Jeffrey Seeman is a financial advisor at Benjamin F. Edwards & Company, Inc. with 39 years of industry experience. He previously worked at Colliers Securities LLC for 12 years. Outside of his advisory role, Seeman serves as a Line Judge in the National Football League. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers fee-based wrap programs, financial planning, and investment management strategies that combine both discretionary and non-discretionary approaches, supported by an internal trading desk and oversight from an Investment Strategy Committee.

Rushil Patel is a CFP® professional with four years of experience, currently advising at Schwab Wealth Advisory Inc. in Phoenix, AZ. His prior experience includes roles at Charles Schwab, Cornerstone Capital Planning Group, and Northwestern Mutual. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within Charles Schwab’s ecosystem, focusing on annual financial reviews and investment recommendations guided by Schwab’s research tools and standard asset allocation models.

Joshua Blaker is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and 13 years of industry experience. He is also the founder of Accrue Wealth Designs and serves as a classroom instructor for financial education through the American Financial Education Alliance. Additionally, he is president and owner of J&M Blaker LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs supported by fundamental, technical, and cyclical investment analyses.

Matthew Miller is a financial advisor with Focus Advisor Solutions, LLC in Phoenix, AZ, holding Series 65, Series 66, and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Foreside Financial Services, Versant Capital Management, Continuum Capital Management, Calranch, and Rowland Carmichael Advisors. He also serves as Regional Director for Focus Partners Advisor Solutions, managing a small sales team that supports advisors. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients, offering model portfolios, operational support, and access to third-party cash-management and insurance solutions. The firm emphasizes diversified, systematically invested mutual fund and ETF portfolios alongside discretionary fixed-income management and retirement plan fiduciary services.

Jeffrey Kowal is a financial advisor at Creative Planning with over 50 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Mutual Securities, Inc. and Raymond James Financial Services Advisors, Inc. Kowal is also involved in managing real estate holding companies. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Trace Winn is a CFP® professional with Mercer Global Advisors Inc. in Mesa, AZ, with experience beginning in 2022. Prior to joining Mercer, he worked at Mayo Clinic and held positions at AT Still University and Arizona State University. 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 with globally diversified, risk-appropriate portfolios and offers a range of management and planning services along with public content programs and affiliated service lines.

Andrew Damour is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Edward Jones and Charles Schwab & Co., Inc. His background includes roles at multiple firms across different industries prior to his advisory career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s proprietary 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, distinguishing its approach from many enterprise wealth managers.

Linda Bradle is a financial advisor with United Planners Financial Services of America and holds a Series 63 designation. She has 28 years of industry experience, including prior roles at LPL Financial and independent consulting. Outside of finance, she has been a consultant for Arbonne International, a skincare and nutrition company, since 2012. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services. The firm supports independent advisors through a limited-partnership ownership structure and provides a range of custodial and third-party investment solutions.

Perry Dufresne is a financial advisor at Creative Planning with 10 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Keystone Wealth Partners, LLC and JP Morgan. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, complemented by access to private market investments and specialized strategies.

Eric Chang is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. Outside of his advisory role, he manages a rental property in Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments while allowing clients to make final trading decisions.

Keyan Seyfnarimani is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he held roles at HR Block, Lifetime Fitness, and the Arizona Cardinals. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s standard asset allocation models and research tools. The firm recommends investments while leaving final trading decisions to clients and conducts at least annual account reviews.

David Sessions is a financial advisor with Schwab Wealth Advisory, holding a Series 65 credential and based in Phoenix, AZ. He has been with Schwab Wealth Advisory since 2025 and with Charles Schwab since 2022. Prior to this, he worked in legal roles at Frazer Ryan Goldberg and Arnold, LLP, Franke Beckett LLC, Franke Sessions Beckett, LLC, and the Law Office of Frederick R. Fra. Outside of his advisory role, he has been appointed to arbitrate a court-assigned case. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations using Schwab’s research tools, with final trading decisions made by clients.

Glenn Suppanz is a CFP® with 20 years of industry experience. He is currently with Schwab Wealth Advisory and Charles Schwab, having joined in 2025 after 17 years at The Vanguard Group, Inc. He holds the Series 66 designation. Schwab Wealth Advisory provides non‑discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on 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.

Jeremiah Boothe is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked with Charles Schwab & Co., Inc. since 2000 and with Schwab Wealth Advisory Inc. since 2012. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary 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, distinguishing its approach from many enterprise wealth managers.

James Toddy is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 designations. He has 30 years of industry experience and has worked at firms including Center Street Advisors, Inc. and Arete Wealth Advisors, LLC. In addition to his advisory roles, he is involved with Estate Documents Pro, licensing software for online estate document completion. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers a range of financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Jennifer Mason is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. She has worked at Charles Schwab and its affiliates since 2008, including a 15-year tenure at Charles Schwab Bank and a year at TD Ameritrade. Outside of her advisory role, she is a health coach with Optavia. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm delivers advice using Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Grant Wallace is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Sunstate Equipment Co and held various positions in education and the food service industry. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Diego Verdugo is a CFP® professional based in Phoenix, AZ, with 11 years of industry experience. He has held various roles within Principal Financial Services and its affiliates since 2012. Outside of his advisory work, Verdugo serves as Executive Vice President of Business Development for the Association of Latino Professionals of America and holds board positions with multiple nonprofit organizations focused on youth entrepreneurship, minority development, and community service. He is also a managing member of a construction company he co-founded with his wife. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party advisors.

Daniel Bendheim is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Pillar Financial Group, Robinhood, The Vanguard Group, and Edward Jones. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Jordan Chambers is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He holds Series 66 and Series 63 designations and previously worked at John Hancock and its affiliated entities from 2016 to 2024. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for ultra-high-net-worth clients.