Brendan Weaver is a financial advisor at Schwab Wealth Advisory with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab, Mutual of Omaha, and J.P. Morgan Chase. Brendan is based in Phoenix, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Schwab’s research tools and standard asset allocation models to deliver investment recommendations and conducts at least annual account reviews without discretionary trading authority.

Richard Myers is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and six years of industry experience. His previous roles include positions at Robinhood Markets, Inc. and The Vanguard Group, Inc. He also worked at Grand Canyon University for four years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Damian Shaw is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Hightower Advisors. His prior experience includes roles at Charles Schwab Bank and Charles Schwab Trust Company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Brent Fooks is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 66 license. He has 18 years of industry experience and has been associated with United Planners and Rogers & Kirby for over a decade. Outside of his advisory role, he serves as a secretary and board member for Base Camp Missions Corp. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates with an open-architecture platform using multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of 477 independent advisors.

William Brooks is a Series 65-licensed advisor at AE Wealth Management, LLC with one year of industry experience. He also serves as a wealth manager at Oxford Retirement & Estate Planning and teaches adult financial education classes through Dare to Retire U. Outside of his advisory roles, he works as a bartender at The Cross Eyed Cricket Watering Hole. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs with a range of investment strategies and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Kristen Rose is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. She has worked at Valic Financial Advisors since 2011 and is also an agent with Agia, involved in non-securities insurance products. 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.

Robert Merfeld is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has worked at Charles Schwab and Schwab Bank since 2000. Merfeld serves as treasurer for the Valley of the Sun Figure Skating Club, providing bookkeeping and accounting services for the nonprofit organization. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools.

Timothy Hatton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Creative Planning. He previously led Hatton Consulting, Inc. for 21 years before joining Creative Planning in 2022. Based in Phoenix, AZ, he holds Series 63 and Series 65 licenses. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach using low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting and selective private market investments.

Christopher Wedlich is a financial advisor at Schwab Wealth Advisory with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at USAA FSB for ten years. Wedlich is based in Phoenix, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.

Carlee Hughes is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. She has five years of industry experience and has worked with United Planners and related entities since 2019. Outside of advising, she serves as an adult education instructor at Pima Community College. United Planners Financial Services is a national wealth-management firm with about $12.77 billion in assets under management and approximately 359 advisors. The firm serves a broad range of clients, including individual investors, retirement plans, corporations, and trusts, and offers advisory and brokerage services through independent Investment Adviser Representatives.

Joseph Bergen is a financial advisor at TIAA-CREF with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Financial Engines Advisors L.L.C., Bank of the West, Charles Schwab, and Merrill. Bergen is based in Phoenix, AZ. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans. The firm separates one-time planning services from ongoing discretionary management, offering both model and customized portfolios within a vertically integrated group that includes advisory services for a donor-advised fund.

Evan Cole is a financial advisor at Commonwealth Financial Network with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Peachtree Life Finance. Outside of advising, he owns oil and gas rights leases in Ohio. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients by providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and various program structures while acting as a platform provider for affiliated advisors.

Emily Anderson is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. She has one year of industry experience, including roles at Charles Schwab & Co. and Banner Health. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations utilizing Schwab’s research tools and standardized asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for its services.

Matthew Refner is a financial advisor with Schwab Wealth Advisory in Phoenix, Arizona. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. Prior to joining Schwab Wealth Advisory and Charles Schwab in 2021, he worked at The Vanguard Group from 2015 to 2021. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools. The firm focuses on annual financial reviews and investment recommendations, with clients maintaining control over final trading decisions.

Daniel Kambeitz is a Certified Financial Planner® with seven years of industry experience. He has worked at Cresset Asset Management, LLC since 2022 and previously spent nine years at Meristem Family Wealth LLC. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that combines strategic asset allocation with active and passive implementation across a variety of asset classes.

Joshua Price is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation. He has been with Mercer since 2026 and has prior experience at Squeeze and Additional Option LLC. He also has been affiliated with Brigham Young University since 2022. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, providing a range of investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through various investment vehicles and offers specialized services including retirement plan consulting and charitable advisory.

Brady Schneider is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has previously worked with Equitable Advisors and AXA Advisors. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a range of investment approaches and provides both discretionary and non-discretionary portfolio management, alongside specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Alexander Barrett is a Series 66–registered advisor with Rockefeller Financial LLC in Scottsdale, AZ, where he has worked since 2020. He has 15 years of industry experience, including roles at Morgan Stanley and Morgan Stanley Private Bank. Barrett serves as a nonprofit board member for the Greater Phoenix Urban League. 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 provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, and it also operates as a registered broker-dealer offering a range of securities, insurance, and investment banking services.

Ryan Quigley is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior roles include positions at Brighton Jones LLC and USAA Financial Advisors Inc. He is also licensed as an insurance agent and involved in the sale of life and health insurance products. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a broad range of clients, including high-net-worth individuals 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 asset classes.

Jennifer Statler is a CFP® professional with seven years of industry experience, currently affiliated with Commonwealth Financial Network in Phoenix, AZ. Her work history includes roles at Gale Investment Management, Five Point Wealth Advisors, and Blakeman & Associates. Outside of her advisory work, she has been involved with Chaparral Christian Church since 2012. Commonwealth Financial Network supports a national network of approximately 2,950 advisors and their clients by providing advisory programs, technology, investment management, and compliance services. The firm offers a variety of program structures and discretionary model portfolios managed by its Investment Management and Research team.