Dakota Endres is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. Prior to joining Mercer in 2024, Dakota worked at Morgan Stanley in various roles from 2019 to 2024 and held positions at Bank of America and Merrill in 2024. Outside of finance, Dakota has experience working in the hospitality industry, including at Thirsty Lion Gastropub and Lazy Dog Cafe. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits by providing comprehensive advisory services encompassing investment management, financial, tax, retirement, and estate planning. The firm follows an investment approach based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios implemented through low-cost ETFs, index funds, and specialized strategies.

Alisha Kotranza is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and one year of industry experience. Her previous roles include positions at Charles Schwab & Co., The Vanguard Group, and Wells Fargo. Before entering the financial industry, she worked in hospitality and the food service sector. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations based on standard asset allocation models and Schwab research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees, distinguishing its advisory approach from many other enterprise wealth managers.

Rudy Ariate is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He also has a background as a CPA dating back to 1996 and is involved with the National Association of Registered Social Security Analysts and the Heartland Institute of Financial Education, where he provides financial literacy services. Additionally, Ariate operates a tax and accounting consulting practice and participates in a referral program for online wills and trusts. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Alex Wilson is a CFP® professional with 25 years of industry experience. He has been with Schwab Wealth Advisory Inc. and Charles Schwab since 2017, following a one-year tenure at USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm functions as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its operating model from many other enterprise wealth managers.

Marc Delphine is a financial advisor with Empower Advisory Group in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and possessing 24 years of industry experience. His prior roles include positions at GWFS Equities, Inc., Prudential Investment Management Services LLC, and Edward Jones. Outside of advising, he serves as an adjunct professor at Grand Canyon University, teaching basic economics. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, delivering services through an integrated platform that emphasizes long-term portfolio returns and annual rebalancing.

Jacob Walker is an advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 66 and Series 63 licenses and having two years of industry experience. He previously worked at Charles Schwab and has entrepreneurial experience as the founder of Pivot Baseball LLC, where he coaches baseball players online. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews and investment recommendations based on proprietary Schwab research and asset allocation models.

Brandon French is a financial advisor at TIAA-CREF with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Personal Capital Advisors Corporation, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing retirement plan relationships. The firm operates a fiduciary advisory model combining point-in-time planning services with ongoing portfolio management through various managed account programs.

Christopher Lord is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has held roles at Charles Schwab since 2021 and has extensive prior experience with USAA in various financial planning and investment management capacities from 2007 to 2020. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations using Schwab’s research tools and standard asset allocation models. The firm operates as an internal advisory unit of Charles Schwab, delivering advice without discretionary trading authority and typically serves individual clients rather than institutional accounts.

Joel Cederlind is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. He has worked at AE Wealth Management since 2023 and previously held roles at Ensign Wealth Management, Banker's Life, and CACI Inc. Cederlind is also involved in insurance sales through Ensign Wealth Management. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and businesses. The firm uses a platform-centered approach combining model portfolios managed internally and by third parties, with advisors tailoring solutions under discretionary authority.

Travis Mcgann is a CFP® professional at Independent Financial Partners with 20 years of industry experience. He has worked at firms including LPL Financial and Wells Fargo Advisors. Outside of his advisory role, he is involved in overseeing a wealth management firm and serves as a life insurance agent. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting.

Samuel Hawkins is a financial advisor with Sequoia Financial Group, L.L.C., holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Cetera, Renaissance Financial, and Securian Financial Services. Outside of finance, he has experience in the restaurant industry with Fox Restaurant Concepts. Sequoia Financial Advisors, LLC serves a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm offers wealth planning, investment management, and retirement-plan advisory services, using a mix of model and custom portfolios with various investment vehicles overseen by an Investment Policy Committee.

Jerod Ensz is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63, Series 65, and Series 66 licenses and five years of industry experience. His prior work includes roles at Whitesell Financial Group, LLP and Commonwealth Financial Network. Outside of his advisory career, he is involved in managing single-family rental properties. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, providing managed advice and investment education through various programs that emphasize asset allocation and retirement guidance. The firm leverages Morningstar Investment Management’s proprietary software and portfolio models and operates with a large client base and advisor team.

Tracy Rinaldi is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Stifel Nicolaus & Co Inc, Merrill, and Morgan Stanley Smith Barney. 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 operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Taylor Sevenants is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with Schwab Wealth Advisory, where he has worked for three years. Prior to that, he was involved with Ambli Global Cuisine and spent several years in education roles, including two years at Grand Canyon University Campus. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations guided by Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not act as a discretionary portfolio manager.

Bryan Webb is a financial advisor at CWM, LLC with CFP® and Series 65 credentials and two years of industry experience. He has worked at Silverhawk Private Wealth and taught at Grand Canyon University and local schools prior to his advisory career. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm utilizes model portfolios with discretionary management and offers a range of services including portfolio management, financial planning, sub-advisory, and retirement-plan solutions.

Anna Sinatra is a financial advisor with Schwab Wealth Advisory who holds Series 63 and Series 66 licenses and has 26 years of industry experience. She has been with Charles Schwab and its affiliates since 2000. Outside of her advisory role, she is involved with Advanced Developmental Disabilities Services, providing in-home care support through a state program. Schwab Wealth Advisory, Inc. delivers 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 recommend investments while clients retain final trading decisions.

Jeffrey Thiede is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 12 years of industry experience. He previously worked at J.W. Cole Advisors, Inc. and NPB Financial Group, LLC. Outside of his advisory role, he is the owner of a property management business in Scottsdale, Arizona. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including very large institutional investors such as sovereign wealth funds. The firm offers a range of services including fiduciary consulting, plan design, investment advice, and utilizes multiple management platforms and third-party solutions.

Eloy Acosta IV is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior roles include positions at The Standard, WhiteLight Group, and Delta Air Lines. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and retirement plan consulting to individuals, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs with both discretionary and non-discretionary options.

Holly Grippe is a financial advisor at Private Advisor Group, LLC with two years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial and One AZ Wealth Management. Outside of her advisory work, Holly has experience as a business owner of Integrated Electronic Services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to a variety of managed account solutions. The firm employs a fiduciary-based advisory model using multiple investment methods and technology platforms while often implementing advice through third-party managers and TAMPs.

Rodney Smith II is a CFP® with 23 years of industry experience, currently affiliated with Commonwealth Financial Network. He previously worked at Seacat Financial Services before joining RS Wealth Management, where he also acts as an insurance agent selling fixed insurance products. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, third-party asset manager access, and custody services.