Jordan Chambers is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at John Hancock and its affiliated entities from 2016 to 2024. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for ultra-high-net-worth clients.

Joseph Buckingham is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at various entities within the Charles Schwab organization since 2000, including Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Schwab Wealth Advisory Inc. 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 delivers annual financial reviews and personalized investment recommendations while leaving final trading decisions to clients.

Wendy Feldman is a financial advisor with Eagle Strategies (NY Life) based in Chandler, AZ, holding Series 63 and Series 65 licenses and 40 years of industry experience. She has worked with Mahoney Financial Organization, The Feldman Agency, Nylife Securities Inc., and New York Life Insurance throughout her career. Feldman is also involved in public speaking and serves as an officer for the Sun Lakes Jewish Congregation. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Justin Longfellow is a CFP® with 20 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. since 2022. His prior roles include positions at Charles Schwab & Co., Inc., JP Morgan Chase Bank, N.A., and Jp Morgan Securities, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations primarily based on Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Jakob Miller 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 & Co., Inc. since 2022 and Schwab Wealth Advisory since 2025. His background also includes roles at Zayo Group and time spent in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, focusing on financial reviews and investment recommendations using Schwab's asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly for its advisory services.

Brooks Gould is a CFP® with five years of industry experience, currently serving as a financial advisor at AE Wealth Management, LLC. His prior experience includes roles at The Vanguard Group and Money Management Resource Center. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base that includes individual households, corporations, trusts, and ERISA plan sponsors. The firm employs a platform-focused approach, managing approximately $49.8 billion across more than 127,000 clients, utilizing discretionary model portfolios and multiple investment strategies.

Ealing Jahn is a CFP® and holds a Series 66 license, with 24 years of industry experience. He has been with Creative Planning since 2014. Outside of his advisory role, he manages a rental home in Gilbert, Arizona, handling tenant relations and property maintenance. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and offers additional strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and integrated investment infrastructure.

Sarah Connolly is a financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has also operated a business called Sweet Dreams by Sarah from 2012 to 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within Charles Schwab and uses Schwab’s research tools and standard asset allocation models in its approach.

Jason Nelson is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and The Vanguard Group. Prior to entering the financial sector, he worked at CVS Pharmacy. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment models implemented via mutual funds and ETFs. The firm’s programs feature annual rebalancing, third-party portfolio execution, and a structure that limits direct client interaction with strategists.

Jennifer Statler is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network in Phoenix, AZ. Her work history includes roles at Gale Investment Management, Five Point Wealth Advisors, and Blakeman & Associates. Outside of her advisory work, she has been involved with Chaparral Christian Church since 2012. Commonwealth Financial Network supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and compliance services. The firm offers a variety of program structures and discretionary model portfolios managed by its Investment Management and Research team.

Andre Lafleur is a financial advisor at Empower Advisory Group with eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2026. Outside of his advisory role, Lafleur is the owner of Mass Appeal Technologies LLC, an affiliate marketing business based in Scottsdale, AZ. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary financial planning tools with its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and savings rates.

Jill Skelton is a financial advisor at First Command Advisory Services with three years of industry experience. She holds the Series 66 designation and has a background that includes roles in education and military service, having worked for several school districts and the Air National Guard. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Ryan Jankowski is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2021. Prior to that, he was associated with Ensign Wealth Management and also has experience in the pharmaceutical sector with Farmacia Vida. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients across its advisory team.

Chad Fletcher is a financial advisor at Creative Planning with 13 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Keystone Wealth Partners and operated his own firms, Fletcher Financial and Fletcher Financial And Insurance. Creative Planning offers 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 assets and employs a financial planning-led investment process with an emphasis on low-cost indexing, supplemented by advanced strategies such as direct indexing and tax-loss harvesting.

Nicholas Scarcelli is a financial advisor at Independent Advisor Alliance, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Equitable Advisors, and Creative Financial Group. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm combines a network of advisory representatives with brokerage services through LPL Financial and uses various portfolio management strategies alongside technology platforms to support client needs.

Cory Bass is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. He has been with Charles Schwab & Co., Inc. and its affiliated advisory unit since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and typically does not engage in discretionary portfolio management.

Jonathan Braaksma is a financial advisor with Transamerica Financial Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with Black, Gould, & Assoc. as an independent health insurance broker. Outside of his advisory roles, he has experience in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, supported by multiple advisory programs and a large advisor network.

Paul Ruliffson is a financial advisor with First Citizens Investor Services, Inc. in Phoenix, AZ. He holds Series 66 and Series 63 licenses and has three years of industry experience. Prior to his current role, Paul worked at Morgan Stanley, The Vanguard Group, and PennyMac among other firms. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm uses a client-focused process that incorporates fundamental, quantitative, and technical analysis to manage portfolios across various asset classes.

Dakota Endres is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. Prior to joining Mercer in 2024, Dakota worked at Morgan Stanley in various roles from 2019 to 2024 and held positions at Bank of America and Merrill in 2024. Outside of finance, Dakota has experience working in the hospitality industry, including at Thirsty Lion Gastropub and Lazy Dog Cafe. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing comprehensive advisory services encompassing investment management, financial, tax, retirement, and estate planning. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized strategies.

Rudy Ariate is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has served in various roles, including as a CPA and owner of a tax and accounting service, and is involved with the National Association of Registered Social Security Analysts and the Heartland Institute of Financial Education. His other activities include providing financial literacy education and offering online wills and trust referrals. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base that includes individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.