Jennifer Stauffer is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Merrill from 2015 to 2023 and Rockefeller Capital Management in 2023 prior to joining Rockefeller Financial LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers a range of portfolio management and financial planning services through a Private Advisor model and consolidated investment platform, and it operates as a registered broker-dealer providing placement and investment banking services.

Christopher D'espinosa is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Fidelity Investments. Outside of his advisory work, he is an independent contractor for DoorDash and works as a sports data scout, attending sporting events and providing statistical data. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

David Sourk is a CFP® certificant with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2025. Prior to joining Schwab, he spent 10 years with The Vanguard Group. Outside of financial services, he previously owned and managed a small courier business that also offered mobile notary and process services. Schwab Wealth Advisory 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’s approach involves customized, point-in-time wealth management consultations guided by internal research and asset-allocation models, with trades executed only upon client authorization.

Bridget Orr is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Guardian Life and Park Avenue Securities, where she has worked since 2022. Her prior experience includes roles at UBS Financial Services and Morgan Stanley. Outside of her advisory work, she is involved with MIS1ON LLC, a separate business venture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Isaac Boll is a CFP® with seven years of industry experience, currently serving as a wealth advisor at Carson Wealth in Gilbert, AZ. He has worked with several firms, including Cetera Wealth Services, The Vanguard Group, and Northwestern Mutual. In addition to his advisory roles, Boll tutors finance and exam preparation for the CFP, life insurance, and securities licensing. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach and providing tailored solutions such as custom indexing and alternative investments.

Janice Adams is a financial advisor with Principal Financial Services in Gilbert, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Principal Securities Inc, Principal Life Insurance Company, and OneAmerica Securities, among others. Outside of advising, she manages administrative operations for a radiology consulting business through her ownership of JS ADAMS LLC. 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 financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Diana Stultz Bianchi is a financial advisor at AE Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at several firms, including Ensign Wealth Management and Teton Wealth Group. Outside of her advisory role, she serves as Director of Client Relations at Ensign Wealth Management, where she is involved in insurance sales and services. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Cierra Cureton is a CFP® professional with six years of industry experience currently with Schwab Wealth Advisory, Inc. in Phoenix, AZ. Her prior roles include positions at Fidelity Investments and The Vanguard Group. Outside of her advisory work, she is employed as a banquet server at Caesars Entertainment. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research to deliver tailored recommendations without discretionary trading authority.

Jared Weiss is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior roles include positions at The Vanguard Group, USAA, and Prudential, among others. Outside of finance, he has been involved with Desert Dogs Baseball and Pioneer Winter Wonderland. 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 & Co.-referred clients. The firm’s guidance focuses on asset allocation and investment selection using Charles Schwab’s internal research tools and standard models, with client authorization required for all trades.

Janice Guinn is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC since 2022. She previously worked at Oppenheimer for 12 years and spent two years as a self-employed paraplanner. Guinn also operates Guinn Financial Planning LLC, an independent financial services practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm utilizes a fiduciary-based advisory model and incorporates technology platforms alongside various investment strategies, often implementing advice through third-party managers and TAMPs.

Thomas Deichert is a CFP® with 42 years of industry experience, currently affiliated with Commonwealth Financial Network and operating Wealth Solutions By Design, PLLC. He has provided tax preparation services through his firm in addition to his advisory work. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, and custody services.

Karl Jacobsen is a ChFC® and Series 63 credentialed financial advisor with 37 years of industry experience. He has worked at SPC and SIGMA Financial Corporation since 2019 and previously spent nine years at Berthel Fisher & Company Financial Services, Inc. Outside of his advisory work, Jacobsen serves as vice president of the Friends of Decorah Fish Hatchery, a nonprofit focused on fundraising for facility improvements, and is active in local community organizations including the Great Lights Masonic Lodge and the Decorah Lions Club. SPC serves individual clients, charitable organizations, corporations, and employer-sponsored retirement plans through a network of over 460 advisers managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies based on client suitability and providing both discretionary and nondiscretionary management options.

Emily Collins is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab, Charles Schwab Bank, Bank of America, and Discover Financial Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on client goals and risk tolerance, executing trades only with client authorization.

Philip Whittaker is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior work includes roles at The Vanguard Group and The Prudential Insurance Company of America. He is based in Phoenix, AZ. 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 & Co.-referred clients. The firm emphasizes asset allocation and investment selection through Charles Schwab’s proprietary models and offers tailored, point-in-time wealth management consultations without discretionary trading authority.

Trevor Willems is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2016, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and other referred clients. The firm utilizes Charles Schwab & Co.’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Troy Lingley is a financial advisor with PNC Wealth Management in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes long tenure at Edward Jones and roles at Charles Schwab and Fisher Investments. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including a digital discretionary model account currently available as an invitation-only employee pilot. The firm utilizes algorithm-driven portfolio selection with investments implemented via approved model strategies using mutual funds and ETFs.

Blake Winston is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Bank of America and roles outside finance, such as at the Union for Reform Judaism and 6 Points Sports Academy. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individuals and institutions.

Bruce Nicholas Cabanayan is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Bank of America for five years before joining Merrill in 2021. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Linda Schrunk is a financial advisor at Edward Jones in Gilbert, AZ, with 32 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Merrill and Wells Fargo Clearing. Schrunk has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, supported by a large nationwide network of advisors and offices, and manages approximately $1.01 trillion in assets under management.

Lawrence Whitley Thomas is a financial advisor at Edward Jones in Tempe, Arizona with 16 years at the firm and 11 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he officiates basketball games for various local leagues, including city, youth, and high school levels. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.