Trace Winn is a CFP® professional with Mercer Global Advisors Inc. in Mesa, AZ, with experience beginning in 2022. Prior to joining Mercer, he worked at Mayo Clinic and held positions at AT Still University and Arizona State University. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a range of management and planning services along with public content programs and affiliated service lines.

Andrew Damour is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Edward Jones and Charles Schwab & Co., Inc. His background includes roles at multiple firms across different industries prior to his advisory career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s proprietary asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Perry Dufresne is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Keystone Wealth Partners, LLC and JP Morgan. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by access to private market investments and specialized strategies.

Eric Chang is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he manages a rental property in Arizona. 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 allowing clients to make final trading decisions.

David Sessions is a financial advisor with Schwab Wealth Advisory, holding a Series 65 credential and based in Phoenix, AZ. He has been with Schwab Wealth Advisory since 2025 and with Charles Schwab since 2022. Prior to this, he worked in legal roles at Frazer Ryan Goldberg and Arnold, LLP, Franke Beckett LLC, Franke Sessions Beckett, LLC, and the Law Office of Frederick R. Fra. Outside of his advisory role, he has been appointed to arbitrate a court-assigned case. 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, with final trading decisions made by clients.

Glenn Suppanz is a CFP® with 20 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, having joined in 2025 after 17 years at The Vanguard Group, Inc. He holds the Series 66 designation. Schwab Wealth Advisory provides non‑discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Jeremiah Boothe 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 & Co., Inc. since 2000 and with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Daniel Bendheim is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Pillar Financial Group, Robinhood, The Vanguard Group, and Edward Jones. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

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.

Andrew Galler is a CFA® charterholder with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at John Hancock Advisers, LLC and Bank of America. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

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.