Jasmine Lee is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. Her prior roles include positions at Morgan Stanley, Merrill Lynch, and Navy Federal Credit Union. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research tools, with investment decisions executed only upon client authorization.

Robert Bowen is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and 23 years of industry experience. He has worked extensively with Charles Schwab and USAA-affiliated firms throughout his career. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on standard asset-allocation models and internal research tools, with an emphasis on tailored recommendations aligned with clients’ goals and risk tolerance.

Michael Peterson is a CFP® with nine years of industry experience, currently affiliated with Integrity Alliance, LLC. His prior roles include positions at Impact Wealth Management LLC and Bankers Life Advisory Services, Inc. In addition to his advisory work, he is involved in insurance sales through Key Retirement Solutions. Integrity Alliance serves a diverse client base, including individual investors, corporations, and qualified retirement plans, managing approximately $5.4 billion in assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a range of investment approaches and platforms.

Landen Lunsway is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Beacon Pointe Advisors, LLC in Scottsdale, AZ. He has been with Beacon Pointe Advisors and its predecessor entities since 2014. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a manager due-diligence process and allocates primarily through third-party independent managers, also sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

Jeffrey Boysen is a Series 66 licensed financial advisor with First Command Advisory Services in Glendale, Arizona, bringing four years of industry experience. His background includes roles at Merrill, Bank of America, and the U.S. Army National Guard. He is also the owner and president of J.P. Boysen & Co., LLC, a company involved in general business activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team.

Amy Graves is a financial advisor at Centaurus Financial, Inc. in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. Prior to joining Centaurus in 2026, she worked at Equitable Advisors and the predecessor firm EQUITABLE from 2018 to 2026. She is also the successor co-trustee of her parents' family trust. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services across discretionary and non-discretionary arrangements.

Baha Chanel is a financial advisor with PNC Wealth Management in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. His career includes roles at Charles Schwab, Morgan Stanley, Bank of America, Merrill Lynch, and Elliot Management. Outside of his advisory work, he is the owner of Chanel Holdings LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation and proxy voting to third parties.

Davis Levy is a financial advisor at Carson Wealth with Series 65 and Series 63 credentials and five years of industry experience. His prior roles include positions at JPMorgan Chase Bank and The Vanguard Group. He is Regional Vice President of Delta Sigma Pi, a professional business fraternity. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of more than 650 advisors. The firm serves corporate, institutional, and high-net-worth clients with discretionary asset management, financial planning, and retirement plan services, supported by a centralized Investment Committee and a range of tailored portfolio solutions.

Benjamin Milder is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has eight years of industry experience. His prior work includes roles at National Indemnity Company from 2015 to 2018. Schwab Wealth Advisory, Inc. 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 advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with reviews tailored annually to client goals and risk tolerance.

Timothy Lambson is a CFP®-certified financial advisor with Schwab Wealth Advisory in Phoenix, AZ, with 11 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2015 and with Schwab Wealth Advisory Inc. since 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, focusing on asset allocation and investment selection using Charles Schwab’s proprietary models and research tools. The firm emphasizes customized recommendations aligned with clients’ goals and risk tolerance, without exercising discretionary trading authority.

Michael Fetsko is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at MAI Capital Management, Wells Fargo Advisors, and Liberty Home Mortgage. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs an investment approach combining active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

Brian Stauss is a financial advisor at Schwab Wealth Advisory with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Charles Schwab and Co., Inc., USAA Investment Management Company, and USAA Financial Advisors, Inc. Brian is based in Phoenix, AZ. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and certain Charles Schwab–referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on internal research tools and standard asset-allocation models, with customized recommendations and annual reviews tailored to each client’s goals and risk tolerance.

Dylan Owens is a CFP® professional with one year of experience at EP Wealth Advisors and five years at Stoker Ostler Wealth Advisors. He has also held roles at DOE Commerce, LLC and other positions dating back to 2016. Owens is based in Phoenix, AZ. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a customized investment approach that includes fundamental, technical, and cyclical analysis, and it offers additional services such as tax preparation and estate-document preparation for qualifying clients.

Ludwell Gaines IV is a financial advisor at Focus Partners Wealth, LLC in Scottsdale, AZ, with eight years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Sonora Investment Management Group, LLC and Sonora Investment Management LLC. Focus Partners Wealth, LLC serves a range of clients including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Michael Trezza is a financial advisor with AE Wealth Management, LLC in Peoria, AZ, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior firms include Edelman Financial Engines and JPMorgan Securities LLC. 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 utilizes a variety of investment strategies and operates with a platform focus, managing approximately $49.8 billion for over 127,000 clients.

Leslie Gutman is a financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Gutman has been with Charles Schwab and its affiliated entities since 2000. Outside of advisory work, Gutman volunteers with the IRS VITA program, providing free tax assistance to low-income individuals. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select referrals, offering non-discretionary fiduciary investment advice and financial planning. The firm’s investment guidance is based on Charles Schwab’s asset-allocation models and internal research tools, with recommendations tailored to client goals and risk tolerance.

Makenna Sharkey is a financial advisor with Carson Wealth based in Phoenix, AZ. She holds a Series 66 designation and has two years of industry experience. Her prior experience includes roles at Fidelity, JP Morgan Chase, and Lincoln Financial Group, among others. Carson Wealth is an SEC-registered investment adviser overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies guided by an Investment Committee that employs both fundamental and technical analysis.

Sophia Katsafouros is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Merrill. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as both an investment adviser and a registered broker-dealer with a consolidated investment platform.

Christian Begody is a CFP® professional with two 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. and has a background that includes roles in mortgage lending and various other industries. Outside of his advisory work, he is involved in the restaurant industry as a bartender. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance focuses on asset allocation and investment selection, utilizing Charles Schwab’s proprietary research and asset-allocation models, with client-authorized trade execution and customized recommendations based on individual goals and risk tolerance.

Ryan Papez is a CFP® professional with 11 years of industry experience, currently working at Rockefeller Financial LLC since 2020. He previously worked at UBS Financial Services from 2015 to 2020 and has been with ROCKEFELLER Capital Management since 2025. Papez holds the Series 66 designation. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with services that include securities transactions, variable insurance products, and investment banking.