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 66 and Series 63 licenses and has worked at Charles Schwab & Co., The Vanguard Group, and Wells Fargo. Prior to her financial services career, she worked in hospitality and the coffee industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research tools to guide investment selection and wealth management.

Rudy Ariate is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He also has a background as a CPA dating back to 1996 and is involved with the National Association of Registered Social Security Analysts and the Heartland Institute of Financial Education, where he provides financial literacy services. Additionally, Ariate operates a tax and accounting consulting practice and participates in a referral program for online wills and trusts. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Alex Wilson is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked with Schwab Wealth Advisory Inc. since 2017 and previously held roles at USAA Financial Planning Services and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning through the Schwab Wealth Advisory program, serving clients with tailored asset allocation and investment recommendations based on Charles Schwab & Co.’s models and research tools.

Marc Delphine is a financial advisor with Empower Advisory Group in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, and Edward Jones. Outside of advising, he serves as an adjunct professor at Grand Canyon University, teaching basic economics. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing.

Jacob Walker is a financial advisor at Schwab Wealth Advisory with two years of industry experience. He holds Series 66 and Series 63 registrations and has been with Charles Schwab and its affiliated advisory firm since 2023. Outside of his advisory work, he is the founder of Pivot Baseball LLC, where he coaches baseball players online. 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 guidance is based on proprietary asset-allocation models and research tools, with personalized recommendations reviewed at least annually.

Michael Seigal is a financial advisor at Schwab Wealth Advisory with 19 years of industry experience. He holds the Series 66 designation and has worked at Charles Schwab and Co., Inc., Charles Schwab Bank, SSB, and USAA-affiliated firms over his career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and internal research to tailor recommendations based on individual goals and risk tolerance.

Brandon French is a financial advisor with TIAA-CREF in Phoenix, AZ, holding the Series 66 and Series 63 designations and bringing 10 years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Amazon, and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers distinct planning and ongoing management services, including customized portfolios and donor-advised fund advisory, operating within a vertically integrated structure.

Christopher Lord is a CFP® professional with 23 years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory Inc., where he has worked since 2021. Prior to this, he held various roles at USAA-related financial services firms for over a decade and spent earlier years at Charles Schwab and Banc of America Investment Services. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program. The firm’s approach incorporates Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for all trades.

Adam Crittenden is a financial advisor with Commonwealth Financial Network based in Phoenix, AZ. He holds Series 63 and Series 66 designations and has 27 years of industry experience. His prior work includes over two decades at Charles Schwab and more recent roles at Sagepoint Financial and OSAIC. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of individual and institutional clients. The firm provides a broad adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Samuel Hawkins is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Cetera, Renaissance Financial, and Securian Financial Services. Outside of finance, he has experience in the restaurant industry with Fox Restaurant Concepts. Sequoia Financial Advisors, LLC serves a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm offers wealth planning, investment management, and retirement-plan advisory services, using a mix of model and custom portfolios with various investment vehicles overseen by an Investment Policy Committee.

Jerod Ensz is a financial advisor with Transamerica Retirement Advisors, LLC in Gilbert, AZ. He holds Series 63, Series 65, and Series 66 licenses and has six years of industry experience, including prior roles at Whitesell Financial Group, LLP and Commonwealth Financial Network. Outside of his advisory work, he owns single-family rental properties in Arizona and Texas. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm employs proprietary portfolio construction tools from Morningstar Investment Management and operates with a large client base focused primarily on non-discretionary asset management.

Taylor Sevenants is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Prior to joining Schwab, Taylor has experience in diverse roles including positions at Ambli Global Cuisine and Grand Canyon University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Anna Sinatra is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2000. Outside of advising, she is involved in providing in-home care services through a state program supporting individuals with developmental disabilities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is based on Charles Schwab & Co.’s asset-allocation models and internal research tools, with client-specific recommendations and at-least-annual reviews.