Stephen Hazel is a CFP® with 17 years of industry experience, currently serving as an advisor at Farther since 2025. He previously led Hazel Financial, PLC dba Magnificent Life Financial Planning for 12 years. Outside of advising, he owns Foundation Tax Advisors LLC, a tax preparation business, and BoyerHazel & Co LLC, which provides administrative services. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform 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, equities, and fixed income.

Steven Stombaugh 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 in 2025, he worked at Charles Schwab beginning in 2023, and he spent three years in full-time education from 2019 to 2022. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its approach from many enterprise wealth managers.

Amrish Patel is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of his advisory work, he owns and operates Patel Wealth Management, LLC, which offers insurance, brokerage, and advisory services, and he provides private consulting and business coaching through GWS Advisors, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Albert Filosa is a financial advisor with Integrated Wealth Concepts LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 29 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, and consulting services, employing a primarily long-term investment approach using customized portfolios of 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.

Thomas Noel is a financial advisor with CWM, LLC based in Fountain Hills, AZ, holding a ChFC® designation and Series 63 license, with 36 years of industry experience. He has worked at firms including LPL Financial and Cetera Advisor Networks, and has been a partner at Noel-Schopen, LLC since 2011. Outside of advisory roles, he is involved as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, families, foundations, and institutions, through a network of more than 600 advisors. The firm employs discretionary portfolio management guided by an in-house Investment Committee and offers a variety of services including financial planning, sub-advisory, and retirement-plan solutions.

David Eldridge is a financial advisor at Farther with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked with Financial Engines Advisors, LLC, Kingdom Financial Group, LLC, and Golden State Equity Partners, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm uses a Modern Portfolio Theory-based approach with proprietary models and algorithmic rebalancing, employing a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Robert Bodenlos is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its approach from many enterprise wealth managers.

Ethan Torres is a CFP® professional with two years of industry experience, currently affiliated with 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 worked in various roles including at Sprouts Farmers Market and Chick-fil-A, as well as spending several years in full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm delivers advice through Charles Schwab’s asset allocation models and research tools, with final trading decisions made by clients and accounts reviewed at least annually.

Lauri Van Stone is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and six years of industry experience. She has worked at Schwab Wealth Advisory since 2025 and previously held roles at Charles Schwab, Silverhawk Private Wealth, and Country Financial. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to recommend investments while leaving final trading decisions to clients. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Brent Wulbrecht is a CFP® professional with 27 years of industry experience, currently serving at Schwab Wealth Advisory in Phoenix, AZ. His career includes roles at Charles Schwab since 2018 and prior experience with USAA Financial Advisors and Ameriprise Financial Services. Outside of his advisory work, he is a limited partner in a family real estate investment partnership. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm offers investment recommendations and financial planning without discretionary trading authority, operating as an internal advisory unit within the Schwab ecosystem.

John Glass is a financial advisor at Eagle Strategies (NY Life) with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with New York Life Insurance Company since 1970. Glass operates Glass Financial Group, brokering non-registered insurance products, and serves as a board member of the Forest Highlands Foundation, a charitable organization focused on fundraising and supporting local charities. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life structure.

Max Saferstein Hansen is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab, TD Ameritrade, and Weslake Ace Hardware. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools to support annual financial reviews and investment recommendations.

William Tuli is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Nationwide Investment Services Corp and Charles Schwab & Co., Inc. Outside of finance, he has been involved with Satyr Entertainment for over a decade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual reviews, retirement planning, and investment recommendations across a variety of asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, without exercising discretionary trading authority.

Rene Rojas is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding CFP®, ChFC®, and Series 66 designations. He has nine years of industry experience, including roles at Charles Schwab Bank and Charles Schwab & Co., Inc. He is also involved with Lady Be Ready LLC, a business he has operated since 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees but is paid by Charles Schwab & Co. under a cost-plus arrangement.

Alan Jimenez is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2021 and Charles Schwab since 2018. Prior to his current roles, he held positions at Arizona State University, Phoenix Orthotics & Prosthetics, and Paradise Valley Community College. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

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.

Amber Schwaab is a financial advisor with Principal Financial Services in Phoenix, AZ, holding a Series 66 designation and bringing 10 years of industry experience. Her career includes roles at BMO Wealth Direct, Stratos Wealth Partners, Charles Schwab & Co., Inc., and Principal Life Insurance Company. Outside of advising, she maintains a notary public service in Scottsdale, AZ. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm’s advisory services focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Raymond Master is a financial advisor with Guardian Life and holds Series 65 and Series 63 credentials. He has six years of industry experience, including roles at OneAmerica Securities and American United Life. Outside of his advisory work, he serves as President and a board member of the Rise Foundation, a nonprofit organization, and teaches at Financial Peace University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Paige Weddle is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. She has worked across various Charles Schwab entities since 2021 and has prior experience at Wag, Kohl's Department Stores, The World Egg Bank, and the University of Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support client-directed investment decisions. The firm operates as an internal advisory unit within the Schwab ecosystem, offering annual financial reviews and investment recommendations without discretionary trading authority.