Adam Brown is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. since 2018, and previously spent six years with The Vanguard Group, Inc. He holds Series 63 and Series 65 licenses. 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 Schwab’s asset-allocation models and research tools to guide investment selection and typically recommends third-party or affiliated separately managed accounts.

Carson Busch is a financial advisor with Sequoia Financial Group, L.L.C. in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sequoia, he worked at Focus Partners Wealth and The Gellman Team Real Estate. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolio solutions overseen by an Investment Policy Committee.

Shaunna Zoeckler is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at The Colony Group, InterOcean Capital Group, M. S. Howells & Co., Henry+Horne Wealth Management, Independent Financial Group, and Merrill. Outside of advising, she has minority ownership in a local bakery business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, and family office support. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Grant Gottdiner is a CFP® professional with five years of industry experience, currently advising at Schwab Wealth Advisory. He has held positions at several major firms, including Fidelity Investments, Bank of America, Merrill Lynch, and Charles Schwab. Outside of finance, he has worked with the University of Kentucky Johnson Center and has experience in landscaping and club management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

James Casey is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Nuveen Investments, Guggenheim Funds Distributors, ALPS Distributors, Smead Capital Management, and Distribution Services. He is based in Scottsdale, AZ. 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 operates both as an investment advisor and a registered broker-dealer, offering a range of portfolio management, financial planning, and investment banking services through a consolidated platform.

Gabriel Gurau is a CFP® professional with eight years of experience in the financial services industry. He currently works at Schwab Wealth Advisory, where he has been employed since 2022. His prior experience includes roles at Robinhood Financial, USAA Investment Services Company, Charles Schwab Bank, and Bank of America. Schwab Wealth Advisory serves clients enrolled 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 Charles Schwab’s asset-allocation models and internal research, with an emphasis on client goals and risk tolerance.

Kent Weaver is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Merrill. 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 combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, and brokerage services.

Grace Guenther is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ. She holds a Series 66 designation and has been in the industry since 2026. Her prior work experience includes roles at Charles Schwab & Co., Inc. and non-financial positions at companies such as Hangar Club and Kate Spade New York. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s approach involves asset allocation guidance based on Schwab’s internal research tools and standard models, with client authorization required for all trades.

Kyle Dofelmier is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2009, as well as Merrill prior to that. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

James Ries is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Oppenheimer in 2015. Ries is a co-trustee of a personal family trust established for estate planning purposes. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension plans, and charitable organizations. The firm offers a range of investment programs and consulting services, employing both discretionary and non-discretionary strategies across equity, balanced, and fixed-income portfolios.

Dukehart Mac Millan is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. He has been with Charles Schwab & Co., Inc. since 2022 and joined Schwab Wealth Advisory in 2026. Outside of his advisory role, he has worked as a delivery driver for DoorDash since 2021. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with tailored recommendations reviewed at least annually.

Philip Kaye Skinner is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Arbor Point Advisors and Securities America Advisors. Outside of his advisory role, he is involved in freelance theatrical lighting and sound design and ghostwrites a food blog. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving individuals, pension plans, corporate and charitable entities, retirement participants, and sovereign wealth funds. The firm offers a range of managed programs, third-party manager solutions, financial planning, and access to alternative investments, using both fundamental and technical strategies.

Abigail Read is a financial advisor at Schwab Wealth Advisory with 24 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab since 2003, with additional experience at Ameriprise and as a self-employed advisor. Abigail is based in Phoenix, AZ. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s asset-allocation models and research tools, with a focus on client goals and risk tolerance.

Sean Campbell is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently with Schwab Wealth Advisory in Phoenix, AZ, where he has worked since 2022. His prior experience includes roles at Versant Capital Management and Schwab Private Client Investment Advisors. 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, financial planning, and point-in-time wealth management consultations based on Charles Schwab’s asset-allocation models and research tools.

Bingjie Zhu is a financial advisor with Eagle Strategies (New York Life) based in Phoenix, AZ, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining Eagle Strategies, Zhu was affiliated with NYLIFE Securities LLC, Famous Financial and Insurance Solutions LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Jared Lang is a CFP® certificant with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Charles Schwab. Before entering the financial industry, he worked at Grand Canyon Beverage Company for four years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations based on individual goals and risk tolerance.

Mark Hall is a financial advisor with United Planners' Financial Services of America and holds Series 63, 65, and 66 licenses. He has 38 years of industry experience and has been associated with United Planners since 2012. Hall also owns H F Capitol Group LLC and is involved with Life Brokers USA and Total Financial & Insurances, Inc., all related to insurance and financial services. United Planners serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Vincent Heck is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked with Schwab Wealth Advisory Inc. since 2015 and has been affiliated with Charles Schwab & Co. Inc. since 2008. Prior to that, he spent a year at USAA Investment Services Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach is based on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Jonathan Vanderwerff is a CFP® with 12 years of experience in financial advisory. He currently works at Schwab Wealth Advisory, Inc. and Charles Schwab & Co., Inc. His prior roles include positions at My Financial Coach, A-Advantage Tax and Financial Services, and Northwestern Mutual. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance.

Francis Higgins is a financial advisor at Brookstone Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including AE Wealth Management and Financial & Tax Architects, Inc. In addition to his advisory role, he is involved in insurance sales through Riley Higgins & Associates, LLC and is an author. Brookstone Capital Management is an SEC-registered adviser that offers fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions. The firm provides investment management primarily on a discretionary basis using model portfolios, unified managed accounts, and separately managed accounts with a variety of strategic approaches.