Hunter Giboney is a CFP® professional with 13 years of industry experience and is currently with Schwab Wealth Advisory Inc. in Phoenix, AZ. He has worked at Charles Schwab and Schwab Bank since 2017, and has prior experience at Ameriprise Financial Services, Zeiders Enterprises, and AllState Insurance Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm utilizes Charles Schwab & Co.’s asset-allocation models and research tools to deliver tailored recommendations, with trades executed only upon client authorization.

Edward Dulin Jr. is a financial advisor at Mariner with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Mariner Wealth Advisors since 2019. His prior experience includes roles at Msec, LLC, Bank of America, NA, and Merrill. Outside of advisory work, he owns a business focused on buying, fixing, and selling homes. Mariner serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm employs customized, discretionary portfolios supported by in-house research and third-party managers, with additional capabilities in tax integration and family office services.

Rylee Good is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and based in Phoenix, AZ. Good has been with Schwab Wealth Advisory and Charles Schwab-related firms since 2025, following prior experience working at Barro's Pizza and completing full-time education. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to tailor recommendations according to each client’s goals and risk tolerance, while trades require client authorization.

Alexander Engel is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. He previously worked at Empower Financial Services, Summit Funding, and FirstBank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within a large-scale advisory model.

Joshua Davis is a financial advisor at Cerity Partners LLC with credentials including Series 65 and Series 63 licenses. He has been in the financial industry since 2026 and has prior experience at Baseline LLC and Taza LLC. Cerity Partners advises a diverse client base, including individuals, families, trusts, institutions, and investment entities, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services and employs an investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Jennifer Senft is a financial advisor with TIAA-CREF, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Vanguard Advisers, Inc., and other financial firms. TIAA-CREF Individual & Institutional Services provides financial planning, discretionary managed account programs, and broker-dealer services to individuals, trusts, estates, and small retirement plans, often serving clients with ties to TIAA-administered employer retirement plans. The firm offers both point-in-time planning and ongoing portfolio management, including customized discretionary management under a fiduciary standard.

Tamara Mark is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds Series 66 and Series 63 registrations and has worked at several firms, including Landmark Wealth Management Group and Purshe Kaplan Sterling Investments, Inc. Tamara is also an insurance agent with Beacon Pointe Insurance Services, LLC, involved in the sale of life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced CIO services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Chad Sager is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses standard asset-allocation models and internal research tools to offer tailored recommendations, with trades executed only upon client authorization.

Robert Carnegie III is a CFP® professional with three years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, LLC, HoyleCohen, LLC, Huntington Bank, and BNY Mellon. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a range of wealth management and advisory services. The firm combines active and passive investment strategies within an enhanced open architecture framework, incorporating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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.

Devan Carlin is a financial advisor at PlanMember Securities Corporation with one year of industry experience. He holds Series 65 and Series 63 licenses. Prior to his advisory role, he has worked at American Airlines since 2015 as a Senior IT Systems Engineer and software platform administrator. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options and delivers education, planning, and support services through a strategic asset allocation framework and risk-based mutual fund portfolios.

Nathan Pawlak is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ. He holds a Series 65 designation and has two years of industry experience. Prior to joining Focus Partners Wealth, he worked at Wellspring Financial Partners and Duffl, among other roles. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with wealth management, financial planning, and advisory services. Their investment approach combines active and passive strategies within an enhanced open architecture framework, integrating fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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, Inc. in Phoenix, AZ, with one year of industry experience. Prior to her current role, she worked at Charles Schwab & Co., Inc. and had experience in the travel and food ingredients sectors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses standardized asset allocation models and internal research tools to offer tailored investment recommendations without exercising discretionary trading authority.

Massimo Avelluto is a financial advisor at Mariner with three years of industry experience and a Series 66 credential. His background includes roles at The Vanguard Group, Bandelier Capital LLC, and Matthews. Outside of his advisory work, he is a partner at Bandelier Capital LLC, where he invests in real estate. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and integrates tax and accounting services alongside traditional portfolio management.

Joseph Cardella is a financial advisor with Guardian Life and holds a Series 65 designation. He has recently transitioned into the financial services industry after 19 years with the City of Tempe. He is based in Phoenix, AZ. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions, including advisor-led discretionary management, model-based strategies, and a digital advisory platform.

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.

Dimitri Spanos is a financial advisor at Oppenheimer with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and its affiliated entities for over 15 years before joining Oppenheimer in 2022. Oppenheimer serves individuals, corporations, pension plans, and charitable organizations, offering a wide range of investment programs and advisory services across equity, balanced, and fixed-income portfolios with both discretionary and non-discretionary management options.

Darija Hanson is a financial advisor at Schwab Wealth Advisory with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2010. Hanson is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning services to clients enrolled in the Schwab Wealth Advisory program. The firm uses Charles Schwab’s asset-allocation models and research tools to offer tailored recommendations with annual reviews, serving a large client base with a focus on mutual funds, ETFs, separately managed accounts, and alternative investments.

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.