Stephen Hazel is a CFP® with 17 years of industry experience, currently serving as an advisor at Farther since 2025. He previously led Hazel Financial, PLC dba Magnificent Life Financial Planning for 12 years. Outside of advising, he owns Foundation Tax Advisors LLC, a tax preparation business, and BoyerHazel & Co LLC, which provides administrative services. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Steven Stombaugh is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab beginning in 2023 and spent three years in full-time education from 2019 to 2022. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm utilizes standardized asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Albert Filosa is a financial advisor with Integrated Wealth Concepts LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 14 years before joining Integrated Wealth Concepts and LPL Financial in 2017. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Shaun Samuels is a financial advisor with TIAA-CREF based in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers a range of advisory services including model and customized portfolios, and acts as adviser to a donor-advised fund within a vertically integrated structure.

David Eldridge is a financial advisor at Farther with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked with Financial Engines Advisors, LLC, Kingdom Financial Group, LLC, and Golden State Equity Partners, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm uses a Modern Portfolio Theory-based approach with proprietary models and algorithmic rebalancing, employing a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Robert Bodenlos is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including USAA Financial Planning Services, USAA Investment Management Company, and J.P. Morgan Asset Management. He is based in Phoenix, AZ. 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 certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Ethan Torres is a CFP® professional with three years of experience currently working at Schwab Wealth Advisory in Phoenix, AZ. He has been with Charles Schwab and Schwab Wealth Advisory Inc. since 2023. Prior to his financial advisory career, Ethan's background includes roles in retail and education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients in the Schwab Wealth Advisory program and certain referrals. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Lauri Van Stone is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Silverhawk Private Wealth and Country Financial, The BENNETT Agency. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm uses proprietary asset-allocation models and research tools to offer tailored recommendations without exercising discretionary trading authority.

Brent Wulbrecht is a CFP® professional with 28 years of industry experience, currently serving at Schwab Wealth Advisory. His prior work includes positions at Charles Schwab & Co., USAA Financial Planning Services, and Ameriprise Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and internal research tools, offering recommendations tailored to clients’ goals and risk tolerance.

John Glass is a financial advisor with Eagle Strategies (NY Life) based in Paradise Valley, AZ. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Glass has been affiliated with New York Life Insurance Company since 1970 and has operated Glass Financial Group since 2013. He serves as a board member of the Forest Highlands Foundation, a charitable organization involved in fundraising and supporting local charities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Max Saferstein Hansen is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade and Weslake Ace Hardware. He is currently based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co., using standard asset-allocation models and internal research tools to guide investment decisions.

William Tuli is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Nationwide Investment Services Corp and Charles Schwab & Co., Inc. Additionally, he has been involved with Satyr Entertainment since 2015. 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 proprietary asset-allocation models and conducts at-least-annual reviews, focusing on tailored recommendations without exercising discretionary trading authority.

Supranee Lucas is a CFP® professional with 26 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She has held various roles within Charles Schwab affiliates since 2007. 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 guidance is based on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations aligned with clients’ goals and risk tolerance.

Rene Rojas is a CFP® and ChFC® with nine years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory and has held prior roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. He has also been involved with Lady Be Ready LLC since 2017. 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 and financial planning based on proprietary asset-allocation models and internal research tools.

Alan Jimenez is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He holds Series 63 and Series 66 credentials and has seven years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, he worked at Charles Schwab since 2018 and has experience in healthcare and education sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on Schwab’s standard asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Sarah Spiller is a financial advisor with Schwab Wealth Advisory, holding CFP® and ChFC® designations and over 11 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2014, including roles with Schwab Private Client Investment Advisory, Inc. and currently Schwab Wealth Advisory, Inc. Schwab Wealth Advisory, Inc. 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 based on Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm’s approach involves at-least-annual client reviews and recommendations tailored to individual goals and risk tolerance.

Kenneth Milano is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Morgan Stanley in various roles over the past two decades. 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, placement, and investment banking services.

Amber Schwaab is a financial advisor at Principal Financial Services with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including BMO Wealth Direct, Stratos Wealth Partners, and Charles Schwab. Outside of her advisory role, she is also a practicing notary in Scottsdale, Arizona. Principal Securities provides brokerage and registered investment advisory services to a broad client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Raymond Master is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including roles at Park Avenue Securities, OneAmerica Securities, and American United Life. Outside of his advisory work, he serves as President and board member of the Rise Foundation, a nonprofit organization, and teaches Financial Peace University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm provides a range of financial planning, discretionary management, and digital advisory solutions, combining proprietary programs with third-party platforms to tailor client relationships.

John Erickson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at Charles Schwab and Buck and Rider, as well as various roles in the Scottsdale area and at Arizona State University. 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 portfolio construction supported by Morningstar Investment Management and operates at scale with a large client base focusing primarily on non-discretionary assets.