Rene Rojas is a CFP® and ChFC® with nine years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory and has held prior roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. He has also been involved with Lady Be Ready LLC since 2017. 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 proprietary asset-allocation models and internal research tools.

Alan Jimenez is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He holds Series 63 and Series 66 credentials and has seven years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, he worked at Charles Schwab since 2018 and has experience in healthcare and education sectors. 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 and certain Charles Schwab-referred clients. The firm’s advice is based on Schwab’s standard asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.

Sarah Spiller is a financial advisor with Schwab Wealth Advisory, holding CFP® and ChFC® designations and over 11 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2014, including roles with Schwab Private Client Investment Advisory, Inc. and currently Schwab Wealth Advisory, Inc. Schwab Wealth Advisory, Inc. 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 based on Charles Schwab & Co.’s asset-allocation models and internal research tools. The firm’s approach involves at-least-annual client reviews and recommendations tailored to individual goals and risk tolerance.

Kenneth Milano is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Morgan Stanley in various roles over the past two decades. 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 offers a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, placement, and investment banking services.

Christopher Popkey is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2016 and previously worked at Wells Fargo Clearing. Outside of his advisory role, he is involved in guest services for the Green Bay Packers. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients through a model that emphasizes independent advisor relationships, customized portfolio management, and an open-architecture approach integrating multiple third-party managers and platforms.

Darren Evans is a financial advisor at NewEdge Advisors with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, Hightower Advisors, and Citigroup Global Markets. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, supported by centralized due diligence and technology tools.

Lauren Chapman is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. She holds a Series 66 designation and has been with Schwab since 2026. Lauren's background includes roles at the American Institute for Economic Research and DoorDash, Inc., as well as full-time education and various other positions prior to joining Schwab. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance emphasizes asset allocation and investment selection based on internal research and standard asset-allocation models.

Ian Sachs is a financial advisor at Integrity Alliance, LLC with ChFC® and Series 63 credentials. He has been involved in the financial services industry since 2015, primarily through his role as president and owner of Risk Resource, a life insurance planning firm. Sachs also serves as a regional and national board member of the Jewish National Fund, a nonprofit organization. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Connor Messman is a CFP®-certified financial advisor with seven years of industry experience, currently with Schwab Wealth Advisory, Inc. He previously worked at Wells Fargo Advisors Financial Network, Morgan Stanley, and The Vanguard Group. Messman holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm emphasizes asset allocation and investment selection guided by internal research and standard models, executing trades only with client authorization.

Tonette Echols is a financial advisor at Stratos Wealth Partners, Ltd with 23 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Wells Fargo Clearing. She has been with Stratos Wealth Partners and LPL Financial since 2014. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through a model that emphasizes independent advisor-driven portfolio management using an open-architecture approach integrating multiple third-party platforms and managers.

Charles Martin 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, he worked at Focus Capital Partners Private Wealth and has held various roles outside of finance. Schwab Wealth Advisory 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 advice is based on standard asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Daniel Elick is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and the State of Indiana Department of Financial Institutions. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program and certain referred clients. The firm’s advice is based on standard asset allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Michael Kornegay is a CFP® professional with nine years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He previously held roles at Charles Schwab, Fidelity Investments, Robinhood Financial, and Bandera Healthcare. Schwab Wealth Advisory, Inc. 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 includes asset allocation and investment selection, relying on internal research tools and standardized models, with trades executed only upon client authorization.

Brian Plowman is a CFP® professional with nine years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and Coldstream Capital Management Inc. Plowman holds Series 63 and Series 65 licenses. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to a diverse client base, including high-net-worth individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private markets.

Heather Quinones is a financial advisor at Oppenheimer with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, J.P. Morgan Securities, and Wells Fargo. Quinones is based in Scottsdale, AZ. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a broad range of advisory programs that include asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary investment management across multiple asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Brian Benjamin is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked in the fitness industry, including positions as a licensed independent trainer and at Jeremy Scott Fitness. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with an emphasis on both discretionary and non-discretionary management.

Aaron Wong is a financial advisor with Hightower Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Hightower, he worked at State Street Global Advisors and TD Ameritrade. Outside of finance, Wong has experience in media, including a position at CNBC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers. The firm’s model includes discretionary and non-discretionary portfolio management, financial planning, and retirement consulting with access to various investment vehicles and proprietary research.

Amy Hipple is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Phoenix, AZ. Her prior experience includes roles at Charles Schwab & Co., Inc., TIAA, and University of Denver. 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 to tailor recommendations based on client goals and risk tolerance.

Jeffrey Breese is a financial advisor at Concurrent Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Manulife Investment Management. His background also includes managing his own advisory practice and involvement in fixed insurance. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and various other investment vehicles, supported by a network of approximately 286 advisors and over 13,000 clients.

Kenneth Kann is a financial advisor at Beacon Pointe Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Beacon Pointe Advisors and its affiliated entities since 2017. Prior to that, he worked at Windsor Capital Management, LLC for seven years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual, corporate, pension, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.