David Robinson, Jr. is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors since 2021. His prior work includes 21 years at Robinson, Tigue, Sponcil & Associates, LLC and 15 years with the Franciscan Renewal Center. He is also a licensed insurance agent. Mariner Wealth Advisors serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios supported by both in-house research and third-party managers, with notable depth in tax and accounting integration.

William Bibbs is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at Charles Schwab & Co., Inc. and the YMCA Retirement Fund. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standardized asset-allocation models and internal research tools, with investment selections requiring client authorization and regular reviews tailored to individual goals and risk tolerance.

Miguel Molina is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab since 2018, including his current role at Schwab Wealth Advisory beginning in 2024. Prior to joining Schwab, he spent time at Veyo Arizona and Total Transit. 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. The firm’s guidance focuses on asset allocation and investment selection based on Schwab’s proprietary models and research, with recommendations tailored to clients’ goals and risk tolerance.

Renee Millick is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 designations. She has 11 years of industry experience, including roles at JP Morgan Securities and JP Morgan Chase Bank. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Grant Lindaman is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at LPL Financial LLC and J.W. Cole Financial, Inc., as well as extensive tenure at New Era Financial Advisor, Inc. and New Era Financial Group, Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through a large advisor network, employing a diversified investment approach that blends passive and active strategies with oversight by an internal Investment Committee.

Jonathan Floe is a financial advisor with Lincoln Investment in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolio management and access to third-party managers, supported by an in-house Investment Management & Research team.

Christopher Roming is a financial advisor with PNC Wealth Management in Litchfield Park, AZ, holding Series 63 and Series 65 licenses and having two years of industry experience. His prior roles include positions at Independent Financial Group LLC, Principal Life Insurance Company, and Amerilife of Arizona. Roming also served in the United States Marine Corps for five years. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital portfolio solution that uses algorithmic risk assessment and managed model strategies implemented via mutual funds and ETFs.

Brendan Duggan is a financial advisor with Kestra Advisory and holds the Series 63 and Series 66 designations. He has 27 years of industry experience, including roles at Kestra Advisory Services LLC and Wells Fargo Clearing. Duggan is a 50% owner and managing partner of Prominent Peak Wealth Management and owns Prominent Peak Tax and Estate Services, which provides outsourced tax preparation and basic estate planning services. He is also involved in a retail business selling skin and body care products. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, serving a diverse group including plan sponsors and sovereign wealth funds. The firm offers a range of services such as fiduciary consulting, employee education, and access to multiple management platforms, with approximately $79.8 billion in assets under management.

Dylan Brosious is a financial advisor at Empower Advisory Group with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Fidelity Brokerage Services LLC and Fidelity Brokerage Company LLC. His current role at Empower Advisory Group began in 2023. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates financial planning with recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Kenneth Oliverio Jr. is a financial advisor with United Planners' Financial Services of America, holding Series 63, 65, and 66 designations and 27 years of industry experience. He has been with United Planners since 2010 and serves as co-trustee of The Kenneth & Emelinda Oliverio Family Trust since 2018. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, through a network of 477 independent advisors. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions via an open-architecture platform that utilizes multiple custodians and third-party money managers.

Luke Pine is a financial advisor with CWM, LLC in Scottsdale, AZ. He holds a Series 65 credential and has one year of industry experience. Prior to joining CWM, he worked at Integrated Wealth Management, LLC for six years and was affiliated with Chapman University for four years. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and providing access to customized solutions and alternative investments.

Tyler Cawthorne is a CFP® professional with eight years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, Inc. and has previously worked at Charles Schwab Bank, Charles Schwab & Co., and other companies. Outside of his advisory role, Tyler is involved in online content production related to sports affiliate marketing and participates in online entertainment streaming and food delivery services. 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 investment guidance is based on Charles Schwab’s proprietary asset-allocation models and internal research, with client authorization required for all trades.

Tyler Mehlhorn is a CFP® with 20 years of industry experience, currently with Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Fidelity, and Wells Fargo Investments during his career. Outside of advising, he runs TC Squared, LLC, where he produces and shares project and agricultural videos on YouTube. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Andrea Flores is a CFP® and ChFC® with 19 years of experience in financial services. She is currently with Schwab Wealth Advisory Inc., where she has worked since 2019. Her prior experience includes roles at USAA Investment Management Company, USAA Financial Advisors, Inc., Centaurus Financial, Inc., and Merrill. Schwab Wealth Advisory, Inc. 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 to guide investment selection and wealth management.

Shaun Horan is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes longstanding roles at Guardian Life and Mutual/United of Omaha Insurance Company. Outside of his advisory work, he serves as an officer and bookkeeper for DanAm Aviation LLC, a holding company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships supported by proprietary and third-party platforms.

William Jorden is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2017, with prior experience at Oppenheimer, Merrill, and Wells Fargo Clearing. 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 Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance.

Patrick Nugent is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at USAA Financial Advisors Inc. and Merrill. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses standard asset-allocation models and internal research tools to offer tailored investment recommendations, executing trades only with client authorization.

Christopher Cornwall is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Charles Schwab since 1997 and has served at Schwab Wealth Advisory since 2012. Outside of his advisory role, Cornwall is the president and owner of Cornwall Enterprises LLC, a business that leases vehicles to drivers. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm offers personalized recommendations with at-least-annual reviews, focusing on client goals and risk tolerance without exercising discretionary trading authority.

Chad Wing is a financial advisor with Cerity Partners LLC in Scottsdale, AZ, holding CFP® and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Northwestern Mutual, Canopy Wealth Management, and Petrichor Asset Management. He maintains renewal commissions from previous insurance sales but no longer actively sells insurance products. Cerity Partners serves a diverse client base ranging from individuals and families to institutional investors, managing over $166 billion in assets. The firm offers customized wealth management services combining proprietary quantitative methods with access to alternative and private market solutions.

David Marcus is a CFP® professional with 41 years of experience in financial services. He has been with Kestra Advisory since 2016 and has operated his own firm, David A. Marcus & Associates, Inc., since 1984. Marcus also engages in insurance brokerage and trust management activities outside his advisory role. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design, compliance testing, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.