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 in Scottsdale, AZ, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2016 and previously with Wells Fargo Advisors from 2013 to 2016. Outside of his advisory role, he is involved in guest services for the Green Bay Packers. Stratos Wealth Partners provides advisory services to a broad client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that aggregates multiple investments and supports both advisor-managed and model-based portfolios.

Paige Weddle is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. She has worked across various Charles Schwab entities since 2021 and has prior experience at Wag, Kohl's Department Stores, The World Egg Bank, and the University of Arizona. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice primarily through the Schwab Wealth Advisory program, using Schwab’s asset allocation models and research tools to support client-directed investment decisions. The firm operates as an internal advisory unit within the Schwab ecosystem, offering annual financial reviews and investment recommendations without discretionary trading authority.

Darren Evans is a financial advisor at NewEdge Advisors with 25 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Intelligence Driven Advisers, LDIntelligence, and Hightower Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning, managing portfolios using asset allocation across mutual funds, ETFs, and individual securities with regular reviews and rebalancing.

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 in Scottsdale, AZ, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She has been with Stratos Wealth Partners and LPL Financial since 2014. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform featuring an open-architecture approach that aggregates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

Charles Martin is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to his current role, he has worked at Focus Capital Partners Private Wealth and Charles Schwab & Co., Inc. Outside of finance, he has experience in the food industry with Campione D’Italia Foods and in gig economy work with DoorDash. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not directly charge clients fees for advisory services.

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.

Kevin Burke is a Certified Financial Planner (CFP®) with 23 years of industry experience. He has been with Key Investment Services LLC since 2018, following roles at Capital One Advisors, LLC and Capital One Investing, LLC from 2016 to 2018. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and provides ongoing monitoring and supervisory oversight, operating within the KeyCorp group with affiliations that support client referrals and comprehensive financial services.

Michael Kornegay is a CFP® certificant with nine years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has previously worked at Fidelity Investments, Robinhood Financial, and Charles Schwab in various capacities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across multiple asset classes while leaving final trading decisions to clients.

Brian Plowman is a financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. He holds the CFP® designation and is registered with Series 65 and Series 63 licenses. His prior work includes roles at Purshe Kaplan Sterling Investments and Coldstream Capital Management Inc. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and institutional clients. The firm employs a combination of active and passive investment strategies, leverages third-party independent managers, and provides extensive reporting and participant education.

Jacob Copley is a financial advisor with GWN Securities Inc. in Phoenix, AZ, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at Equitable Advisors, AXA Advisors LLC, and a non-financial position with Pure Sushi. GWN Securities provides investment advisory and related services to individual and corporate clients through managed account programs, financial planning, and third‑party manager selection. The firm employs both affiliated and unaffiliated sub‑advisers and utilizes diversified investment strategies including tactical, momentum-based approaches.

Brian Benjamin is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he worked in the fitness industry in various roles including licensed independent trainer and at Jeremy Scott Fitness. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a variety of advisory programs that include portfolio management, consulting, and financial planning. The firm employs diverse investment strategies and supports both discretionary and non-discretionary relationships, managing billions in assets across multiple programs.

Aaron Wong is a financial advisor at Hightower Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at State Street Global Advisors and TD Ameritrade. Outside of his advisory role, he was involved in an entrepreneurial venture with Cigarz Lounge from 2016 to 2020. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and various types of plans and organizations. The firm employs a multi-manager investment approach utilizing both affiliated and third-party managers, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

Amy Hipple is a CFP® with eight years of industry experience. She currently works at Schwab Wealth Advisory, Inc. and has held roles within Charles Schwab & Co., Inc. and TIAA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, focusing on annual financial reviews and tailored investment recommendations using Schwab’s research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees for its advisory services.