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.

Marcus Fabiano is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Valic Financial Advisors. His prior roles include positions at Raymond James & Associates, J.P. Morgan Securities, and JPMORGAN Chase Bank. He has also operated as an Independent Insurance Agent and has experience with insurance product sales through Symmetry Financial Group and Conners Wealth Management. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform, operating at scale with over 1,200 advisors and a client base of nearly 300,000.

Denise Mcguire is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at Raymond James Financial Services and Well On Your Way. She also manages staff and serves as a relationship manager at The Wealth Stewards. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by internal due diligence and strategic asset allocation.

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.

Christopher Popkey is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2016 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he is involved in guest services for the Green Bay Packers. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients through a model that emphasizes independent advisor relationships, customized portfolio management, and an open-architecture approach integrating multiple third-party managers and platforms.

Darren Evans is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Hightower Advisors, and Citigroup Global Markets. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, supported by centralized due diligence and technology tools.

Lauren Chapman is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. She holds a Series 66 designation and has been with Schwab since 2026. Lauren's background includes roles at the American Institute for Economic Research and DoorDash, Inc., as well as full-time education and various other positions prior to joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance emphasizes asset allocation and investment selection based on internal research and standard asset-allocation models.

Ian Sachs is a financial advisor at Integrity Alliance, LLC with ChFC® and Series 63 credentials. He has been involved in the financial services industry since 2015, primarily through his role as president and owner of Risk Resource, a life insurance planning firm. Sachs also serves as a regional and national board member of the Jewish National Fund, a nonprofit organization. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Connor Messman is a CFP®-certified financial advisor with seven years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Wells Fargo Advisors Financial Network, Morgan Stanley, and The Vanguard Group. Messman holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection guided by internal research and standard models, executing trades only with client authorization.

Tonette Echols is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing. She has been with Stratos Wealth Partners and LPL Financial since 2014. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent advisor-driven portfolio management using an open-architecture approach integrating multiple third-party platforms and managers.

Charles Martin 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, he worked at Focus Capital Partners Private Wealth and has held various roles outside of finance. Schwab Wealth Advisory 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 advice is based on standard asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Daniel Elick is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing four years of industry experience. He has worked at Schwab Wealth Advisory Inc. since 2024 and has been with Charles Schwab & Co., Inc. since 2021. Prior to that, he spent five years at the State of Indiana - Department of Financial Institutions. 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 advice follows Charles Schwab & Co.’s asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Michael Kornegay is a CFP® professional with nine years of industry experience. He currently works at Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab, Fidelity Investments, Robinhood Financial, and Bandera Healthcare. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and research tools to deliver tailored investment guidance without exercising discretionary trading authority.

Brian Plowman is a CFP®-designated financial advisor with nine years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019 in various capacities. His prior experience includes four years at Coldstream Capital Management Inc. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, retirement plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Heather Quinones is a financial advisor at Oppenheimer with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, J.P. Morgan Securities, and Wells Fargo. Quinones is based in Scottsdale, AZ. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a broad range of advisory programs that include asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary investment management across multiple asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Brian Benjamin is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked in the fitness industry, including positions as a licensed independent trainer and at Jeremy Scott Fitness. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with an emphasis on both discretionary and non-discretionary management.