Yikedes Zerihun is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, Zerihun worked at Charles Schwab & Co., Inc and held roles at Upgrade, Inc and eMerchantClub. Outside of finance, Zerihun serves as a judge for Muay Thai competitions in Arizona with the USMTA organization. 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 research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority over client accounts.

Dustin Brutton is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 63 and Series 65 licenses. His prior experience includes roles at Canopy Wealth Management and Northwestern Mutual Life Insurance Company. Outside of his advisory work, he authors a spiritual blog through his ownership of the Surrender Project. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Thomas Seifert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. His prior experience includes roles at Oppenheimer & Co and Waddell & Reed, Inc. He currently provides investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

James Cummins is a financial advisor at First Command Advisory Services with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Vanguard Group and Wells Fargo. His background also includes self-employment in financial services prior to joining First Command. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios constructed from mutual funds, ETFs, and third-party managed sleeves, with portfolio management centralized through an Investment Management Team and Wealth Portfolio Managers.

Steven Radonich is a financial advisor at Independent Financial Partners with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Independent Financial Partners since 2018, following two years at First Western Trust. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Mark Jones is a financial advisor at CWM, LLC with 26 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Carson Wealth, Cetera Advisor Networks, Geneos Wealth Management, Inc., and Integrated Wealth Management. In addition to his advisory work, he is licensed as an insurance agent, discussing life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of partner offices and over 600 advisors. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, employing discretionary management with model portfolios and a combination of fundamental and technical analysis.

Alexandre Shappell is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Schwab Wealth Advisory in Phoenix, AZ, having previously worked at Goldbook Financial and engaged in education-related roles at Barrett, The Honors College. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice primarily through the Schwab Wealth Advisory (SWA) program, offering annual financial reviews and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm operates within the Schwab ecosystem, delivering advice without discretionary trading authority and primarily serves individual clients rather than institutional accounts.

Michael Eitzen is a financial advisor at Oppenheimer with 39 years of industry experience. He has been with Oppenheimer since 1990 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as co-trustee alongside his mother for her personal trust. Oppenheimer provides a range of advisory and brokerage services to individuals, corporations, pension plans, charitable organizations, and retirement plan fiduciaries. The firm employs strategic and tactical asset allocation, manager selection, and various investment strategies, serving both discretionary and non-discretionary accounts.

Vicente Iniguez is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been associated with New York Life Insurance Company and NYlife Securities LLC since 2015 and founded Albatross Financial Group in 2020. Iniguez is also a professional PGA member, participating in golf tournaments and charitable events. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets under management held on a non-discretionary basis.

Michael Welborn is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2021. Prior to this, he spent over two decades at Northwestern Mutual in various wealth management and investment management roles. Outside of his advisory work, he is the owner of two real estate entities that support his financial services practice. Integrated Wealth Concepts LLC serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Dayne Ventrone is a financial advisor at AE Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Pacific Capital Resource Group. In addition to his advisory role, he is involved with Oxford Retirement and Estate Planning and contributes to educational marketing through Dare To Retire U. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining multiple model portfolios and offers a broad range of services such as discretionary asset management, financial planning, and ERISA plan services.

Derek Mehlhorn is a CFP® with seven years of industry experience, currently an advisor at Schwab Wealth Advisory in Phoenix, AZ. He has worked within the Charles Schwab organization since 2019 and previously spent six years with the Make-A-Wish Foundation International. 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 research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority.

Charles Suarez is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Schwab Wealth Advisory since 2014. 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 charge clients directly for its services.

Andrea Nelson is a financial advisor with United Planners' Financial Services of America, holding a Series 66 credential and 18 years of industry experience. Her prior roles include positions at Eide Bailly Securities and Investor Securities Group. Outside of finance, she has been a Jazzercise franchisee and fitness instructor since 2003. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional investors. The firm operates an open-architecture platform with multiple custodians and offers both fee-based and commission-based financial solutions through its network of independent advisors.

David Kay Jr. is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory Inc. He has previously worked at Vanguard Group and Charles Schwab. Outside of his advisory role, he manages short-term rental properties through his LLC, Dream Stays LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Daniel Parks is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and 28 years of industry experience. His career includes roles at Parks Wealth Management Inc., Independent Financial Group, LLC, and Entrust Financial Partners, LLC. He is also a referral partner for EstateDocs Pro, an estate planning service. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

Charles Lefkowitz is a CFP® with 55 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes roles in independent insurance and estate planning document preparation, as well as entrepreneurial activity as a greeting cards distributor. He is based in Chandler, AZ. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, emphasizing largely non-discretionary asset management.

Kyle Ingram is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2026 and also worked at Charles Schwab & Co., Inc. since 2023. Prior to his advisory career, he spent several years in full-time education and worked at Troon North Golf Club. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s asset allocation models and research tools to recommend investment allocations while leaving final trading decisions to clients.

Chase Perchal is a Series 66–licensed financial advisor based in Scottsdale, AZ, with two years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he works as a hunting guide for Big Chino Outfitters in Prescott, AZ. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

Lauren Ireland is a financial advisor with Bankers Life Advisory Services, Inc. based in Phoenix, AZ, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to her current role, she was affiliated with Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., and she also served two years with the Inver Grove Heights Police Department. Outside of advising, she owns Lauren Ireland Insurance LLC and recruits and trains insurance agents for Bankers Life. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management and investment consulting. The firm employs fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.