Carrie Hall is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. She has been affiliated with Eagle Strategies and New York Life since 1988 and operates her own firm, Carrie Hall and Associates Financial and Insurance Services, LLC. Hall serves on multiple nonprofit boards, including the Brophy Foundation and the Barrow Neurological Foundation Women’s Board, where she holds the position of President. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with individual investors, institutional sponsors, and plan sponsors.

Phylis Bolno is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Commonwealth since 2005 and also owns Customized Wealth Strategies, LLC, which offers tax preparation and accounting services in addition to securities and insurance 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 variety of advisory programs and extensive operational, trading, compliance, and practice-management support to affiliated advisors.

William Beran is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently affiliated with United Planners Financial Services of America as a Limited Partner and has held roles at several firms, including Bank of America and Merrill. Outside of finance, he is a partner in an equestrian hunter and jumper training facility in Scottsdale, AZ. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through approximately 359 advisors. The firm offers both advisory and brokerage services and is noted for its non-discretionary management approach and limited-partnership ownership structure.

Todd Ruble is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He has held positions at Beacon Pointe Advisors since 2021 and previously worked at Stonegate Capital Advisors, LLC for six years. Ruble holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement-plan services to a diverse client base that includes individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Joanne Astle is a financial advisor at Commonwealth Financial Network with 47 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Commonwealth and Astle Investment Management since 2015. Astle Investment Management is a part-owned entity involved in securities business conducted at her branch. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and customized investment solutions.

Marshall Lohrenz is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Independent Financial Group, Entrust Financial Partners, and his own firm, Marshall Reed Lohrenz. He is also a minister at Central Church of Christ and involved with estate planning through EstateDocs Pro, as well as serving as a non-paid representative for the Society for Financial Awareness. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party managers.

Brett Billenstein is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior experience includes roles at USAA, Ally Invest, The Vanguard Group, and GC Education. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is guided by internal asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Thomas King is a financial advisor at Schwab Wealth Advisory with four years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and its affiliated entities since 2022. His work history also includes roles outside the financial sector. 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. The firm’s guidance is based on standard asset-allocation models and internal research tools, offering tailored recommendations with client authorization for trades.

Christine Koenings Hull is a financial advisor with Commonwealth Financial Network, holding Series 66, Series 63, and Series 65 licenses, and has 36 years of industry experience. She has worked with Commonwealth Financial Network since 2007, also operating CK Financial Services, Inc. since 2003. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 affiliated advisors and managing approximately $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

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.

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.

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.

Jacqueline Flindall is a CFP® professional with 19 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. Her career includes roles at several firms such as PFG Advisors, LLC, Securities America, Inc., and Cue Financial Group, Inc. Outside of advisory work, she serves as president of R&R Ranch, a community and civic organization in Rio Verde, AZ. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm’s advisory services are delivered through independent Investment Adviser Representatives using a variety of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

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.