David Sessions is a Series 65-licensed advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ. He has been in the financial industry since 2022, previously working at Charles Schwab & Co., Inc. and law firms including Frazer Ryan Goldberg and Arnold, LLP. Outside of his advisory role, he has served as a court-appointed arbitrator for a single case. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to guide investment decisions, with trades executed only upon client authorization.

Jeremiah Boothe is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab and its affiliated entities since 2000. He has been with Schwab Wealth Advisory Inc. since 2012. 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 referred clients. The firm employs asset-allocation models and Schwab's internal research tools to guide investment decisions, with trades executed only upon client approval.

Joseph Buckingham is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab entities since 2000, including Schwab Wealth Advisory Inc, Charles Schwab Bank, and Charles Schwab & Co., Inc. He is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, offering customized recommendations with annual reviews while trades are executed only with client authorization.

Wendy Feldman is a financial advisor with Eagle Strategies (NY Life) based in Chandler, AZ, holding Series 63 and Series 65 licenses and 40 years of industry experience. She has worked with Mahoney Financial Organization, The Feldman Agency, Nylife Securities Inc., and New York Life Insurance throughout her career. Feldman is also involved in public speaking and serves as an officer for the Sun Lakes Jewish Congregation. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Justin Longfellow is a CFP® professional with 20 years of experience in financial advisory services. He currently works at Schwab Wealth Advisory, where he has been since 2022, and has held prior roles at Charles Schwab & Co., JP Morgan Chase Bank, Vanguard Advisers, and USAA Financial Planning Services. His career includes extensive experience with both wealth advisory and financial planning. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning. The firm uses Charles Schwab’s proprietary asset-allocation models and internal research tools to guide investment decisions, while clients retain authorization over trades.

Robert Merfeld is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab in various roles since 2000, including eight years at Charles Schwab Bank and four years at Schwab Wealth Advisory. He serves as treasurer for the Valley of the Sun Figure Skating Club, providing bookkeeping and accounting support. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on internal asset-allocation models and ongoing reviews tailored to client goals and risk tolerance.

Jakob Miller is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Schwab Wealth Advisory since 2025 and has worked at Charles Schwab & Co., Inc. since 2022. Schwab Wealth Advisory, Inc. 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 uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, while trades require client authorization.

Brooks Gould is a CFP® and Series 66-licensed advisor with five years of industry experience. He is currently with AE Wealth Management, LLC and has prior experience at The Vanguard Group, Inc. and Money Management Resource Center. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment approaches.

Sarah Connolly is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012. Prior to that, she was involved with Sweet Dreams by Sarah, a venture she managed from 2012 to 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co. referrals. The firm’s advice is based on proprietary asset allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Jill Skelton is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. Her background includes diverse roles in education and the military, having served in the Air National Guard for 16 years and worked with school districts prior to joining First Command. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Ryan Jankowski is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2021. Prior to that, he was associated with Ensign Wealth Management and also has experience in the pharmaceutical sector with Farmacia Vida. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, 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 across its advisory team.

Chad Fletcher is a financial advisor at Creative Planning with 13 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Keystone Wealth Partners and operated his own firms, Fletcher Financial and Fletcher Financial And Insurance. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process with an emphasis on low-cost indexing, supplemented by advanced strategies such as direct indexing and tax-loss harvesting.

Cory Bass is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Bass has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab & Co., Inc. since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering personalized recommendations without exercising discretionary trading authority.

Jonathan Braaksma is a financial advisor with Transamerica Financial Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with Black, Gould, & Assoc. as an independent health insurance broker. Outside of his advisory roles, he has experience in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, supported by multiple advisory programs and a large advisor network.

Rudy Ariate is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He also has a background as a CPA dating back to 1996 and is involved with the National Association of Registered Social Security Analysts and the Heartland Institute of Financial Education, where he provides financial literacy services. Additionally, Ariate operates a tax and accounting consulting practice and participates in a referral program for online wills and trusts. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Christopher Nash is a financial advisor with Eagle Strategies (NY Life) in Mesa, Arizona, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has been affiliated with New York Life and its related entities since 2004, and he operates CN Results Financial Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, providing financial planning, investment management, and advisory services. The firm offers a variety of program types and mainly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jacob Walker is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 66 and Series 63 registrations and has been with Charles Schwab and its affiliated advisory firm since 2023. Outside of his advisory work, he is the founder of Pivot Baseball LLC, where he coaches baseball players online. 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 guidance is based on proprietary asset-allocation models and research tools, with personalized recommendations reviewed at least annually.

Christopher Lord is a CFP® professional with 23 years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory Inc., where he has worked since 2021. Prior to this, he held various roles at USAA-related financial services firms for over a decade and spent earlier years at Charles Schwab and Banc of America Investment Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program. The firm’s approach incorporates Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for all trades.

Joel Cederlind is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2023, previously serving at Ensign Wealth Management and Banker's Life. Outside of his advisory role, he is involved in insurance sales and services through Ensign Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad range of clients including individual households, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a combination of fundamental, technical, and cyclical analysis, managing approximately $49.8 billion for over 127,000 clients.

Adam Crittenden is a financial advisor with Commonwealth Financial Network based in Phoenix, AZ. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior work includes over two decades at Charles Schwab and more recent roles at Sagepoint Financial and OSAIC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.