Sean Burke is a financial advisor at Fidelity with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Brokerage Services LLC since 2014. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Carina Flores is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 license and six years of industry experience. She has worked at various Morgan Stanley entities since 2019 and previously was associated with Dr. Ronald R. Flores D.D.S., P.C. from 2016 to 2020. Outside of advisory work, she is involved in managing rental properties. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Ryan Richmond is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds a Series 66 designation and has worked at Vanguard and Charles Schwab in various capacities since 2014. Richmond maintains an insurance producer license. Vanguard Advisers provides automated and human-supported investment advice primarily 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 its digital platform and team servicing model.

Cameron Hee is a financial advisor at Vanguard Advisers with nine years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Vanguard entities since 2017. Prior to his current role, he worked at Premium Retail Services and Aflac. Vanguard Advisers provides automated and human-supported investment advice through services like Vanguard Digital Advisor and Vanguard Personal Advisor, serving retail investors and participants in employer-sponsored retirement plans. The firm uses a goal-based, algorithm-driven approach and primarily constructs portfolios from Vanguard funds and ETFs, offering a range of customization options.

Carlyn Bouchard is a financial advisor with Edward Jones in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Edward Jones in 2018, she worked at Raymond James & Associates, Inc. and AXA Advisors, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and branch offices.

Christopher Shoop is a CFP® professional with six years of experience in financial advising. He is currently with Vanguard Advisers and has previously worked at Better Day Financial LLC, Loskill Financial Group L.L.C., Tucker Asset Management LLC, and Position Sports. Shoop also owns Shoop Investments LLC, where he oversees financial management and compliance. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, using a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs.

Amanda Palacios is a financial advisor at Ameriprise with four years of industry experience. She holds the Series 66 designation and has worked at Ameriprise since 2021. Prior to her advisory role, she was employed at the Mayo Clinic and Pacific University. Outside of her advisory duties, she serves as Vice President of Palace Enterprises, a business entity supporting her team practice. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Ashlyn Larson is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 credentials and six years of industry experience. She has been with Vanguard in various capacities since 2019, including roles at The Vanguard Group and Vanguard Marketing Corporation. Prior to that, she held positions in the hospitality and real estate sectors and has experience working with Northern Arizona University. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible retirement plan participants. The firm uses a goal-based, algorithm-driven approach to create personalized portfolios primarily composed of Vanguard funds and ETFs, supported by a large team and scalable digital platform.

Raymond Roberts is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with The Vanguard Group since 2016 and previously served as an Arizona Notary Public for eight years. Vanguard Advisers delivers both 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 composed of Vanguard funds and ETFs, supported by a large team of advisors managing a high volume of client relationships.

Dannett Gardiner is a financial advisor with Cambridge Investment Research Advisors in Phoenix, AZ, holding Series 63 and Series 65 credentials and 14 years of industry experience. Gardiner has worked at several firms, including Proxy Wealth Advisors LLC, CETERA Financial Specialists LLC, and Avantax Investment Services, Inc. Outside of advisory roles, Gardiner is also a Certified Public Accountant providing tax services through Profound Financial PLLC. Cambridge Investment Research Advisors is a large SEC-registered advisory firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party model strategies across various custody platforms.

Rusty Johnson is a financial advisor at Vanguard Advisers with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Vanguard and its related entities since 2000, including Vanguard Advisers since 2019. 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 approach using proprietary methodologies and primarily invests in Vanguard funds and ETFs.

Mary Zampini is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. She has worked with firms including The Vanguard Group, Charles Schwab, and Fullerton Financial Planning. Outside of advising, she is involved with two LLCs related to rental property management. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans, employing a goal-based, algorithm-driven approach that utilizes Vanguard funds and ETFs with various tax-aware and customization features.

Tammy Escobar Miller is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients choosing how to implement them through various brokerage or advisory programs.

Marcela Agredano Becerra is a Series 66 licensed advisor at Vanguard Advisers with one year of industry experience. Prior to joining Vanguard, she held various roles outside of financial services, including positions at Ross Dress for Less and Arizona State University. Vanguard Advisers delivers 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 featuring personalized asset allocations and tax-aware portfolio management constructed primarily from Vanguard funds and ETFs.

Lee Winfield is a CFP® professional with 17 years of industry experience, currently serving at Vanguard Advisers since 2008. He holds the Series 63 designation and is based in Scottsdale, AZ. Outside of his advisory role, he acts as an agent assisting immediate family members with investment contributions. 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, constructing portfolios primarily from Vanguard funds and ETFs, and manages a large client base through its digital platform and team servicing model.

Michael Stidham is a CFP® professional with four years of industry experience, currently affiliated with Vanguard Advisers in Scottsdale, AZ. His career includes roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of advisory work, he is involved with Dry Land Divers, LLC. 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 to create personalized portfolios, primarily constructed from Vanguard funds and ETFs, supported by a large team of advisors and digital delivery.

Joseph Fitzgerald is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Charles Schwab since 2000 and has concurrently worked at Charles Schwab Bank since 2006. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized custody and operational arrangements.

Carmen Campbell is a financial advisor at Vanguard Advisers with 29 years of industry experience. She previously worked at T. Rowe Price Investment Services, Inc. for 25 years before joining Vanguard and holds Series 63 and Series 66 licenses. Campbell 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 uses a goal-based, algorithm-driven approach with portfolios constructed mainly from Vanguard funds and ETFs, serving a large client base through its digital platform and extensive advisor team.

Mark Schwelling is a financial advisor with Charles Schwab in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Charles Schwab since 2000 and has worked with Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high‑ and ultra‑high‑net‑worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, supported by multi-asset model portfolios and due diligence on alternative investments, leveraging its large scale and integrated operational structure.

Elisabeth Collins is a financial advisor at OSAIC with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Lincoln Financial Securities Corporation and Janney Montgomery Scott. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to manage portfolios across various investment types.