Tigran Unciano is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, he worked for 16 years at Hatton Consulting, Inc. based in Phoenix, AZ. Creative Planning provides 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 client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

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 and holds a Series 66 designation. He has been in the industry for less than one year, previously working at LPL Financial and Charles Schwab & Co., Inc. outside of advisory roles, he has experience with the National Restaurant Association and has pursued full-time education. 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.-referred clients. The firm’s approach relies on Schwab’s internal asset allocation models and research tools, offering tailored, point-in-time guidance without exercising discretionary trading authority.

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, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been affiliated with Charles Schwab and related entities since 1997, including over two decades at Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts overseen by third-party or affiliated money managers.

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 Series 65-registered financial advisor with 16 years of industry experience. She is currently with The Colony Group, LLC and has previously worked at HoyleCohen, LLC and Stellar Capital Management LLC. Rayner is based in Phoenix, AZ. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Christopher Leineweber is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. Prior to this, he was with Charles Schwab from 2016 and worked at State Farm from 2014 to 2016. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm employs asset-allocation models and internal research tools to offer tailored investment recommendations, with trades requiring client authorization.

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, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023. Prior to her current role, her background includes positions in education and conference center management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses standardized asset-allocation models and internal research tools to guide investment selection, with recommendations tailored to each client’s goals and risk tolerance.

Jason Stam is a financial advisor with Guardian Life who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Guardian Life since 1999 and is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Stam also engages in the sale of certain insurance products beyond his primary firm’s offerings. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning, investment management solutions, and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

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 the Series 65 and Series 63 designations. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab since 2018 and spent eight years at Streetlnks/Assurant. 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’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to client goals and risk tolerance.

Travis Mott is a CFP® with 22 years of industry experience, currently serving at Schwab Wealth Advisory. He has been with Charles Schwab & Co. and Schwab Wealth Advisory since 2018 and previously worked at USAA Financial Planning Services and related affiliates for over a decade. Schwab Wealth Advisory provides fiduciary investment advice, financial planning, and wealth management consultations primarily to clients 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, with a focus on client goals and risk tolerance, and it operates without discretionary trading authority.

Trevor Sharp is a Series 66-licensed financial advisor with Schwab Wealth Advisory, based in Phoenix, Arizona, and has eight years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab and held roles in various other companies, including Royal Truck Body and Origami Owl LLC. Outside of his advisory work, he owns and operates a vending services business. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s approach emphasizes client-tailored, at-least-annual reviews and uses Charles Schwab’s internal research tools and asset-allocation models.

Andrew Steinberg is a CFP®-credentialed financial advisor with 11 years of industry experience. 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. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using proprietary asset allocation models and research tools to tailor recommendations. The firm does not exercise discretionary trading authority and typically recommends separately managed accounts managed by third parties or affiliates.

John Graef is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His work history includes multiple roles at Charles Schwab & Co., Inc., as well as experience with Empower Financial Services and Liberty Mutual. Outside of his advisory work, he is a licensed real estate agent in Arizona. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm emphasizes tailored asset allocation and investment selection based on standard Schwab models, with advice supported by internal research tools and annual client reviews.

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 credentials and has worked at Charles Schwab since 2022. Outside of his advisory role, Meyer operates a photo booth business that provides entertainment services at events. 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 proprietary asset-allocation models and internal research tools.

Julia Acer is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and having 15 years of industry experience. She has worked at Schwab Wealth Advisory since 2012 and Charles Schwab since 2009. Outside of her advisory role, she teaches classes on human energy fields and chakras at the Southwest Institute of Healing Arts. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s recommendations are based on Charles Schwab’s asset-allocation models and internal research, with client authorization required for all trades.