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.

Grant Wallace is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Sunstate Equipment Co and held various positions in education and the food service industry. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Diego Verdugo is a CFP® professional based in Phoenix, AZ, with 11 years of industry experience. He has held various roles within Principal Financial Services and its affiliates since 2012. Outside of his advisory work, Verdugo serves as Executive Vice President of Business Development for the Association of Latino Professionals of America and holds board positions with multiple nonprofit organizations focused on youth entrepreneurship, minority development, and community service. He is also a managing member of a construction company he co-founded with his wife. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party advisors.

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.

Christian Maracinaru is a financial advisor with TIAA-CREF in Phoenix, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 11 years and spent two years at Apple, Inc. 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 connected to TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and offers customized portfolio management through dedicated portfolio managers.

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.

Timothy Hatton is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to this, he led Hatton Consulting, Inc. for over two decades. He holds Series 63 and Series 65 licenses and is based in Phoenix, AZ. 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 emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

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.

Joseph Bergen is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Financial Engines Advisors L.L.C., Bank of the West, Charles Schwab, and Merrill. Bergen is based in Phoenix, AZ. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management, offering both model and customized portfolios within a vertically integrated group that includes advisory services for a donor-advised fund.

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.

Joel Pietila is a financial advisor with Hightower Advisors in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Hightower Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc. He has also held roles in education at Hillsdale College, Heritage Academy Gateway, and Benjamin Franklin Charter School. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to proprietary research and a variety of investment vehicles.

Kathy Thornton is a financial advisor at TIAA-CREF with nine years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2022, following six years at Equitable Advisors. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized and model-based investment options.

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.