James Lesniewski is a financial advisor at VALIC Financial Advisors with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Bankers Life. He also acts as an agent selling non-securities insurance products through Agia. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning through a large network of advisors, utilizing discretionary unified managed accounts and a technology-driven approach to investment management.

Robert Johnson is a CFP® credentialed financial advisor with 15 years of industry experience. He has worked at Charles Schwab since 2021 and previously spent 10 years with THE Vanguard Group, Inc. He is based in Phoenix, AZ. He is affiliated with Schwab Wealth Advisory, Inc., which provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program. The firm’s approach emphasizes asset allocation and investment selection using Charles Schwab & Co.’s internal research and standard models, with recommendations tailored to client goals and risk tolerance.

Philipp Ballmaier is a financial advisor with PNC Wealth Management in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at The Vanguard Group and Charles Schwab. Outside of finance, he is a freelance writer, a habilitation specialist with Arizona Autism, and a YouTube content creator for Timeless Devotionals. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees that uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs.

Sean O Neill is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at SP+ and Mohegan Sun. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, focusing on client goals and risk tolerance without exercising discretionary trading authority.

William Read is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory firm since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to deliver recommendations tailored to individual goals and risk tolerance, with trades executed only upon client authorization.

Jason Kennedy is a financial advisor at Focus Partners Wealth, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including The Colony Group, Commonwealth Financial Network, and Retirement Wealth Partners LLC. Kennedy is based in Scottsdale, AZ. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, investment advisory, financial and tax planning, and employee benefit consulting. The firm employs an enhanced open architecture investment approach that integrates active and passive strategies, third-party managers, and private funds, while also providing access to affiliated private funds and specialized financial products.

Alisha Kotranza is a financial advisor at Schwab Wealth Advisory with one year of industry experience. She holds Series 66 and Series 63 licenses and has worked at Charles Schwab & Co., The Vanguard Group, and Wells Fargo. Prior to her financial services career, she worked in hospitality and the coffee industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selection and wealth management.

Alex Wilson is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked with Schwab Wealth Advisory Inc. since 2017 and previously held roles at USAA Financial Planning Services and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning through the Schwab Wealth Advisory program, serving clients with tailored asset allocation and investment recommendations based on Charles Schwab & Co.’s models and research tools.

Michael Seigal is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, and USAA-affiliated firms over his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and internal research to tailor recommendations based on individual goals and risk tolerance.

Brandon French is a financial advisor with TIAA-CREF in Phoenix, AZ, holding the Series 66 and Series 63 designations and bringing 10 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Amazon, and Fidelity Brokerage Services LLC. 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 with existing relationships through TIAA-administered employer retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios and donor-advised fund advisory, operating within a vertically integrated structure.

Travis Mcgann is a CFP®-certified financial advisor with 20 years of industry experience, currently with Independent Financial Partners. He has held roles at firms including LPL Financial and Wells Fargo Investments. Outside of advisory work, he is involved with The Pinnacle Group as a life insurance agent. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports diversified client needs with a decentralized advisory model and notable retirement-plan advisory and pension consulting capabilities.

Samuel Hawkins is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Cetera, Renaissance Financial, and Securian Financial Services. Outside of finance, he has experience in the restaurant industry with Fox Restaurant Concepts. Sequoia Financial Advisors, LLC serves a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm offers wealth planning, investment management, and retirement-plan advisory services, using a mix of model and custom portfolios with various investment vehicles overseen by an Investment Policy Committee.

Tracy Rinaldi is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc, Merrill, and Morgan Stanley Smith Barney. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Taylor Sevenants is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Prior to joining Schwab, Taylor has experience in diverse roles including positions at Ambli Global Cuisine and Grand Canyon University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Bryan Webb is a CFP® and Series 65-licensed advisor with two years of industry experience. He is currently affiliated with Carson Wealth and previously worked at Silverhawk Private Wealth and Grand Canyon University. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and providing tailored solutions such as custom indexing and access to alternative investments.

Frank Cuenca is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. His prior roles include positions at International Assets Advisory, LLC, Sii Investments, The Retirement Group, and FSC Securities Corporation. Outside of advisory work, he holds officer and director roles in real estate sales and property management, though these properties are managed by a third-party firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm utilizes a combination of strategic asset allocation and multi-manager portfolios across both passive and active exposures to implement client strategies.

Eloy Acosta IV is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. His prior roles include positions at Park Avenue Securities, 954 Consulting, The Standard, WhiteLight Group, Delta Air Lines, and TriZetto. Guardian Life's subsidiary Park Avenue Securities offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

Navreet Bath is a CFP® professional with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory Inc. since 2020. Prior to this, Navreet worked at Charles Schwab starting in 2017 and was employed at Harkins Theatres from 2014 to 2017. 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 approach is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations with trades executed only upon client authorization.

Baz Nissan is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and 13 years of industry experience. He has been with Valic Financial Advisors since 2013 and is also associated with Agia, where he serves as an agent for 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-developed UMA models for portfolio construction.

Drew Kootman is a CFA® charterholder with 12 years of industry experience, currently advising clients at Cerity Partners LLC. His prior roles include positions at Petrichor Asset Management, Canopy Wealth Management, Bainco International Investors, Cantor Fitzgerald, Boston College, and Northwestern Mutual Investment Management. Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutions, and foundations, offering customized wealth management services with a focus on client-specific investment profiles and asset allocation. The firm also provides access to alternative and private market solutions alongside traditional investment strategies.