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 Nagy is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and previously worked at the Mayo Clinic and Pacific University. Nagy is also Vice President of Palace Enterprises, a business entity associated with her practice. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.

Ashlyn Larson is a financial advisor with Vanguard Advisers, holding Series 66 and Series 63 licenses and seven years of industry experience. She has been with The Vanguard Group since 2019 and currently works at Vanguard Advisers, where she has served since 2026. Prior to her current role, she has held positions in the real estate and hospitality sectors. 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 portfolio construction, focusing on personalized asset allocations and a range of customization options.

Raymond Roberts is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at Vanguard Advisers, Vanguard Marketing Corporation, and The Vanguard Group since 2016. Previously, he served as an Arizona Notary Public for eight years. Vanguard Advisers offers automated and human-supported investment advice to retail investors and participants in employer-sponsored retirement plans, utilizing a goal-based, algorithm-driven approach with portfolios primarily composed of Vanguard funds and ETFs. The firm manages a large client base through its digital platform and team servicing model, focusing on personalized asset allocation and tax-aware strategies.

Dannett Gardiner is a financial advisor with Cambridge Investment Research Advisors based in Phoenix, AZ. She holds Series 63 and Series 65 licenses and has 14 years of industry experience. Gardiner's career includes roles at Proxy Wealth Advisors, CETERA Financial Specialists, Avantax Investment Services, and a concurrent role providing tax services as a Certified Public Accountant at Profound Financial PLLC. Cambridge Investment Research Advisors serves a diverse client base comprising individual and institutional investors, including pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals and manages a multi-billion dollar asset base across multiple platforms.

Rusty Johnson is a financial advisor at Vanguard Advisers with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Vanguard in various capacities since 2000. Vanguard Advisers offers automated and human-supported investment advice primarily to retail investors and eligible participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach and manages a large client base using a digital delivery model combined with personalized portfolio customization.

Mary Zampini is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. She has worked previously at firms including Charles Schwab and Fullerton Financial Planning. Outside of her advisory role, she manages small business activities related to rental properties through her ownership of two LLCs. Vanguard Advisers delivers 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 investment approach featuring proprietary models and primarily Vanguard funds and ETFs, serving hundreds of thousands of clients through a combination of digital platforms and a large advisory team.

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 designations and has previously worked at Lincoln Financial Securities Corporation and Janney Montgomery Scott. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering a range of brokerage and advisory services supported by a multi-advisor platform and model-based investment processes.

Dylan Fundell is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked with PFS Investments Inc. and Primerica Financial Services and operates an online personal training and health consultation business called FundellFitness. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-driven portfolio strategies managed by third parties.

Brian Marcinek is a Managing Director and Private Wealth Advisor with the Marcinek Group at Merrill Private Wealth Management. With over 29 years of experience in banking, investment, and asset management, he advises individuals, families, foundations, and endowments across Arizona and the Pacific Northwest. His expertise includes portfolio construction, credit and liquidity strategies, trust and estate planning services, wealth transfer strategies, and access to banking services through Bank of America. Brian focuses on executing client objectives and delivering value, drawing on his extensive background to navigate the complexities of significant wealth management. Prior to his current role, Brian spent nearly a decade at J.P. Morgan Private Bank leading a wealth management team serving ultra-high-net-worth individuals and families. He also held leadership roles with a local multi-billionaire family office, including Principal and CFO of Eagle River Investments and Treasurer of a private family foundation. Earlier in his career, Brian gained experience in investment banking at J.P. Morgan in New York and in business strategy consulting with Andersen, now Accenture. He holds a B.S. in Applied Economics and Business Management from Cornell University and is a Personal Investment Advisor (PIA). Brian has been involved in community organizations such as Seattle Children's Hospital Foundation, Friends of the Children, and St. Thomas School, serving in roles including trustee and finance committee member. He resides in Arcadia with his wife and daughters and enjoys traveling, outdoor activities with his family, cooking, and savoring fine wine.

John Cartolano Jr. is a financial advisor at Cetera with Series 63 and Series 66 credentials and 38 years of industry experience. He has held roles at multiple firms, including LPL Financial and Summit Financial Group. He is also the owner of Netvest Financial, LLC, an SEC-registered investment advisory firm that provides investment and trust services, and is involved in several other business ventures including document preparation and tax services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a range of program options and custodial arrangements.

Steven Mason is a financial advisor with Vanguard Advisers in Scottsdale, AZ, holding a Series 66 designation and one year of industry experience. He has prior experience with Alexander Capital Wealth Management and has owned a consulting business, SAM Global Ventures LLC. 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 methodologies and predominantly Vanguard funds and ETFs, managing a large client base through a combination of digital platforms and advisory teams.