Shelby Williams is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo Clearing, Shelby worked at Edward Jones, Westpac Wealth Partners, Park Avenue Securities, and Guardian Life Insurance Company. Outside of finance, Shelby has partial ownership in a CPA firm, Breneman and Associates CPA, PLLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines proprietary research with third-party analytics to offer diversified investment solutions and facilitates a range of financial products through bank and insurance affiliates.

Bryan Cruikshank is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2018. He has been part of Fidelity Investments since 2013, holding positions including Investment Consultant and Financial Representative. Prior to his tenure at Fidelity, Bryan worked as a Stockbroker at Scottrade from 2010 to 2013. Bryan focuses on helping clients develop sound financial plans tailored to their unique situations, emphasizing the importance of creating financial strategies that do not solely depend on the stock market. He works closely with clients to analyze their goals and priorities throughout various stages of their financial journey. Outside of his professional work, Bryan has personal interests in cars, family activities, hiking, kayaking, and traveling.

Jennifer Herl is a financial advisor with Ameriprise in Glendale, AZ, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered by a centralized consulting team, with an emphasis on assets held in Ameriprise Managed Accounts and the use of algorithmic automation in its recommendations.

Sonya Crenshaw is a financial advisor at Edelman Financial Engines with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Edelman Financial Engines and its predecessor firms since 2011. Outside of advising, she owns FaceFanz, a party decoration company. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a proprietary modeling process with planner delivery and online tools, offering diversified model portfolios and both discretionary and non-discretionary investment options.

Chandler Herl is a financial advisor with Fidelity Investments in Surprise, Arizona, holding a Series 66 credential and six years of industry experience. His prior roles include positions at The Vanguard Group, Ameriprise, and USAA Financial Services Company. Outside of his advisory work, he serves as a director at Desert Valley Garage, where he repairs and restores lawn equipment in the evenings. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Errol Stradling is a financial advisor with J.P. Morgan Securities in Peoria, AZ, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. His career includes roles at Bank of America, Merrill, USAA Financial Planning Services, USAA Investment Services Company, and Fidelity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Vanessa Spaulding is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2026. She previously served as Branch Leader at Fidelity from 2023 to 2026 and as a Financial Consultant from 2021 to 2023. Prior to joining Fidelity, Vanessa gained extensive experience in the financial services industry through roles at U.S. Bank as a Performance Consultant from 2014 to 2021, at PNC Bank as Branch Manager III from 2012 to 2014, and at Chase as Branch Manager II from 2006 to 2012. In her current leadership role, Vanessa focuses on empowering her team by fostering development and removing obstacles. She cultivates a culture centered on resourcefulness and a winning mindset, emphasizing coaching, relationship building, and leading through change. Vanessa is committed to supporting her team members in reaching their full potential. Outside of her professional responsibilities, Vanessa enjoys camping, cooking and baking, exploring outdoor adventures, traveling, and engaging in parenthood.

Dallin Montez is a financial advisor with LPL Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he has worked in marketing and service roles, including positions at Ninefold Marketing, Grit Marketing, and In-N-Out Burger. 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 and access to third-party asset management, supported by a large network of investment adviser representatives.

Julie Anderson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, Anderson operates a photography business, runs YouTube channels featuring hiking, DIY projects, and collectibles, and manages an online Etsy shop selling handmade crafts. 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 combines brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a large network of financial advisors.

Scott Baynes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2017, with prior roles at Wells Fargo Bank and Bank of America. Baynes is also involved in a real estate investment through an LLC he co-owns with his wife. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program delivers non-discretionary, written asset allocation advice and manager searches supported by centralized due diligence and incorporates an ESG eligibility framework in portfolio construction.

Jennifer Cain is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 65 and Series 63 licenses and 19 years of industry experience. She worked at J.P. Morgan Securities Inc. for 16 years before joining Morgan Stanley in 2025. Cain is also involved with The Arizona Bowling Institute LLC, which she has been associated with since 2008. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, with a focus on advisory services.

Deanna Lynch is a financial advisor at Edward Jones with 16 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Deborah Hightower is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 2006. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by proprietary tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage arrangements.

Jared Farnsworth is a financial advisor at Skymark Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2013 to 2017. Outside of his advisory role, he is the CEO of New Era Sports Training and Management, an athletic coaching business, and serves on the board of New Era Academy of Excellence. Skymark Advisors LLC is a supported firm based in Sun City, AZ, with Jared Farnsworth as its sole advisor.