Lily Anderson is a CFP® certified financial advisor with five years of industry experience, currently with Vanguard Advisers. She has been associated with various Vanguard entities since 2021, including Vanguard Marketing Corporation and The Vanguard Group. Vanguard Advisers offers both 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 investment approach, utilizing proprietary models and primarily Vanguard funds and ETFs to tailor asset allocations and provide customization options.

John Sickles is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Vanguard in various roles since 2017, including Vanguard Marketing Corporation and The Vanguard Group, Inc. Prior to Vanguard, he worked briefly at State Farm Insurance and was involved with Arizona State University and Sun Devil Marketplace. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach using proprietary models and focuses on scalable digital delivery combined with team servicing.

Thomas Johnson is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked concurrently since 2011 with The Vanguard Group and is involved in non-investment roles as a tape operator for Burke Brothers Productions and as an official stats provider for CBS Sports Network. Vanguard Advisers offers automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm combines goal-based, algorithm-driven strategies with Vanguard funds and ETFs, serving a large client base through a scalable digital platform supported by a team of more than 2,200 advisors.

Sophia Bachmann is a financial advisor at Edward Jones in Scottsdale, AZ, holding a Series 65 credential. She joined Edward Jones in 2026 and has prior work experience outside the financial industry, including roles at Grand Canyon University and Brandybrook Country Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets with a large nationwide network of advisors and branch offices.

Jacob Newman is a financial advisor at Vanguard Advisers with a Series 66 designation. He has been with Vanguard and its related entities since 2025. His prior experience includes roles at The Tax Relief Group LLC and self-employment, as well as various positions outside financial services, such as in education and the food industry. Vanguard Advisers provides 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 with portfolios largely constructed from Vanguard funds and ETFs, offering a range of customization options and serving a large client base through a combination of digital platforms and advisor teams.

Cole Jacobs is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 66 designation and beginning his advisory career in 2024. His prior work experience includes roles in insurance, logistics, education, and retail. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team.

Earl Weedon is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 26 years of industry experience. His prior roles include positions at Schwab Private Client Investment Advisory, Charles Schwab, and USAA Financial Planning Services. He is based in Scottsdale, AZ. 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 uses a goal-based, algorithm-driven approach to construct portfolios primarily from Vanguard funds and ETFs, offering a range of customization options and tax-aware features.

Dean Vitali is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 65 designations and 33 years of industry experience. He has been with Vanguard Advisers since 2015 and has worked with various Vanguard entities since 1995. Vanguard Advisers provides automated and human-supported investment advice primarily for retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to portfolio construction, emphasizing personalized asset allocations and a range of customization options, and manages a large client base through its digital platform and team servicing model.

Matthew Curry is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. He has worked at multiple Vanguard affiliates since 2023 and owns a contract sound equipment business called Finite Electronics. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios composed mainly of Vanguard funds and ETFs. The firm operates at significant scale with over 2,400 advisors, combining digital delivery with personalized service.

Magaly Carson is a financial advisor at Wells Fargo Advisors with 27 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of her advisory work, she owns a jewelry business and operates a divorce consulting firm. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including niche areas such as business-owner transition and divorce planning.

Charles Gibbs is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC, where he worked for a combined total of 10 years. Outside of his advisory work, he manages a business entity unrelated to investment activities for tax purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and support from LPL Research and third-party subadvisors.

Jamillah Wilcox is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Her prior roles include positions at JP Morgan Securities, Charles Schwab, and Fidelity Brokerage Services. Additionally, she operated Jamillah Shehan Studio for three years. She also has experience as a sole proprietor managing a rental property in Colorado Springs. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, offering tailored financial planning that incorporates firm-approved tools and models to help clients plan their financial futures.

Lauren Smith is a Planning Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2019, progressing through roles including Investment Consultant, Central Relationship Manager, Investment Solutions Representative, and Customer Relationship Advocate. Lauren focuses on building strong interpersonal relationships with her clients, emphasizing the importance of understanding the individual behind financial decisions to provide meaningful financial planning. Her professional experience spans various facets of financial advising and client relationship management, allowing her to engage deeply with clients' financial goals and circumstances. Lauren believes that effective financial planning involves comprehending clients' hopes, dreams, beliefs, fears, and sacrifices, facilitating conversations that are both effective and meaningful. Outside of her professional career, Lauren enjoys family activities, exploring culinary experiences as a foodie, music, Pilates, tennis, and traveling.

Matthew Whitaker is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab Co., Inc. since 2023, including a role at Charles Schwab Bank, SSB. Prior to joining Schwab, he was with Dynamite Wealth Management and has a background that includes periods outside the financial industry. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, employing a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.

Gina Carollo is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several firms including The Vanguard Group, Inc. and Viking Cruises. Vanguard Advisers delivers investment advice through a combination of automated and human-supported services, catering primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Angelica Garcia is a financial advisor at Merrill with 18 years at the firm and 6 years of industry experience. She holds a Series 66 designation and is based in Scottsdale, AZ. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates its services within Bank of America’s broader platform, providing access to a wide set of products and investment options.

Madeline Bair is a financial advisor at Merrill with Series 65 and Series 63 credentials and 13 years of industry experience. She has been with Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America’s broader corporate platform, providing access to a wider set of products and services.

Staci Mapes is a financial advisor at LPL Financial with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at Lincoln Financial Securities and First Command Advisory Services. Mapes also manages a non-variable insurance business through S.A. Mapes Wealth Management Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Matthew Bassuk is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. His prior firms include SagePoint Financial, Independent Financial Group, and First Allied Securities among others. He is based in Scottsdale, AZ. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm employs advanced asset-allocation tools and multiple advisory platforms to construct and manage portfolios across various investment types.

Alexander Fabris is a financial advisor at Vanguard Advisers with 10 years of industry experience. He has been with Vanguard Advisers, Inc. since 2019 and is also affiliated with Vanguard Marketing Corporation and The Vanguard Group, Inc. He holds Series 63 and Series 66 designations. Vanguard Advisers provides 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 featuring personalized asset allocations constructed mainly from Vanguard funds and ETFs, and serves a large client base through its digital platform and extensive advisor team.