Brandon French is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Personal Capital Advisors Corporation, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing retirement plan relationships. The firm operates a fiduciary advisory model combining point-in-time planning services with ongoing portfolio management through various managed account programs.

Samuel Hawkins is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Cetera, Renaissance Financial, and Securian Financial Services. Outside of finance, he has experience in the restaurant industry with Fox Restaurant Concepts. Sequoia Financial Advisors, LLC serves a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm offers wealth planning, investment management, and retirement-plan advisory services, using a mix of model and custom portfolios with various investment vehicles overseen by an Investment Policy Committee.

Taylor Sevenants is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked for three years. Prior to that, he was involved with Ambli Global Cuisine and spent several years in education roles, including two years at Grand Canyon University Campus. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations guided by Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Anna Sinatra is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Charles Schwab and its affiliates since 2000. Outside of her advisory role, she is involved with Advanced Developmental Disabilities Services, providing in-home care support through a state program. Schwab Wealth Advisory, Inc. delivers non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to recommend investments while clients retain final trading decisions.

Holly Grippe is a financial advisor at Private Advisor Group, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and One AZ Wealth Management. Outside of her advisory work, Holly has experience as a business owner of Integrated Electronic Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model using multiple investment methods and technology platforms while often implementing advice through third-party managers and TAMPs.

Navreet Bath is a CFP® certificant with eight years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. She has worked with Charles Schwab since 2017 and was previously employed at Harkins Theatres. Bath is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing proprietary asset allocation models and Schwab research tools. The firm serves clients primarily through annual reviews and investment recommendations while leaving final trading decisions to clients.

Victoria De Oliveira is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. She holds Series 63 and Series 66 licenses and has nine years of industry experience. Her prior roles include positions at J.P. Morgan Securities and Frost Investment Services. Victoria has worked at Schwab since 2020. 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. The firm offers annual financial reviews and wealth management education, with final trading decisions resting with clients.

Kayla Begue is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. She has 10 years of industry experience, including over a decade with Charles Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, using standard asset allocation models and Schwab research tools while maintaining a non-discretionary advisory approach.

Davis Pearce is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab, he worked at Carvana LLC and held various other roles outside the financial sector. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Joseph Tichenor IV is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. Prior to joining Cerity Partners, he worked for 13 years at ARGI Investment Services, LLC. Outside of his advisory role, he is a partner in Courtside LLC, a group involved in efforts to bring an NBA team to Louisville, and a silent partner in Brewavul LLC (River City Drafthouse). Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized portfolios and diversified asset allocation across various asset classes.

Chico Huang is a Series 66-licensed financial advisor at Transamerica Financial Advisors with one year of industry experience. Prior to joining Transamerica, he worked at GPFIS, Prudential Advisors, New York Life, and Megaplus Consulting. Transamerica Financial Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Nicholas Glueckler is a financial advisor at Sequoia Financial Group, L.L.C. with 10 years of industry experience. He holds the Series 66 and Series 63 licenses and has previously worked at firms including John Hancock Investment Management Distributors LLC, State Street Global Advisors, and Morgan Stanley. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse clientele including individuals, family offices, corporations, and charitable organizations. The firm combines model allocations and custom solutions using a variety of investment vehicles, with research and monitoring supported by an Investment Policy Committee.

Ryan Everett is a financial advisor with Principal Financial Services in Phoenix, AZ. He holds the Series 66 and Series 63 credentials and has one year of industry experience. Prior to joining Principal Financial Services, he worked at LPL Enterprise and Principal Life Insurance Company, and has experience in healthcare supply through DME-Direct.com. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

David Moratti is a financial advisor with Commonwealth Financial Network in Phoenix, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including prior roles at Morgan Stanley and Camelback Retirement Planners. He is a co-owner of RUN DMCC, LLC, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and support services. The firm provides operations, trading, technology, investment management, compliance, and practice-management resources to affiliated advisors who deliver advice under Commonwealth’s supervision.

Thomas Rankin is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Ameritas entities since 2003 and owns and manages Arizona Advisors, an independent insurance agency specializing in fixed insurance products. Rankin also runs Time2Buy, LLC, a business involved in the purchase and sale of horological and other resale items. Ameritas Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts. The firm supports both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives and integrates multiple custodial platforms alongside third-party tools to assist portfolio construction and management.

Corinne York is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Charles Schwab and its affiliated firms since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, 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 does not directly charge clients fees, distinguishing its service model from many other enterprise wealth managers.

Tyler Kunzler is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He previously worked at J.P. Morgan Securities and Wells Fargo in various roles. Outside of advising, he serves as Vice President of Tate and Daniel LLC, where he manages financial tracking for tax purposes. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and does not exercise discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.

William Day is a financial advisor at TIAA-CREF with 14 years of industry experience. He has held his current position since 2015. He holds the Series 66 designation and is based in Phoenix, AZ. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing retirement plan relationships. The firm offers both model-based and customized portfolio management and acts as adviser to a donor-advised fund.

Mathew Tracy is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Morgan Stanley and Buckingham Strategic Wealth, as well as earlier work outside finance at Obria Medical Clinics and Oregon State University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations through standardized asset allocation models and Schwab research tools while clients retain final trading decisions.

Michael Taylor is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and two years of industry experience. His work history includes roles at Charles Schwab & Co., Fidelity Investments, U.S. Bank, and other firms prior to joining Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm serves individual clients with annual financial reviews and investment recommendations, operating as an internal advisory unit within the Schwab ecosystem.