Rolando Quintana is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he develops and guides a team of financial consultants who work to improve the financial well-being of the families they serve. Prior to this, he served as Director of Executive Services at Fidelity Investments from 2020 to 2023. His professional experience at Fidelity Investments includes leadership and management responsibilities focused on financial consulting and executive services. Specific details about his education, credentials, personal interests, or community involvement were not provided.

Michelle Miller is a financial advisor at Fidelity with 16 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at The Vanguard Group, Inc. for 13 years and Peloton Interactive for one year. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and maintains a formal advisory role to multiple registered investment companies.

Derek Fogarty is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Zillow Offers, Coldwell Banker, Bank of America, and Merrill Edge. Outside of advising, he maintains involvement in real estate through his professional LLCs based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,000 financial advisors. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Roman Chacon Cornejo is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Tenore is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. In addition to his advisory role, he is an owner and partner of Miguelito's Meat LLC, a food service business specializing in cured meats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria, supporting clients with access to a range of affiliated investment management services.

Paul Graafsma is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including TD Ameritrade and Charles Schwab and Co., Inc. His background also includes roles outside the financial industry, such as positions at P.F. Chang's and Outback Steakhouse. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and may include ESG criteria, serving clients through a non-discretionary program.

Callahan Mc Andrew is a Series 66-licensed financial advisor with six years of industry experience, currently with Edward Jones in Tempe, AZ. His prior roles include positions at Edward Jones and the University of Missouri, as well as involvement with the Jewish Community Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Trey Donaldson is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Charles Schwab & Co., Inc., he worked at Northwestern Mutual. 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 offers a mix of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by strategic asset allocation models and centralized custody and supervision.

Paul Burton is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. He is based in Mesa, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory programs and operates a large nationwide network of financial advisors and branch offices.

Nicholas King is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations with 18 years of industry experience. He previously worked at Charles Schwab from 2008 to 2026 before joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Karen Swanson is a Planning Consultant at Fidelity Investments, where she works with clients to develop engagement strategies tailored to their unique planning needs. She has been with Fidelity Investments since 2000, holding various roles including Senior Media Buyer, Financial Representative, Investment Representative, Financial Consultant, and currently Planning Consultant. Throughout her career at Fidelity Investments, Karen has accumulated extensive experience in financial consulting and investment representation. Her progression through multiple positions within the company reflects her expertise in financial planning and client engagement strategies.

Brian Ko is a financial advisor at Fidelity with a Series 66 designation and seven years of industry experience. His prior work includes roles at Bank of America, Merrill, and Allstate. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, supported by oversight controls and the use of AI and systematic methodologies.

Bryan Momsen is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has been with Charles Schwab since 1997 and Charles Schwab Bank since 2006. Outside of his advisory role, he is an owner of a rental property in the Phoenix area. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a centralized operational structure and multi-asset investment strategies.

Robert Conroy is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by the largest financial advisor and branch network in its category.

John Jacobson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63, 65, and 66 licenses and with 20 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2018, following roles at Schwab Private Client Investment Advisory Inc. and Charles Schwab. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Matthew Huizenga is a financial advisor at Charles Schwab with nine years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2016. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory relationships and access to affiliated discretionary separate managed accounts, supported by multi-asset model portfolios and a formal alternative investment process.

Blake Goodstein is a financial advisor at Merrill with Series 63 and Series 66 credentials and two years of industry experience. His prior work includes positions at Bank of America and Morgan Stanley. Outside of his advisory role, he maintains a long-standing Twitch channel where he streams video games to friends and family. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Valeria Bahena is a financial advisor at LPL Financial with eight years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank, Morgan Stanley, The Vanguard Group, and Brigham Young University - Hawaii. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. 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.

Brittinie Saylor is a financial advisor at LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses with seven years of industry experience. She has previously worked at Ameriprise and Waddell & Reed among other firms. She is also a commissioned notary. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Nicolette Weyer is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Equitable Advisors. Outside of finance, she is involved with Dashing Spirits, a luxury mobile beverage service specializing in private events, where she handles operational tasks. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a centralized due diligence process.