Nick Goins is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Thrivent Investment Management and Thrivent Financial, where he has worked since 2022. Prior to that, he held roles at MML Investor Services LLC, Mass Mutual, Wells Fargo Clearing, and Edward Jones. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on topics such as retirement, taxes, estate, business continuation, divorce, and special needs planning. The firm uses holistic, goal-based analyses and allows clients to combine planning with managed-account programs while maintaining separate service structures.

Michael Szabados is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has been with various J.P. Morgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Tyler Craig is a CFP® professional with 22 years of industry experience, currently serving at Vanguard Advisers. His background includes roles at J.P. Morgan Securities LLC and multiple positions within Vanguard entities dating back to 2005. He serves as a board member of the nonprofit Fellowship of Christian Athletes in Phoenix, AZ. 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 approach with portfolios mainly composed of Vanguard funds and ETFs, leveraging scale and digital delivery to manage a large client base with over 2,200 advisors.

Dylan Barrera is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding a Series 66 designation and 11 years of industry experience. His prior experience includes roles at Primerica, Securities America, and self-employed advisory work. Outside of his advisory role, he owns an e-commerce business, KCMB Enterprises, LLC. Vanguard Advisers offers automated and human-supported investment advice through Vanguard Digital Advisor and Personal Advisor services, primarily serving retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach and constructs portfolios mainly from Vanguard funds and ETFs, combining scale and digital delivery with personalized investment solutions.

Joseph Romero is a financial advisor at RBC Capital Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2009 and City National Bank since 2020. Outside of his advisory role, he serves on the board of directors for the Kiwanis Club of Corrales, including a term as chair of youth services. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs and tailors investment strategies using a combination of in-house and third-party managers, providing comprehensive portfolio management and financial planning services.

John Flores is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing six years of industry experience. His career includes roles at Vanguard Advisers, The Vanguard Group, LPL Financial, and previous service in the U.S. Army Reserve and United States Air Force. Vanguard Advisers provides automated and human-supported investment advice through digital and personal advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach that utilizes proprietary models to create personalized asset allocations, with portfolios mainly composed of Vanguard funds and ETFs.

Audrey Fuga is a financial advisor at Vanguard Advisers with four years of industry experience. She holds Series 66 and Series 63 designations and has worked at The Vanguard Group since 2022. Outside of her advisory role, she is contracted as a pet sitter through Rover. Vanguard Advisers provides 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 using proprietary models to construct portfolios largely from Vanguard funds and ETFs, offering various customization options and managing a large client base through its digital platform and advisory team.

Caleb Riccio is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. His work history includes roles at The Vanguard Group, Fiducient Advisors, and Chipotle. Outside of his advisory work, he operates an Etsy shop selling Excel templates and engages in freelance photography. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs, emphasizing digital delivery and large-scale client servicing.

Brendan Goodwin is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has accumulated experience in various financial services positions, including Wealth Planning Associate at UBS (2023-2024), Service Relationship Professional at Morgan Stanley (2022-2023), Registered Representative at Robinhood (2021-2022), and High Net Worth Case Manager at Vanguard (2016-2020). Throughout his career, Brendan has focused on client service, emphasizing empathy, transparency, and personalized strategies tailored to individual financial goals and challenges. He prioritizes open communication and trust-building to develop financial plans addressing both immediate needs and long-term financial health. Outside of his professional work, Brendan's personal interests include baseball, football, hiking, music, and parenthood.

William Martin Castillo is a Series 66-licensed financial advisor with Morgan Stanley in Scottsdale, AZ, bringing four years of industry experience. His career includes prior roles at Catalina Wealth Management and teaching positions at the University of Arizona and Pima Community College. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer providing a range of advisory programs and tailored financial planning services to individuals and institutions. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its investment strategies.

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.

Marcin Urbanowicz is a CFP® professional affiliated with LPL Financial, with 20 years of industry experience. He has worked at LPL Financial since 2019 and also maintains a longstanding association with Rock Martin Private Wealth Management since 2008. Additionally, he has experience in tax preparation and accounting. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

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.