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 Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, J.P. Morgan Securities, and Wells Fargo. Quinones is based in Scottsdale, AZ. Oppenheimer serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs, offering a broad range of advisory programs that include asset management, consulting, and retirement services. The firm provides both discretionary and non-discretionary investment management across multiple asset classes and maintains custody of client assets while operating its broker-dealer and advisory businesses.

Brian Benjamin is a financial advisor at Oppenheimer with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he worked in the fitness industry, including positions as a licensed independent trainer and at Jeremy Scott Fitness. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a range of programs and advisory services across equity, balanced, and fixed-income portfolios, with an emphasis on both discretionary and non-discretionary management.

Aaron Wong is a financial advisor with Hightower Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Hightower, he worked at State Street Global Advisors and TD Ameritrade. Outside of finance, Wong has experience in media, including a position at CNBC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates both affiliated and third-party managers. The firm’s model includes discretionary and non-discretionary portfolio management, financial planning, and retirement consulting with access to various investment vehicles and proprietary research.

Amy Hipple is a CFP® professional with eight years of industry experience, currently serving at Schwab Wealth Advisory, Inc. in Phoenix, AZ. Her prior experience includes roles at Charles Schwab & Co., Inc., TIAA, and University of Denver. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab & Co.’s asset-allocation models and internal research to tailor recommendations based on client goals and risk tolerance.

Benjamin Kieckhafer is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Charles Schwab since 2007 and has worked specifically with Schwab Wealth Advisory since 2014. Schwab Wealth Advisory, Inc. serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Jeffrey Breese is a financial advisor at Concurrent Investment Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Manulife Investment Management. His background also includes managing his own advisory practice and involvement in fixed insurance. Concurrent Investment Advisors is a multi-team SEC-registered 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 various other investment vehicles, supported by a network of approximately 286 advisors and over 13,000 clients.

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 11 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Morgan Stanley, Fountain, and Mogel. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory along with financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and private funds, complemented by educational content and specialized client programs.

Douglas Famous is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked with Eagle Strategies since 2013 and operates his own firm, Famous Financial and Insurance Solutions, LLC, where he brokers non-registered insurance products. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

John Garrison is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Charles Schwab since 2014 and joined Schwab Wealth Advisory in 2026. Based in Phoenix, AZ, his career has focused on serving clients through Schwab’s advisory platform. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset allocation models and internal research tools to offer personalized recommendations without exercising discretionary trading authority.

Eric Anthony is a CFP®, ChFC®, and Series 66-licensed advisor with nine years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Kovitz Investment Group Partners, TMD Wealth Management, One Charles Private Wealth, and The Vanguard Group. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Geoffrey Goldberg is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc., and has prior experience outside the financial industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm uses Schwab’s proprietary asset allocation models and research tools to offer guidance tailored to client goals and risk tolerance.

Jorge Cardenas is a CFP® professional with 12 years of experience in the financial services industry. He is currently with Schwab Wealth Advisory and has previously worked at firms including Fidelity Investments, JP Morgan Securities, and Bank of America. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm’s approach employs standard asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Hussein Elgohary is a CFP® professional with nine years of industry experience, currently serving at Mercer Global Advisors Inc. in Scottsdale, AZ. His prior roles include positions at Earned Wealth Advisors, Charles Schwab & Co., Carson Wealth, Clarity Capital Partners, and Prudential. Mercer Global Advisors provides a range of financial services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm employs a portfolio approach based on Modern Portfolio Theory, utilizing diversified, risk-appropriate strategies that include low-cost ETFs, index funds, and specialized investment options, alongside comprehensive financial, tax, retirement, and estate planning services.

Chitra Madanmohan is a CFP® with 10 years of industry experience, currently serving at Schwab Wealth Advisory, Inc. She previously worked at Vanguard Advisers and The Vanguard Group, Inc. Madanmohan also acts as an agent for her spouse in investment matters. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in its program or referred by Charles Schwab & Co. The firm’s guidance is based on Schwab’s proprietary asset-allocation models and research tools, delivering tailored recommendations without exercising discretionary trading authority.

John Nilson is a financial advisor with Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at LPL Financial, New York Community Bank, Uvest Financial Services Group, and Webster Investment Services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a broad range of clients including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a variety of services through an IAR-driven, open-architecture platform that integrates multiple third-party managers and provides both discretionary and non-discretionary portfolio management.

Akihiro Kato is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Schwab Wealth Advisory since 2018 and has been affiliated with Charles Schwab since 2015. Outside of his advisory role, he is a co-owner of Savvy Choice LLC, an e-commerce business operated through Fulfillment by Amazon. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and point-in-time wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset allocation models and research tools, with recommendations tailored to clients’ goals and risk tolerance.

Michael Henkes is a financial advisor at Foundations Investment Advisors LLC with 10 years of industry experience. He holds the Series 65 designation and previously worked at Financial Engines Advisors L.L.C. from 2015 until joining Foundations in 2024. Foundations Investment Advisors provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a mix of fundamental, technical, and cyclical analysis and uses model portfolios combined with an asymmetric rebalancing approach to manage client investments.

Denise Rhodey is a financial advisor at Mercer Global Advisors Inc. in Scottsdale, AZ, holding a Series 65 designation with 14 years of industry experience. She has been with Mercer Global Advisors in various roles since 2012. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services alongside financial, tax, retirement, and estate planning as well as family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other investment vehicles, and provides specialized programs and tax management options.