Travette Keyes is a financial advisor at Empower Advisory Group with Series 66 and Series 63 designations and two years of industry experience. Prior to joining Empower, he worked at Charles Schwab & Co., Inc. and The Vanguard Group, Inc. His diverse background includes roles in insurance, retail, and community involvement. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants. The firm’s integrated model supports both point-in-time financial plans and optional managed account solutions, with a focus on long-term portfolio returns and client savings rates.

Charles Pascu is a CFP®-certified financial advisor at Eagle Strategies (NY Life) with 31 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2013. From 2017 to 2018, he was employed at Uber. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers multiple program types, managing the majority of assets on a non-discretionary basis through its integrated relationship with New York Life.

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.

David Bonar is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and 10 years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2015, including roles at Charles Schwab Bank SBB and Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools. The firm delivers annual financial reviews and investment recommendations while leaving final trading decisions to clients.

Taylor Thompson is a CFP®-certified financial advisor with 12 years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has previously held roles at The Vanguard Group and various Charles Schwab entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews and investment recommendations using Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees or manage accounts on a discretionary basis.

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 financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding a CFP® designation and Series 63 and 66 licenses. He has four years of industry experience, with prior roles at Charles Schwab & Co., Inc., Arizona State University, and Starbucks Coffee Company. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes using Schwab's research tools and standard asset allocation models.

Eric Swier is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. Prior to joining Schwab Wealth Advisory and Charles Schwab & Co., Inc., he worked at JPMorgan Chase Bank N.A., J.P. Morgan Securities LLC, Robinhood Markets, Inc., and The Vanguard Group, Inc. Outside of his financial advisory role, Swier operates two e-commerce businesses focused on jewelry and resale of thrifted items. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s proprietary research and standard asset allocation models, with final trading decisions made by clients.

Charlotte Mc Gibbon is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and The Vanguard Group, Inc. Outside of finance, she has experience in the restaurant industry, having worked at Rocco's Pizzeria and STARR Restaurants. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, institutions, and charitable organizations. The firm provides customized portfolio management with a focus on diversified asset allocation and offers a broad range of services including financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Ann Stojanovic is a financial advisor at Schwab Wealth Advisory in Phoenix, AZ, with six years of industry experience. She holds the Series 63 and Series 66 designations and has been with Schwab Wealth Advisory since 2020, having been affiliated with Charles Schwab since 2015. 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, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

Michael Frazier is a CFP® with 17 years of industry experience and currently practices at Empower Advisory Group. His prior roles include positions at The Vanguard Group, Merrill, Bank of America, and USAA Financial Advisors. He has also worked in education within the Phoenix Union and Paradise Valley School Districts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its financial planning service and serves a large participant base with a higher client-to-advisor workload than many peers.

Andrew Johnson is a financial advisor with Empower Advisory Group in Mesa, AZ. He holds Series 66 and Series 63 designations and has one year of industry experience. His prior work includes roles at Trajan Wealth and loandepot. 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 account holders. The firm’s services emphasize long-term portfolio returns and annual rebalancing, delivered through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Benjamin Aeschliman is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 registrations and having 14 years of industry experience. He has worked at Charles Schwab Bank since 2014 and Charles Schwab & Co., Inc. since 2011. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses Schwab’s standard asset allocation models and research tools, with advisors recommending allocations while clients retain final trading decisions.

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 with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Skellan has also served as a board member for Four Peaks Little League, where he is involved in teaching youth baseball. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring solutions to client objectives, operating primarily on a non-discretionary asset management basis within the New York Life affiliate structure.

Alexander Csekme is a financial advisor at Schwab Wealth Advisory, Inc. based in Phoenix, AZ, with two years of industry experience. He holds Series 66 and Series 63 designations and has worked at several hospitality and technology firms prior to joining Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, retirement planning, and investment recommendations that utilize Schwab’s research tools and asset allocation models.

Troy Klunk is a financial advisor at Schwab Wealth Advisory with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Schwab Wealth Advisory and Charles Schwab in various capacities since 2014, with a brief tenure at Edward Jones in 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations based on standardized asset allocation models and Schwab research tools, while clients retain final trading decisions.

Dane Breslo is a CFP® with three years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior experience includes roles at Charles Schwab and Prospera Financial Services Inc. Outside of his advisory work, he sells personal and collectible items on eBay. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support wealth management and investment decisions.

Curtis Westrich is a CFP® professional with 14 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, having previously worked at Providers Wealth LLC, Mariner Wealth Advisors, Moss Adams Wealth Advisors LLC, and Charles Schwab in various roles. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s proprietary research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice without discretionary trading authority and primarily serving individual clients rather than institutional accounts.

Mary Wilcox is a CFP® with 30 years of industry experience, currently serving at J.W. Cole Advisors, Inc. since 2003. She has held roles at Wilcox Tax and Financial Advisors LLC and Jonathan Roberts Financial Group, Inc., among others. Outside of financial advising, she is involved with High Country Alpacas, LLC, where she acts as treasurer and marketing consultant for a business focused on breeding alpacas and selling alpaca fiber products. J.W. Cole Advisors is an SEC-registered firm that serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions including digital advice platforms.