Connor Garrett is a financial advisor at Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 66 and Series 63 licenses with four years of industry experience. He has been with Schwab-related firms since 2021, including his current role at Schwab Wealth Advisory since 2026. 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 tailored investment recommendations. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and research tools, with final trading decisions made by clients.

Kyle Letzter is a CFP® professional with four years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. Prior to joining Schwab Wealth Advisory in 2022, he held roles at Happy High LLC and Bury the Hatchet, among others. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily to clients enrolled in the Schwab Wealth Advisory program, delivering recommendations based on standard asset allocation models and Schwab research tools while allowing clients to retain final trading decisions.

Jesus Jaramillo is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes roles at Brookstone Wealth Advisors, Thrivent Investment Management, and Mutual of Omaha among others. Outside of finance, he works as a musician, playing keyboards at various events. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic asset-allocation models, a range of investment vehicles, and both internal and external sub-advisors to implement client portfolios.

Christine Leach is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Charles Schwab-affiliated firms since 1997, including Schwab Wealth Advisory since 2023 and Charles Schwab Bank since 2005. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using standardized asset allocation models and Schwab research tools, with final investment decisions made by clients, and focuses on annual reviews rather than discretionary management.

Kristopher Roche is a CFP® with three years of industry experience currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and West Financial Services, Inc. Outside finance, he worked at Lost Dog Cafe and attended George Mason University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Sheryl Rayner is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. She holds a Series 65 credential and has worked previously at Stellar Capital Management LLC, HoyleCohen, LLC, and The Colony Group, LLC. Focus Partners 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.

David Brasfield is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Intelligence Driven Advisers, LDIntelligence, and Hightower Advisors and Securities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a variety of portfolio management and consulting services and utilizes technology and centralized due diligence to support advisor-managed and third-party strategies.

Christopher Leineweber is a CFP®-certified financial advisor with Schwab Wealth Advisory in Phoenix, AZ, bringing nine years of industry experience. He has worked with Charles Schwab since 2016 and previously spent two years at State Farm. 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 across various asset classes. The firm uses standardized asset allocation models and research tools to guide client decisions, with advisors recommending but not executing trades, and maintains a unique operational structure within the Schwab ecosystem.

James Davis is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mariner since 2019. His prior roles include positions at Woodbury Financial Services and Cetera Advisors LLC. He serves as a board member of the Children in Need Foundation, a charitable organization supporting children's charities in Phoenix, AZ. Mariner provides investment management, financial planning, retirement plan consulting, and tax services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs customized, discretionary portfolios supported by internal research and third-party managers, and offers integrated tax, accounting, and family office services.

Deondra Perrone is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at BMO Harris Bank, Gwfs Equities, Inc., and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Sophia Shorbe is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior work includes roles at Charles Schwab & Co., Inc. and Grand Canyon Education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations guided by Schwab’s research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on personalized advice without exercising discretionary trading authority.

Susanne Gibo is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. Her prior work includes one year at TD Ameritrade and two decades at Eli Lilly and Company. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of investment vehicles and platforms.

Jason Stam is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including long-term roles at Guardian Life Insurance Company of America and Primerica Advisors. Stam is also involved in the sale of insurance products beyond Guardian offerings. He is currently affiliated with Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting, managing approximately $15 billion in regulatory assets under management.

Kyle Irion is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Focus Partners Wealth, LLC and has held prior roles at firms including The Colony Group, LLC, Versant Capital Management, and Brighton Jones. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an enhanced open architecture investment approach that combines active and passive strategies, third-party managers, and private funds, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Benjamin Voelker is a CFP® professional with 22 years of industry experience, currently serving at Mariner Wealth Advisors in Phoenix, AZ. Prior to joining Mariner, he worked at Merrill for 16 years. He is a member of the Board of Directors at Phoenix Country Club. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations, providing investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm combines customized discretionary portfolios overseen by an Investment Committee with in-house research and third-party allocations, and offers integrated tax and accounting services alongside traditional portfolio management.

Sean Rhea is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Schwab Wealth Advisory since 2025, with prior experience at Charles Schwab and Streetlnks/Assurant. Based in Phoenix, AZ, he focuses on providing client investment advisory services. Schwab Wealth Advisory, Inc. offers non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm serves individual clients by providing financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients.

Jacob Kaites is a financial advisor at Cresset Asset Management, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Tooker Tactical LLC, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Kaites has also been involved with Scottsdale Christian Academy in various roles. Cresset Asset Management manages approximately $78.9 billion in client assets, serving individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles. The firm employs a disciplined, risk-aware approach combining strategic asset allocation, manager selection, and both active and passive investment strategies across multiple asset classes, including alternatives such as private equity and digital assets.

Nathan Mc Crillis is a financial advisor with Schwab Wealth Advisory, holding a Series 66 credential and 17 years of industry experience. He has worked at Charles Schwab and Schwab Wealth Advisory since 2013 and 2016, respectively. Based in Phoenix, AZ, he has focused his career within the Schwab organization. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using standard asset allocation models and Schwab research tools, conducting at least annual account reviews without exercising discretionary trading authority.

Travis Mott is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has worked at Charles Schwab and Schwab Wealth Advisory since 2018 and was previously with USAA financial planning services and USAA Financial Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s standard asset allocation models and research tools. The firm’s advisors recommend investments and allocations but do not exercise discretionary trading authority, conducting at least annual account reviews within the Schwab ecosystem.

Zachary Eitzen is a CFP® with 10 years of industry experience and has been with Oppenheimer since 2013. He holds the Series 66 designation and is based in Scottsdale, AZ. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of programs and advisory services encompassing equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management.