Prithibi Chauhan is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Chauhan worked at Bank of America, Merrill, and Charles Schwab. 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 is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Elizabeth Belisle is a financial advisor at J. W. Cole Advisors, Inc. with 31 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to her advisory role since 2015, she has operated an income tax service since 1990 and is involved in estate planning and pottery sales as business owner and artist. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Nicholas Keyser is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for The Vanguard Group for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Joseph Kroleski is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including Cambridge Investment Research, FinTron Advisors, and eToro USA Securities. Kroleski is also the owner of Exigo Consulting, a consulting business that is currently inactive while he is registered with another firm. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from individual investors to sovereign wealth funds.

Jeanine Borger is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for The Vanguard Group, Inc. for 11 years before joining Charles Schwab in 2022. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses standard asset-allocation models and internal research tools to offer tailored recommendations with client-approved trades.

Connor Weinman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. Weinman is based in Chandler, Arizona. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary technology and third-party model portfolios to provide asset allocation and retirement planning guidance, focusing primarily on non-discretionary and managed portfolios for a broad client base.

Thomas Travaglini is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. since 2022. Prior to this, he worked at Charles Schwab and Co., Inc. and spent three years at Omni Montelucia Resort and Spa. 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. The firm’s approach is based on Schwab’s asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Richard Lynch Jr. is a financial advisor at Kestra Advisory with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kestra Advisory since 2016. He is also the owner of Retirement Analytics, overseeing operations and sales. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, and investment advice. The firm serves a wide range of clients, including large institutional investors, and manages approximately $79.8 billion in assets.

Benjamin Tiller is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at LFI Advisory Inc from 2017 to 2021 and The Leaders Group Inc since 2011. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Jared Christensen is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has 21 years of industry experience, including extensive tenure at Fidelity Investments before joining Empower in 2026. Jared is based in Gilbert, Arizona. 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 integrated approach leverages proprietary planning tools and emphasizes long-term portfolio returns within plan lineups selected by plan sponsors.

Taylor Thompson is a CFP®-certified financial advisor with 13 years of experience, currently with Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at The Vanguard Group and various Charles Schwab entities. 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, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations.

Jorge Flores is a financial advisor at AE Wealth Management, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Ensign Wealth Management, Citi Bank, and Pharmaceutical Distributions SA. Flores is also involved in insurance sales and services through Ensign Wealth Management. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach that combines model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Thomas Richardson is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Inc. since 2021 and spent four years with Starbucks Coffee Company prior to entering the financial industry. 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 uses asset-allocation models and proprietary research tools to guide investment selection, while trades require client authorization.

Eric Swier is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Robinhood Financial, and The Vanguard Group. Outside of his advisory work, he owns and operates two e-commerce businesses, Nayame Designs LLC and SwierFinds, selling jewelry and reselling items online. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services emphasize asset allocation and investment selection, guided by internal research and standard asset-allocation models, with recommendations tailored to clients’ goals and risk tolerance.

Ann Stojanovic is a financial advisor at Schwab Wealth Advisory with 7 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab since 2015, including her current role at Schwab Wealth Advisory since 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Michael Frazier is a CFP® and Series 66-registered financial advisor with 17 years of industry experience. He is currently with Empower Advisory Group, where he has worked since 2026. His prior experience includes roles at The Vanguard Group, USAA Financial Advisors, Merrill, Bank of America, and Uber. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates rather than short-term forecasts.

Andrew Johnson is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 66 and Series 63 credentials and has previously worked at Trajan Wealth, loandepot, and American Income Life Insurance. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm’s approach involves integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Benjamin Aeschliman is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 designations and 15 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2011 and Charles Schwab Bank since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program, using standardized asset-allocation models and internal research tools. The firm delivers tailored recommendations through at-least-annual reviews and typically utilizes separately managed accounts managed by third-party or affiliated managers.

Randy Morse is a CFP® professional with over 32 years of experience in the financial services industry. He has worked at Creative Planning since 2018 and previously spent 22 years at Fidelity Brokerage Services, Inc. and Fidelity Personal Trust. Outside of his advisory role, he is a landlord of rental properties in Mesa, AZ, and Aliso Viejo, CA. Creative Planning provides comprehensive 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 approach with an emphasis on low-cost indexing and buy-and-hold strategies, supported by a range of supplemental investment options and integrated retirement plan services.

Daniel Skellan is a financial advisor at Eagle Strategies (NY Life) in Mesa, AZ, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Eagle Strategies LLC since 2024, NYLIFE Securities LLC since 2017, and New York Life Insurance Company since 2016. Outside of his advisory role, he serves as a board member for Four Peaks Little League, where he is involved in coaching and organizing youth baseball activities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored advice across multiple program types and distinguishes itself by managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.