Joseph Buckingham is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab entities since 2000, including Schwab Wealth Advisory Inc, Charles Schwab Bank, and Charles Schwab & Co., Inc. He is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, offering customized recommendations with annual reviews while trades are executed only with client authorization.

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® professional with 20 years of experience in financial advisory services. He currently works at Schwab Wealth Advisory, where he has been since 2022, and has held prior roles at Charles Schwab & Co., JP Morgan Chase Bank, Vanguard Advisers, and USAA Financial Planning Services. His career includes extensive experience with both wealth advisory and financial planning. 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 and financial planning. The firm uses Charles Schwab’s proprietary asset-allocation models and internal research tools to guide investment decisions, while clients retain authorization over trades.

Robert Merfeld is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab in various roles since 2000, including eight years at Charles Schwab Bank and four years at Schwab Wealth Advisory. He serves as treasurer for the Valley of the Sun Figure Skating Club, providing bookkeeping and accounting support. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on internal asset-allocation models and ongoing reviews tailored to client goals and risk tolerance.

Jakob Miller is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and four years of industry experience. He has been with Schwab Wealth Advisory since 2025 and has worked at Charles Schwab & Co., Inc. since 2022. Schwab Wealth Advisory, Inc. 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 uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, while trades require client authorization.

Carlee Hughes is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and five years of industry experience. Her background includes roles at United Financial Center and tax preparation services, and she serves as an adult education instructor at Pima Community College. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individuals, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives who utilize a variety of custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary, client-directed basis.

Evan Cole is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Peachtree Life Finance. Outside of advising, he owns oil and gas rights leases in Ohio. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and various program structures while acting as a platform provider for affiliated advisors.

Brooks Gould is a CFP® and Series 66-licensed advisor with five years of industry experience. He is currently with AE Wealth Management, LLC and has prior experience at The Vanguard Group, Inc. and Money Management Resource Center. 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 combination of fundamental, technical, and cyclical investment approaches.

Morgan Roberts is a financial advisor at OSAIC Institutions, Inc. based in Tempe, AZ. He holds a Series 66 designation and has experience working with several firms, including Charles Schwab & Co., Inc. and Alerus Financial. Prior to his advisory roles, Roberts held positions outside the financial industry, including in education and gig economy services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a notable emphasis on non-discretionary assets and third-party manager arrangements.

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 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.

Gregory Collins is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Horner, Townsend & Kent, Penn Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, and Waddell & Reed. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of 477 independent investment advisor representatives.

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.

Alden Rowe is a financial advisor with United Planners Financial Services of America, holding a Series 66 license and nine years of industry experience. His career includes roles at Cambridge Investment Research and Heritage Financial Strategies. Outside of financial advising, he owns and operates several e-commerce and online retail businesses, as well as a publishing company. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm emphasizes non-discretionary account management and supports independent advisors through a limited-partnership ownership structure.

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.