Eloy Leal is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He previously worked at TIAA and TIAA-CREF for 17 years and has held various roles within the Charles Schwab organization since 2023. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients make final trading decisions.

Joshua Shafer is a CFP® and CFA® with 12 years of industry experience. He currently works at Schwab Wealth Advisory and has previous experience with Charles Schwab and Gwfs Equities, Inc. He holds Series 63 and Series 65 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning discussions, and investment recommendations supported by Schwab’s research tools and asset allocation models. The firm acts as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its services.

Brandon Hoff is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and joined Schwab Wealth Advisory in 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Robert Dilaura is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Charles Schwab since 2014. Outside of finance, he has served as an adjunct faculty member at Case Western Reserve University and was the owner and instructor of First Step Firearms, LLC, providing firearm safety instruction. Schwab Wealth Advisory offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations utilizing Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, distinguishing itself by not acting as a discretionary portfolio manager and serving primarily individual clients.

Yusuf Bondae is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Schwab Wealth Advisory since 2020, following a decade at TIAA and TIAA-CREF. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using proprietary research tools, with final trading decisions made by clients.

Derek Rollingson is a financial advisor at Independent Financial Partners with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Icon Distributors, Inc. and Icon Advisors, Inc. Rollingson also provides mathematical and financial modeling, analysis, and teaching through his own firm, Rollingson FMA. Additionally, he consults on business operations for a voice-over and audiobook narration company operated by his wife. Independent Financial Partners serves a nationwide client base with investment advisory, financial planning, trust, and retirement-plan services. The firm supports a multi-advisor platform allowing individualized investment strategies alongside centralized services, and it has a notable retirement-plan advisory and pension consulting practice.

Bryan Nielson is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Cetera Advisors LLC. Outside of his advisory work, he hosts a radio show on KRKS 94.7 - THE WORD, where he talks, hosts, and educates listeners. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Gene Almy Jr is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. He has been with Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Sebastian Zacharias Jr. is a financial advisor with Eagle Strategies (NY Life) in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been affiliated with New York Life Insurance Company since 2007. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable organizations. The firm offers financial planning, investment management, and retirement-plan advisory services, emphasizing tailored advice across multiple program types and managing a substantial amount of assets on a largely non-discretionary basis.

John Trotter is a financial advisor at SPC with 12 years of industry experience. He holds a Series 66 designation and has been with Sigma Planning Corporation and Sigma Financial Corporation since 2016. Outside of his advisory role, he operates John Trotter Investments and is licensed as an insurance agent with appointments in multiple companies, including Flowers & McKeller Insurance Services. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large network of advisors and offers tailored, discretionary investment advice through various account programs.

Casey Zeringue is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and ten years of industry experience. His career includes roles at Schwab Wealth Advisory since 2026, TD Ameritrade from 2021 to 2024, and Charles Schwab Bank between 2017 and 2025. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within Charles Schwab, using standard asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Michael Abbott is a financial advisor at Schwab Wealth Advisory, Inc. with 32 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Charles Schwab & Co., Inc. and Schwab Private Client Investment Advisory, among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations that utilize Schwab’s proprietary research and asset allocation models.

Jason Price is a CFP® professional with 25 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Wells Fargo Advisors and Schwab Private Client Investment Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice using Schwab’s asset allocation models and research tools without discretionary trading authority.

Mark Stamper is a CFP® professional with 30 years of experience in financial advising. He is currently with Schwab Wealth Advisory, where he has worked since 2018, and has prior experience at USAA Financial Planning Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice as part of the Schwab Wealth Advisory program, delivering tailored recommendations using standard asset allocation models and Schwab research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Bryan Kriet is a financial advisor with Schwab Wealth Advisory in Lone Tree, CO, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Charles Schwab and its affiliated entities since 1993. Outside of his advisory role, he coaches athletes in freestyle (mogul) skiing competitions at the Winter Park Competition Center. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily to clients in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm conducts annual reviews and offers personalized investment recommendations while clients retain final trading decisions.

Ashli Collins is a financial advisor at CWM, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Carson Wealth, DMK Advisor Group, Aveo Capital Partners, Charles Schwab Bank, Charles Schwab & Co., Inc., and Nexenta Systems Inc. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Michael Jungman is a CFP® with 17 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. since 2016. He is also the owner and founder of Blazing Bulls, an internet services business. His career includes extensive involvement with Charles Schwab & Co., Inc. dating back to 2008. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial planning and investment recommendations using standardized asset allocation models and Schwab research tools. The firm operates within the Charles Schwab ecosystem and focuses on individualized advice without discretionary trading authority.

Thomas Whisenant is a CFP® with 10 years of industry experience. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2021. Prior to this, he spent five years at TIAA. Outside of his advisory role, he is involved in managing a short-term rental for his primary residence. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools, with clients making final trading decisions.

Steven Caldara is a financial advisor with TLG Advisors, Inc. based in Castle Rock, Colorado. He holds the ChFC® designation and Series 63 license, with 34 years of industry experience. Caldara has been associated with The Leaders Group, Inc. since 1998 and is president and owner of The Caldara Company, a financial services and insurance business he founded in 1996. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Timothy Cunningham is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with Schwab Wealth Advisory and has been associated with Charles Schwab and its related entities since 2010. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily through the Schwab Wealth Advisory program, offering services including financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.