Robert Carnegie III is a CFP® professional at Focus Partners Wealth, LLC with three years of industry experience. His prior roles include positions at The Colony Group, LLC, HoyleCohen, LLC, Huntington Bank, and BNY Mellon. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm utilizes a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Samantha Jarvey is a CFP®-certified financial advisor with 15 years of industry experience. She is currently with Schwab Wealth Advisory, where she has worked since 2022. Her previous experience includes roles at Cambridge Investment Research Advisors and Wells Fargo Clearing. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates within the Schwab ecosystem and does not serve as a discretionary portfolio manager for most clients.

Jenna Thornton is a CFP® and ChFC® with 21 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. She has held various roles since 2008, including involvement with Synergy Accounting Solutions and co-ownership of Black Bear Market, LLC, a personalized products business. Thornton also serves as secretary/treasurer of the Washington Park HOA in Payson, AZ. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and supports advisors with a limited-partnership ownership structure and advisor transition programs.

Robert Olson is a financial advisor with TLG Advisors, Inc. based in Scottsdale, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Kestra Advisory, M Holdings Securities, WealthPoint, and Polaris Insurance Advisors. He is also the owner of Pivotal Financial & Insurance PLLC, where he consults clients on insurance and business solutions. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm provides portfolio management, financial planning, and fiduciary services, employing a manager selection process grounded in fundamental analysis and Modern Portfolio Theory, and offers a digital investment platform called Starlight Portfolios.

Heidi Jones is a Series 66-licensed financial advisor with Schwab Wealth Advisory, based in Phoenix, AZ, and has one year of industry experience. Prior to joining Schwab Wealth Advisory in 2026, she worked at Charles Schwab & Co., Inc. starting in 2024 and has experience in the travel and food industries. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering investment recommendations across various asset classes and conducting annual financial reviews while allowing clients to make final trading decisions.

Joseph Cardella is a financial advisor at Guardian Life and Park Avenue Securities with Series 65 registration. He has previously worked for the City of Tempe for 19 years and has been with his current firms since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs, with discretionary and non-discretionary options and tailored services for its clients.

Matthew Anderson is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Churchill Management Group and TD AMeritrade. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Darija Hanson is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Charles Schwab in various capacities since 2010, including roles at Charles Schwab Bank and Schwab Wealth Advisory. Based in Phoenix, AZ, Hanson has worked within the Schwab ecosystem for the majority of her career. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations. The firm uses Schwab’s asset allocation models and research tools, with advisors recommending investments while clients make final trading decisions.

Carly Meadows is a financial advisor with TIAA-CREF in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Her prior experience includes roles at Robinhood Financial, Merrill, Bank of America, and Charles Schwab. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management under fiduciary standards.

James Hundman is a CFP® with 26 years of industry experience, currently serving at Integrity Alliance, LLC. He has worked with Lion Street Advisors and Triad Advisors, Inc., and is the owner of Hundman Wealth Planning, LLC as well as Hundman Law Offices, where he provides estate planning services. Hundman also serves on the board of Foothills Caring Corps, a local nonprofit supporting elderly and disabled individuals. Integrity Alliance supports a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers a range of investment management, financial planning, and consulting services, utilizing various portfolio strategies and third-party platforms.

Jacob Biliack is a CFP® with nine years of industry experience, currently serving at Focus Partners Wealth, LLC. He has held roles at The Colony Group, LLC, HoyleCohen, LLC, and WT Wealth Management, LLC. Outside of advisory work, he is involved in managing a small number of short-term rental properties. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term investment approach combining active and passive strategies within an enhanced open architecture framework.

Stephen Newell is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Charles Schwab since 1998 and has been with Schwab Wealth Advisory since 2012. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews, retirement and planning discussions, and investment recommendations using Schwab's asset allocation models and research tools, with clients retaining final trading decisions.

Jared Charley is a financial advisor with Transamerica Retirement Advisors, LLC in Gilbert, AZ, holding Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Morgan Stanley, Merrill, Bank of America, and Transamerica entities. Prior to his financial services career, he worked with the Phoenix Police Department for 17 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through programs offering managed portfolios and investment education, relying on Morningstar Investment Management for portfolio construction and oversight. The firm operates at scale with over 300 advisors and a large client base focused on non-discretionary assets.

Shanna Grech is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. She holds the Series 65 and Series 63 licenses and has worked at Charles Schwab, USAA Financial Services, and Juice Plus. Outside of her advisory role, she is involved in managing a rental property in Glendale, Arizona. 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 based on Charles Schwab’s research tools and asset allocation models.

Anique Hyden is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at Schwab Private Client Investment Advisory, Inc. since 2018 and was previously with Charles Schwab from 2014 to 2018. 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 using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, distinguishing its model from many other enterprise wealth managers.

Casey Kleiner is a CFP® professional at Concurrent Investment Advisors, LLC with six years of industry experience. Prior to joining Concurrent, Casey worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. He has also held roles outside of finance, including positions at Arizona State University and Scrapbook.com. 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 focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Muhammad Sobki is a financial advisor at T. Rowe Price Advisory Services, Inc. with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones & Co., L.P. for 13 years. T. Rowe Price Advisory Services, Inc. offers the Retirement Advisory Service, which provides goals-based financial planning, retirement income planning, and discretionary investment management primarily to individual investors and households. The firm uses model allocations with T. Rowe Price mutual funds and ETFs, employing tax-aware strategies and Monte Carlo simulations for retirement projections.

Juan Garcia is a financial advisor with First Command Advisory Services in Gilbert, AZ, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior work includes service with the Naval War College and Seventh Fleet. Outside of his advisory role, Garcia serves as a conditioning coach for the ASU High School Boys Soccer Team. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Angela Hawk is a CFP® professional with 25 years of industry experience, currently serving at Schwab Wealth Advisory Inc. since 2012. She has been associated with Charles Schwab since 2000 and holds Series 63 and Series 66 licenses. Based in Phoenix, AZ, she primarily works within Schwab’s enterprise advisory framework. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and tailored investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, with a focus on client-directed investment decisions and annual account reviews.

Anton Halka is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Allstate Financial Advisors and Halka Insurance Services. His background also includes roles at Total Wine and More and experience in the travel industry. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors and employer-sponsored plans. The firm employs a model portfolio approach supported by third-party money managers and digital platforms, managing approximately $1.7 billion in regulatory assets.