Samantha Jarvey is a CFP® certified financial advisor with 15 years of industry experience, currently with Schwab Wealth Advisory in Phoenix, AZ. She has previously worked at Cambridge Investment Research and Wells Fargo in various roles spanning over a decade. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on Charles Schwab & Co.’s asset-allocation models and research tools. The firm focuses on client-tailored recommendations and trades executed only with client authorization.

Robert Olson is a financial advisor with TLG Advisors, Inc. based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Kestra Advisory, M Holdings Securities, WealthPoint, and Polaris Insurance Advisors. He is also the owner of Pivotal Financial & Insurance PLLC, where he consults clients on insurance and business solutions. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm provides portfolio management, financial planning, and fiduciary services, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and offers a digital investment platform called Starlight Portfolios.

Matthew Anderson is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Churchill Management Group and TD AMeritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

James Hundman is a CFP® professional with 27 years of experience in the financial services industry. He is currently with Integrity Alliance, LLC and has previously worked at Lion Street Financial, Lion Street Advisors, Triad Advisors, Inc., and LPL Financial. Hundman is the owner of Hundman Law Offices, which focuses on estate planning, and serves on the board of Foothills Caring Corps, a local charity supporting elderly and disabled individuals. Integrity Alliance, LLC is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through multiple platforms, delivering investment advice via discretionary accounts, model portfolios, and sub-advisers.

Stephen Newell is a financial advisor with Schwab Wealth Advisory in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. He has been with Charles Schwab and its affiliated firms since 1998, including 14 years at Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach is based on Schwab’s standard asset allocation models and research tools, offering tailored recommendations with annual reviews and trades executed only with client authorization.

Laura Boone is a financial advisor at Empower Advisory Group with four years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Empower Advisory Group, she worked at TLB Consulting Services, LLC and Cdw, and has a background that includes roles in education. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Jared Charley is a financial advisor with Transamerica Retirement Advisors, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Morgan Stanley, Merrill, Bank of America, and Transamerica entities. Prior to his financial services career, he worked with the Phoenix Police Department for 17 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs offering managed portfolios and investment education, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 300 advisors and a large client base focused on non-discretionary assets.

Muhammad Sobki is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones & Co., L.P. for 13 years. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which provides goals-based financial planning, retirement income planning, and discretionary investment management primarily to individual investors and households. The firm uses model allocations with T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations for retirement projections.

Juan Garcia is a financial advisor with First Command Advisory Services in Gilbert, AZ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes service with the Naval War College and Seventh Fleet. Outside of his advisory role, Garcia serves as a conditioning coach for the ASU High School Boys Soccer Team. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Anton Halka is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Allstate Financial Advisors and Halka Insurance Services. His background also includes roles at Total Wine and More and experience in the travel industry. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors and employer-sponsored plans. The firm employs a model portfolio approach supported by third-party money managers and digital platforms, managing approximately $1.7 billion in regulatory assets.

Prithibi Chauhan is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, Chauhan worked at Bank of America, Merrill, and Charles Schwab. 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’s guidance is based on Charles Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Elizabeth Belisle is a financial advisor at J. W. Cole Advisors, Inc. with 31 years of industry experience. She holds the CFP® designation along with Series 63 and Series 65 licenses. In addition to her advisory role since 2015, she has operated an income tax service since 1990 and is involved in estate planning and pottery sales as business owner and artist. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a nationwide network of over 400 independent advisers. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, with investment decisions implemented on a discretionary or non-discretionary basis.

Nicholas Keyser is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for The Vanguard Group for seven years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select retail brokerage clients. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and client savings rates.

Joseph Kroleski is a financial advisor at Kestra Advisory with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at multiple firms including Cambridge Investment Research, FinTron Advisors, and eToro USA Securities. Kroleski is also the owner of Exigo Consulting, a consulting business that is currently inactive while he is registered with another firm. Kestra Advisory provides investment advisory and retirement-plan consulting services to a diverse client base, including plan sponsors and institutional investors. The firm offers fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from individual investors to sovereign wealth funds.

Jeanine Borger is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for The Vanguard Group, Inc. for 11 years before joining Charles Schwab in 2022. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses standard asset-allocation models and internal research tools to offer tailored recommendations with client-approved trades.

Connor Weinman is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. His prior roles include positions at Morgan Stanley, Bank of America, and Merrill Lynch. Weinman is based in Chandler, Arizona. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm uses proprietary technology and third-party model portfolios to provide asset allocation and retirement planning guidance, focusing primarily on non-discretionary and managed portfolios for a broad client base.

Thomas Travaglini is a CFP® with seven years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. since 2022. Prior to this, he worked at Charles Schwab and Co., Inc. and spent three years at Omni Montelucia Resort and Spa. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s approach is based on Schwab’s asset-allocation models and internal research tools, offering tailored recommendations reviewed at least annually.

Justin Free is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at Morgan Stanley, Wells Fargo Clearing Services LLC, and Bank of America/Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations while requiring client authorization for trades.

William Prosser is a financial advisor with Valic Financial Advisors in Phoenix, AZ, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior work includes positions at Usaa from 2013 to 2022 and Agia since 2022. Outside of his advisory role, he is an agent for Agia, involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Benjamin Tiller is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at LFI Advisory Inc from 2017 to 2021 and The Leaders Group Inc since 2011. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.