Shaun Horan is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as an officer and bookkeeper for DanAm Aviation LLC, a holding company. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

William Jorden is a CFP® and Series 66-registered financial advisor with Schwab Wealth Advisory in Phoenix, AZ, bringing 18 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2017 and spent one year at Oppenheimer prior to that. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, while clients retain final trading decisions and SWAI conducts annual account reviews.

Patrick Nugent is a financial advisor at Schwab Wealth Advisory with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab since 2019, following previous roles at USAA Investment Management Company and USAA Financial Planning Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations across various asset classes. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and research tools, with clients making final trading decisions.

Christopher Cornwall is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Charles Schwab since 1997 and has been with Schwab Wealth Advisory since 2012. Outside of his advisory role, Cornwall owns Cornwall Enterprises LLC, a company leasing vehicles to drivers, which he manages with limited monthly hours. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations utilizing Schwab’s research tools and asset allocation models without exercising discretionary trading authority.

Keith Tigue is a financial advisor at Mariner Wealth Advisors with 22 years of industry experience. He holds the Series 65 designation and previously worked at Robinson, Tigue, Sponcil and Associates, LLC for 18 years before joining Mariner in 2021. He is also a licensed insurance agent. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, supported by an internal investment committee and external managers.

Nathan Straw is a financial advisor with Hightower Advisors in Phoenix, AZ, holding a Series 66 designation and 10 years of industry experience. Prior to joining Hightower in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and customized portfolio construction.

Douglas Gasser is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2021. He previously worked at Merrill from 2016 to 2021. Outside of advisory work, he is involved in a small business performing general handyman and remodeling duties in Phoenix, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering investment recommendations and financial planning using Schwab’s research tools and asset allocation models while leaving trading decisions to clients.

Katrina Angell is a financial advisor with Sanctuary Advisors, LLC in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. She previously worked at Sanctuary Securities, Inc. and has experience in hospitality and family services. Angell serves as a board member of The Living Church, a nonprofit organization focused on faith and counseling. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, retirement consulting, and access to multiple investment platforms, employing various analytical approaches and acting as a fiduciary when a written agreement is in place.

Miguel Mayagoitia is a financial advisor at Allworth Financial, L.P. with seven years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Allworth and AW Securities in 2026, he worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. from 2019 to 2026, and at Pathways Financial Partners from 2017 to 2019. He also has experience at the University of Arizona College of Pharmacy and the University of Arizona. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios using various model strategies and employs proprietary technology to manage held-away employer retirement accounts.

Melanie White is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates, UnionBanc Investment Services, and other firms. Outside of advising, she is the founder and CEO of Sunshine Love INC, a nonprofit that provides free and discounted hair services to individuals in domestic abuse shelters. Empower Advisory Group offers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing.

Randy Azuogu is a CFA charterholder with over 10 years of industry experience. He has worked at Charles Schwab since 2015 and has been with Schwab Wealth Advisory since 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models, with final trading decisions made by clients.

Timothy Hazelton is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Principal Financial Services. He previously worked at The Vanguard Group, Inc. for 16 years and owns a retail business selling products on Amazon and eBay. Hazelton also serves as a designated bank officer supporting Principal retirement plan accounts. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, with investment implementation typically carried out on a discretionary basis by those managers.

Matthew Nevins is a financial advisor at Mariner with eight years of industry experience. He holds a Series 66 designation and has worked at Mariner Wealth Advisors since 2023. His prior firms include PFG Advisors, SECURITIES AMERICA, inc., and First Financial Equity Corporation. Mariner serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, implementing discretionary, customized portfolios supported by internal research and third-party managers.

Ashley Monteverde is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Charles Schwab since 2013 and has worked at Schwab Wealth Advisory since 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations utilizing Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Andrew Kissinger is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has been with Schwab Wealth Advisory since 2020 and has worked at Charles Schwab & Co., Inc. since 2017. Prior to that, he spent three years at Carvana. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

John Escamilla is a CFP® with one year of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Merrill and Bank of America. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, with final trading decisions made by clients, and conducts at least annual account reviews.

Jeffrey Richardson is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses. His prior experience includes roles at Personal Capital Advisors Corporation and Morgan Stanley Private Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s services use an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates through proprietary and third-party methodologies.

Justin Tanquist is a financial advisor at Independent Financial Group, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked in various roles outside the financial industry, including positions at Carabba's Italian, Troon Golf, and The Home Depot. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party manager models delivered through multiple platforms.

Tanner Grech is a CFP® with seven years of industry experience, currently affiliated with Schwab Wealth Advisory. He has worked at Charles Schwab since 2018 and held roles at Metro Inspections, LLC and Northwest Trustee Services earlier in his career. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews, retirement planning, and investment recommendations guided by Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without discretionary trading authority and serving primarily individual clients rather than institutional investors.

Darin Hood is a financial advisor with Principal Financial Services in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. Prior to joining Principal Securities Inc and Principal Life Insurance Company in 2018, he worked at Dignity Health and the City of Phoenix. Outside of his advisory role, he is an instructor for Arizona Defensive Firearms Training, a business focused on firearm education run by current and former law enforcement. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.