Pascal Kropf is a CFP®-credentialed financial advisor with 11 years of industry experience, currently affiliated with Carson Wealth. His prior work includes roles at Silverhawk Private Wealth, The Vanguard Group, Morgan Stanley, and Wells Fargo. He also owns two businesses, Modern Marquee Society, LLC and Clear Notarization LLC, which provide non-investment-related services. CWM, LLC, part of the Carson Wealth network, manages approximately $50.6 billion through over 650 advisors and offers discretionary asset management, financial planning, and retirement plan services. The firm’s investment approach combines fundamental and technical analysis, with tailored portfolio solutions and integration of custodial and technology platforms.

Tom Nguyen is a financial advisor at Mariner with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Bank of America, Merrill, UnionBanc Investment Services, Morgan Stanley, and Charles Schwab. Outside of advising, he operates a sole proprietorship managing personal real estate transactions. Mariner serves a diverse client base including individuals, pension plans, trusts, and nonprofits, providing investment management, financial planning, and retirement plan consulting. The firm combines in-house research and third-party managers to offer customized discretionary portfolios, with additional services such as coordinated tax compliance and family office solutions.

Michael Foster is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He previously worked at Naviigo LLC, where he served as CEO overseeing the development of a travel experience mobile app. Foster has been with Charles Schwab & Co. since 2018 and Schwab Wealth Advisory since 2022. Schwab Wealth Advisory 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. The firm offers tailored, point-in-time wealth management consultations with a focus on client authorization for all trades.

Rachel Schmidt is a financial advisor at Schwab Wealth Advisory, Inc. with two years of industry experience and a Series 66 designation. She previously worked at Cetera Investment Advisers LLC and Cetera Wealth Services, LLC. Outside of her advisory role, she serves as adjunct faculty at Grand Canyon University, grading homework assignments for the College of Engineering. 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 wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with client authorization required for trades.

David Simmers is a financial advisor at SPC with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with SPC since 2014. He also operates Simwey Financial Group, an investment-related business offering mutual funds, variable contracts, and fixed annuities. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement services, with an approach that includes discretionary and nondiscretionary management options and collaboration with third-party investment managers.

Tigran Unciano is a CFP® and CFA® with 15 years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, he worked for 16 years at Hatton Consulting, Inc. based in Phoenix, AZ. 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 client assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Jeremy Wallen is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UnionBanc Investment Services, Bank of America, Merrill, LPL Financial, and Oneaz Credit Union. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Jeremy Kisner is a CFP® professional with 21 years of industry experience, currently serving at Corient in Phoenix, AZ. His prior roles include positions at Surevest Private Wealth, Crown Capital Securities, and Securities America. Kisner also manages two residential rental properties as a landlord. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Justin Fitzpatrick is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has been in the industry for less than one year, previously working at LPL Financial and Charles Schwab & Co., Inc. outside of advisory roles, he has experience with the National Restaurant Association and has pursued full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach relies on Schwab’s internal asset allocation models and research tools, offering tailored, point-in-time guidance without exercising discretionary trading authority.

Jesus Jaramillo is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes roles at Brookstone Wealth Advisors, Thrivent Investment Management, and Mutual of Omaha among others. Outside of finance, he works as a musician, playing keyboards at various events. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic asset-allocation models, a range of investment vehicles, and both internal and external sub-advisors to implement client portfolios.

Christine Leach is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been affiliated with Charles Schwab and related entities since 1997, including over two decades at Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts overseen by third-party or affiliated money managers.

Kristopher Roche is a CFP® with three years of industry experience currently with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and West Financial Services, Inc. Outside finance, he worked at Lost Dog Cafe and attended George Mason University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Sheryl Rayner is a Series 65-registered financial advisor with 16 years of industry experience. She is currently with The Colony Group, LLC and has previously worked at HoyleCohen, LLC and Stellar Capital Management LLC. Rayner is based in Phoenix, AZ. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Joseph Laux III is a CFP® with 15 years of experience, currently serving as a financial advisor at Carson Wealth. His prior work includes roles at Silverhawk Private Wealth, CWM, LLC, SAE-PA, LLC, and Silverhawk Asset Management, LLC. Additionally, he is the owner of Kaizen Solutions, LLC, a nonprofit organization. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, annuity sub-account management, sub-advisory relationships, and retirement plan services, employing an Investment Committee to construct and monitor model portfolios with both fundamental and technical inputs.

David Brasfield is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Intelligence Driven Advisers, LDIntelligence, and Hightower Advisors and Securities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a variety of portfolio management and consulting services and utilizes technology and centralized due diligence to support advisor-managed and third-party strategies.

Bailey Yates is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Versant Capital Management, Inc. for four years. Outside of finance, he has experience in the food service industry, having worked at Bobby Q Great Steaks Real BBQ for three years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers proprietary private funds and specialized interval fund services.

Christopher Leineweber is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. Prior to this, he was with Charles Schwab from 2016 and worked at State Farm from 2014 to 2016. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm employs asset-allocation models and internal research tools to offer tailored investment recommendations, with trades requiring client authorization.

James Davis is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mariner since 2019. His prior roles include positions at Woodbury Financial Services and Cetera Advisors LLC. He serves as a board member of the Children in Need Foundation, a charitable organization supporting children's charities in Phoenix, AZ. Mariner provides investment management, financial planning, retirement plan consulting, and tax services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs customized, discretionary portfolios supported by internal research and third-party managers, and offers integrated tax, accounting, and family office services.

Branden Barrom is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at firms including Morgan Stanley, AssetMark Financial, and The Vanguard Group. Outside of his advisory role, he has been involved with Spivak Financial Group, a non-investment branding entity. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Deondra Perrone is a financial advisor at Empower Advisory Group with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at BMO Harris Bank, Gwfs Equities, Inc., and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.