Anacapri Zuniga is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory, Zuniga held roles at Care.com and several other companies. 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 and financial planning based on Charles Schwab’s standard asset-allocation models and internal research tools. The firm’s services include guidance on asset allocation and investment selection, with trades executed only upon client authorization.

Stephen Hazel is a CFP® with 17 years of industry experience, currently serving as an advisor at Farther since 2025. He previously led Hazel Financial, PLC dba Magnificent Life Financial Planning for 12 years. Outside of advising, he owns Foundation Tax Advisors LLC, a tax preparation business, and BoyerHazel & Co LLC, which provides administrative services. Farther provides discretionary investment management and related advisory services primarily to individual investors, trusts, and estates through a web and mobile platform and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Steven Stombaugh is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Schwab Wealth Advisory in 2025, he worked at Charles Schwab beginning in 2023 and spent three years in full-time education from 2019 to 2022. Schwab Wealth Advisory 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 utilizes standardized asset-allocation models and internal research tools to tailor recommendations based on client goals and risk tolerance, with trades executed only upon client authorization.

Amrish Patel is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 24 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MetLife Securities, Securities America Advisors, and Merrill. Outside of his advisory work, he is involved in consulting and business coaching through GWS Advisors, LLC, and co-owns a tax consulting firm, GWS Tax Facts, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional investors. The firm offers financial planning and portfolio management services using both firm- and third-party models, combining active and passive investment strategies tailored to individual risk profiles.

Gavin Lyons is a CFP® with 14 years of industry experience currently advising at Focus Partners Wealth, LLC. His prior roles include positions at Kovitz Investment Group Partners, TMD Wealth Management, One Charles Private Wealth, TMD & Associates, and McAlvany Wealth Management. He serves as a panel member on the Schwab Client Experience Panel, providing feedback on client service without compensation. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and consulting services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis as well as specialized strategies such as trend-following and options overlays.

Albert Filosa is a financial advisor with Integrated Wealth Concepts LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Lincoln Financial Advisors Corp for 14 years before joining Integrated Wealth Concepts and LPL Financial in 2017. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and consulting services, employing a primarily long-term investment approach using customized portfolios of mutual funds, ETFs, equities, and fixed income.

Shaun Samuels is a financial advisor with TIAA-CREF based in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Charles Schwab. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm offers a range of advisory services including model and customized portfolios, and acts as adviser to a donor-advised fund within a vertically integrated structure.

Thomas Noel is a financial advisor with CWM, LLC based in Fountain Hills, AZ, holding a ChFC® designation and Series 63 license, with 36 years of industry experience. He has worked at firms including LPL Financial and Cetera Advisor Networks, and has been a partner at Noel-Schopen, LLC since 2011. Outside of advisory roles, he is involved as an insurance agent selling life, health, disability, annuities, and long-term care insurance. CWM, LLC is an SEC-registered investment adviser serving a broad range of clients, including individuals, families, foundations, and institutions, through a network of more than 600 advisors. The firm employs discretionary portfolio management guided by an in-house Investment Committee and offers a variety of services including financial planning, sub-advisory, and retirement-plan solutions.

David Eldridge is a financial advisor at Farther with 10 years of industry experience. He holds the Series 65 and Series 66 designations and has previously worked with Financial Engines Advisors, LLC, Kingdom Financial Group, LLC, and Golden State Equity Partners, LLC. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm uses a Modern Portfolio Theory-based approach with proprietary models and algorithmic rebalancing, employing a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.

Robert Bodenlos is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. His prior roles include positions at USAA Financial Planning Services, USAA Investment Management Company, and J.P. Morgan Asset Management. 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 centers on asset allocation guidance and investment selection using proprietary models and research, with trading conducted only upon client authorization.

Ethan Torres is a CFP® professional with three years of experience currently working at Schwab Wealth Advisory in Phoenix, AZ. He has been with Charles Schwab and Schwab Wealth Advisory Inc. since 2023. Prior to his financial advisory career, Ethan's background includes roles in retail and education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients in the Schwab Wealth Advisory program and certain referrals. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with recommendations tailored to clients’ goals and risk tolerance.

Lauri Van Stone is a financial advisor at Schwab Wealth Advisory with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Silverhawk Private Wealth and Country Financial, The BENNETT Agency. 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. The firm uses proprietary asset-allocation models and research tools to offer tailored recommendations without exercising discretionary trading authority.

Brent Wulbrecht is a CFP® professional with 28 years of industry experience, currently serving at Schwab Wealth Advisory. His prior work includes positions at Charles Schwab & Co., USAA Financial Planning Services, and Ameriprise Financial Services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach is based on standard asset-allocation models and internal research tools, offering recommendations tailored to clients’ goals and risk tolerance.

John Glass is a financial advisor with Eagle Strategies (NY Life) based in Paradise Valley, AZ. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. Glass has been affiliated with New York Life Insurance Company since 1970 and has operated Glass Financial Group since 2013. He serves as a board member of the Forest Highlands Foundation, a charitable organization involved in fundraising and supporting local charities. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, charitable and corporate clients, providing financial planning, investment management, and retirement plan advisory services. The firm offers various program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Max Saferstein Hansen is a financial advisor at Schwab Wealth Advisory with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at TD Ameritrade and Weslake Ace Hardware. He is currently based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and certain referrals from Charles Schwab & Co., using standard asset-allocation models and internal research tools to guide investment decisions.

William Tuli is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Nationwide Investment Services Corp and Charles Schwab & Co., Inc. Additionally, he has been involved with Satyr Entertainment since 2015. 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 uses proprietary asset-allocation models and conducts at-least-annual reviews, focusing on tailored recommendations 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.

Supranee Lucas is a CFP® professional with 26 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She has held various roles within Charles Schwab affiliates since 2007. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s guidance is based on Schwab’s proprietary asset-allocation models and research tools, offering tailored recommendations aligned with clients’ goals and risk tolerance.

Rene Rojas is a CFP® and ChFC® with nine years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory and has held prior roles at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. He has also been involved with Lady Be Ready LLC since 2017. 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 and financial planning based on proprietary asset-allocation models and internal research tools.

Alan Jimenez is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. He holds Series 63 and Series 66 credentials and has seven years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, he worked at Charles Schwab since 2018 and has experience in healthcare and education sectors. 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-referred clients. The firm’s advice is based on Schwab’s standard asset-allocation models and internal research, offering tailored recommendations without exercising discretionary trading authority.