Michael Cue is a financial advisor with Cambridge Investment Research Advisors in Scottsdale, AZ, holding a Series 66 designation and 16 years of industry experience. He has worked at Cambridge Investment Research Advisors since 2014 and previously held positions at Morgan Stanley and United Planners' Financial Services of America. In addition to his advisory role, he operates an independent insurance agency. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management through multiple platforms and offers proprietary model strategies under the Founders Gate Capital brand.

Taneya Williams is a financial advisor at Vanguard Advisers with Series 66 credentials and one year of industry experience. Prior to joining Vanguard, she held roles at Amazon and several academic institutions including St. Lawrence University and Hartwick College. Vanguard Advisers serves retail investors and eligible retirement plan participants, offering automated and human-supported investment advice through digital and personal advisor services. The firm applies a goal-based, algorithm-driven investment approach using proprietary models, primarily constructing portfolios from Vanguard funds and ETFs with various tax-aware and customization features.

Loren Neumeister is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at The Vanguard Group since 2017, following a one-year tenure at T. Rowe Price. Vanguard Advisers offers a combination of automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven approach utilizing proprietary models to create personalized portfolios primarily composed of Vanguard funds and ETFs.

Anthony Tivnan Jr. is a financial advisor at Vanguard Advisers with a Series 66 designation and three years of industry experience. He has been with Vanguard Advisers since 2025 and also works with Vanguard Marketing Corporation and The Vanguard Group, Inc. His prior experience includes roles at Magellan Jets and The University of Arizona. Vanguard Advisers offers automated and human-supported investment advice through digital and personal advisor services, primarily serving 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 portfolios constructed mainly from Vanguard funds and ETFs.

Jared Roskelley is a CFP® with 26 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previously worked at Ameriprise, Raymond James Financial Services, and Cambridge Investment Research Advisors, among other firms. Jared also founded Summit Path Insights, Inc., which is a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through its extensive network of investment adviser representatives.

Courtney Mindemann is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has been with Merrill since 2016. Merrill, along 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 plans, corporations, and charitable organizations.

Kevin Kolb is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. since 1999 and joined Vanguard Advisers in 2021. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible participants in employer-sponsored retirement plans. The firm’s investment approach is goal-based and algorithm-driven, utilizing proprietary models and predominantly Vanguard funds and ETFs to create personalized portfolios with various customization options.

Joseph Christ is a CFP® professional with 19 years of industry experience, currently advising clients at Robert W. Baird & Co. since 2008. He holds a Series 66 license and works out of Scottsdale, AZ. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a combination of in-house and third-party managers across traditional and non-traditional investment strategies.

Penelope Abad is a financial advisor with Vanguard Advisers, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with The Vanguard Group since 2008. Vanguard Advisers provides 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 methodologies and Vanguard funds to construct personalized portfolios with various customization options.

Mitchell Stillman is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 licenses and totaling 44 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he serves as a committee member of the JNF Real Estate and Finance Group, providing feedback for events hosted by the organization. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with a broad range of financial products offered through bank and insurance affiliates.

Tinika Mills is a Series 66 licensed financial advisor with Vanguard Advisers in Scottsdale, AZ, having five years of industry experience. Her background includes roles at The Vanguard Group and Vanguard Marketing Corporation since 2018, as well as prior employment at Amazon and the Phoenix Union High School District. 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 using proprietary models and largely invests portfolios in Vanguard funds and ETFs, combining scale with digital delivery through a high client-to-advisor ratio.

Deborah Martinez is a financial advisor at Raymond James Financial Services Advisors, Inc. with 17 years of industry experience. She holds a Series 66 designation and has worked previously at Equitable Advisors for 12 years. Martinez is also involved with Southwest Wealth Strategies LLC and Martinez and Shanken, PLLC. 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 institutional clients. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Hector Nava Castanon is a financial advisor at Vanguard Advisers with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Financial Advisors, MissionSquare Investment Services, and CUNA Mutual Group. 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 primarily constructed from Vanguard funds and ETFs, offering a variety of customization options and serving a large number of clients through a combination of digital platforms and advisor support.

Gilbert Delgado is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at several firms, including TCI Wealth, Charles Schwab & Co., Inc., and J.P. Morgan Securities LLC. Delgado is based in Tempe, AZ. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment modeling to support its services.

Brenda Bryan is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. She has operated Kalpana Marketing LLC / The Bryan Agency since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of financial advisors.

Matthew Martinez III is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Packerland Brokerage Services and Dimensional Financial Services, Inc., where he has worked for over two decades. In addition to his advisory work, he is involved in several life insurance and annuity sales activities through related businesses. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management using firm-approved software, offering a range of planning programs including recent additions such as Divorce Planning.

Mark Breiling is a CFP® with 16 years of experience, currently serving as a financial advisor at Vanguard Advisers since 2019. He is also the owner of Mark Breiling Photography, LLC, a non-investment business venture. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven approach with portfolios constructed mostly from Vanguard funds and ETFs, supported by a large advisor team and scalable digital platform.

David Birrell is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes positions at BFC Planning, Berthel Fisher & Company Financial Services, Wells Fargo Clearing, and Banc Of America Investment Services. 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, including financial planning and institutional platforms, with advice delivered primarily by investment adviser representatives using various portfolio management strategies.

Martin Battock is a financial advisor with MassMutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and 45 years of industry experience. His career includes long-term roles at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1999 to 2017, as well as ongoing involvement with Eq Financial Consultants, Inc. since 1979. He also assists existing clients with life and health insurance coverage through his role at Battock Wealth Management Group. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager options and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved analytical tools.

Keegan Mc Carville is a financial advisor at Vanguard Advisers with four years of industry experience. He holds a Series 66 designation and is based in Scottsdale, AZ. Outside of his advisory role, he owns and operates The Christmas Light Guy LLC, a Christmas light installation business. 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 investment approach using proprietary models and offers portfolios constructed mainly from Vanguard funds and ETFs, along with various tax-aware and customization features.