Sarah Connolly is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Schwab Wealth Advisory since 2012. Prior to that, she was involved with Sweet Dreams by Sarah, a venture she managed from 2012 to 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co. referrals. The firm’s advice is based on proprietary asset allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Joel Pietila is a financial advisor at Hightower Advisors with two years of industry experience. He holds a Series 66 designation and has prior experience at Thrivent Financial and Hillsdale College. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager approaches, using affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Kathy Thornton is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds the Series 66 designation and has worked at TIAA-CREF since 2022. Prior to that, she was with Equitable Advisors from 2016 to 2022. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs primarily to individuals with existing relationships through TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management, operating within a vertically integrated group that uses affiliated funds.

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.

Matthew Scanlon is a financial advisor with Independent Financial Group, LLC in Scottsdale, AZ, holding Series 63 and Series 66 credentials and having 33 years of industry experience. He previously worked at Arque Capital, Ltd. for 15 years before joining his current firm. Scanlon is also an officer and director involved in marketing activities for Champion Financial Advisors. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, using a combination of passive and active investment strategies and a model-driven approach to client risk management.

Christopher Roger is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Bayntree Wealth Advisors, Bank of America, and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation, passive and active management, and research-driven factor premiums, supported by an internal Investment Committee and various program offerings.

Jill Skelton is a Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. Her background includes diverse roles in education and the military, having served in the Air National Guard for 16 years and worked with school districts prior to joining First Command. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis 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.

Cory Bass is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Bass has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab & Co., Inc. since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering personalized recommendations without exercising discretionary trading authority.

Daxs Stadjuhar is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience and holds a Series 66 designation. His previous roles include positions at LPL Financial, Mariner Independent Advisor Network, and Strategic Wealth Advisors Group. He is also involved with 8 Bar Enterprises, an entrepreneurial venture. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, and institutional investors, offering investment supervisory services, portfolio management, and comprehensive financial planning. The firm’s investment approach emphasizes manager selection and ongoing monitoring, utilizing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors and program platforms.

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 at First Citizens Investor Services, Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Morgan Stanley, THE Vanguard Group, Inc., and First Citizens Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm’s approach involves IAR-led financial assessments and the use of fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

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 31 years of industry experience. He also has a background as a CPA dating back to 1996 and is involved with the National Association of Registered Social Security Analysts and the Heartland Institute of Financial Education, where he provides financial literacy services. Additionally, Ariate operates a tax and accounting consulting practice and participates in a referral program for online wills and trusts. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Christopher Nash is a financial advisor with Eagle Strategies (NY Life) in Mesa, Arizona, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has been affiliated with New York Life and its related entities since 2004, and he operates CN Results Financial Group, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional sponsors, providing financial planning, investment management, and advisory services. The firm offers a variety of program types and mainly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Marc Delphine is a financial advisor with Empower Advisory Group in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, and Edward Jones. Outside of advising, he serves as an adjunct professor at Grand Canyon University, teaching basic economics. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing.

Jacob Walker is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 66 and Series 63 registrations and has been with Charles Schwab and its affiliated advisory firm since 2023. Outside of his advisory work, he is the founder of Pivot Baseball LLC, where he coaches baseball players online. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, with personalized recommendations reviewed at least annually.

Brandon French is a financial advisor with TIAA-CREF in Phoenix, AZ, holding the Series 66 and Series 63 designations and bringing 10 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Amazon, and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios and donor-advised fund advisory, operating within a vertically integrated structure.

Christopher Lord is a CFP® professional with 23 years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory Inc., where he has worked since 2021. Prior to this, he held various roles at USAA-related financial services firms for over a decade and spent earlier years at Charles Schwab and Banc of America Investment Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program. The firm’s approach incorporates Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for all trades.