Ealing Jahn is a CFP® and holds a Series 66 license, with 24 years of industry experience. He has been with Creative Planning since 2014. Outside of his advisory role, he manages a rental home in Gilbert, Arizona, handling tenant relations and property maintenance. 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 focused on low-cost indexing and offers additional strategies such as direct indexing and tax-loss harvesting, supported by a large advisory team and integrated investment infrastructure.

Sarah Connolly is a financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has also operated a business called Sweet Dreams by Sarah from 2012 to 2020. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations while leaving final trading decisions to clients. The firm operates as an internal advisory unit within Charles Schwab and uses Schwab’s research tools and standard asset allocation models in its approach.

Jason Nelson is a financial advisor at PNC Wealth Management with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones and The Vanguard Group. Prior to entering the financial sector, he worked at CVS Pharmacy. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithm-driven risk assessments to recommend investment models implemented via mutual funds and ETFs. The firm’s programs feature annual rebalancing, third-party portfolio execution, and a structure that limits direct client interaction with strategists.

Jennifer Statler is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network in Phoenix, AZ. Her work history includes roles at Gale Investment Management, Five Point Wealth Advisors, and Blakeman & Associates. Outside of her advisory work, she has been involved with Chaparral Christian Church since 2012. Commonwealth Financial Network supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and compliance services. The firm offers a variety of program structures and discretionary model portfolios managed by its Investment Management and Research team.

Jose Monterrosa is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2025. He has been associated with Charles Schwab since 2018 and has prior experience at PRO Unlimited and Beneco. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm’s approach includes annual financial reviews and personalized investment recommendations, with a structure that differentiates it from many enterprise wealth managers through its internal advisory unit model within the Schwab ecosystem.

Joel Pietila is a financial advisor with Hightower Advisors in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Hightower Advisors, he worked at Thrivent Financial and Thrivent Investment Management Inc. He has also held roles in education at Hillsdale College, Heritage Academy Gateway, and Benjamin Franklin Charter School. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management along with access to proprietary research and a variety of investment vehicles.

Joseph Abbott is a CFP® with 10 years of experience in the financial services industry. He has worked at Charles Schwab & Co., Inc., Schwab Wealth Advisory, Fidelity Brokerage Services LLC, and The Vanguard Group, Inc. Abbott is based in Phoenix, AZ. 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.

Gregory Collins is a Series 66-licensed financial advisor with 19 years of industry experience. He is currently with United Planners Financial Services of America, where he has worked since 2022. His prior experience includes roles at Royal Alliance Associates, Horner, Townsend & Kent, Penn Mutual Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, and Waddell & Reed. United Planners Financial Services serves a diverse client base that includes individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through a network of 477 independent investment advisor representatives.

Kathy Thornton is a financial advisor at TIAA-CREF with nine years of industry experience. She holds a Series 66 designation and has worked at TIAA-CREF since 2022, following six years at Equitable Advisors. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management, including customized and model-based investment options.

Andrew Galler is a CFA® charterholder with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously worked at John Hancock Advisers, LLC and Bank of America. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers financial planning, asset management, and retirement plan consulting, employing a strategic investment approach that combines passive and active management guided by quantitative and fundamental research.

Andre Lafleur is a financial advisor at Empower Advisory Group with eight years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2026. Outside of his advisory role, Lafleur is the owner of Mass Appeal Technologies LLC, an affiliate marketing business based in Scottsdale, AZ. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s approach integrates proprietary financial planning tools with its recordkeeping and administrative platforms, emphasizing long-term portfolio returns and savings rates.

Casey Wyatt is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2008. 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, retirement and planning discussions, and investment recommendations using Schwab’s research tools and standard asset allocation models.

Fabrice Choute is a financial advisor at PNC Wealth Management in Scottsdale, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Morgan Stanley and Wells Fargo Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio solution that employs algorithm-driven risk assessment and third-party managed investment strategies using mutual funds and ETFs.

Matthew Scanlon is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and 33 years of industry experience. He previously worked for Arque Capital, Ltd. for 15 years before joining his current firm. Scanlon is also an officer and director for Champion Financial Advisors, a marketing services DBA. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in assets and offers advisory programs through its AccessPoint platform and third-party asset managers, serving a wide range of client types including high-net-worth individuals and institutional clients.

Jeffrey Zorn is a financial advisor with Principal Financial Services in Phoenix, AZ. He holds a Series 66 designation and has seven years of industry experience, including roles at Principal Securities Inc. and Principal Life Insurance Company since 2019. Prior to this, he was involved with Java Pura LLC for five years. Outside of his advisory work, he serves as a board member of the Kiwanis Club of Carefree Benefit Foundation and is also a football official. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Christopher Roger is a CFP®-certified financial advisor with 10 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Bayntree Wealth Advisors, Bank of America, and Merrill. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a broad network of advisors. The firm’s investment approach combines strategic asset allocation, passive and active management, and research-driven factor premiums, supported by an internal Investment Committee and various program offerings.

Jill Skelton is a financial advisor at First Command Advisory Services with three years of industry experience. She holds the Series 66 designation and has a background that includes roles in education and military service, having worked for several school districts and the Air National Guard. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Connor Hutchinson is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. He has worked at Schwab Wealth Advisory since 2026 and has prior experience with Charles Schwab & Co., Inc and Farmers Insurance. 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 research tools and standard asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its advisory services.

Tom Waite is a CFP® professional with 28 years of industry experience. He has been with Charles Schwab and its affiliated entities since 1996, including his current role at Schwab Wealth Advisory since 2018. His prior work includes a year at BNC National Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using Schwab’s asset allocation models and research tools, offering annual financial reviews and investment recommendations without discretionary trading authority.

Ryan Jankowski is a financial advisor at AE Wealth Management, LLC with five years of industry experience. He holds a Series 65 designation and has worked at AE Wealth Management since 2021. Prior to that, he was associated with Ensign Wealth Management and also has experience in the pharmaceutical sector with Farmacia Vida. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients across its advisory team.