Corinne York is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, Arizona. She holds Series 63 and Series 66 licenses and has 26 years of industry experience. York has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 1999. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is guided by Charles Schwab’s asset-allocation models and internal research, with reviews tailored to client goals and risk tolerance.

Samuel Sells is a financial advisor at Schwab Wealth Advisory, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Charles Schwab Bank, and Equitable Advisors. Prior to his financial services career, Mr. Sells held positions at In-N-Out Burger and Amazon. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach relies on proprietary asset allocation models and internal research tools, offering tailored recommendations based on each client’s goals and risk tolerance.

Tyler Kunzler is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities and Wells Fargo Clearing. 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, focusing on asset allocation and investment selection based on proprietary research and tailored to individual goals and risk tolerance.

Carson Brechner is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. beginning in 2024. His background includes several roles outside finance, including positions in the education sector and the food service industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using proprietary models and tools, with trades executed only upon client authorization.

William Day is a financial advisor at TIAA-CREF with 14 years of industry experience. He has held his current position since 2015. He holds the Series 66 designation and is based in Phoenix, AZ. 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 retirement plan relationships. The firm offers both model-based and customized portfolio management and acts as adviser to a donor-advised fund.

Mathew Tracy is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Morgan Stanley and Buckingham Strategic Wealth, among other firms. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on proprietary asset allocation models and research tools, with trades executed only upon client authorization.

Jacob Heisler is a CFP® and Series 65-registered financial advisor with eight years of industry experience. He is currently with Beacon Pointe Advisors, LLC in Scottsdale, AZ, where he has worked since 2019. Prior to that, he was with Versant Capital Management and Barnes Investment Advisory. He also holds a role as an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension plans, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Michael Taylor is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and two years of industry experience. His previous roles include positions at Fidelity Investments, U.S. Bank, and Charles Schwab & Co. He is based in Phoenix, AZ. 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 & Co.-referred clients. The firm uses proprietary asset-allocation models and internal research tools, offering tailored recommendations with at-least-annual reviews, while trades require client authorization.

Bruce Frank is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ, holding a Series 63 designation and with 40 years of industry experience. He has worked with Nylife Securities Inc. and New York Life Insurance Company since 1985 and operates Bruce Frank Financial Group, LLC, brokering non-registered insurance products. Outside of his advisory roles, he is involved with Safe Management, which provides security services for the Arizona Cardinals and NFL events, and volunteers with Billy’s Place providing grief services for children and families, as well as the Fiesta Bowl committee. Eagle Strategies serves a diverse range of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides customized advice across multiple program types and manages the majority of assets on a non-discretionary basis, with a focus on relationships with institutional sponsors and integration within the New York Life affiliate structure.

Patrick Funke is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 and 65 licenses. He has 36 years of industry experience, including prior roles at OSAIC, Securities America Advisors, Inc., and Geneos Wealth Management, Inc. He is co-owner of Patrick Funke & Associates, Inc., a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, including discretionary model portfolios and personalized investment options, while providing operational, compliance, and practice-management support to affiliated advisors.

Charles Buchanan is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Charles Schwab and related entities since 1995, including over a decade with Schwab Wealth Advisory. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and research tools developed by Charles Schwab & Co. The firm offers guidance on mutual funds, ETFs, SMAs, and alternative investments, with trades executed only upon client authorization.

Jack Stephens is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has one year of industry experience and has worked previously at Wilde Wealth Management Group and Charles Schwab & Co., Inc. Outside of financial services, he has experience in the food service industry, including positions at Ike's Love and Sandwiches and Amiel's Original Submarine. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses standard asset-allocation models and internal research tools to offer personalized recommendations without exercising discretionary trading authority.

Jason Tamani is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has been with Schwab Wealth Advisory since 2015, previously working at Charles Schwab since 2008. Outside of his advisory role, he works part time as an Amazon Flex delivery driver. 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 guidance is based on Charles Schwab & Co.’s asset allocation models and research tools, with investment decisions executed only with client authorization.

Laura Rider is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Smith Barney and Merrill. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and retirement plans. The firm provides a range of services including discretionary and non-discretionary portfolio management, financial planning, and brokerage, organizing client relationships around a Private Advisor model with access to both in-house and third-party investment solutions.

Noah Putnam is a CFP® and holds a Series 65 designation with nine years of industry experience. He currently works at Focus Partners Wealth, LLC and has previously been affiliated with Sonora Investment Management Group, LLC and Sonora Investment Management LLC. Focus Partners Wealth, LLC 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 using a combination of active and passive strategies, quantitative analysis, and specialized tools such as trend-following and options overlay strategies.

Jared Spraggins is a CFP® with 26 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, where he has worked since 2025, and previously spent over a decade at Schwab Private Client Investment Advisory, Inc. Outside of finance, he owns and operates Waylon Records LLC, a record label involved in music creation, marketing, and distribution. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s investment guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, with a focus on customized recommendations aligned to clients’ goals and risk tolerance.

Gary Johanson is a financial advisor at Hornor, Townsend & Kent, LLC with 31 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2012. In addition to his advisory role, he is engaged in insurance sales and service for multiple carriers, including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a wide network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting while operating both advisory and broker-dealer services.

Todd Garrett is a CFP® professional with 18 years of industry experience, currently serving at Schwab Wealth Advisory in Phoenix, AZ. His career includes roles at Charles Schwab & Co., Inc. since 2016, and prior experience with Fidelity and Vanguard Advisers. 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 guidance is based on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Alan Mendoza Valencia is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and based in Phoenix, AZ. He has one year of industry experience, including roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. Prior to his advisory career, his work history includes positions at Burlington Stores, Whataburger, and the YMCA. 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 & Co.-referred clients. The firm’s investment approach is guided by proprietary asset-allocation models and internal research tools, offering personalized recommendations without exercising discretionary trading authority.

Cassandra Thornock is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2022. She previously worked at Stoker Ostler Wealth Advisors, EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of her advisory role, she is an agent with Beacon Pointe Insurance Services, LLC, where she is involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.