Ryan Rosenmeyer is a Series 66 licensed financial advisor with Edward Jones, based in Anthem, AZ. He has 16 years of industry experience, all 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 programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Anna York is a financial advisor at Vanguard Advisers with a Series 66 credential and one year of industry experience. Her prior work includes roles in beverage marketing as a brand ambassador and marketing activation representative. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and retirement plan participants, using a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs.

Anna Daly is a Series 66–licensed financial advisor with Fidelity in Scottsdale, AZ, having one year of industry experience. Prior to joining Fidelity, she worked in various roles across logistics, hospitality, and education. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of proprietary fundamental research and quantitative analysis, utilizing systematic methodologies and algorithmic portfolio construction.

Andrew Soltes is a CFP® professional with 21 years of industry experience, currently serving at Vanguard Advisers since 2013. He has also been affiliated with Vanguard Marketing Corporation and THE Vanguard Group, Inc. since 2011. He is based in Scottsdale, AZ. Vanguard Advisers provides 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 and manages a large client base through its digital platform and team servicing model.

Joshua Jenkins is a Series 66–licensed financial advisor with seven years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at AXA Advisors, National Bank of Arizona, and Flagstaff Buick GMC. Jenkins is based in Scottsdale, AZ. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, utilizing a variety of third-party and proprietary investment solutions.

Dewey Darwin is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 63 designation and 32 years of industry experience. He has worked with Ameriprise and its affiliate, Ameriprise Financial Services, Inc., since 1994. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools, primarily for clients maintaining assets in Ameriprise-managed accounts.

Kathryn Goodman is a financial advisor at Osaic Wealth Inc with 17 years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at PayPal, BancWest Investment Services, Bank of the West, and TD Ameritrade Clearing. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies along with access to third-party managers and alternative investments.

Evan Johnston is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 66 and Series 63 licenses and two years of industry experience. His prior roles include positions at Equitable Advisors and self-employment. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants, utilizing a goal-based, algorithm-driven approach that incorporates Vanguard funds and ETFs. The firm’s platform serves a large client base with a combination of digital tools and advisor support.

Michael Kane is a CFP® with 16 years of industry experience, currently serving as an advisor at Vanguard Advisers since 2023. He has been affiliated with The Vanguard Group, Inc. and Vanguard Marketing Corporation since 2010. Vanguard Advisers provides automated and human-supported investment advice to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs.

Andres Rochet is a financial advisor with Equitable Advisors, holding Series 66 and Series 63 licenses and having one year of industry experience. Prior to joining Equitable Advisors, he studied at Arizona State University and worked in retail and education sectors. Equitable Advisors provides financial planning, retirement consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a network of Investment Adviser Representatives and third-party asset managers to deliver tailored investment solutions across mutual funds, ETFs, separately managed accounts, and select alternative investments.

Andrew Boerman is a financial advisor at Vanguard Advisers based in Scottsdale, AZ. He holds Series 66 and Series 63 designations and has four years of industry experience. Prior to joining Vanguard Advisers, he worked at State Street Global Advisors Trust Company and Blackford Capital. 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 with portfolios mainly constructed from Vanguard funds and ETFs, offering various customization options and tax-aware strategies.

Lanee Nawrocki is a financial advisor at Robert Baird & Co. with a Series 66 credential and less than one year of industry experience. Prior to joining Robert Baird, Lanee attended Arizona State University and held various roles including positions in retail and school districts. Lanee is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody, utilizing a combination of manager-traded and model-traded SMA strategies supported by internal research and advanced tools.

Nikhil Chablani is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2017. He has been associated with The Vanguard Group, Inc. and its affiliated entities since 2012. Vanguard Advisers provides both 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 to develop personalized asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform and advisory team.

Ruben Trujillo is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 designation and over 10 years of industry experience. He has been with Edward Jones since 2015 and serves concurrently in the U.S. Army Reserves as a Captain and Commander of a Special Operations Civil Affairs Company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.

Aiden Rettke is a financial advisor at Ameriprise in Scottsdale, AZ, holding a Series 66 designation. He began his advisory career in 2025 and has prior experience at Merrill and involvement with the University of Arizona and several business ventures. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a focus on retirement income planning through its Premier Retirement Income service, which provides tailored recommendations and ongoing advice based on proprietary research and third-party data.

Shannon Wedepohl is a CFP® professional with six years of industry experience, currently serving at Robert Baird & Co. since 2026. Prior to joining Baird, Shannon worked at Mariner Wealth Advisors and spent several years at Financial Engines Advisors L.L.C. Outside of financial advising, Shannon rents out a vehicle through an automated car-sharing service at the Phoenix airport. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a combination of discretionary and non-discretionary portfolio management strategies, including separately managed accounts and overlay management, supported by internal research and technology tools.

Gary Schmertmann is a financial advisor with Raymond James & Associates in Scottsdale, AZ, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at Wells Fargo Clearing, Merrill, and Banc of America Investment Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutional and pension/profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on multiple portfolio management styles and affiliated research.

Nicholas Lindow is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Vanguard entities since 2017, including Vanguard Marketing Corporation and The Vanguard Group, and is based in Scottsdale, AZ. Vanguard Advisers offers a combination of automated and human-supported investment advice primarily serving 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 primarily Vanguard funds and ETFs.

Aleksandra Karac is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked with various divisions of JPMorgan Chase since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative due diligence and incorporates ESG criteria within a non-discretionary program.

William Buckley Jr. is a CFP®-credentialed financial advisor with 23 years of industry experience, currently serving at OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corporation and Lincoln National Life from 2003 to 2022. Outside of his advisory role, he is involved with Compton Time & Measure, LLC as a member of the ground crew for races. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various discretionary and third-party managed strategies.