Sarah Finelli is a Series 66 licensed financial advisor with Edward Jones in Anthem, AZ, and has eight years of industry experience. She 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 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.

Armando Castaneda is a financial advisor at Merrill with 11 years of experience at the firm. He holds a Series 66 designation and is based in Phoenix, AZ. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Mancuso is a CFP®-designated financial advisor with eight years of industry experience, currently serving at Vanguard Advisers in Scottsdale, AZ. He has been with The Vanguard Group since 2017 and has prior experience at Randstad and Bank of America. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, primarily serving retail investors and employer-sponsored retirement plan participants. The firm uses a goal-based, algorithm-driven investment approach, constructing portfolios mainly from Vanguard funds and ETFs with various customization and tax-aware features.

Timothy Woods is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Ameriprise Financial Services Inc. and Waddell & Reed, Inc. Since 2020, he has also operated Rock Martin Private Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services supported by research and technology across discretionary and non-discretionary management strategies.

Justin Lundberg is a financial advisor at Vanguard Advisers with a Series 66 designation and two years of industry experience. His prior work includes roles at Morgan Stanley and Vimly, and he maintains an ongoing entrepreneurial venture with Lundberg Brands LLC. 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 personalized asset allocations primarily constructed from Vanguard funds and ETFs. The firm manages a large client base through a digital platform complemented by a team servicing model.

Enwiya Toma is a financial advisor with Merrill, holding a Series 66 designation and 13 years of industry experience. She has been with Merrill since 2012 and also works with Bank of America, N.A. since 2013. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Larry Dieter is a financial advisor at Vanguard Advisers with 27 years of industry experience. He holds Series 66 and Series 63 licenses and has been affiliated with The Vanguard Group and its related entities since 1997. Vanguard Advisers provides automated and human-supported investment advice mainly to retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach to develop personalized portfolios primarily composed of Vanguard funds and ETFs.

Steven Shipley is a financial advisor at Vanguard Advisers based in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. His previous work includes a two-year period at J.P. Morgan Securities and nearly a decade at BWW Law Group, LLC. Vanguard Advisers delivers both automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Erica Linker is a Certified Financial Planner® with nine years of industry experience, currently advising at Vanguard Advisers in Scottsdale, AZ. She has been associated with Vanguard since 2016 and also operates an e-commerce business and serves as a notary public. Vanguard Advisers offers goal-based, algorithm-driven investment advice through both automated and human-supported services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses proprietary methodologies and Vanguard funds to deliver customized portfolio solutions at scale.

Cody Hampson is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients preserve, grow, and transfer wealth through objective financial guidance grounded in a disciplined planning process. With a focus on building long-term relationships, he delivers strategies that support lasting financial success for individuals, families, and business owners. He brings experience in legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Drawing on the discipline and preparation learned from competitive sports, Cody applies a proactive approach to assist clients in navigating important financial decisions with confidence, aiming to reduce financial stress and help clients make informed choices. Cody holds a bachelor's degree from Grand Canyon University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional work, he enjoys baseball, football, golfing, and spending time with his family.

Julieanne Barar is a financial advisor with Vanguard Advisers, holding CFP® and Series 63 credentials and 18 years of industry experience. She has been with The Vanguard Group since 2007 and has operated a writing business since 2019. 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 approach to portfolio construction, utilizing proprietary models and Vanguard funds to offer customized, tax-aware investment solutions.

Stephen Horrell III is a financial advisor at Wells Fargo Advisors with eight years of industry experience and holds a Series 66 designation. Prior to joining Wells Fargo Advisors in 2023, he worked at MML Investors Services and MassMutual Life Insurance Company. Outside of his advisory roles, he has a background working at Paradise Valley Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and tailored recommendations utilizing Wells Fargo research and planning tools, with a range of services spanning retirement, education, risk, wealth-transfer, and specialized planning areas.

Karen Green is a Series 66 licensed financial advisor at Merrill with 15 years of industry experience. She has been with Merrill since 2010. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Rachel Bukacek is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 designation and 28 years of industry experience. She has been associated with multiple firms, including Securities America Advisors, Inc., where she has held roles since 2003, and has run business activities under All Pro Access, LLC, and Iron Man Studio since 2007. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports both discretionary and non-discretionary account management.

Daniel Vosskuhler is a financial advisor at Ameriprise in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior work includes roles at LPL Financial, Principal Securities, Wells Fargo Advisors, The Vanguard Group, and other financial firms. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficient strategies to deliver annual, non-discretionary recommendation reports through a centralized consulting team.

Donald Whitman is a financial advisor with Cetera Wealth Services, LLC in Phoenix, Arizona, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has previously worked with Avantax Advisory Services and 1st Global Advisors, and he is also a member of the board of directors for the Martin Auto Museum, a nonprofit organization. Whitman is involved in several business ventures, including Intentional Wealth Solutions, LLC, a financial services entity formed through a merger, and he owns Whitman & Jackson CPAs, PC. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers, overseeing more than $256 billion in assets.

Payep Shu is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. His prior roles include positions at Vanguard Marketing Corporation, The Vanguard Group, Inc., and Cascade Financial Services. Shu has experience working in both education and telecommunications sectors. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, delivering personalized asset allocations through a digital platform supported by a team of over 2,200 advisors.

Rebecca Phelan is a financial advisor at Edward Jones in Scottsdale, AZ, with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Eric Gould is a financial advisor with Vanguard Advisers, holding a Series 66 designation and three years of industry experience. He has been with The Vanguard Group since 2020 and previously worked in various roles including at Four Peaks Brewing Company and Arrowroot Family Office. 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 constructed mainly from Vanguard funds and ETFs. The firm manages a large client base through a combination of digital platforms and advisor support.

Scott Indgjer is a financial advisor with OSAIC in Scottsdale, AZ, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Securities America Inc. and Ameritas Investment Corp. He has been with OSAIC since 2024. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers with a portfolio approach that includes a range of asset classes and customizable investment strategies.