Joshua Cooksey is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, based in Phoenix, AZ, and has nine years of industry experience. He has worked at Foundations since 2018 and previously spent three years with Trajan Wealth, LLC. He is also involved with Walstad and Cooksey Holdings, LLC, a business he has been connected to for over a decade. Foundations Investment Advisors, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm utilizes a combination of fundamental, technical, and cyclical analysis, employing model portfolios and an asymmetric rebalancing approach, and offers services through a large network of affiliated offices and representatives.

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 Series 66-licensed financial advisor at First Command Advisory Services with three years of industry experience. Her background includes diverse roles in education and the military, having served in the Air National Guard for 16 years and worked with school districts prior to joining First Command. First Command Advisory Services is an SEC-registered investment adviser focused on serving individuals, corporate, and charitable clients, with a particular emphasis 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 with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and Farmers Insurance. 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, utilizing Charles Schwab’s asset-allocation models and research tools to tailor recommendations according to client goals and risk tolerance. The firm operates on a large scale and incorporates structured compliance measures, with trades executed only upon client authorization.

Tom Waite is a Certified Financial Planner (CFP®) with 28 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and has been with various Charles Schwab entities since 1996, including Schwab Private Client Investment Advisory and BNC National Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s asset-allocation models and internal research, offering tailored recommendations without exercising 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.

Tracy Mc Macken is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She previously worked for The Vanguard Group for eight years and has been with Schwab since 2024. 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 advice is based on proprietary asset-allocation models and internal research, with personalized recommendations reviewed at least annually.

Chad Fletcher is a financial advisor at Creative Planning with 13 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Keystone Wealth Partners and operated his own firms, Fletcher Financial and Fletcher Financial And Insurance. Creative Planning offers 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 process with an emphasis on low-cost indexing, supplemented by advanced strategies such as direct indexing and tax-loss harvesting.

Nicholas Scarcelli is a financial advisor with Independent Advisor Alliance, LLC in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at LPL Financial, Equitable Advisors, LLC, and Creative Financial Group. Outside of advisory services, he has administrative responsibilities supporting Independent Advisor Alliance. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm uses a network model of independent advisory representatives and leverages a range of portfolio management strategies and technology platforms to deliver its services.

Robert Johnson is a CFP® credentialed financial advisor with 15 years of industry experience. He has worked at Charles Schwab since 2021 and previously spent 10 years with THE Vanguard Group, Inc. He is based in Phoenix, AZ. He is affiliated with Schwab Wealth Advisory, Inc., which provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program. The firm’s approach emphasizes asset allocation and investment selection using Charles Schwab & Co.’s internal research and standard models, with recommendations tailored to client goals and risk tolerance.

Philipp Ballmaier is a financial advisor with PNC Wealth Management in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at The Vanguard Group and Charles Schwab. Outside of finance, he is a freelance writer, a habilitation specialist with Arizona Autism, and a YouTube content creator for Timeless Devotionals. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary account for employees that uses algorithm-driven risk assessments and invests primarily in mutual funds and ETFs.

Cory Bass is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has 26 years of industry experience. Bass has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab & Co., Inc. since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering personalized recommendations without exercising discretionary trading authority.

Daxs Stadjuhar is a financial advisor at TLG Advisors, Inc. with 22 years of industry experience and holds a Series 66 designation. His previous roles include positions at LPL Financial, Mariner Independent Advisor Network, and Strategic Wealth Advisors Group. He is also involved with 8 Bar Enterprises, an entrepreneurial venture. TLG Advisors, Inc. serves a wide range of clients including individuals, high-net-worth clients, trusts, and institutional investors, offering investment supervisory services, portfolio management, and comprehensive financial planning. The firm’s investment approach emphasizes manager selection and ongoing monitoring, utilizing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, with many accounts managed through sub-advisors and program platforms.

Jonathan Braaksma is a financial advisor with Transamerica Financial Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also involved with Black, Gould, & Assoc. as an independent health insurance broker. Outside of his advisory roles, he has experience in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, supported by multiple advisory programs and a large advisor network.

Sean O Neill is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at SP+ and Mohegan Sun. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standard asset-allocation models and internal research tools, focusing on client goals and risk tolerance without exercising discretionary trading authority.

William Read is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab and its affiliated advisory firm since 2000. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to deliver recommendations tailored to individual goals and risk tolerance, with trades executed only upon client authorization.

Paul Ruliffson is a financial advisor at First Citizens Investor Services, Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Morgan Stanley, THE Vanguard Group, Inc., and First Citizens Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm’s approach involves IAR-led financial assessments and the use of fundamental, quantitative, and technical analysis to manage diversified portfolios across equities, fixed income, mutual funds, and ETFs.

Dakota Endres is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. Prior to joining Mercer in 2024, Dakota worked at Morgan Stanley in various roles from 2019 to 2024 and held positions at Bank of America and Merrill in 2024. Outside of finance, Dakota has experience working in the hospitality industry, including at Thirsty Lion Gastropub and Lazy Dog Cafe. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing comprehensive advisory services encompassing investment management, financial, tax, retirement, and estate planning. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized strategies.

Alisha Kotranza is a financial advisor at Schwab Wealth Advisory with one year of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Charles Schwab & Co., The Vanguard Group, and Wells Fargo. Prior to her finance career, she spent several years at Sheraton Grand Wild Horse Pass and briefly worked at Press Coffee. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and internal research tools. The firm serves clients with tailored recommendations based on their goals and risk tolerance, with trades executed only upon client authorization.