Sophia Katsafouros is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both an investment adviser and a registered broker-dealer with a consolidated investment platform.

Christian Begody is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. and has a background that includes roles in mortgage lending and various other industries. Outside of his advisory work, he is involved in the restaurant industry as a bartender. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance focuses on asset allocation and investment selection, utilizing Charles Schwab’s proprietary research and asset-allocation models, with client-authorized trade execution and customized recommendations based on individual goals and risk tolerance.

Ryan Papez is a CFP® professional with 11 years of industry experience, currently working at Rockefeller Financial LLC since 2020. He previously worked at UBS Financial Services from 2015 to 2020 and has been with ROCKEFELLER Capital Management since 2025. Papez holds the Series 66 designation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with services that include securities transactions, variable insurance products, and investment banking.

Andrew Evans is a financial advisor with Schwab Wealth Advisory holding a Series 65 credential. He has over 20 years of industry experience, including prior roles at The Vanguard Group and Bonnett Fairbourn Friedman & Balint. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance uses Schwab’s asset-allocation models and research tools, with at-least-annual reviews tailored to client goals and risk tolerance.

Timothy Selvey is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 10 years of industry experience, having previously worked at U.S. Bancorp Investments, Sage Point Financial, and Kestra Financial. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services primarily through independent representatives and manages approximately $12.77 billion in assets.

Danielle Hayes is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked at Schwab Wealth Advisory since 2023 and previously operated her own business, Danielle Hayes West USA, from 2019 to 2021. Outside of finance, she was involved in the hospitality industry through ownership of Old Pueblo Cafe. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection based on standard asset-allocation models and internal research, without exercising discretionary trading authority.

Ashley Parriott is a CFP®-certified financial advisor with 20 years of industry experience. She currently works at Schwab Wealth Advisory Inc., where she has been since 2021, and previously spent 18 years at The Vanguard Group, Inc. Ashley holds a Series 63 license and is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach utilizes Charles Schwab’s asset-allocation models and internal research tools, with investment recommendations tailored to client goals and risk tolerance.

Anna Duarte is a financial advisor at Creative Planning with 20 years of industry experience and a Series 66 designation. Her prior experience includes roles at Lockton Companies LLC and WealthPlan Advisors. Duarte is based in Scottsdale, AZ. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

William Meikle Jr. is a CFP®-designated financial advisor with 43 years of industry experience, currently affiliated with Carson Wealth in Phoenix, AZ. His prior experience includes roles at LPL Financial and Cetera Wealth Services, among others. Meikle also serves as a board member of FUEGO, a fundraising organization encouraging donations of money, time, and resources. CWM, LLC, where he is an investment advisory representative, is an SEC-registered investment adviser operating an enterprise platform with over $50 billion in assets under management across more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that manages model portfolios and provides tailored investment solutions.

Julianne Mate is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. She holds a Series 66 designation and has one year of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab and Charles Schwab Bank, SSB. Outside of her advisory role, she manages a small guesthouse at her primary residence. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with investment decisions executed only with client authorization.

Brian Meythaler is a financial advisor with AE Wealth Management, LLC, holding the CFP® and ChFC® designations and nine years of industry experience. His prior roles include positions at USAA Financial Planning Services, USAA Financial Advisors Inc, and USAA Investment Management Company. He is also involved with Clear Solutions, LLC DBA Bergen Financial Group. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Matthew Jackson is a CFP® and ChFC® with 10 years of experience in financial services. He is currently with Schwab Wealth Advisory, Inc., having worked previously at The Vanguard Group, Inc. and Wells Fargo. Outside of finance, he serves as Vice President of Brinkman Farms Inc., an agriculture business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, focusing on mutual funds, ETFs, separately managed accounts, and alternative investments without exercising discretionary trading authority.

Kimberle Dyer is a financial advisor with J. W. Cole Advisors, Inc. in Glendale, AZ, holding a Series 66 designation and over 21 years of industry experience. She has been with J. W. Cole Advisors and its affiliated entities since 2014 and has also been associated with Life Investors since 2004. Outside of her advisory role, she is involved with Executive Women International and co-owns a business consulting firm focused on business consulting, estate preparation, social security fundamentals, and tax planning, and she works part-time as a blackjack dealer for an entertainment company. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a nationwide network of more than 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Trevor Hardee is a financial advisor at TIAA-CREF with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab, Schwab Wealth Advisory, and several other firms before joining TIAA-CREF. In addition to his financial services career, he has been involved with Andaz Scottsdale Resort and Bungalows since 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and corporate entities. The firm distinguishes between one-time planning services and ongoing discretionary portfolio management, using both model and customized portfolios.

William Wilkinson III is a financial advisor at AE Wealth Management, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at American Mortgage Specialists, Inc. and 360 Wealth Management, Inc., where he served as CEO and was involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Teresa Haire is a financial advisor at Stratos Wealth Partners, Ltd. based in Scottsdale, AZ, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stratos Wealth Partners and LPL Financial since 2016, following five years at Wells Fargo Clearing. She is also a commissioned Notary Public in Arizona. Stratos Wealth Partners is an SEC-registered enterprise firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as advisor-managed portfolios, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform.

Robert Cherry is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. Before joining Schwab in 2025, he worked at The Vanguard Group for three years and also teaches finance as an adjunct professor at Grand Canyon University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach relies on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Marcia Ramos is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at LPL Financial and Wells Fargo Clearing. Ramos also maintains a notary commission in Arizona. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering comprehensive investment management and financial planning through an open-architecture model that integrates multiple third-party platforms and managers.

Mitchell Everitt is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at UBS Financial Services from 2006 to 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, charitable organizations, pension and profit-sharing plans, and IRAs. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Nicholas Harper is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 25 years of experience in the industry. His prior work includes roles at Bank of America, Merrill, and Cetera. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and research tools to tailor investment recommendations without exercising discretionary trading authority.