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 at Ameriprise with 17 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Ameriprise in 2021, he worked at Wells Fargo Clearing from 2016 to 2021 and Wells Fargo Advisors, LLC from 2013 to 2016. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Natalie Kania is a financial advisor at Equitable Advisors with three years of industry experience. She holds Series 66 and Series 63 designations and previously worked at The Vanguard Group. Outside of financial services, she is also a real estate realtor with Sands Realty. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates a dual-registered model and participates in LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

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.

Cade Clary is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held various roles including work in education and rental services. Equitable Advisors serves a broad mix of individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through sponsored programs and endorsed third-party managers, providing a range of advisory and brokerage 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 in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2026. His prior work experience includes roles at Vanguard Group, Yelp Inc., LoanDepot, and Aetna, as well as ownership of several LLCs involved in marketing, operations, and real estate investment. Outside of his advisory work, he owns GEN225, LLC, which focuses on marketing and sales operations, and Eden Bloom Realty, LLC, which searches for investment properties. Vanguard Advisers serves retail investors and participants in employer-sponsored retirement plans, offering both automated and human-supported investment advice. The firm employs a goal-based, algorithm-driven approach using proprietary models to construct portfolios primarily from Vanguard funds and ETFs, with various tax-aware and customization features.

Bryan Smith is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His career includes roles at Vanguard Marketing Corporation, The Vanguard Group, Wells Fargo, and several firms outside the financial sector. In addition to his advisory role, he assists clients with real estate transactions as a self-employed contractor. 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, utilizing proprietary models to construct personalized portfolios largely from Vanguard funds and ETFs, supported by a combination of digital tools and advisor teams.

Timothy Street is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and 15 years of industry experience. He has worked at JP Morgan Securities, LLC since 2016 and at JP Morgan Chase Bank since 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ethan Grinnen is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. Prior to his current role, he has been involved in various business ventures including Fog in a Box LLC and Mexkor Restaurant Group LLC. He is also employed by Marriott International Inc. Vanguard Advisers offers automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach utilizing proprietary models and portfolios constructed mainly from Vanguard funds and ETFs.

Erika Fabricatore is a Senior Financial Advisor with Merrill Lynch Wealth Management. She is part of a team serving affluent families, professionals, business owners, and corporate executives by providing advisory and wealth management services. Her focus areas include portfolio management, retirement income planning, and assistance with corporate retirement plans such as 401(k) and defined benefit plans. Erika holds professional designations relevant to retirement benefits and financial advising. She works alongside colleagues to support clients in designing financial strategies tailored to their goals and priorities. Her experience contributes to helping clients navigate complex investment and retirement planning decisions. Outside of her professional practice, Erika is engaged with community organizations, including the Delaware Valley Youth Athletic Association and Saint Pio Catholic School. She resides in Philadelphia with her family.

Kevin Deluca is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 designation and has been with Charles Schwab & Co., Inc. since 2016, including a role at Charles Schwab Bank, SSB since 2021. Outside of his advisory work, he serves as the Treasurer for The Phoenix Iowa Club, a volunteer position involving financial reporting and fund management. 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 combines non-discretionary advisory relationships with access to discretionary separate managed accounts and offers a broad range of investment guidance through multi-asset model portfolios and alternative investment programs.

Christie Jones Popour is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of her financial advisory role, she is involved in a modeling and acting agency based in Scottsdale, NV. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s services include investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related products and bank deposit sweep options.

Joshua Waitz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. since 2018. Outside of his advisory role, Waitz is the owner of Claiborne Industries LLC, a personal investment LLC intended for future real estate investments. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and futures commission merchant registrations.

Samuel Smith is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Bank of America, Merrill, Raymond James Financial, and BANK OF THE WEST. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.