Grant Wallace is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Sunstate Equipment Co and held various positions in education and the food service industry. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.

Diego Verdugo is a CFP® professional based in Phoenix, AZ, with 11 years of industry experience. He has held various roles within Principal Financial Services and its affiliates since 2012. Outside of his advisory work, Verdugo serves as Executive Vice President of Business Development for the Association of Latino Professionals of America and holds board positions with multiple nonprofit organizations focused on youth entrepreneurship, minority development, and community service. He is also a managing member of a construction company he co-founded with his wife. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation typically managed on a discretionary basis by third-party advisors.

Daniel Bendheim is a financial advisor at Kestra Advisory with a Series 66 designation and three years of industry experience. His prior roles include positions at Commonwealth Financial Network, Pillar Financial Group, Robinhood, The Vanguard Group, and Edward Jones. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, employee education, and plan-level investment advice. The firm manages approximately $79.8 billion in assets and serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Jordan Chambers is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at John Hancock Advisers, LLC and affiliated John Hancock entities for eight years. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides various investment and planning services, including discretionary portfolio management and comprehensive financial planning.

Michelle Petrowski is a CFP®-certified financial advisor with seven years of industry experience, currently with Schwab Wealth Advisory. She has worked at several firms, including Vanguard Advisers and Ellevest, and is the CEO and founder of New Direction Financial Strategies LLC, which focuses on divorce financial analysis and related services. Petrowski also contributes as a public speaker and serves as a contributing editor for The Street: Retirement Daily. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice relies on Schwab’s asset-allocation models and internal research and is characterized by at-least-annual reviews tailored to client goals and risk tolerance.

Sean Mahoney is a financial advisor at Beacon Pointe Advisors, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stonegate Capital Advisors and BMO Harris Bank. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Christian Maracinaru is a financial advisor with TIAA-CREF in Phoenix, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. He previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. for 11 years and spent two years at Apple, Inc. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm also advises a donor-advised fund and offers customized portfolio management through dedicated portfolio managers.

Joseph Buckingham is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab entities since 2000, including Schwab Wealth Advisory Inc, Charles Schwab Bank, and Charles Schwab & Co., Inc. He is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on standardized asset-allocation models and internal research tools, offering customized recommendations with annual reviews while trades are executed only with client authorization.

Ernest Baillargeon is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and 11 years of industry experience. He has worked at Foundations Investment Advisors and Asset Preservation Tax & Retirement Services, LLC since 2015. Baillargeon also provides insurance and annuity solutions as an independent insurance agent, focusing on tax, insurance, and estate planning services. Foundations Investment Advisors, LLC offers financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis and employs a range of investment approaches, including model portfolios and sub-advisory arrangements.

Wendy Feldman is a financial advisor with Eagle Strategies (NY Life) based in Chandler, AZ, holding Series 63 and Series 65 licenses and 40 years of industry experience. She has worked with Mahoney Financial Organization, The Feldman Agency, Nylife Securities Inc., and New York Life Insurance throughout her career. Feldman is also involved in public speaking and serves as an officer for the Sun Lakes Jewish Congregation. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Smith is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab & Co., Inc. since 1999. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm’s advice is based on standard asset-allocation models and internal research, with a focus on tailored recommendations and typically involves separately managed accounts handled by third-party or affiliated money managers.

Brendan Weaver is a financial advisor with Schwab Wealth Advisory based in Phoenix, AZ, holding Series 63 and Series 66 licenses and 17 years of industry experience. His career includes roles at Charles Schwab, Mutual of Omaha Insurance Company, Mutual of Omaha Investor Services, and J.P. Morgan Chase Bank and Securities. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice and wealth management consultations. The firm provides guidance on asset allocation and investment selection using Schwab’s internal research tools, with client trades requiring authorization and periodic reviews tailored to individual goals and risk tolerance.

Richard Myers 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 firms including Robinhood Markets, Inc. and The Vanguard Group, Inc. prior to joining Schwab. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and research tools, with investment recommendations tailored to clients’ goals and risk tolerance.

Michael Smith is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential. He has over seven years of experience, including work as an insurance broker and prior roles at Physicians Mutual and MPS Insurance Advisors. Before entering the financial services industry, he was self-employed as a musician for 14 years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

Justin Longfellow is a CFP® professional with 20 years of experience in financial advisory services. He currently works at Schwab Wealth Advisory, where he has been since 2022, and has held prior roles at Charles Schwab & Co., JP Morgan Chase Bank, Vanguard Advisers, and USAA Financial Planning Services. His career includes extensive experience with both wealth advisory and financial planning. 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. The firm uses Charles Schwab’s proprietary asset-allocation models and internal research tools to guide investment decisions, while clients retain authorization over trades.

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.

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, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has been with Charles Schwab in various roles since 2000, including eight years at Charles Schwab Bank and four years at Schwab Wealth Advisory. He serves as treasurer for the Valley of the Sun Figure Skating Club, providing bookkeeping and accounting support. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations based on internal asset-allocation models and ongoing reviews tailored to client goals and risk tolerance.

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 Series 63 and Series 66 designations and three years of industry experience. He previously worked at USAA FSB for ten years before joining Schwab. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab Co.-referred clients, offering non-discretionary fiduciary investment advice and financial planning based on Schwab’s standard asset-allocation models and internal research tools. The firm focuses on guidance tailored to client goals and risk tolerance, with trades executed only upon client authorization.