Brandon Orr is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and The Vanguard Group. Orr served in the United States Marine Corps for four years and has experience in investment operations at Investors Preferred Life Insurance Company. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Lindsey Underwood is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She has held roles at Schwab Wealth Advisory since 2012 and has been with Charles Schwab since 2009. Outside of her advisory work, she serves as Vice President of Membership for Phoenix Delta Gamma, a social alumnae sorority organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm focuses on asset allocation and investment selection based on Schwab’s internal research, with recommendations tailored to clients’ goals and risk tolerance.

John Hanson is a financial advisor at Integrity Alliance, LLC with 12 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Lion Street Financial, The Leaders Group Inc, Rational Life, Investacorp Inc, and Highland Capital. Hanson is also involved in insurance product sales as an independent contractor. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, retirement plan consulting, and access to third-party manager programs, utilizing a range of portfolio management approaches and custodial platforms.

Ryan Schulte is a CFP® with 20 years of industry experience currently with Guardian Life. He has been associated with Guardian Life and Park Avenue Securities for multiple years throughout his career. Outside of advisory services, he serves as an adjunct professor of finance and writes articles for various publications. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Rick Wertheim is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 18 years of industry experience. His prior work history includes positions at Ameriprise, Cetera Wealth Services, Woodbury Financial Services, and Invest Financial Corporation. Outside of his advisory role, he serves as Treasurer for the Cal Poly Alumni Association. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing both firm- and third-party models across active and passive strategies.

Rodger Hanson is a CFP®-certified financial advisor at Schwab Wealth Advisory with 16 years of industry experience. His career includes roles at The Vanguard Group, USAA Financial Planning Services, and Vanguard Advisers prior to joining Schwab. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach uses Charles Schwab’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Harrison Smith is a financial advisor at Schwab Wealth Advisory in Phoenix, AZ, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at US Bank and Charles Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, with investment decisions executed only upon client authorization.

Daniel Martell is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and four years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2022, following prior roles at Merrill and UPS. Based in Phoenix, AZ, Martell’s experience spans wealth management and financial planning. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach uses Schwab’s proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Scott Ellsworth is a financial advisor with PlanMember Securities Corporation in Gilbert, AZ, holding a Series 66 designation and 17 years of industry experience. He has worked with multiple firms during his career, including Legend Advisory, LLC and New England Securities. Ellsworth is also involved with Williams & Co dba Williams and Company Financial Services and One2One Wealth Strategies in financial sales and services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and delivers education and support services to plan sponsors and participants.

Chenyi Booth is a financial advisor with \u0026PARTNERS, holding a Series 66 designation and 18 years of industry experience. Prior to joining \u0026PARTNERS, Chenyi worked for eight years at Wells Fargo Clearing. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering a range of investment management and financial planning services through its dual registration as an investment adviser and broker-dealer. The firm employs a combination of fundamental, technical, and quantitative analysis, along with model portfolios and third-party strategies, for discretionary and non-discretionary account management.

Jackson Hansen is a CFP® professional with three years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has prior experience at Ameriprise, Hinman Financial Planning, and RH Advisors, LLC. Before entering the financial advisory field, he spent four years as a student and missionary. Steward Partners Investment Advisory, LLC is an enterprise-scale registered investment advisor managing approximately $36.7 billion in assets. The firm serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of portfolio management and financial planning services.

John Pyles is a CFP® with 22 years of industry experience, currently serving at T. Rowe Price Advisory Services, Inc. He previously worked at Nationwide Investment Services Corporation, CAPTrust, and The Vanguard Group. Outside of advisory roles, he is the owner and executive director of JFP Ventures, Inc., operating the Huntington Learning Center of Arizona, and serves as a board member for the Marilyn Smith and Founders' Legacy Foundation. T. Rowe Price Advisory Services, Inc. provides retirement-focused financial planning and discretionary investment management primarily to individual investors and households. The firm uses model portfolios invested exclusively in T. Rowe Price mutual funds and ETFs, supported by online planning tools and annual financial reviews.

Leona Cahill is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. She holds Series 66 and Series 63 licenses. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc., BMO Harris Bank, and North Central University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, utilizing asset allocation models and internal research tools to guide investment decisions.

Janette Schwendeman is a CFP® professional with 15 years of experience in financial advisory services. She is currently with Private Advisor Group, LLC and has previously worked with firms including Graystone Partners Wealth Management, LPL Financial, J.P. Morgan Securities, Chase Investment Services, and Wells Fargo. Schwendeman holds a Series 66 license and is based in Chandler, AZ. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model that incorporates both discretionary and non-discretionary services, utilizing a range of strategies and technology platforms while providing access to third-party managers and proprietary solutions.

John Herrero is a CFA® charterholder and Series 63 licensee based in Phoenix, AZ, with two years of industry experience. He currently works at Schwab Wealth Advisory Inc., having joined the firm and its related Charles Schwab & Co., Inc. in 2026. His prior experience includes roles at STORE Capital, The Vanguard Group, and Mattress Center, as well as periods devoted to full-time education. 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 Charles Schwab & Co.-referred clients. The firm’s guidance emphasizes asset allocation and investment selection tailored to individual client goals, leveraging Charles Schwab’s proprietary research and models without exercising discretionary trading authority.

Stephen Meyer is a financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2009 and joined Schwab Wealth Advisory in 2019. 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 Charles Schwab’s asset-allocation models and internal research tools.

Randy Tran is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 65 and Series 63 licenses and three years of industry experience. He has been with Schwab Wealth Advisory since 2025 and also has experience at Charles Schwab dating back to 2018. Prior to his financial services career, his work history includes roles at DHL Express and Bomboba, as well as time at Arizona State University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select referred clients. The firm’s approach uses Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Alex Beck is a CFP® professional with 16 years of industry experience. He currently works at Schwab Wealth Advisory and previously spent 14 years with THE Vanguard Group, Inc. His background includes extensive experience in financial advisory services within well-established firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and selected Charles Schwab & Co.-referred clients. The firm uses standardized asset allocation models and internal research tools to deliver tailored recommendations, primarily utilizing mutual funds, ETFs, separately managed accounts, and alternative investments.

Austin Johnson is a financial advisor with Creative Planning, holding Series 63 and Series 66 credentials and 12 years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE, and Fidelity. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

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.