Eileen Reed is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Investments, LLC prior to her current role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Anthony Patino is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and worked previously with Securities America Advisors and its affiliated entities from 2016 to 2024. Patino is based in Scottsdale, Arizona. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation, portfolio optimization, and a range of customizable strategies supported by advanced tools and multiple custodial arrangements.

Scott Ladrigan is a financial advisor at Morgan Stanley with 24 years of industry experience and holds a Series 66 designation. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual plans and Corporate Financial Planning agreements.

Tyler Wieczorek is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he was a student for eleven years. He serves as a board member and treasurer for The Arc of Arizona, where he oversees governance and financial oversight. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Roseann Steinmetz is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, following six years at Charles Schwab. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities through related affiliates.

Jonathan Scanlin is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to his current role, he worked at Chipotle from 2021 to 2022. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to set personalized asset allocations across various savings goals.

Nicholas Dyer is a financial advisor at Ameriprise with 20 years of industry experience and holds a Series 63 designation. He has been with Ameriprise Financial Services since 2016, currently working in Scottsdale, AZ. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on income sources and tax-aware withdrawal strategies.

Annalise Morris King is a Wealth Management Advisor at Merrill Lynch Wealth Management. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Financial Consultant® (ChFC), and Certified Divorce Financial Analyst® (CDFA). Annalise has over 18 years of experience serving high net worth and ultra-high net worth individuals and families, focusing on personal and business wealth planning, wealth transfer, liquidity management, and family legacy planning. In her role as a Senior Portfolio Manager, Annalise manages personalized and defined strategies on a discretionary basis, incorporating individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. She works closely with clients to develop tailored financial strategies that address various planning scenarios such as special-needs, non-traditional and blended families, pre- and post-divorce planning, business succession, and wealth transfer. Annalise earned her bachelor's degree from San Francisco State University. Annalise is actively involved in professional organizations and community initiatives that support women's advancement and financial education. She serves as President of Merrill's Women's Exchange and participates in How Women Lead and Junior Achievement. Additionally, she has contributed to community programs including Bank of America's Better Money Habits Champion and Moneythink. Outside of her professional work, Annalise enjoys cooking, gardening, golfing, hiking, running, traveling, practicing yoga, and spending time with her family.

Kevin Ragon is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes prior roles at Wells Fargo Clearing and Edward Jones. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Natalie Kania is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 66 designations and three years of industry experience. She previously worked at The Vanguard Group and has a background that includes real estate as a licensed realtor with Sands Realty. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations through a network of Investment Adviser Representatives, offering access to both proprietary and third-party investment programs.

Peter Roe is a financial advisor with RBC Capital Markets in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at RBC Capital Markets since 2008. Outside of his advisory role, he serves on the Board of Directors for the Long Point Property Owners Association in Michigan. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs and combines in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Madeline Alcorn is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at LPL Financial and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured processes and firm-supported tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Torsten Saile is a financial advisor with Cetera in Phoenix, AZ, holding the ChFC® designation and Series 63 and 66 licenses, with 27 years of industry experience. His prior roles include positions at LPL Financial, Sequioa Wealth Management, and Triad Advisors. Outside of advisory work, he co-owns several ventures including Ironwood Family Wealth Advisors and Clear Path Growth Partners, where he provides consulting services to business owners. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various program options and a mix of discretionary and non-discretionary portfolio management services.

William Paynter Jr. is a financial advisor with Wells Fargo Clearing in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services from 2014 to 2017. Outside of his advisory role, he has maintained ownership of a boutique LLC with his spouse, though the business is currently inactive. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach 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.

Jason Braunstein is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Braunstein serves on the boards of the People of Faith Foundation and the Peoria North Rotary Club. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional to complex allocations.

Cade Clary is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to this role, he gained diverse experience across multiple industries, including luxury rentals, retail, education, and moving services. Equitable Advisors serves a wide range of clients, including individuals, pension and profit-sharing plans, corporations, and nonprofit organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, utilizing both third-party asset managers and proprietary platforms to deliver investment solutions.

Nick Allen is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2015 in various roles including Financial Consultant, Investment Consultant, and Relationship Manager. In his current position, Nick helps high net worth individuals and families co-create personalized financial plans that align with their goals and life milestones. Throughout his career at Fidelity, Nick has focused on identifying clients' financial objectives and supporting them in achieving successful retirement plans. His experience spans multiple aspects of financial consulting and retirement solutions. Nick holds a California insurance license. Outside of his professional work, he engages in family activities, fitness, football, gardening, music, and outdoor adventures.

Adam Shepherd is a financial advisor at Vanguard Advisers with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Yelp Inc, Aetna, and loandepot, as well as ownership positions in non-investment-related LLCs focused on marketing and operations. He also owns a realty LLC involved in identifying investment properties. 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 with portfolios constructed mainly from Vanguard funds and ETFs. The firm’s scale and digital delivery model support a large client base through a combination of automated platforms and advisory teams.

Bryan Smith is a financial advisor at Vanguard Advisers with four years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo and several Vanguard affiliates. Outside of his advisory role, he is involved in real estate investment, assisting clients with buying and selling properties. 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 asset allocations, primarily through Vanguard funds and ETFs.

Timothy Street is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63, Series 65, and Series 66 credentials and 15 years of industry experience. He has worked at JP Morgan Chase Bank since 2019 and previously at JP Morgan Securities, LLC, and Tandem Wealth Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and uses quantitative and qualitative research to build model asset allocations that may incorporate ESG criteria.