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 previously worked at The Vanguard Group for 13 years and Peloton Interactive for one year. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory work, portfolio management, and fund consulting. The firm employs a process combining fundamental research with quantitative analysis and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

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 at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2012. Outside of finance, he is a partner and owner of Miguelito's Meat LLC, a food service business specializing in cured meats. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Paul Graafsma is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at TD Ameritrade, Charles Schwab, Guardian Life Insurance Company, and Park Avenue Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with due diligence and an ESG eligibility framework. Their services are offered on a non-discretionary basis, with client decision-making authority retained.

John Wiegenstein is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 16 years of industry experience. He is also associated with Cradlestone Wealth Services and Wiegenstein & Associates, LLC as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work, as well as specialized retirement advisory programs.

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 an advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and has two years of industry experience. His prior work includes roles at Northwestern Mutual and Charles Schwab Bank, SSB. 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 combines non-discretionary advisory relationships with access to affiliated discretionary SMAs and offers a range of integrated brokerage, custody, and advisory services.

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.

Miguel Freytag is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo for 14 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2025. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis through a centralized due-diligence framework.

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 licenses and has worked at Charles Schwab & Co., Inc. since 2016 and Charles Schwab Bank since 2019. Prior to his career in finance, he spent five years with Tucson Unified School District / Sabino High School. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios, written advice policies, and centralized custody and order-routing functions.

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 with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining LPL Financial, she worked at Morgan Stanley and Morgan Stanley Private Bank for a combined six years, as well as The Vanguard Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.