Jeremy Wallen is a financial advisor with Valic Financial Advisors in Scottsdale, AZ, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at UnionBanc Investment Services, Bank of America, Merrill, LPL Financial, and Oneaz Credit Union. He is also appointed as an agent to sell non-securities insurance products for AGIA. 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.

Jeremy Kisner is a CFP® professional with 21 years of industry experience, currently serving at Corient in Phoenix, AZ. His prior roles include positions at Surevest Private Wealth, Crown Capital Securities, and Securities America. Kisner also manages two residential rental properties as a landlord. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses advanced risk management tools to align portfolios with client objectives.

Justin Fitzpatrick is a financial advisor with Schwab Wealth Advisory and holds a Series 66 designation. He has been in the industry for less than one year, previously working at LPL Financial and Charles Schwab & Co., Inc. outside of advisory roles, he has experience with the National Restaurant Association and has pursued full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach relies on Schwab’s internal asset allocation models and research tools, offering tailored, point-in-time guidance without exercising discretionary trading authority.

Teresa Bear is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked with Brookstone Capital Management since 2008 and operates a tax and accounting services sole proprietorship outside of market hours. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning to a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions. The firm offers discretionary investment management primarily through model portfolios, unified managed accounts, and separately managed accounts, and supports a large advisor network with back-office and turnkey asset management platform services.

Connor Garrett is a financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and possessing five years of industry experience. He has worked at Charles Schwab & Co., Inc. since 2021 and joined Schwab Wealth Advisory in 2026. 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, financial planning, and wealth management consultations based on Schwab’s asset-allocation models and research tools.

Kyle Letzter is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Schwab Wealth Advisory in Phoenix, AZ, where he has been since 2022. His prior roles include positions at Happy High LLC and Bury the Hatchet, and he spent a decade in full-time education before entering financial services. 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 approach is guided by Charles Schwab & Co.’s asset allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

Jesus Jaramillo is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 66 licenses and 19 years of industry experience. His career includes roles at Brookstone Wealth Advisors, Thrivent Investment Management, and Mutual of Omaha among others. Outside of finance, he works as a musician, playing keyboards at various events. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm utilizes strategic asset-allocation models, a range of investment vehicles, and both internal and external sub-advisors to implement client portfolios.

Christine Leach is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. She has been affiliated with Charles Schwab and related entities since 1997, including over two decades at Charles Schwab Bank. 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, using Charles Schwab & Co.’s asset-allocation models and research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts overseen by third-party or affiliated money managers.

Sheryl Rayner is a Series 65-registered financial advisor with 16 years of industry experience. She is currently with The Colony Group, LLC and has previously worked at HoyleCohen, LLC and Stellar Capital Management LLC. Rayner is based in Phoenix, AZ. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and employee benefit consulting. The firm uses a long-term, tax- and fee-sensitive investment approach combining active and passive strategies, third-party managers, and private funds.

Joseph Laux III is a CFP® professional with 15 years of industry experience, currently affiliated with CWM, LLC in Scottsdale, AZ. His work history includes roles at Silverhawk Private Wealth and Silverhawk Asset Management, along with ownership of a dessert business for nearly two decades. He is also the owner of Kaizen Solutions, LLC, a nonprofit organization. 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, supported by an Investment Committee that utilizes fundamental and technical analysis to construct and monitor portfolios.

David Brasfield is a financial advisor at NewEdge Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Intelligence Driven Advisers, LDIntelligence, and Hightower Advisors and Securities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a variety of portfolio management and consulting services and utilizes technology and centralized due diligence to support advisor-managed and third-party strategies.

Bailey Yates is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Versant Capital Management, Inc. for four years. Outside of finance, he has experience in the food service industry, having worked at Bobby Q Great Steaks Real BBQ for three years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers proprietary private funds and specialized interval fund services.

Christopher Leineweber is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2021. Prior to this, he was with Charles Schwab from 2016 and worked at State Farm from 2014 to 2016. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and select referrals. The firm employs asset-allocation models and internal research tools to offer tailored investment recommendations, with trades requiring client authorization.

Michael Kulaski is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His career includes roles at Morgan Stanley, Edward Jones, and multiple State Farm entities. He also operated the Mike Kulaski Insurance Agency. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice and financial planning focused on asset allocation and investment selection with client-approved trades.

James Davis is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mariner since 2019. His prior roles include positions at Woodbury Financial Services and Cetera Advisors LLC. He serves as a board member of the Children in Need Foundation, a charitable organization supporting children's charities in Phoenix, AZ. Mariner provides investment management, financial planning, retirement plan consulting, and tax services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm employs customized, discretionary portfolios supported by internal research and third-party managers, and offers integrated tax, accounting, and family office services.

Adam Pearce is a CFP® professional at Lincoln Investment with 27 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. Pearce is also an author and teaches Financial Peace University classes on financial literacy. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team.

Branden Barrom is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, AssetMark Financial, and The Vanguard Group. Outside of advising, he has been involved with Spivak Financial Group for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, using both discretionary and non-discretionary arrangements with a mix of fundamental and technical analysis.

Michael Passante is a financial advisor with Commonwealth Financial Network in Tempe, AZ, holding CFP® and ChFC® designations and 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 22 years before joining Commonwealth and becoming part owner of Ke Wealth Advisors. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services along with operational, compliance, and practice-management support. Advisors on the platform have discretion to construct client portfolios from diverse securities and insurance products, supported by Commonwealth’s investment management and research team.

Sophia Shorbe is a financial advisor at Schwab Wealth Advisory, Inc. with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2023. Prior to her current role, her background includes positions in education and conference center management. Schwab Wealth Advisory, Inc. 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 standardized asset-allocation models and internal research tools to guide investment selection, with recommendations tailored to each client’s goals and risk tolerance.

Susanne Gibo is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 66 designation with six years of industry experience. Her prior work includes one year at TD Ameritrade and two decades at Eli Lilly and Company. Mercer Global Advisors serves a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts, utilizing a range of investment vehicles and platforms.