Aneesa Tibbs is a financial advisor at Vanguard Advisers with one year of industry experience. She holds the Series 66 designation and has prior experience with T-Mobile and the University of Phoenix. In addition to her advisory role, she owns an e-commerce business based in Phoenix, AZ. Vanguard Advisers provides automated and human-supported investment advice through its digital and personal advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models to create diversified portfolios primarily composed of Vanguard funds and ETFs.

Kathleen Wilson is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 25 years of industry experience. She has worked within the Wells Fargo organization since 2015 in various roles. Outside of advising, she co-hosts the Working Mommy's Manual podcast. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutions, providing a broad menu of planning options supported by Wells Fargo’s research and tools.

Mark Woodburn is a financial advisor with Edward Jones in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he was the founder and managing member of FGD - Financial Group Direct LLC, a staffing and recruiting firm, which he operated from 2007 until its termination in 2022. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors.

Donald Prescott Jr. is a CFP® with 23 years of industry experience, currently affiliated with Raymond James Financial in Scottsdale, AZ. Prior to his current role, he worked for Edward Jones for 20 years. He is a partner in Living Tax Strategies LLC, a tax and accounting business serving the public. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and organizations. The firm delivers tailored, non-discretionary planning and utilizes advanced analytical tools, supporting both advisory programs and institutional consulting.

Craig Sullivan is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory work, he serves as CFO for Grants Wishes Inc., a nonprofit that provides gifts to children with cancer. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs diversification principles and modern portfolio theory in its investment approach and supports a wide range of financial products through its affiliates.

Robert Youch is a financial advisor at Wells Fargo Advisors with eight years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Ameriprise Financial Services for seven years. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and tools to develop tailored client recommendations.

Sean Vanderah is a financial advisor at Vanguard Advisers with three years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at various Vanguard affiliate companies since 2022. His background includes experience in marketing as well as roles outside the financial industry, including involvement with Gridiron Football. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach to asset allocation, primarily using Vanguard funds and ETFs, and manages a large client base through a combination of digital platforms and advisor teams.

Katrina Stumpf is a financial advisor at Osaic Wealth, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked at Royal Alliance Associates, Inc. Outside of her advisory role, she is a yoga instructor at CorePower Yoga. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and investment advisory services through a large network of affiliated advisors. The firm utilizes asset-allocation tools and automated rebalancing to construct portfolios that encompass a wide range of investment vehicles and supports both discretionary and non-discretionary account management.

Angel Tellez Rodriguez is a financial advisor at Robert Baird & Co. in Scottsdale, AZ, holding Series 63 and Series 66 registrations with one year of industry experience. Prior to joining Baird, he worked at Charles Schwab and has a diverse work background including full-time education and various roles outside the financial sector. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, and charitable organizations with services including financial planning, portfolio management, and custody, utilizing a range of SMA strategies and internal research tools in its advisory approach.

Agapi Dovalis is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with The Vanguard Group since 2011. 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 using proprietary models to create personalized asset allocations and manages a large client base through a combination of digital platforms and advisor teams.

Jill Watson is a financial advisor with Vanguard Advisers, holding a Series 66 designation and four years of industry experience. Her background includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc., as well as prior experience at the University of Phoenix. She also has experience working at Main Street Billiards. 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 using proprietary models to construct personalized portfolios primarily from Vanguard funds and ETFs.

Antonio Green is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Vanguard Advisers. He has been with Vanguard and its affiliates since 2016. Outside of his advisory role, he owns and operates a trucking and transportation business, MDA Express, LLC. 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 constructed primarily from Vanguard funds and ETFs, offering various customization options and managing a large client base through a combination of digital platforms and advisor teams.

Shalene Caldwell is a CFP® professional with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Caldwell is a member of the investment committee for the Beaverton Arts Foundation, a nonprofit performing arts organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

Christopher Federman is a financial advisor with Vanguard Advisers based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Vanguard in 2025. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, primarily serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven investment approach and manages a large client base through a combination of digital platforms and advisory teams.

Brian Scanlon is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning services supported by structured processes and advanced modeling tools while offering a wide range of advisory programs across retail and institutional markets.

Darryn Young is a CFP® with 25 years of industry experience, currently with Raymond James & Associates. His prior experience includes roles at City National Bank and RBC Capital Markets Corporation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles supported by affiliated research and sub-advisers.

Stephen Jaffke is a financial advisor at Fidelity with six years of industry experience. He has held roles at Fidelity Investments since 2021 and previously worked at The Vanguard Group, Inc. from 2020 to 2021. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management and fund advisory. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Nathan Werth is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, his work history includes roles in various sectors such as hospitality, education, and real estate. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals and risk tolerance.

Christopher Evans is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Vanguard Advisers since 2014. He holds the Series 66 designation and is based in Scottsdale, AZ. Evans has spent his entire recent career at The Vanguard Group, Inc. Vanguard Advisers provides automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios primarily constructed from Vanguard funds and ETFs, emphasizing scalability and digital delivery across a large client base.

Garrett Stewart is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked at Rocket Mortgage, Inc. for seven years. Outside of his advisory role, he owns Phresh LLC and has been a driver for Lyft since 2015. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual SEC-registered investment adviser and broker-dealer model.