Anna Duarte is a financial advisor at Creative Planning with 20 years of industry experience and a Series 66 designation. Her prior experience includes roles at Lockton Companies LLC and WealthPlan Advisors. Duarte is based in Scottsdale, AZ. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Julianne Mate is a financial advisor at Schwab Wealth Advisory with one year of industry experience. She holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank, SSB, as well as the Arizona State University Foundation and Arizona State University. Outside of her advisory role, she manages a rental guesthouse at her primary residence. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools.

Brian Meythaler is a financial advisor with AE Wealth Management, LLC, holding the CFP® and ChFC® designations and nine years of industry experience. His prior roles include positions at USAA Financial Planning Services, USAA Financial Advisors Inc, and USAA Investment Management Company. He is also involved with Clear Solutions, LLC DBA Bergen Financial Group. AE Wealth Management serves a diverse client base including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, financial planning, and consulting services.

Matthew Jackson is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at The Vanguard Group, Wells Fargo, and Charles Schwab. Outside of his advisory role, he serves as Vice President of Brinkman Farms Inc., participating in the company's annual meetings and business decisions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations across various asset types. The firm operates within the Schwab ecosystem, advising clients using standardized asset allocation models and Schwab research tools without discretionary trading authority.

Trevor Hardee is a financial advisor at TIAA-CREF with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at Charles Schwab, Schwab Wealth Advisory, and several other firms before joining TIAA-CREF. In addition to his financial services career, he has been involved with Andaz Scottsdale Resort and Bungalows since 2025. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as to trusts, estates, and corporate entities. The firm distinguishes between one-time planning services and ongoing discretionary portfolio management, using both model and customized portfolios.

William Wilkinson III is a CFP® and ChFC® with 20 years of industry experience. He is currently with AE Wealth Management, LLC and also serves as CEO and President of 360 Wealth Management, Inc., where he is involved in insurance sales and services. His prior experience includes working at American Mortgage Specialists, Inc. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individuals, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach featuring model portfolio solutions, discretionary asset management, and financial planning services.

Teresa Haire is a financial advisor at Stratos Wealth Partners, Ltd with 25 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Stratos Wealth Partners and LPL Financial since 2016. Haire is also a commissioned notary public in Arizona. Stratos Wealth Partners provides advisory services to a diverse client base including individual investors, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Robert Cherry is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He previously worked at The Vanguard Group and has experience teaching finance as an adjunct professor at Grand Canyon University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools to offer investment recommendations and annual financial reviews.

Marcia Ramos is a financial advisor at Stratos Wealth Partners, Ltd with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ramos is also a commissioned notary in the state of Arizona. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform offers an open-architecture approach that supports both advisor-managed and model-based portfolios across multiple custodians.

Mitchell Everitt is a financial advisor at Oppenheimer with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2008. Based in Scottsdale, AZ, he provides advisory services through a well-established firm. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation alongside manager selection and various investment products to meet client objectives.

Nicholas Harper is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 65 licenses. He has 25 years of industry experience, including roles at Charles Schwab, Bank of America, Merrill, and Cetera. He is based in Phoenix, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

James Blaine is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked for Charles Schwab and TD Ameritrade in various roles since 2009. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s proprietary 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, distinguishing its operating model from many enterprise wealth managers.

Angela Mansfield is a financial advisor at Guardian Life with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, Pensionmark Financial Group, and Ameritas Investment Corp. Outside of her advisory role, she coaches women on financial topics through virtual workshops and book studies and is writing a book focused on financial issues specific to women. She also coaches the Saguaro High School Colorguard. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party model portfolios.

Neil Teubel is a financial advisor at Corient with 14 years of industry experience. He holds the CFP® designation and Series 65 license. His prior work includes over a decade at Balasa Dinverno Foltz LLC before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Jeffrey Frisch is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Oppenheimer since 2005. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a wide range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with various investment strategies, and acts as a qualified custodian for client assets.

Samantha Isherwood is a financial advisor at Schwab Wealth Advisory with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab, Sodexo, Grand Canyon University, and Sharlot Hall Museum. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not charge clients directly, distinguishing its advisory approach from many other enterprise wealth managers.

Brian Ford is a financial advisor with TIAA-CREF in Phoenix, AZ, holding Series 63 and Series 66 designations and 17 years of industry experience. He has been with TIAA-CREF since 2015. He is listed as the owner of a legacy LLC that is currently inactive. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm also serves as adviser to a donor-advised fund and operates within a vertically integrated group using affiliated funds.

Jeffrey Romero is a financial advisor at Stratos Wealth Partners, Ltd with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors. He serves on the board of the New Mexico Philharmonic, a nonprofit organization. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets and serving over 24,000 clients. The firm offers advisor-managed and model portfolios, third-party manager programs, and a range of financial planning and retirement consulting services through a network of independent investment adviser representatives.

Eric Holt is a CFA® charterholder with 14 years of industry experience. He is currently with Cerity Partners LLC and previously worked at The Milestone Group, Inc., 7258 Wealth Management Inc., and SRS Capital Advisors, Inc. Cerity Partners provides customized wealth management and related services to a diverse national client base including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation, manager selection, and periodic rebalancing using proprietary quantitative screens along with third-party managers and individual securities.

Andrew Porter is a CFP® with 19 years of industry experience, currently serving with Schwab Wealth Advisory, Inc. since 2025. He has been affiliated with Charles Schwab & Co., Inc. since 2016, including a prior role at Schwab Private Client Investment Advisory, Inc. in 2016. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending allocations but leaving final trading decisions to clients.