Michael Maehl is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His prior experience includes roles at Opus 111 Group, Securities America Advisors, KMS Financial Services, UBS Financial Services, and Piper Sandler & Co. He also engages in fixed insurance sales as a secondary business activity. Commonwealth Financial Network serves a national network of approximately 2,900 affiliated advisors and manages about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, and a range of investment options including mutual funds, ETFs, and personalized indexing.

John Garrison is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab since 2014 and joined Schwab Wealth Advisory in 2026. Based in Phoenix, AZ, his career has focused on serving clients through Schwab’s advisory platform. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset allocation models and internal research tools to offer personalized recommendations without exercising discretionary trading authority.

Eric Anthony is a CFP®, ChFC®, and Series 66-licensed advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, TMD Wealth Management, One Charles Private Wealth, and The Vanguard Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Roger Wood is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Commonwealth and its affiliated entity, C.W.F. Financial, for 15 years. Wood is also a co-owner of rental properties outside his advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors. The firm offers a range of managed account programs and third-party asset management solutions to individual and institutional clients.

Jennifer Jenson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Outside of her advisory work, she is an independent sales consultant for Norwex, a company focused on reducing chemicals in the home environment. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that emphasize asset allocation, contribution guidance, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios for personalized advice and operates a large-scale advisory platform with over 300 advisors.

Hussein Elgohary is a CFP® professional with nine years of industry experience, currently serving at Mercer Global Advisors Inc. in Scottsdale, AZ. His prior roles include positions at Earned Wealth Advisors, Charles Schwab & Co., Carson Wealth, Clarity Capital Partners, and Prudential. Mercer Global Advisors provides a range of financial services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm employs a portfolio approach based on Modern Portfolio Theory, utilizing diversified, risk-appropriate strategies that include low-cost ETFs, index funds, and specialized investment options, alongside comprehensive financial, tax, retirement, and estate planning services.

Chitra Madanmohan is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She previously worked at Vanguard Advisers and The Vanguard Group, Inc. Madanmohan also acts as an agent for her spouse in investment matters. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program or referred by Charles Schwab & Co. The firm’s guidance is based on Schwab’s proprietary asset-allocation models and research tools, delivering tailored recommendations without exercising discretionary trading authority.

John Nilson is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at LPL Financial, New York Community Bank, Uvest Financial Services Group, and Webster Investment Services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a variety of services through an IAR-driven, open-architecture platform that integrates multiple third-party managers and provides both discretionary and non-discretionary portfolio management.

Denise Rhodey is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation with 14 years of industry experience. She has been with Mercer Global Advisors in various roles since 2012. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning as well as family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, and provides specialized programs and tax management options.

Ryan Alexandre is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses, and has three years of industry experience. He has been with Schwab Wealth Advisory since 2026 and has worked at Charles Schwab & Co., Inc. since 2023. 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 & Co.-referred clients. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with a focus on tailored recommendations and client authorization for trades.

Derek Taddei is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds the Series 65 designation and has worked previously at The Colony Group, LLC, HoyleCohen, and Stellar Capital Management, LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Dave Hauer is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at United Planners since 2012 and was also involved in independent insurance from 2016 to 2023. United Planners serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, providing both fee-based and commission-based options.

Paul Ahern is a CFP® and ChFC® with 34 years of industry experience. He has worked at Hightower Advisors and Hightower Securities since 2018 and previously held roles at Purshe Kaplan Sterling Investments and Wealthtrust Arizona LLC. Ahern is also an insurance agent licensed since 2000. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers, proprietary research, and a range of investment vehicles.

Scott Mac Donald is a CFP® professional with over 21 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. He has been with Charles Schwab & Co., Inc. since 2010 and joined Schwab Wealth Advisory in 2026. Mac Donald holds Series 63 and Series 66 licenses and 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 emphasizes asset allocation and investment selection using Schwab’s proprietary research tools and standard models, with tailored client reviews at least annually.

Edward Stark is a financial advisor with D.A. Davidson & Co. in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining D.A. Davidson in 2019, he worked for RBC Capital Markets LLC for 11 years. Outside of his advisory role, he manages a vacation rental property when not in Arizona. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment approaches.

Erin Boch is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc. and has additional experience with Tucson Robin Hood Inc. Outside of her advisory role, she has ownership and management responsibilities for a rental property. 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 Schwab’s asset-allocation models and internal research tools, with recommendations tailored to each client’s goals and risk tolerance.

Tara Smith is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has worked at firms including Charles Schwab and Fidelity, and has been with Schwab Wealth Advisory since 2013. Outside of advising, she serves as an adjunct faculty member at Paradise Valley Community College, teaches fitness classes, works as a consultant for Young Living Essential Oils, and is an author writing about the adoption process. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s approach uses Charles Schwab & Co.’s asset-allocation models and internal research tools, delivering tailored recommendations with client authorization required for trades.

Stacey Bendfelt is a financial advisor at Stratos Wealth Partners, Ltd with five years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates, Inc. from 2020 to 2026. Outside of her advisory role, she is a partner in Tukwila Tiny Houses, managing rental leases and payments for a small portfolio of rental units. Stratos Wealth Partners is an SEC-registered enterprise advisory firm serving a broad range of clients including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutions. The firm employs an open-architecture investment approach supported by affiliated and third-party managers, offering services such as discretionary portfolio management, financial planning, and outsourced CIO solutions.

John Monfreda is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses with 35 years of industry experience. He has worked at Charles Schwab since 2006 and Schwab Wealth Advisory since 2012. Outside of his advisory role, he serves as vice president of Monfreda Realty Group, LLC, a non-investment business managing a rental portfolio. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients by 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 research tools, with client authorization required for all trades.

Eric Franz is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 17 years of industry experience. His prior experience includes 13 years at UBS Financial Services and three years at Merrill. He is based in Scottsdale, AZ. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating under a Private Advisor model with an integrated investment platform that offers a range of portfolio management and advisory services.