Jeremy Kisner is a CFP® professional with 21 years of industry experience, currently serving at Corient in Phoenix, AZ. His prior roles include positions at Surevest Private Wealth, Crown Capital Securities, and Securities America. Kisner also manages two residential rental properties as a landlord. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Justin Fitzpatrick is a financial advisor with Schwab Wealth Advisory holding a Series 66 designation and based in Phoenix, AZ. He has been in the industry since 2026 and previously worked at LPL Financial. Justin has experience with the National Restaurant Association and spent time in education roles at Bradley University and elsewhere. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and serves primarily individual investors rather than institutional accounts.

Jesus Jaramillo is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes roles at Brookstone Wealth Advisors, Thrivent Investment Management, and Mutual of Omaha among others. Outside of finance, he works as a musician, playing keyboards at various events. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic asset-allocation models, a range of investment vehicles, and both internal and external sub-advisors to implement client portfolios.

Christine Leach is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Charles Schwab-affiliated firms since 1997, including Schwab Wealth Advisory since 2023 and Charles Schwab Bank since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using standardized asset allocation models and Schwab research tools, with final investment decisions made by clients, and focuses on annual reviews rather than discretionary management.

Kristopher Roche is a CFP® with three years of industry experience currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and West Financial Services, Inc. Outside finance, he worked at Lost Dog Cafe and attended George Mason University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Sheryl Rayner is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds a Series 65 credential and has worked previously at Stellar Capital Management LLC, HoyleCohen, LLC, and The Colony Group, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Christopher Leineweber is a CFP®-certified financial advisor with Schwab Wealth Advisory in Phoenix, AZ, bringing nine years of industry experience. He has worked with Charles Schwab since 2016 and previously spent two years at State Farm. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses standardized asset allocation models and research tools to guide client decisions, with advisors recommending but not executing trades, and maintains a unique operational structure within the Schwab ecosystem.

Deondra Perrone is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at BMO Harris Bank, Gwfs Equities, Inc., and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Sophia Shorbe is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at Charles Schwab & Co., Inc. and Grand Canyon Education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations guided by Schwab’s research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on personalized advice without exercising discretionary trading authority.

Benjamin Voelker is a CFP® professional with 22 years of industry experience, currently serving at Mariner Wealth Advisors in Phoenix, AZ. Prior to joining Mariner, he worked at Merrill for 16 years. He is a member of the Board of Directors at Phoenix Country Club. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized discretionary portfolios overseen by an Investment Committee with in-house research and third-party allocations, and offers integrated tax and accounting services alongside traditional portfolio management.

Sean Rhea is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Schwab Wealth Advisory since 2025, with prior experience at Charles Schwab and Streetlnks/Assurant. Based in Phoenix, AZ, he focuses on providing client investment advisory services. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm serves individual clients by providing financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients.

Travis Mott is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has worked at Charles Schwab and Schwab Wealth Advisory since 2018 and was previously with USAA financial planning services and USAA Financial Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s standard asset allocation models and research tools. The firm’s advisors recommend investments and allocations but do not exercise discretionary trading authority, conducting at least annual account reviews within the Schwab ecosystem.

Trevor Sharp is a Series 66 licensed advisor with Schwab Wealth Advisory in Phoenix, AZ, and has seven years of industry experience. His prior work includes roles at Charles Schwab, Royal Truck Body, The Home Depot, Origami Owl LLC, and West USA Realty. Outside of his advisory work, he owns and operates a vending services business in Mesa, Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations through standardized asset allocation models and Schwab research tools while leaving final trading decisions to clients.

Andrew Steinberg is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at D.A. Davidson & Co., LPL Financial LLC, and Charles Schwab in various capacities. Steinberg holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and primarily serves individual clients without exercising discretionary trading authority.

John Corcoran is a financial advisor with Valic Financial Advisors in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. He has previously worked at USAA Financial Advisors, Inc. and USAA Life Insurance Company, with a combined tenure of over a decade. Corcoran also serves as an agent for Agia, providing non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models for portfolio construction.

Desmond Meyer is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2022. Outside of his advisory role, he operates a photo booth business at events. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations based on Schwab’s research tools and asset allocation models.

Julia Acer is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 designations. She has 15 years of industry experience, including 14 years at Schwab Wealth Advisory and 17 years with Charles Schwab. Outside of her advisory role, she teaches classes on human energy fields and chakras at the Southwest Institute of Healing Arts and works as a life coach focusing on health-related issues. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes while leaving final trading decisions to clients.

Jonathan Yaeger is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2014, joining Schwab Wealth Advisory in 2017. He is based in Phoenix, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s research tools and asset allocation models to guide client decisions without exercising discretionary trading authority.

Lynette Kontkanen is a financial advisor with SPC based in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Edward Jones and VIP Mortgage, Inc. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network and delivers tailored, discretionary investment advice through various account programs, with custody services provided by Fidelity/NFS.

Rushil Patel is a CFP® professional with four years of experience, currently advising at Schwab Wealth Advisory Inc. in Phoenix, AZ. His prior experience includes roles at Charles Schwab, Cornerstone Capital Planning Group, and Northwestern Mutual. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within Charles Schwab’s ecosystem, focusing on annual financial reviews and investment recommendations guided by Schwab’s research tools and standard asset allocation models.