Elizabeth Mahoney is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 22 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2016. Stratos Wealth Partners provides advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, emphasizing active monitoring and diversified asset allocation across multiple custodians.

Terry Heimes is a Certified Financial Planner® with 31 years of experience, currently affiliated with Commonwealth Financial Network and co-owner of CalmWater Financial Group. He has been with both Commonwealth and CalmWater Financial Group since 2011. He also owns On Time, LLC, a private entity unrelated to investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages around $212.7 billion in client assets. The firm offers a range of managed account programs, access to third-party asset managers, and comprehensive back-office services.

Tracy Mc Macken is a CFP®-certified financial advisor with nine years of industry experience. She currently works at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. and previously spent eight years at The Vanguard Group, Inc. Tracy holds Series 63 and Series 66 licenses. 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 using Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

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® with 14 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory since 2021. He previously worked for The Vanguard Group, Inc. from 2011 to 2021. 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. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and research tools, while leaving final trading decisions to clients.

Philipp Ballmaier is a financial advisor at PNC Wealth Management with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at The Vanguard Group and Charles Schwab. Outside of his advisory role, he is a freelance writer, a habilitation specialist with Arizona Autism, and a content creator for the YouTube channel Timeless Devotionals. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including a digital discretionary model account offered as an invitation-only pilot for PNC Bank employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation to third parties, focusing on mutual funds and ETFs with annual rebalancing.

Sean O Neill is a Series 66 licensed financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He has two years of industry experience, including prior roles at Charles Schwab and five years at SP+. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations that utilize Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its advisory services from many enterprise wealth managers.

William Read is a financial advisor at Schwab Wealth Advisory with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Charles Schwab and Schwab Wealth Advisory since 2000 and 2012, respectively. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools, with clients making final trading decisions.

Jason Kennedy is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior roles include positions at The Colony Group, LLC, InterOcean Capital, Commonwealth Financial Network, and several other firms. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm emphasizes a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies alongside various specialized offerings.

Alisha Kotranza is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and one year of industry experience. Her previous roles include positions at Charles Schwab & Co., The Vanguard Group, and Wells Fargo. Before entering the financial industry, she worked in hospitality and the food service sector. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many other enterprise wealth managers.

Timothy Cone is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and over a decade of industry experience, including twelve years at Centuri Group. He is also involved with Arizona Estate Planners, Inc., a comprehensive financial, estate, and insurance planning firm. Outside of his advisory work, Cone is the founder of Orange Dog Ware, an online outdoor apparel and goods business that also offers upland dog guide services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios from AEWM, third-party strategists, and advisor-managed models, supported by internal investment consulting and licensing programs.

Alex Wilson is a CFP® professional with 25 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2017, following a one-year tenure at USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm functions as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many other enterprise wealth managers.

Brandon French is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Personal Capital Advisors Corporation, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing retirement plan relationships. The firm operates a fiduciary advisory model combining point-in-time planning services with ongoing portfolio management through various managed account programs.

Travis Mcgann is a CFP® professional at Independent Financial Partners with 20 years of industry experience. He has worked at firms including LPL Financial and Wells Fargo Advisors. Outside of his advisory role, he is involved in overseeing a wealth management firm and serves 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 a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

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® and holds a Series 66 license with two years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked for three years. Prior to that, he was involved with Ambli Global Cuisine and spent several years in education roles, including two years at Grand Canyon University Campus. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations guided by Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Bryan Webb is a financial advisor at CWM, LLC with CFP® and Series 65 credentials and two years of industry experience. He has worked at Silverhawk Private Wealth and taught at Grand Canyon University and local schools prior to his advisory career. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm utilizes model portfolios with discretionary management and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.

Frank Cuenca is a financial advisor at Independent Financial Group, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at International Assets Advisory, LLC and Sii Investments. Outside of advisory work, he holds officer and owner positions related to real estate sales and property management, though property operations are managed by a third party. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers various advisory programs through its AccessPoint platform and third-party managers, managing approximately $11.3 billion in regulatory assets.

Timothy Trimmell is a Series 66-licensed financial advisor with First Command Advisory Services, where he has worked since 2021. He has five years of experience in the financial industry and previously served in the U.S. Air Force for 33 years. He is also the owner of Tim Trimmell Wealth Management LLC, which he plans to operate beginning in 2025. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, with investment management conducted through a centralized team that selects model portfolios and third-party managers from approved lists.