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.

Michael Bowen is a financial advisor with Hightower Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. Prior to joining Hightower in 2018, he worked at Purshe Kaplan Sterling Investments and WealthTrust Arizona LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, and charitable organizations. The firm’s approach includes discretionary and non-discretionary portfolio management with an emphasis on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers.

Erica Gargol is a CFP® professional with 23 years of experience in the financial services industry. She has worked with LPL Financial since 2003 and has been with Stratos Wealth Partners, Ltd since 2016. Outside of her advisory work, she holds a notary commission. Stratos Wealth Partners provides advisory services to a broad client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and diversified asset allocation across multiple custodians.

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.

Barbara Marquis is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Stratos Wealth Partners and LPL Financial in 2020. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

William Stevens is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding the ChFC® and Series 63 designations and bringing 37 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Foresters Financial Services, Hornor Townsend & Kent Inc, and Penn Mutual. Stevens is also the owner and chief strategist of Real Performance, LTD, a leadership and management consulting firm. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with various account-level features such as lending solutions and tax-harvesting.

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.

Debra Armenta is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various Schwab entities since 2013. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations within a structured advisory framework that uses Schwab’s research tools and standard asset allocation models.

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.

Michelle Petrowski is a CFP® and Series 66-registered financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, bringing seven years of industry experience. She is also the CEO and founder of New Direction Financial Strategies LLC, a firm specializing in divorce financial analysis and related educational services. Petrowski engages in public speaking and contributes as an editor for The Street: Retirement Daily, and she volunteers with Fresh Start Women's Foundation and Savvy Ladies. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, planning discussions, and investment recommendations supported by Schwab’s research tools and standard asset allocation models.

Sean Mahoney is a financial advisor at Beacon Pointe Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stonegate Capital Advisors and BMO Harris Bank. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.