Aaron Albers is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and previously served in the United States Marine Corps from 2020 to 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Jason Ladner is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Rockefeller in 2025. 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, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Nina Anoya is a Financial Consultant I with nearly a decade of experience in wealth planning. She has spent over five years advising high-net-worth clients, focusing on building trusted relationships and providing personalized financial strategies. Her professional experience includes roles at Fisher Investments, where she served as a Wealth Advisor from 2020 to 2025, Client Operations Group Manager from 2017 to 2020, and Client Service Associate from 2016 to 2017.

Garrett Benham is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. before joining Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm conducts annual account reviews and focuses on investment recommendations without exercising discretionary trading authority.

Donovan Seguritan is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 certifications. Prior to joining Schwab Wealth Advisory in 2018, he worked at USAA in various financial planning and advisory roles from 2007 to 2018. Outside of advising, he manages a single-dwelling rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, differentiating its approach from many other enterprise wealth managers.

Angelo Risola is a financial advisor with J.W. Cole Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, Morgan Stanley, and Axa Advisors. Outside of advisory work, he is a member-manager of Risola Holdings, LLC, involved in residential home rehabilitation. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions using a variety of investment approaches.

Samer Kaddoura is a financial advisor with Schwab Wealth Advisory, holding Series 65 and Series 63 credentials and three years of industry experience. He has previously worked at Charles Schwab & Co., Inc., TD Ameritrade, and JCF Capital Markets, LLC. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and generally does not exercise discretionary trading authority for clients.

Charles Tucker is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has worked with Carrie Hall and Associates Financial & Insurance Services since 2012 and has affiliations with New York Life and NYLIFE Securities LLC. Tucker is also involved in brokering non-registered insurance products through outside insurance carriers. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and focuses on tailored recommendations, with the majority of assets managed on a non-discretionary basis, serving both retail and institutional clients within an integrated New York Life affiliate structure.

Justin Stanford is a CFP® with 10 years of experience in the financial services industry. He currently works at United Planners Financial Services of America and previously spent eight years at The Vanguard Group. Outside of advisory work, he has been involved with Stanford Enterprises and operated the Classic Cooking Academy. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm provides financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform supported by multiple custodians and third-party money managers.

Kevin James is a CFA® charterholder with over 21 years of experience in the financial services industry. He has worked at TIAA and its affiliate TIAA-CREF since 2018 and was previously with BlackRock Investment Management for 11 years. James is based in Phoenix, AZ. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker‑dealer services primarily to individuals connected with TIAA‑administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both one-time planning services and ongoing portfolio management, including customized and model-driven investment options.

Howard Ryan Jr. is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Arbor Point Advisors and Securities America Advisors, Inc. for over a decade. Outside of his advisory roles, he has also worked as a food delivery driver for Uber and DoorDash. Osaic Advisory Services, LLC is an SEC‑registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and other related services through various program models and access to multiple third-party platforms and managers.

James Smith is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with United Planners since 2009. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients such as sovereign wealth funds and banks. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a mix of fee-based and commission-based options primarily on a non-discretionary basis.

Michael Arko is a financial advisor at Focus Partners Wealth, LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked at Sonora Investment Management and Sonora Investment Management Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies.

Patricia Shyman is a financial advisor with Commonwealth Financial Network in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at Commonwealth since 2012 and has also been associated with Camelback Retirement Planners since 2010. Outside of her advisory role, she works as a clerk for Griffin Estate Sales in Phoenix. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and back-office support, including portfolio management, trading, technology, compliance, and practice management, allowing advisors discretion in constructing client portfolios from diverse securities and insurance products.

Raymond Schenk is a financial advisor at Schwab Wealth Advisory with 22 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including The Vanguard Group and Wealth Enhancement Group. He is currently based in Phoenix, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s asset allocation models and research tools to guide investment recommendations while allowing clients to make final trading decisions.

Nancy Loveland is a CFP® professional with 43 years of experience in the financial services industry. She has been associated with United Planners Financial Services since 2004 and has operated as a self-employed representative since 1983. Nancy is also licensed as a non-variable insurance agent. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based options through its network of independent Investment Advisor Representatives.

David Bucannon is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has three years of industry experience, including roles at Charles Schwab and several mortgage and insurance-related firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Jeffrey Kirshner is a financial advisor with Primerica Advisors based in Scottsdale, AZ, holding the PFS™ designation along with Series 63 and 66 licenses. He has 23 years of industry experience and has been with Park Avenue Securities since 2002. Outside of his advisory role, Kirshner operates Kirshner & Klarfeld Financial Group, focusing on insurance and financial services, and serves as a trustee for multiple family trusts. He is also a member of the Congregation Beth Israel Endowment Committee. Park Avenue Securities LLC serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services. The firm utilizes a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Jiexi Li is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and one year of industry experience. Jiexi’s background includes roles at Charles Schwab since 2022 and prior work in education and business imports. 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 based on Schwab’s asset allocation models and research tools.

Elise Gidaro is a CFP® professional with eight years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, Inc. and has prior experience with The Vanguard Group and Metromile. Outside of finance, she operated Busy Bees Babysitting for seven years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab ecosystem, delivering services through annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm’s structure includes an internal advisory unit paid by Charles Schwab & Co., with discretionary management typically handled by affiliated or third-party money managers.