Justin Henneberry is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 designations and three years of industry experience. He has been with Vanguard Advisers since 2025 and has also worked with Vanguard Marketing Corporation and The Vanguard Group since 2022. Prior to his advisory career, his work experience includes roles in retail and hospitality sectors as well as academic institutions. Vanguard Advisers provides automated and human-supported investment advice through its Vanguard Digital Advisor and Vanguard Personal Advisor services, serving retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach using proprietary methodologies to create personalized asset allocations, primarily utilizing Vanguard funds and ETFs, with a focus on tax-aware features and customization options.

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.

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.

Sean Vanderah is a financial advisor at Vanguard Advisers with three years of industry experience. He holds Series 63 and Series 66 designations and has worked within various roles at Vanguard and its affiliates since 2022. 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 a digital platform combined with team servicing.

James Ripper is a CFP®-designated financial advisor with Edward Jones in Tempe, Arizona, and has 28 years of industry experience. He has been with Edward Jones and its predecessor Edward D. Jones & Co., L.P. since 1993. Outside of his advisory role, he provides occasional assistance with accounting paperwork for a pet-sitting business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of investment strategies and affiliated financial services. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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.

Christopher Federman is a financial advisor with Vanguard Advisers, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior work includes nearly a decade at Wells Fargo Clearing and over 20 years at Wells Fargo Bank NA. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven approach using proprietary models to create personalized portfolios mainly composed of Vanguard funds and ETFs.

Lucas Reis is a financial advisor with Edward Jones in Mesa, AZ, holding the CFP® and ChFC® designations and the Series 66 license. He has 16 years of industry experience, including prior roles at Charles Schwab and two separate periods at Edward Jones totaling 14 years. Outside of advisory work, Reis is involved in fitness-related businesses, co-owning two LLCs and operating a fitness franchise. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jay Massow is a CFP® professional affiliated with LPL Financial, bringing 34 years of industry experience. His prior roles include 17 years at Raymond James Financial and 11 years with Plumb Realty. Outside of advising, he owns and operates a branch support company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset managers, supported by extensive technology and a broad financial platform.

Ryan Lynch is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Juliely Ferreira Pichardo is a Series 66 licensed financial advisor with eight years of industry experience. She is currently affiliated with Merrill and has held roles at Merrill and Bank of America since 2015. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hunter Anderson is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019. Prior to joining Merrill, he held positions at Brigham Young University Idaho Pathways, Earnhardt Volkswagen, Arizona Benefit Consultants, Symmetry Financial Group, and The Church of Jesus Christ of Latter Day Saints. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gabriel Lile is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has worked at Merrill Lynch Pierce Fenner & Smith Incorporated since 2013. Outside of his advisory role, he sells artwork that he personally creates. 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. The firm offers a range of model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Justin Proudfoot is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Capstone Financial, Education At Work, and New Leaf Trading, as well as seven years connected to Arizona State University and his own enterprise, Proud Passage Company. Vanguard Advisers offers 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 tailor asset allocations, primarily utilizing Vanguard funds and ETFs, and manages a large client base through its digital platform combined with advisor support.

Tyrik Thompson is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and Bank of America, N.A. since 2020. Outside of his advisory roles, he has been involved with Modern Sports Grill LLC since 2015. 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 individuals, high-net-worth clients, and various institutional investors.

Hunter Jamison is a financial advisor at Vanguard Advisers with five years of industry experience. He holds a Series 66 designation and has worked at various Vanguard entities since 2021. Prior to his advisory career, he operated a lawn care business for seven years. Vanguard Advisers provides automated and human-supported investment advice to retail investors and eligible employer-sponsored retirement plan participants. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios primarily from Vanguard funds and ETFs, and manages a large scale of client relationships through a combination of digital platforms and advisory teams.

Michelle Betancourt is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operates under a fiduciary standard, and is noted for its extensive network of advisors and branch offices nationwide.