Roger Wood is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Commonwealth and its affiliated entity, C.W.F. Financial, for 15 years. Wood is also a co-owner of rental properties outside his advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors. The firm offers a range of managed account programs and third-party asset management solutions to individual and institutional clients.

Jennifer Jenson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Outside of her advisory work, she is an independent sales consultant for Norwex, a company focused on reducing chemicals in the home environment. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that emphasize asset allocation, contribution guidance, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios for personalized advice and operates a large-scale advisory platform with over 300 advisors.

Hussein Elgohary is a CFP® with nine years of industry experience, currently an advisor at Mercer Global Advisors Inc. in Scottsdale, AZ. His prior roles include positions at Earned Wealth Advisors, Charles Schwab & Co., Carson Wealth, Clarity Capital Partners, and Prudential. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory approach, utilizing diversified portfolios with low-cost ETFs, index funds, and separate account managers, complemented by educational content and a range of affiliated service lines.

Chitra Madanmohan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She previously worked at Vanguard Advisers and The Vanguard Group, Inc. in various roles spanning eight years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to guide investment recommendations while leaving final decisions to clients.

John Nilson is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners since 2021, alongside prior roles at LPL Financial and New York Community Bank. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Denise Rhodey is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Mercer Global Advisors since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Ryan Alexandre is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. and held various roles across multiple companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients but is compensated through Charles Schwab & Co.

Derek Taddei is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, HoyleCohen, and Stellar Capital Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.

Dave Hauer is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at United Planners since 2012 and was also involved in independent insurance from 2016 to 2023. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based options.

Paul Ahern is a CFP® and ChFC® with 34 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2018 and previously held roles at Purshe Kaplan Sterling Investments and Wealthtrust Arizona LLC. Ahern is also an insurance agent licensed since 2000. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Erin Boch is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2022 and Schwab Wealth Advisory Inc. since 2025. Prior to her current roles, she was involved with Tucson Robin Hood Inc. for seven years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations supported by Schwab’s asset allocation models and research tools.

Tara Smith is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 certifications and bringing 26 years of industry experience. She has been with Schwab Wealth Advisory since 2013 and Charles Schwab since 2009, with prior roles including self-employment and work at Omni Hotels. Outside of finance, Smith teaches online business and workplace development courses as adjunct faculty at Paradise Valley Community College and also works as a fitness instructor and author. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and tailored investment recommendations while leaving final trading decisions to clients. The firm operates within the Schwab ecosystem and generally does not exercise discretionary trading authority, distinguishing its advisory approach from many other wealth managers.

Ma Paula Louise Leido is a financial advisor with Schwab Wealth Advisory Inc. She holds Series 63 and Series 66 designations and has seven years of industry experience. Her prior work includes roles at Charles Schwab, Amazon.com, and Philippine Savings Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s standard asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees.

Stacey Bendfelt is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2020 to 2026. Outside of her advisory role, she is a partner in Tukwila Tiny Houses, managing rental leases and payments for a partnership that owns seven rental units. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving over 24,000 clients through approximately 366 advisors. The firm offers a range of financial planning services and investment strategies using an open-architecture approach that integrates multiple platforms and third-party managers.

John Monfreda is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has also been associated with Charles Schwab since 2006. Outside of his advisory role, he serves as Vice President of Monfreda Realty Group, LLC, managing a rental portfolio of single-family residences. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual financial reviews and investment recommendations guided by Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority over client accounts.

Eric Franz is a financial advisor at Rockefeller Financial LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services for 13 years. Franz is currently based in Scottsdale, AZ. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as 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 a consolidated investment platform and specialized alternative investment placement services.

David Robinson, Jr. is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior work includes 21 years at Robinson, Tigue, Sponcil & Associates, LLC and 15 years with the Franciscan Renewal Center. He is also a licensed insurance agent. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by both in-house research and third-party managers, with notable depth in tax and accounting integration.

William Bibbs is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ. He holds Series 66 and Series 63 licenses and has one year of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc., as well as the YMCA Retirement Fund. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews and tailored investment recommendations. The firm operates within the Schwab ecosystem and uses standard asset allocation models and Schwab research tools to support client decisions.

Miguel Molina is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 63 and Series 66 licenses. His prior work includes roles at Charles Schwab, Veyo Arizona, and Total Transit. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice based on standardized asset allocation models and Schwab research tools.

Kenneth Oliverio Jr. is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 designations and 27 years of industry experience. He has been with United Planners since 2010 and serves as co-trustee of The Kenneth & Emelinda Oliverio Family Trust since 2018. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, through a network of 477 independent advisors. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions via an open-architecture platform that utilizes multiple custodians and third-party money managers.