Dieter Bollmann is a CFP® professional with 26 years of experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has held roles at Dundas Wealth Management LLC since 2022 and has been an independent insurance agent since 2020. Outside of his advisory work, he has been involved with the Arizona Center for Germanic Cultures for over two decades and participates in the German-American Chamber of Commerce West-Arizona Chapter. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and utilizes a variety of custodians and third-party money managers to implement client strategies, with a significant portion of assets managed on a non-discretionary basis.

Joseph Popp is a financial advisor at Oppenheimer with 45 years of industry experience. He has been with Oppenheimer since 2008 and holds Series 63, Series 65, and Series 66 credentials. Outside of his advisory role, he has served as an Arizona election poll observer with the GOP. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and services, including asset management, consulting, and retirement planning, delivered on discretionary and non-discretionary bases.

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.

Tanya Heyn is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including USAA Investment Management Company and Charles Schwab. Tanya is based in Phoenix, AZ. 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 point-in-time wealth management consultations. The firm’s advice is based on Schwab’s asset-allocation models and research tools, with guidance tailored to clients’ goals and risk tolerance.

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 O'hea is a financial advisor with Creative Planning holding a Series 66 credential and four years of industry experience. His prior roles include positions at Kestra Advisory Services, Morgan Stanley, and Meaden & Moore LLP. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Trennon Payne is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His career includes nearly nine years at Northwestern Mutual in various capacities and a brief experience outside finance as part of Oregano's Pizza Bistro. He also acts as a broker for insurance products beyond those offered by Guardian. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and advisory programs combining proprietary and third-party investments.

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.

Teresa Bear is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked with Brookstone Capital Management since 2008 and operates a tax and accounting services sole proprietorship outside of market hours. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management primarily through model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and turnkey asset management platform services.

Connor Garrett is a financial advisor at Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses with four years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2021 and joined Schwab Wealth Advisory in 2026. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on the firm's asset allocation models and internal research tools.

Kyle Letzter is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Schwab Wealth Advisory in Phoenix, AZ, where he has been since 2022. His prior roles include positions at Happy High LLC and Bury the Hatchet, and he spent a decade in full-time education before entering financial services. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s approach is guided by Charles Schwab & Co.’s asset allocation models and research tools, offering tailored recommendations 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.

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.

Brad Reichert is a CFP®, CFA®, and ChFC® credentialed advisor with 17 years of industry experience. He is currently with Farther and has held roles at firms including Cambridge Investment Research, Evolve Cross Border Partners, and Reichert Asset Management. Outside of his advisory work, he engages in authoring and educating, and serves as a director in consulting and coaching. Farther provides discretionary investment management primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, and equities.

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.

Michael Kulaski is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His career includes roles at Morgan Stanley, Edward Jones, and multiple State Farm entities. He also operated the Mike Kulaski Insurance Agency. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice and financial planning focused on asset allocation and investment selection with client-approved trades.