Andrew Evans is a financial advisor with Schwab Wealth Advisory holding a Series 65 credential. He has over 20 years of industry experience, including prior roles at The Vanguard Group and Bonnett Fairbourn Friedman & Balint. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance uses Schwab’s asset-allocation models and research tools, with at-least-annual reviews tailored to client goals and risk tolerance.

Timothy Selvey is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 10 years of industry experience, having previously worked at U.S. Bancorp Investments, Sage Point Financial, and Kestra Financial. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services primarily through independent representatives and manages approximately $12.77 billion in assets.

Danielle Hayes is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and five years of industry experience. She has worked at Schwab Wealth Advisory since 2023 and previously operated her own business, Danielle Hayes West USA, from 2019 to 2021. Outside of finance, she was involved in the hospitality industry through ownership of Old Pueblo Cafe. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection based on standard asset-allocation models and internal research, without exercising discretionary trading authority.

Ashley Parriott is a CFP®-certified financial advisor with 20 years of industry experience. She currently works at Schwab Wealth Advisory Inc., where she has been since 2021, and previously spent 18 years at The Vanguard Group, Inc. Ashley holds a Series 63 license and is based in Phoenix, AZ. 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 certain Charles Schwab & Co.-referred clients. The firm’s approach utilizes Charles Schwab’s asset-allocation models and internal research tools, with investment recommendations tailored to client goals and risk tolerance.

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 with Schwab Wealth Advisory in Phoenix, AZ. She holds a Series 66 designation and has one year of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab and Charles Schwab Bank, SSB. Outside of her advisory role, she manages a small guesthouse at her primary residence. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning 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 asset-allocation models and internal research, with investment decisions executed only with client authorization.

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 CFP® and ChFC® with 10 years of experience in financial services. He is currently with Schwab Wealth Advisory, Inc., having worked previously at The Vanguard Group, Inc. and Wells Fargo. Outside of finance, he serves as Vice President of Brinkman Farms Inc., an agriculture business. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s guidance is based on proprietary asset-allocation models and research tools, focusing on mutual funds, ETFs, separately managed accounts, and alternative investments without exercising 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 financial advisor at AE Wealth Management, LLC with 21 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at American Mortgage Specialists, Inc. and 360 Wealth Management, Inc., where he served as CEO and was involved in insurance sales. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Teresa Haire is a financial advisor at Stratos Wealth Partners, Ltd. based in Scottsdale, AZ, with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Stratos Wealth Partners and LPL Financial since 2016, following five years at Wells Fargo Clearing. She is also a commissioned Notary Public in Arizona. Stratos Wealth Partners is an SEC-registered enterprise firm with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of services such as advisor-managed portfolios, financial planning, third-party manager programs, and outsourced CIO solutions through an open-architecture platform.

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. Before joining Schwab in 2025, he worked at The Vanguard Group for three years and also teaches finance as an adjunct professor at Grand Canyon University. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s investment approach relies on proprietary asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Marcia Ramos is a financial advisor with Stratos Wealth Partners, Ltd in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior roles include positions at LPL Financial and Wells Fargo Clearing. Ramos also maintains a notary commission in Arizona. Stratos Wealth Partners, Ltd is an SEC-registered enterprise firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering comprehensive investment management and financial planning through an open-architecture model that integrates multiple third-party platforms and managers.

Mitchell Everitt is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Oppenheimer since 2008 and previously worked at UBS Financial Services from 2006 to 2008. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, charitable organizations, pension and profit-sharing plans, and IRAs. The firm offers a variety of investment programs and advisory services across equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary approaches.

Nicholas Harper is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ. He holds Series 63 and Series 65 licenses and has 25 years of experience in the industry. His prior work includes roles at Bank of America, Merrill, and Cetera. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and research tools to tailor investment recommendations without exercising discretionary trading authority.

James Blaine is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His career includes roles at Charles Schwab, TD Ameritrade, and Charles Schwab Bank. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using standard asset-allocation models and internal research tools while requiring client authorization for trades.

Angela Mansfield is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. She has 16 years of industry experience, including prior roles at Pensionmark Financial Group and Ameritas Investment Corp. Outside of advising, she authors a book focused on financial issues affecting women, coaches virtual financial workshops for women, and serves as a high school colorguard coach. Angela works with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions through both advisor-led discretionary management and model-based strategies.

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® with 43 years of industry experience, currently serving as a financial advisor at Oppenheimer since 2005. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. Oppenheimer is a registered investment adviser and broker-dealer offering services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a range of programs and advisory services including equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary management.

Samantha Isherwood is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and three years of industry experience. She has worked at Schwab Wealth Advisory and Charles Schwab since 2022 and has prior experience in corporate and educational settings. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to tailor investment recommendations, with trades executed only upon client authorization.