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 at Fidelity with five years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked at The Vanguard Group and Ameriprise. Outside of his advisory role, he serves as a director at Desert Valley Garage, where he repairs and restores lawn equipment. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across 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 credentials and 19 years of industry experience. His career includes over a decade at Bank of America and Merrill before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager searches, and customized performance reporting with an emphasis on quantitative modeling and ESG eligibility.

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.

Julie Anderson is a financial advisor with Wells Fargo Clearing in Peoria, AZ, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2009 to 2016 and with Wells Fargo Clearing since 2016. Outside of her advisory role, she owns a photography business, operates YouTube channels focused on outdoor activities and DIY projects, and runs an online Etsy shop selling handmade crafts and collectibles. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and risk tolerances.

Tara Viehman is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services.

Scott Baynes is a financial advisor with J.P. Morgan Securities in Goodyear, AZ, holding Series 63 and Series 66 licenses and with eight years of industry experience. His prior roles include positions at Wells Fargo Bank and Bank of America, as well as his current tenure at JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory work, he and his wife own an investment property held through an LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Brandon Lev is a financial advisor with Charles Schwab in Peoria, Arizona. He holds a Series 66 designation and has six years of industry experience, including positions at USAA and Charles Schwab Trust Bank. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment management through multi-asset model portfolios and centralized custody and operational services.

Jennifer Cain is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at J.P. Morgan Securities Inc for 16 years. Outside of her advisory role, she has been involved with The Arizona Bowling Institute LLC since 2008. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers its services through both direct individual engagements and employer-sponsored financial planning agreements.

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.

Kimberly Bridges is a CFP® with four years of industry experience, currently serving as a financial advisor at XYPN Sapphire. Her prior experience includes roles at BOK Financial and Commerce Trust Company. Kimberly also co-founded Bright Women Financial LLC, an independent financial planning venture. XYPN Sapphire provides investment management and financial planning to individuals, trusts, estates, business entities, and retirement plans. The firm employs a long-term, risk-based investment approach utilizing diversified portfolios and integrates human oversight with emerging digital-asset management capabilities.