Israel Bentley is a financial advisor with Vanguard Advisers and holds Series 63 and Series 66 licenses. He has eight years of industry experience, including roles at The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2017, as well as prior work with the University of Phoenix. Outside of his advisory role, he sells sports cards on eBay as a self-employed activity. Vanguard Advisers provides both automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach with portfolios mainly composed of Vanguard funds and ETFs, leveraging its scale and digital platform to manage a large client base efficiently.

Jinfu Yang is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Bank of America. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible retirement plan participants, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and a team servicing model.

Anna York is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. Her prior work includes roles in beverage marketing as a brand ambassador and marketing activation representative. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Anna Daly is a Series 66–licensed financial advisor with Fidelity in Scottsdale, AZ, having one year of industry experience. Prior to joining Fidelity, she worked in various roles across logistics, hospitality, and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing systematic methodologies and algorithmic portfolio construction.

Andrew Soltes is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers since 2013. He has also been affiliated with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2011. He is based in Scottsdale, AZ. 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 investment approach and manages a large client base through its digital platform and team servicing model.

Joshua Jenkins is a Series 66–licensed financial advisor with seven years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at AXA Advisors, National Bank of Arizona, and Flagstaff Buick GMC. Jenkins is based in Scottsdale, AZ. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a variety of third-party and proprietary investment solutions.

Dewey Darwin is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 63 designation and 32 years of industry experience. He has worked with Ameriprise and its affiliate, Ameriprise Financial Services, Inc., since 1994. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools, primarily for clients maintaining assets in Ameriprise-managed accounts.

Kathryn Goodman is a financial advisor at Osaic with 17 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior work includes roles at PayPal, BancWest Investment Services, Bank of the West, and TD Ameritrade Clearing Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of services including brokerage and investment advisory, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs.

David Webb is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has previously worked at J.P. Morgan Securities and Wamu Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, supported by extensive research and analytics.

Evan Johnston is a financial advisor at Vanguard Advisers with two years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Equitable Advisors and self-employment, as well as positions outside the financial sector. 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 using proprietary methodologies and largely invests in Vanguard funds and ETFs, providing a range of customization options and managing a high volume of client relationships through its digital platform.

Michael Kane is a CFP® with 16 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2023. He has been affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Andres Rochet is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Equitable Advisors in 2025, he attended Arizona State University and worked at Frys Food. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset management programs. The firm’s approach involves matching clients to advisory models or discretionary managers, with offerings that include mutual funds, ETFs, separately managed accounts, and select alternative investments, supported by a network of Investment Adviser Representatives.

Andrew Boerman is a financial advisor at Vanguard Advisers with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at State Street Global Advisors and Blackford Capital. Outside of finance, he has experience working with Big Lake Outfitters, indicating involvement in entrepreneurial ventures. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs, offering scalable digital and team-supported portfolio management.

Lanee Nawrocki is a financial advisor at Robert Baird & Co. with a Series 66 credential and less than one year of industry experience. Prior to joining Robert Baird, Lanee attended Arizona State University and held various roles including positions in retail and school districts. Lanee is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded SMA strategies supported by internal research and advanced tools.

Nikhil Chablani is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has been associated with The Vanguard Group, Inc. and its affiliated entities since 2012. Vanguard Advisers provides both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to develop personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

Ruben Trujillo is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves as a Captain and Commander of a Special Operations Civil Affairs Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Aiden Rettke is a financial advisor at Ameriprise in Scottsdale, AZ, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience at Merrill and involvement with the University of Arizona and several business ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a focus on retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice based on proprietary research and third-party data.

Shannon Wedepohl is a CFP® professional with six years of industry experience, currently serving at Robert Baird & Co. since 2026. Prior to joining Baird, Shannon worked at Mariner Wealth Advisors and spent several years at Financial Engines Advisors L.L.C. Outside of financial advising, Shannon rents out a vehicle through an automated car-sharing service at the Phoenix airport. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies, including separately managed accounts and overlay management, supported by internal research and technology tools.

Lena Long is a financial advisor with Cetera based in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at First Financial Equity Corporation and Double Diamond Oilfield Services LLC. Outside of financial advising, she coaches girls volleyball for Shepherd School District #37. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management and access to third-party money managers.

Gary Schmertmann is a financial advisor with Raymond James & Associates holding the ChFC®, Series 63, and Series 65 designations and has 40 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and five years at Wells Fargo Advisors LLC. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing 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.