Colton Haydel is a financial advisor at Schwab Wealth Advisory with a Series 66 credential and one year of industry experience. His previous roles include positions at JR Capital, Charles Schwab & Co., and other non-financial companies such as Epic Valet and Zen Shuttles. 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 Charles Schwab & Co.-referred clients. The firm’s advice is based on Schwab’s internal research and asset-allocation models, offering tailored recommendations but requiring client authorization for trades.

Tammy Austin is a financial advisor with Empower Advisory Group holding a Series 66 designation and four years of industry experience. Her prior work includes roles at Edward Jones, The Vanguard Group, Inc., and Humana. She is based in Surprise, Arizona. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Christopher Bonnington is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked previously at Mutual of Omaha and Thrivent Financial. Bonnington is based in Phoenix, AZ. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as trusts, estates, partnerships, and small retirement plans. The firm offers a fiduciary standard in its RIA services and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Brady Marlow is a CFP® professional with 22 years of industry experience, currently serving at Sequoia Financial Group, L.L.C. since 2025. His prior experience includes roles at CWM, LLC, Northwestern Mutual Wealth Management Company, and Ameriprise, among others. Outside of advisory work, he is the owner of Scopious Coaching, a life coaching business, and serves as Vice Chair of the Omaha Venture Group, a community foundation. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm employs a combination of model and custom portfolio management strategies and incorporates various investment vehicles such as mutual funds, ETFs, and private investments, with oversight by an Investment Policy Committee.

Patricia Holdman is a CFP® professional with 19 years of experience in the financial services industry. She has worked at Charles Schwab and Schwab Wealth Advisory Inc. since 2020 and previously spent nine years at The Vanguard Group, Inc. in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset-allocation models and research tools. The firm focuses on client-authorized trades and offers tailored recommendations reviewed at least annually.

Jason Fredette is a CFP® and CFA® with 24 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory, where he has worked since 2018, including prior roles at Charles Schwab and several banking institutions. 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 asset-allocation models and internal research tools to tailor recommendations based on individual goals and risk tolerance.

Adam Brown is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. He has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory Inc. since 2018, and previously spent six years with The Vanguard Group, Inc. He holds Series 63 and Series 65 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Schwab’s asset-allocation models and research tools to guide investment selection and typically recommends third-party or affiliated separately managed accounts.

Carson Busch is a financial advisor with Sequoia Financial Group, L.L.C. in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sequoia, he worked at Focus Partners Wealth and The Gellman Team Real Estate. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolio solutions overseen by an Investment Policy Committee.

Shaunna Zoeckler is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has held positions at The Colony Group, InterOcean Capital Group, M. S. Howells & Co., Henry+Horne Wealth Management, Independent Financial Group, and Merrill. Outside of advising, she has minority ownership in a local bakery business. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services that include investment management, financial and tax planning, and family office support. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Grant Gottdiner is a CFP® professional with five years of industry experience, currently advising at Schwab Wealth Advisory. He has held positions at several major firms, including Fidelity Investments, Bank of America, Merrill Lynch, and Charles Schwab. Outside of finance, he has worked with the University of Kentucky Johnson Center and has experience in landscaping and club management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, offering tailored recommendations without exercising discretionary trading authority.

James Casey is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior experience includes roles at Nuveen Investments, Guggenheim Funds Distributors, ALPS Distributors, Smead Capital Management, and Distribution Services. He is based in Scottsdale, AZ. 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 operates both as an investment advisor and a registered broker-dealer, offering a range of portfolio management, financial planning, and investment banking services through a consolidated platform.

Michael Conway is a CFP® professional with eight years of industry experience, currently serving with Empower Advisory Group. His work history includes roles at Personal Capital Advisors Corporation and The Vanguard Group, Inc. He has also held positions related to real estate and education at Sotheby's International Realty and Fort Lewis College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Michael Gentsch is a CFP® with 20 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab, where he spent a total of 15 years. Outside of his advisory role, he operates a car rental service through Turo. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a comprehensive range of wealth management and advisory services. The firm employs an investment approach that combines active and passive strategies within an enhanced open architecture framework, using fundamental and quantitative analysis along with specialized tools such as trend-following and options overlay strategies.

Gabriel Gurau is a CFP® professional with eight years of experience in the financial services industry. He currently works at Schwab Wealth Advisory, where he has been employed since 2022. His prior experience includes roles at Robinhood Financial, USAA Investment Services Company, Charles Schwab Bank, and Bank of America. 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. The firm’s advice is based on Charles Schwab’s asset-allocation models and internal research, with an emphasis on client goals and risk tolerance.

Olga Den is a financial advisor at Empower Advisory Group with 11 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at Mass Mutual Investors Services, MMl Distributors, LLC, and Massachusetts Mutual Life Insurance Company. Outside of her advisory work, she sells items online through Amazon and Shopify. Empower Advisory Group provides financial planning and investment management 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 integrated approach links financial planning with recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Meagan Ballew is a financial advisor with Empower Advisory Group in Surprise, AZ, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Equitable Financial Life Insurance Co. and JPMorgan affiliates. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and participants, delivering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Kent Weaver is a financial advisor at Rockefeller Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses 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 combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, and brokerage services.

Bryan Buzzard is a financial advisor with Guardian Life in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2020 and previously held long-term positions at Nylife Securities Inc. and New York Life Insurance Company. Outside of advisory services, he is involved as an investor in BJD Investments LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

Grace Guenther is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ. She holds a Series 66 designation and has been in the industry since 2026. Her prior work experience includes roles at Charles Schwab & Co., Inc. and non-financial positions at companies such as Hangar Club and Kate Spade New York. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s approach involves asset allocation guidance based on Schwab’s internal research tools and standard models, with client authorization required for all trades.

Kyle Dofelmier is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab & Co., Inc. and Charles Schwab Bank since 2009, as well as Merrill prior to that. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Schwab’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.