thorsrud is a CFP® and Series 63 licensed advisor at Vanguard Advisers with nine years of industry experience. He has been with The Vanguard Group since 2017 and previously was involved with the University of Arizona football program. 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 that incorporates proprietary portfolio construction and tax-aware features.

Michael Vogt is a financial advisor at Osaic with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade and Securities America Advisors. Outside of his advisory role, Vogt and his wife are licensed foster parents providing care for children through Cedars. Osaic Wealth serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, delivering strategies via discretionary and managed accounts supported by a complex affiliate network.

Anthony Bellino is a Senior Vice President and Senior Financial Advisor with the Bellino Group at Merrill Lynch Wealth Management. He is the third generation of his family to work at Merrill and plays a key role in business development, investments, portfolio construction, and client relationships. Tony and his team utilize Merrill's resources and specialists to create strategies tailored to complex financial situations and assist clients in making informed decisions during volatile markets. Tony's areas of focus include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. He graduated from Arizona State University and holds a Personal Investment Advisor (PIA) designation. Additionally, he has attended the Massachusetts Institute of Technology without degree conferral and completed his high school education at Chaparral. Tony has previously been involved with the National Association of Stock Plan Professionals (NASPP) to enhance his professional skills and knowledge. Outside of his professional work, he is engaged with his children's school and local community. Tony and his family reside in Scottsdale.

Anthony Cosentino is a CFP® professional with 12 years of experience in the financial services industry. He currently works at Cetera and has prior experience at The Vanguard Group and Wilde Wealth Management. Outside of his advisory role, he serves as a board member for the Sedona Humane Society and is involved with the Arizona Community Foundation as both a grant committee member and mentor for small nonprofits. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm operates a multi-manager platform offering a range of investment strategies and program options, with over 10,000 advisors and more than $256 billion in assets under management.

Katrina Buhl is a financial advisor with Robert W. Baird & Co. in Scottsdale, AZ, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Edward Jones. She is part of The DDK Group within Baird’s Private Wealth Management practice, which serves a diverse client base including individuals, families, and institutions. The DDK Group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income allocations to more complex investments, alongside municipal advisory and public finance services unique among large institutional firms.

Mark Shultz is a CFP® professional with 42 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2022, following a 13-year tenure at UBS Financial Services Inc. In addition to his advisory role, he serves as an administrator for his sister’s estate. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s approach is IPS-driven and incorporates both discretionary and non-discretionary options, including a notable range of insurance-related and bank deposit sweep investment vehicles.

Dolman Vineyard III is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding the CFP® designation and Series 63 and 66 licenses, and has 18 years of industry experience. His career includes roles at Vinity Financial Group, LLC, SharpePoint, LLC, LPL Financial, and Private Advisor Group, LLC. Outside of his advisory work, he is involved in several entrepreneurial ventures, including ownership of D'VINE FINANCIAL, LLC and Vinity Insurance Group, LLC, and is a partner at Vinity Legacy Group, LLC, which focuses on facilitating estate planning. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships using firm-approved analytical tools to provide recommendations primarily at the investment category and strategy level.

Anthony Williams is a financial advisor with Cetera, holding the ChFC® designation along with Series 63 and Series 65 licenses, and has 32 years of industry experience. He has served in various capacities including president roles at Orthopedist Advisory Group and Mosaic Financial Associates. Outside of advisory work, he is involved as a camp director for a nonprofit organization and is the author of several Amazon Kindle e-books. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with access to a variety of portfolio management options and third-party managers, overseeing assets exceeding $256 billion through more than 10,000 advisors nationwide.

Kimberly Wahl Taylor is a financial advisor at OSAIC with 14 years of industry experience. She holds a Series 66 designation and previously worked for Securities America Advisors and Securities America. Outside of advisory work, she has an ownership interest in a family farm partnership. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and risk management.

Evangelos Kalomiris is a financial advisor at Robert W. Baird & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at Baird since 2017. His prior roles include positions at ASUO Finance and the University of Oregon. He is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and tax-management overlays.

Beth Griffin is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and with 20 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning, with a process using structured discovery and firm-approved tools to model outcomes, and manages approximately $2.74 trillion in client assets.

James Wrenn is a financial advisor with UBS Financial Services in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with UBS since 2006 and was previously associated with Piper Jaffray Inc. since 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.

Justin Lang is a financial advisor with Vanguard Advisers, holding a Series 66 designation and based in Scottsdale, AZ. He has experience in mortgage lending and financial services, having previously worked at Rocket Mortgage, HouseKeys, Veritas Funding, Interfirst, Supreme Lending, and Crest Mortgage. Lang joined Vanguard Advisers in 2026. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and eligible employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven approach, constructing portfolios primarily from Vanguard funds and ETFs with tax-aware features and customization options.

Tristan Starkweather is a financial advisor at Vanguard Advisers with four years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Thrivent Financial and Fender Musical Instruments. 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 approach, utilizing Vanguard funds and ETFs with various tax-aware and customization features.

Cole Holocher is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and four years of industry experience. He has been with Vanguard Advisers since 2025 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. His prior work experience includes roles at UPS, Sunglass Hut, and Panera Bread. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans through automated and human-supported investment advice. The firm uses a goal-based, algorithm-driven approach to asset allocation, primarily constructing portfolios from Vanguard funds and ETFs, and manages a large client base with a digital delivery platform complemented by a team servicing model.

Suzanne Miesse is a financial advisor at OSAIC with 35 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including Securities America and Raymond James Financial Services. Her career includes roles at The Wealth Advisory Group of DiLauro Wracher & Thomas and Securities America Advisors. OSAIC is a large multi-advisor platform serving retail and institutional clients, offering a range of brokerage and advisory services such as financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process employs model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers.

Justin Poirier is a Series 65-licensed financial advisor at Fisher Investments with nine years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates, and offers sub-advisory and retirement plan services. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and employs various risk management and tax-aware strategies.

Anthony Cerciello is a CFA® charterholder with 20 years of industry experience currently affiliated with OSAIC in Scottsdale, AZ. His career includes roles at Guardian Life Insurance and Park Avenue Securities prior to joining OSAIC and its related entities where he has worked for over eight years. OSAIC Wealth serves a diverse client base that includes retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, offering a variety of advisory and brokerage services across multiple programs and custodial arrangements.

Jordan Chapman is a financial advisor at Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to his current role, he served five years in the US Army and worked in higher education at Arizona State University and Pierce College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, goal-focused planning using firm-approved analytical tools.

Robert Dugan is a CFP® professional with 13 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has prior experience at The Vanguard Group and Charles Schwab. Outside of his advisory role, he serves as head of the architectural committee for the Summerfield Place HOA in Gilbert, Arizona. Wells Fargo Clearing provides retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.