Rodger Hanson is a CFP® professional with 16 years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined in 2026. Prior to that, he worked at The Vanguard Group, Inc. for nine years and was self-employed for four years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s asset allocation models and research tools.

Daniel Martell is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has four years of industry experience, including prior roles at Merrill and UPS. Martell is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset allocation models and research tools to deliver investment recommendations, with clients maintaining final trading decisions.

Scott Ellsworth is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and 16 years of industry experience. He has been associated with PlanMember since 2016 and also works with One2One Wealth Strategies and Williams & Co dba Williams and Company Financial Services. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process centers on a strategic asset allocation framework and the management of risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Chenyi Booth is a financial advisor at &PARTNERS with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 15 years. Since 2024, she has been with &PARTNERS, an enterprise firm. &PARTNERS serves a diverse range of clients, including individuals, retirement plans, and institutional investors, offering investment advisory, brokerage services, financial planning, and retirement plan consulting. The firm employs a combination of proprietary models and third-party manager solutions through platforms like Envestnet, and operates both as a broker-dealer and registered investment advisor with additional municipal advisory and investment banking capabilities.

Jackson Hansen is a CFP® with three years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior roles include positions at Ameriprise, Hinman Financial Planning, and RH Advisors, LLC. Hansen’s background also includes work in real estate with Berkshire Hathaway HomeServices and missionary experience. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Leona Cahill is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at BMO Harris Bank and North Central University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support client investment decisions through annual reviews and planning discussions.

Janette Schwendeman is a CFP® professional with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2025. She has previously worked with Graystone Partners Wealth Management, LLC and LPL Financial, LLC. Outside of advisory services, she is involved as a non-variable insurance agent with Lion Street Private Client Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and supporting held-away account management through multiple platforms and custodians.

John Herrero is a CFA® charterholder and Series 63 licensee with two years of industry experience. He is currently affiliated with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined in 2026. Prior to this, he held roles at STORE Capital, The Vanguard Group, and other firms. Schwab Wealth Advisory, Inc. 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. The firm conducts annual account reviews and works within the Schwab ecosystem, differentiating itself through its operating structure and service approach.

Stephen Meyer is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and with Charles Schwab since 2009. 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 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 model from many enterprise wealth managers.

Randy Tran is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 65 and Series 63 licenses and has been with Schwab Wealth Advisory since 2025, following eight years at Charles Schwab. Prior to his advisory career, he worked at DHL Express and has experience from roles dating back to his time at Arizona State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, conducting annual reviews without discretionary trading authority.

Alex Beck is a CFP® with 15 years of industry experience and is currently an advisor at Schwab Wealth Advisory. He previously spent 14 years with The Vanguard Group, Inc. before joining Charles Schwab in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Thomas Lawless is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network and Ke Wealth Advisors since 2019. Prior to that, he worked at Ameriprise Financial Services, Inc. for 14 years. He is also a part owner of Ke Wealth Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from a wide range of securities and insurance products.

David Nieto is a CFP® professional with 11 years of industry experience, currently advising clients at Schwab Wealth Advisory in Phoenix, AZ. He has been with Schwab Wealth Advisory since 2017 and affiliated with Charles Schwab since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm focuses on wealth management education and investment recommendations, leaving final trading decisions to clients, with periodic account reviews rather than discretionary management.

Brian Hughes is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Charles Schwab & Co., Bank of America, and Merrill Lynch. 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 planning, and investment recommendations across a variety of asset classes. The firm operates within the Schwab ecosystem and emphasizes client-directed decision-making supported by Schwab’s research tools and standard asset allocation models.

Benjamin Shannon is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2025 and Charles Schwab since 2017. Prior to his financial services career, he spent one year at Tyler Allen Law Firm and attended Arizona State University for four years. 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 across a range of securities. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Cole Bialek is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2025 and has prior experience at Charles Schwab and The Porch. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support investment recommendations, with final trading decisions made by clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Joshua Lawson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Churchill Management Group, Charles Schwab, and TD Ameritrade. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various strategies and managers.

Kerry Tanner is a CFP® with 44 years of industry experience, currently affiliated with Independent Financial Group, LLC since 2005. He also provides life, health, and long-term care insurance services and offers tax preparation and bookkeeping as an independent contractor. Additionally, he serves as a volunteer member on a homeowners association board. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in assets and offers advisory programs through its AccessPoint platform and third-party asset managers, with both discretionary and non-discretionary account management options.

John Kissam is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Prior to joining Schwab in 2025, he worked at JPMorgan Chase Bank and J.P. Morgan Securities, and held roles at Wells Fargo Bank and Lyft. He is also a managing member of Treehaus LLC, a real estate-related business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering services that include financial reviews, retirement planning, and investment recommendations utilizing Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager for most clients.

Richard Keiser is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Fidelity Investments, Empower Advisory Group, TIAA-CREF, and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients participating in the Schwab Wealth Advisory program, offering services such as annual financial reviews and investment recommendations based on Schwab’s research tools. The firm operates within the Schwab ecosystem and does not exercise discretionary trading authority, distinguishing its model from many other enterprise wealth managers.