John Glass is a financial advisor at Eagle Strategies (NY Life) with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with New York Life Insurance Company since 1970. Glass operates Glass Financial Group, brokering non-registered insurance products, and serves as a board member of the Forest Highlands Foundation, a charitable organization focused on fundraising and supporting local charities. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life structure.

Jason Zilveti is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for UBS Financial Services from 2008 to 2020. Outside of his advisory role, he serves on the boards of two Christian faith-based nonprofit organizations, the Arizona Fellowship of Christian Athletes and Tales From The Tour. 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 with a Private Advisor model and a consolidated investment platform, offering discretionary and non-discretionary portfolio management, financial planning, consulting, and unique broker-dealer services including securities transactions and placement of alternative investment vehicles.

Max Saferstein Hansen is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Charles Schwab, TD Ameritrade, and Weslake Ace Hardware. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab's asset allocation models and research tools to support annual financial reviews and investment recommendations.

William Tuli is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Nationwide Investment Services Corp and Charles Schwab & Co., Inc. Outside of finance, he has been involved with Satyr Entertainment for over a decade. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients annual reviews, retirement planning, and investment recommendations across a variety of asset classes. The firm operates within the Schwab ecosystem using standard asset allocation models and research tools, without exercising discretionary trading authority.

Denise Mcguire is a CERTIFIED FINANCIAL PLANNER™ professional with eight years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at Raymond James Financial Services and Well On Your Way. She also manages staff and serves as a relationship manager at The Wealth Stewards. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by internal due diligence and strategic asset allocation.

Rene Rojas is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding CFP®, ChFC®, and Series 66 designations. He has nine years of industry experience, including roles at Charles Schwab Bank and Charles Schwab & Co., Inc. He is also involved with Lady Be Ready LLC, a business he has operated since 2017. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its program, offering annual financial reviews and investment recommendations based on 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 but is paid by Charles Schwab & Co. under a cost-plus arrangement.

Alan Jimenez is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Schwab Wealth Advisory since 2021 and Charles Schwab since 2018. Prior to his current roles, he held positions at Arizona State University, Phoenix Orthotics & Prosthetics, and Paradise Valley Community College. Schwab Wealth Advisory 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 delivers advice through Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Kenneth Milano is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Rockefeller Capital Management and Morgan Stanley in various roles over the past two decades. 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 a range of portfolio management and financial planning services and operates as a registered broker-dealer, providing access to securities transactions, variable insurance products, placement, and investment banking services.

Amber Schwaab is a financial advisor with Principal Financial Services in Phoenix, AZ, holding a Series 66 designation and bringing 10 years of industry experience. Her career includes roles at BMO Wealth Direct, Stratos Wealth Partners, Charles Schwab & Co., Inc., and Principal Life Insurance Company. Outside of advising, she maintains a notary public service in Scottsdale, AZ. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm’s advisory services focus on direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Christopher Popkey is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2016 and spent a year with Wells Fargo Clearing prior to that. In addition to his advisory role, he is involved in guest services for the Green Bay Packers. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, and retirement consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and operates with various custodial platforms and fee arrangements, supporting a wide range of institutional and individual investment needs.

Darren Evans is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Intelligence Driven Advisers, LDIntelligence, and Hightower Advisors. 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 advisors. The firm offers a range of portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support client and advisor needs.

John Erickson is a financial advisor at Transamerica Retirement Advisors, LLC with four years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, Erickson worked at Charles Schwab and held various positions in the Scottsdale area. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and third-party model portfolios to provide both managed and view-only recommendations.

Lauren Chapman is a financial advisor at Schwab Wealth Advisory with Series 66 credentials and one year of industry experience. Before joining Schwab, she held roles at the American Institute for Economic Research and DoorDash, Inc., and has a background including education and various short-term positions. 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 supported by Schwab’s research tools and asset allocation models.

Ian Sachs is a financial advisor at Integrity Alliance, LLC with ChFC® and Series 63 credentials. He has been involved in the financial services industry since 2015, primarily through his role as president and owner of Risk Resource, a life insurance planning firm. Sachs also serves as a regional and national board member of the Jewish National Fund, a nonprofit organization. Integrity Alliance serves a diverse client base, including individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a variety of portfolio management approaches and custodial platforms.

Connor Messman is a CFP® with seven years of industry experience currently working at Schwab Wealth Advisory, Inc. in Phoenix, AZ. His prior experience includes roles at Wells Fargo Advisors Financial Network, Morgan Stanley, and The Vanguard Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations based on 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 or exercise discretionary trading authority.

Tonette Echols is a financial advisor with Stratos Wealth Partners, Ltd, holding the Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2014 and previously at Wells Fargo Clearing from 2008 to 2014. Stratos Wealth Partners serves individual and institutional clients, including high-net-worth individuals and retirement plans, providing financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies across multiple custodians and offers a wide range of solutions from institutional to specialized services.

Charles Martin is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He holds a Series 66 credential and has one year of industry experience. Prior to his current role, he worked at Focus Capital Partners Private Wealth and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm delivers investment recommendations based on standard Schwab asset allocation models and research tools, conducting at least annual account reviews while leaving final trading decisions to clients.

Daniel Elick is a financial advisor at Schwab Wealth Advisory with Series 66 and Series 63 licenses and four years of industry experience. He has worked at Schwab Wealth Advisory since 2024 and has prior experience with Charles Schwab & Co., Inc. and the Indiana Department of Financial Institutions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice through Charles Schwab’s asset allocation models and research tools, while leaving final trading decisions to clients.

Enrique Sanchez Arvizu is a financial advisor with Empower Advisory Group, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, Merrill Lynch, Bank of America, and AXA Advisors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Joan Stoddard is a CFP®-certified financial advisor with 13 years of industry experience, currently with Empower Advisory Group in Tempe, AZ. Her prior experience includes roles at Advised Assets Group, GWFS Equities, Northstar, Bank of the West, Northwestern Mutual, and Learnvest Inc. In addition to her advisory work, she owned Treasure Trove Toffee for ten years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as select IRA and retail brokerage clients. The firm delivers integrated services through Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and participant savings rates in its planning approach.