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 with Schwab Wealth Advisory in Phoenix, AZ. He holds a Series 66 credential and has one year of industry experience. Prior to his current role, he worked at Focus Capital Partners Private Wealth and Charles Schwab & Co., Inc. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program. The firm delivers investment recommendations based on standard Schwab asset allocation models and research tools, conducting at least annual account reviews while leaving final trading decisions to clients.

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 CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Key Investment Services LLC since 2018. Prior to joining Key Investment Services, he worked at Capital One Advisors, LLC and Capital One Investing, LLC from 2016 to 2018. Key Investment Services LLC provides advisory services to individuals, trusts, estates, small businesses, and corporate clients through various programs including wrap-fee advisory, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and ongoing oversight, operating within the KeyCorp group and maintaining affiliations with KeyBank and KeyBanc Capital Markets.

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.

Heather Quinones is a financial advisor at Oppenheimer with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Morgan Stanley for nine years. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs that include discretionary and non-discretionary portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic asset allocation, manager selection, and periodic rebalancing.

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.

Benjamin Kieckhafer is a financial advisor with Schwab Wealth Advisory, Inc., holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Charles Schwab in various roles since 2007 and with Schwab Wealth Advisory since 2014. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. As an internal advisory unit within the Schwab ecosystem, the firm delivers advice without discretionary trading authority and does not directly charge clients fees.

Kenneth Kann is a financial advisor at Beacon Pointe Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Beacon Pointe Advisors and its affiliated entities since 2017. Prior to that, he worked at Windsor Capital Management, LLC for seven years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual, corporate, pension, and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Kent Thomson is a financial advisor at Mercer Global Advisors Inc. with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, Morgan Stanley, Fountain, and Mogel. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios and employs a variety of implementation options including ETFs, mutual funds, and separate accounts.

Douglas Famous is a financial advisor with Eagle Strategies (NY Life) based in Scottsdale, AZ. He holds Series 63 and Series 65 credentials and has 15 years of industry experience. He is the owner of Famous Financial and Insurance Solutions, LLC, through which he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides advice and solutions through multiple program types and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

John Garrison is a financial advisor at Schwab Wealth Advisory with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2014, including his current role at Schwab Wealth Advisory since 2026. Schwab Wealth Advisory, Inc. 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 various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem, using standard asset allocation models and research tools while leaving final trading decisions to clients.

Eric Anthony is a CFP®, ChFC®, and holds a Series 66 license with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, LLC, TMD Wealth Management LLC, One Charles Private Wealth, and The Vanguard Group, Inc. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, combining fundamental and quantitative analysis with third-party managers and alternative strategies, supported by a broad network of affiliated service companies and product relationships.

Roger Wood is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been with Commonwealth and its affiliated entity, C.W.F. Financial, for 15 years. Wood is also a co-owner of rental properties outside his advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors. The firm offers a range of managed account programs and third-party asset management solutions to individual and institutional clients.