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.

Glenn Baker is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. His prior roles include positions at Sequoia LLC, Baker & Yoest Investment Advisers, Inc., Cetera, and Genworth Financial Planning Corporation. He also serves as a FINRA dispute resolution arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and technology tools.

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.

Aleta Ring is a financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 2014 and holds a Series 66 designation. Outside of her advisory role, she designs and makes jewelry in her personal time. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

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.

Kyle Riley is a financial advisor with Ameriprise Financial Services in Phoenix, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise since 2017, working first at Ameriprise Financial Services Inc. and then at Ameriprise Financial Services, LLC. Prior to that, he was self-employed and briefly worked at Mass Mutual. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides personalized retirement planning and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

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 at Charles Schwab with Series 66 credentials and two years of industry experience. He has worked at Charles Schwab since 2021 and was previously with USAA from 2015 to 2021. 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 separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Cody Butery is a financial advisor with Fidelity in Phoenix, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Fidelity, he worked at TD Ameritrade and has experience in the hospitality industry as well, including roles at Firebirds Woodfired Grill and Kitaro Bistro of Japan. Outside of his advisory role, he works part-time as a server and bartender. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Jennifer Cain is a financial advisor at Morgan Stanley with 19 years of industry experience. She has held positions 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, where she has been active since 2008. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

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.

Youssef Elkamash is a financial advisor at Equitable Advisors with three years of industry experience. He holds Series 63 and Series 66 credentials. Outside of his advisory work, he is a swim clinician with Fiitter & Faster and works as a driver for Lyft in Phoenix, AZ. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives. The firm utilizes a range of proprietary and third-party advisory models and provides ERISA fiduciary services to qualified plans.

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.

Michael Dillon is the sole advisor at Second Look Financial, LLC, an independent firm based in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Dillon has managed Second Look Financial since 2005. He is also a licensed insurance broker and may recommend or place insurance products alongside his investment advisory services. Second Look Financial serves individual clients by providing portfolio management and financial planning, with a focus on individualized plans and periodic reviews rather than standardized institutional programs. The firm manages approximately $335,000 in assets across seven client relationships.

Kurt Oelze is the principal advisor at Kurt Oelze, LLC in Phoenix, AZ, with 16 years of industry experience. He holds the Series 66 designation and has been operating his firm since 2004. Kurt Oelze, LLC provides investment advisory and portfolio management services primarily to individual clients, including both high-net-worth and non-HNW individuals. The firm manages a small client base with a focus on ongoing portfolio oversight and acts as a sponsor of a wrap-fee program, offering bundled account services alongside its advisory work.

Scott Nelson is a CFP® professional with 28 years of industry experience, serving as the sole advisor at Sensible Investment Strategies, LLC since 2003. He is also the owner of Hit the Ball Better LLC, a golf instruction business. Sensible Investment Strategies provides investment advisory and portfolio management services to individual clients, managing approximately $24.4 million in assets across 42 client relationships.