Jackson Hansen is a CFP® with three years of industry experience, currently serving as a financial advisor at Steward Partners Investment Advisory, LLC. His prior roles include positions at Ameriprise, Hinman Financial Planning, and RH Advisors, LLC. Hansen’s background also includes work in real estate with Berkshire Hathaway HomeServices and missionary experience. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of portfolio management and financial planning services through both proprietary and third-party solutions.

Leona Cahill is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at BMO Harris Bank and North Central University. Schwab Wealth Advisory 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 client investment decisions through annual reviews and planning discussions.

Janette Schwendeman is a CFP® professional with 14 years of industry experience, currently affiliated with Private Advisor Group, LLC since 2025. She has previously worked with Graystone Partners Wealth Management, LLC and LPL Financial, LLC. Outside of advisory services, she is involved as a non-variable insurance agent with Lion Street Private Client Group. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and supporting held-away account management through multiple platforms and custodians.

Miguel Duarte is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. Prior to joining Commonwealth, he worked at Custom Financial Design and has a background that includes ownership of a musical entertainment business, Mariachi Estrellas Musicales, LLC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $200 billion in client assets. The firm provides a broad range of managed-account programs, third-party asset manager access, and custodial services, supporting both individual and institutional clients.

John Herrero is a CFA® charterholder and Series 63 licensee with two years of industry experience. He is currently affiliated with Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having joined in 2026. Prior to this, he held roles at STORE Capital, The Vanguard Group, and other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on Schwab’s asset allocation models and research tools. The firm conducts annual account reviews and works within the Schwab ecosystem, differentiating itself through its operating structure and service approach.

Stephen Meyer is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has been with Schwab Wealth Advisory since 2019 and with Charles Schwab since 2009. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s 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 model from many enterprise wealth managers.

Randy Tran is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 65 and Series 63 licenses and has been with Schwab Wealth Advisory since 2025, following eight years at Charles Schwab. Prior to his advisory career, he worked at DHL Express and has experience from roles dating back to his time at Arizona State University. Schwab Wealth Advisory, Inc. 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, conducting annual reviews without discretionary trading authority.

Alex Beck is a CFP® with 15 years of industry experience and is currently an advisor at Schwab Wealth Advisory. He previously spent 14 years with The Vanguard Group, Inc. before joining Charles Schwab in 2024. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

David Finger is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc., Right Start Mortgage, Inc., and Carrington Mortgage Services, LLC. 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 and planning discussions, and investment recommendations across a broad range of securities. The firm operates within the Schwab ecosystem, using standard asset allocation models and research tools, and does not exercise discretionary trading authority.

Larry Singleton is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. His prior work includes roles at Morgan Stanley, Bank of America, Merrill, and service in the U.S. Navy. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving clients ranging from individual investors to large institutional entities like sovereign wealth funds.

Scot Shyman is a CFP® professional with 39 years of experience, currently serving at Commonwealth Financial Network since 2003. He is also associated with Camelback Retirement Planners. Shyman is involved in managing fixed insurance products and is a member of SHYCUS, LLC, an entity that processes expenses related to securities business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and comprehensive back-office support, including operations, trading, technology, investment management, and compliance services.

Thomas Lawless is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network and Ke Wealth Advisors since 2019. Prior to that, he worked at Ameriprise Financial Services, Inc. for 14 years. He is also a part owner of Ke Wealth Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients with advisory programs, wealth management, and retirement plan consulting. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from a wide range of securities and insurance products.

Heather Adams is a financial advisor with First Citizens Investor Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and nine years of industry experience. Her career includes roles at Wells Fargo Clearing and Wells Fargo Advisors, as well as prior experience at Target Corporation. First Citizens Investor Services, Inc. serves a diverse client base including individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services through its IARs and third-party portfolio managers. The firm employs a client-centered process combining financial need assessments with various analytical approaches to portfolio allocation across multiple asset classes.

David Nieto is a CFP® professional with 11 years of industry experience, currently advising clients at Schwab Wealth Advisory in Phoenix, AZ. He has been with Schwab Wealth Advisory since 2017 and affiliated with Charles Schwab since 2014. 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 focuses on wealth management education and investment recommendations, leaving final trading decisions to clients, with periodic account reviews rather than discretionary management.

Brian Hughes is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He holds a Series 66 designation and has eight years of industry experience. His prior work includes roles at Charles Schwab & Co., Bank of America, and Merrill Lynch. 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 across a variety of asset classes. The firm operates within the Schwab ecosystem and emphasizes client-directed decision-making supported by Schwab’s research tools and standard asset allocation models.

Benjamin Shannon is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory since 2025 and Charles Schwab since 2017. Prior to his financial services career, he spent one year at Tyler Allen Law Firm and attended Arizona State University for four years. 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 across a range of securities. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Rebecca Kennell is a CFP® professional with 25 years of experience in the financial services industry. She has been with Commonwealth Financial Network since 2004. Outside of her advisory role, she is involved in music and entertainment as a consultant and owns Musica, LLC, a concert production and support company. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, wealth management, and retirement plan consulting, supporting advisors with operations, trading, technology, investment management, compliance, and practice management.

Cole Bialek is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2025 and has prior experience at Charles Schwab and The Porch. 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 investment recommendations, with final trading decisions made by clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Jeffrey Withrow is a CFA® charterholder with 16 years of experience in the financial industry. He is currently affiliated with RBC Rochdale, LLC and has worked at CNR Securities, LLC since 2012. Outside of his advisory role, he co-manages a short-term rental property through JW2 Capital, LLC with his wife. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, providing discretionary and non-discretionary portfolio management among other services. The firm employs an active, multi-strategy investment approach that integrates quantitative modeling and fundamental analysis supported by proprietary tools.

Joshua Lawson is a financial advisor at Focus Partners Wealth, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Churchill Management Group, Charles Schwab, and TD Ameritrade. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework combining various strategies and managers.