Landon Randall is a financial advisor at AE Wealth Management, LLC with 12 years of industry experience and holds a Series 65 credential. His work history includes roles at multiple firms, notably hybrid wealth management enterprises and educational marketing through Dare To Retire U, where he teaches classes. Randall's involvement in educational initiatives distinguishes his professional background. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and supports third-party RIAs with a platform-focused approach, managing nearly $50 billion across more than 127,000 clients.

Cassandra Thornock is a CFP® professional at Beacon Pointe Advisors, LLC with nine years of industry experience. She has worked at Beacon Pointe since 2022 and previously held roles at Stoker Ostler Wealth Advisors, EF Legacy Securities, and Edelman Financial Services. In addition to her advisory duties, she is an insurance agent for Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors offers wealth advisory, consulting, financial planning, and retirement plan services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Patrick O'Leary is a financial advisor at Mercer Global Advisors Inc. with 24 years of industry experience. He previously worked at Charles Schwab & Co. from 2000 to 2024 before joining Mercer in 2024. He holds the Series 63 and Series 66 licenses. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, using a range of implementation options including ETFs, mutual funds, and separate accounts.

Anacapri Zuniga is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory, Zuniga held roles at Care.com and several other companies. 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 and financial planning based on Charles Schwab’s standard asset-allocation models and internal research tools. The firm’s services include guidance on asset allocation and investment selection, with trades executed only upon client authorization.

Steve Smith is a financial advisor at Centaurus Financial, Inc. in Peoria, AZ, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2003. In addition to his advisory role, he is involved in an estate planning team focused on providing investment vehicles for trustees participating in deferred sales trusts. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through a combination of discretionary and non-discretionary arrangements.

Theresa Labadie is a Series 65-licensed financial advisor with eight years of industry experience. She has worked at Osaic Advisory Services, LLC since 2024 and previously spent eight years at Triad Advisors, Inc. in Scottsdale, Arizona. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a range of investment programs and financial planning services, utilizing multiple analytical approaches and platform integrations to deliver and monitor strategies.

Amrish Patel is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MetLife Securities, Securities America Advisors, and Merrill. Outside of his advisory work, he is involved in consulting and business coaching through GWS Advisors, LLC, and co-owns a tax consulting firm, GWS Tax Facts, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm offers financial planning and portfolio management services using both firm- and third-party models, combining active and passive investment strategies tailored to individual risk profiles.

Gavin Lyons is a CFP® with 14 years of industry experience currently advising at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, TMD Wealth Management, One Charles Private Wealth, TMD & Associates, and McAlvany Wealth Management. He serves as a panel member on the Schwab Client Experience Panel, providing feedback on client service without compensation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis as well as specialized strategies such as trend-following and options overlays.

Bruce Eisenhauer is a financial advisor with Carson Wealth in Phoenix, AZ, holding Series 66 and Series 65 licenses and having 24 years of industry experience. He has worked at LPL Financial, Cetera Wealth Services, Meikle Financial Group, and CWM, LLC. Outside of advisory roles, he is involved in income tax preparation through Meikle Financial Group. CWM, LLC is an SEC-registered investment adviser with an enterprise platform supporting over 650 advisors and managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, using an Investment Committee to construct and monitor model portfolios while integrating custodial and technology relationships with Fidelity, Schwab, and Goldman Sachs.

Albert Filosa is a financial advisor with Integrated Wealth Concepts LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 30 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 14 years before joining Integrated Wealth Concepts and LPL Financial in 2017. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Shaun Samuels is a financial advisor with TIAA-CREF based in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers a range of advisory services including model and customized portfolios, and acts as adviser to a donor-advised fund within a vertically integrated structure.

Robert Bodenlos is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including USAA Financial Planning Services, USAA Investment Management Company, and J.P. Morgan Asset Management. He is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and research tools, offering tailored recommendations with client authorization required for trades.

Ethan Torres is a CFP® professional with three years of experience currently working at Schwab Wealth Advisory in Phoenix, AZ. He has been with Charles Schwab and Schwab Wealth Advisory Inc. since 2023. Prior to his financial advisory career, Ethan's background includes roles in retail and education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients in the Schwab Wealth Advisory program and certain referrals. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Lauri Van Stone is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Silverhawk Private Wealth and Country Financial, The BENNETT Agency. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm uses proprietary asset-allocation models and research tools to offer tailored recommendations without exercising discretionary trading authority.

John Glass is a financial advisor with Eagle Strategies (NY Life) based in Paradise Valley, AZ. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Glass has been affiliated with New York Life Insurance Company since 1970 and has operated Glass Financial Group since 2013. He serves as a board member of the Forest Highlands Foundation, a charitable organization involved in fundraising and supporting local charities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Jason Zilveti is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services from 2008 to 2020. Outside of his advisory role, he serves on the boards of two Christian faith-based nonprofit organizations, the Arizona Fellowship of Christian Athletes and Tales From The Tour. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm operates with a Private Advisor model and a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and unique broker-dealer services including securities transactions and placement of alternative investment vehicles.

Max Saferstein Hansen is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade and Weslake Ace Hardware. He is currently based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co., using standard asset-allocation models and internal research tools to guide investment decisions.

William Tuli is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Nationwide Investment Services Corp and Charles Schwab & Co., Inc. Additionally, he has been involved with Satyr Entertainment since 2015. 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 proprietary asset-allocation models and conducts at-least-annual reviews, focusing on tailored recommendations without exercising discretionary trading authority.

Denise Mcguire is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at Raymond James Financial Services and Well On Your Way. She also manages staff and serves as a relationship manager at The Wealth Stewards. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by internal due diligence and strategic asset allocation.

Supranee Lucas is a CFP® professional with 26 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She has held various roles within Charles Schwab affiliates since 2007. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations aligned with clients’ goals and risk tolerance.