Kevin Takinen is a financial advisor at Mariner with 14 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes positions at Sequoia, World Investment Advisors, ADP, Fis, and KeyBank. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm provides investment management, financial planning, retirement consulting, tax services, and family office offerings, implementing discretionary, customized portfolios supported by an internal investment committee and a combination of in-house and third-party management.

Ty Tabile is a CFP® and holds a Series 66 designation with four years of industry experience. He currently works at Schwab Wealth Advisory, having previously been employed at The Vanguard Group and Northwestern Mutual. Outside his financial career, he was involved with Tabile LLC, "Cups and Cakes," from 2017 to 2019. 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 Charles Schwab & Co.-referred clients. The firm focuses on guidance around asset allocation and investment selection using proprietary models and conducts at-least-annual reviews tailored to client goals and risk tolerance.

Bryan Buzzard is a financial advisor with Guardian Life in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2020 and previously held long-term positions at Nylife Securities Inc. and New York Life Insurance Company. Outside of advisory services, he is involved as an investor in BJD Investments LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

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.

Sterling Mccarty is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 35 years before joining D.A. Davidson in 2018. Outside of his advisory work, he serves as a board member for The Catholic Foundation of the Diocese of Colorado Springs, a nonprofit organization managing funds for the diocese. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services such as retirement plan advisory, comprehensive financial planning, and private wealth management for clients with significant assets.

Ernest Miranda is a financial advisor at Empower Advisory Group with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at The Vanguard Group, Inc. for 12 years. His background includes roles in caregiving and healthcare prior to his current financial services positions. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and managed account solutions within plan lineups chosen by sponsors.

Peter Dalis is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been associated with New York Life insurance and NYlife Securities LLC since 2014 and joined Eagle Strategies in 2024. Outside of advisory work, he is appointed as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

John Thompson is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with three years of industry experience. Prior to joining Creative Planning in 2022, he worked at Keystone Wealth Partners and also spent time with VIP Kid and Rancho Sordo Mudo. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

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.

Kaleb Parrett is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at KFG Wealth Management, Korhorn Financial Group, Whirlpool Corporation, and Jackson National. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform connected to Empower’s recordkeeping and administrative systems.

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.

Janet Horowitz is a financial advisor with Private Advisor Group, LLC, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors Financial Network LLC and RBC Capital Markets. She provides investment advice through her own business, Janet Horowitz LLC, operating under Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing both proprietary and third-party platforms and strategies to meet client goals.

Matthew Langmack is a CFP®-certified financial advisor with six years of industry experience. He is currently with Schwab Wealth Advisory Inc. and Charles Schwab, where he has worked since 2021. His prior experience includes roles at Ameriprise Financial Services and The Boeing Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Patrick Ketchoyian is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior experience includes roles at Charles Schwab & Co., Annexus, Edward Jones, US Trust, J.P. Morgan Securities, and Merrill. 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 approach involves guidance on asset allocation and investment selection using Schwab’s asset-allocation models and research tools, with client authorization required for all trades.

Joseph Okros is a financial advisor with Brookstone Capital Management LLC in Ann Arbor, MI, holding a Series 66 designation and 14 years of industry experience. He has been with Brookstone since 2015 and has also been self-employed since 2014. Outside of his advisory work, Okros is involved in insurance sales, including traditional life, disability, and long-term care insurance, as well as annuities, and he is associated with an attorney business. Brookstone Capital Management is an SEC-registered adviser offering fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, providing primarily discretionary investment management via model portfolios, unified managed accounts, and separately managed accounts.

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.

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.