David Robinson, Jr. is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior work includes 21 years at Robinson, Tigue, Sponcil & Associates, LLC and 15 years with the Franciscan Renewal Center. He is also a licensed insurance agent. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by both in-house research and third-party managers, with notable depth in tax and accounting integration.

Grant Lindaman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at LPL Financial LLC and J.W. Cole Financial, Inc., as well as extensive tenure at New Era Financial Advisor, Inc. and New Era Financial Group, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, employing a diversified investment approach that blends passive and active strategies with oversight by an internal Investment Committee.

Jonathan Floe is a financial advisor at Lincoln Investment in Phoenix, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. He also has experience outside the financial industry with involvement at Upward Projects and Rott N' Grapes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning and a variety of investment programs overseen by an Investment Management & Research team that employs both strategic and dynamic approaches.

Antonio Carter is a financial advisor with Principal Financial Services in Gilbert, AZ, holding Series 63 and Series 66 licenses and 20 years of industry experience. His prior roles include positions at M Financial Asset Management and Commonwealth Financial Network. Outside of his advisory work, he buys and sells baseball cards through eBay and trade shows. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize financial planning, retirement consulting, and access to third-party money manager programs under various investment adviser and promoter arrangements.

Brendan Duggan is a financial advisor at Kestra Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kestra Advisory Services LLC and Kestra Investment Services, LLC since 2021, following five years at Wells Fargo Clearing and three years at Wells Fargo Advisors. Duggan is a managing partner and 50% owner of Prominent Peak Wealth Management and owns Prominent Peak Tax and Estate Services, which provides outsourced tax preparation and estate planning. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients. The firm provides fiduciary consulting, plan-level investment advice, and access to multiple management platforms, serving a varied client base that includes large institutional investors and sovereign wealth funds.

Dylan Brosious is a financial advisor with Empower Advisory Group in Scottsdale, AZ, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and related entities. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model linked to Empower’s recordkeeping platforms and offers point-in-time financial plans and optional managed account solutions.

Mary Strong is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She holds the Series 66 designation and has previously worked with Penn Mutual, Iron Mountain, and Roots Management Group. Outside of advisory work, she created and sells a popular Series 66 study guide marketed via social media. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, with a focus on tailored asset allocation and diversification strategies.

Luke Pine is a financial advisor at CWM, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Integrated Wealth Management, LLC for six years. Prior to his advisory career, he was affiliated with Chapman University for four years. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan services.

Shaun Horan is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as an officer and bookkeeper for DanAm Aviation LLC, a holding company. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Jay Chang is a financial advisor at Farther with 12 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Farther in 2025, he worked at Charles Schwab for eight years in various advisory roles. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing, combining various asset classes and AI tools subject to internal review.

Bryan Chubinsky is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and Charles Schwab since 2013. He also serves in the US Army Reserves, a role he has held since 1995. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews, investment recommendations across various asset classes, and wealth management education. The firm operates within the Schwab ecosystem and recommends investments using Schwab’s research tools while leaving final trading decisions to clients.

Kevin De Stefanis is a financial advisor with Empower Advisory Group, holding the ChFC® designation and Series 66 license. He has 15 years of industry experience, having previously worked at Edward Jones, MassMutual, and GWFS Equities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Kaden Creager is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include work at Penn Mutual Life Insurance Company and the Department of Interior AZ Strip District. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes financial planning, advisory programs, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and manages billions in assets while working with third-party asset managers to provide tailored investment solutions.

Dominick Chavez is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has been with Schwab Wealth Advisory since 2020 and has worked with Charles Schwab & Co., Inc. since 2016. 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 a range of assets. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools while leaving final trading decisions to clients.

Haziq Basharat is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He currently works at Schwab Wealth Advisory and previously spent nine years at Edward Jones Trust Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, delivering advice through standardized asset allocation models and research tools, without exercising discretionary trading authority.

James Collier is a CFP® with 23 years of industry experience, currently serving at Empower Advisory Group since 2026. His prior roles include positions at Schwab Private Client Investment Advisory, Inc. and Charles Schwab, where he worked for a combined 14 years. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated solutions tied to Empower’s administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Keith Tigue is a financial advisor at Mariner Wealth Advisors with 22 years of industry experience. He holds the Series 65 designation and previously worked at Robinson, Tigue, Sponcil and Associates, LLC for 18 years before joining Mariner in 2021. He is also a licensed insurance agent. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers customized investment management, financial planning, retirement plan consulting, and integrated tax and accounting services, supported by an internal investment committee and external managers.

Nathan Straw is a financial advisor with Hightower Advisors in Phoenix, AZ, holding a Series 66 designation and 10 years of industry experience. Prior to joining Hightower in 2021, he worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to pooled vehicles and private funds. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and customized portfolio construction.

Nikola Stojanovic is a CFP® and CFA® credentialed advisor with 11 years of industry experience, currently serving at Schwab Wealth Advisory since 2017. He has been associated with Charles Schwab since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Timothy Anthony is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. His prior career includes positions at Morgan Stanley Private Bank, Morgan Stanley, Bank of America, Merrill, and Charles Schwab & Co. Outside of finance, he has worked with Olney Winery and Grand Canyon University. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm recommends investments using Schwab’s research tools and standard asset allocation models, conducting annual account reviews without discretionary trading authority.