Benjamin Tiller is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds the Series 66 designation and has worked at LFI Advisory Inc from 2017 to 2021 and The Leaders Group Inc since 2011. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services.

Frank Kirby Jr. is a CFP® with 26 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. His career includes roles at FireSky Financial, Inc., Rogers & Kirby Enterprise, and Agape Insurance Partners. He volunteers to facilitate financial and estate workshops, including sessions based on Dave Ramsey’s Financial Peace University, at Dream City Church in Phoenix, AZ. United Planners Financial Services serves a diverse client base including individuals, corporations, and charitable organizations, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform with multiple custodians and third-party money managers, with a significant portion of assets managed on a non-discretionary basis.

David Vincent is a CFP® professional with 16 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory, Inc. in Phoenix, AZ. He has been with Schwab Wealth Advisory since 2012 and has been affiliated with Charles Schwab & Co., Inc. since 2010. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s guidance is based on proprietary asset-allocation models and internal research tools, offering recommendations tailored to clients’ goals and risk tolerance without exercising discretionary trading authority.

Sheila Cuffari Agasi is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with United Planners and its affiliated entities since 2006. Agasi also serves as trustee of the Agasi Family Trust and is involved in personal investment holdings through Rainbow Rain, LLC. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs a combination of custodians and third-party managers to implement client strategies.

Travette Keyes is a financial advisor at Empower Advisory Group with Series 63 and Series 66 designations and two years of industry experience. Prior to joining Empower, he held roles at Charles Schwab & Co., Inc. and The Vanguard Group. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm delivers services through an integrated model tied to Empower’s recordkeeping platforms, focusing on long-term portfolio returns and savings rates in its planning approach.

Joseph Kabaki is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Steward Partners Investment Advisory, LLC and has previously worked at Ameriprise Financial Services, LLC, Raymond James Financial Services, Inc., and Jackson Roskelley Wealth Advisors, Inc. Outside of advising, Kabaki serves as Treasurer on a nonprofit board. Steward Partners Investment Advisory, LLC is an enterprise-scale, SEC-registered RIA managing approximately $36.7 billion in assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering diverse investment advisory and financial planning services through both discretionary and non-discretionary portfolio management.

Charles Pascu is a CFP®-certified financial advisor at Eagle Strategies (NY Life) with 31 years of industry experience. He has been with Eagle Strategies and affiliated entities since 2013. From 2017 to 2018, he was employed at Uber. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers multiple program types, managing the majority of assets on a non-discretionary basis through its integrated relationship with New York Life.

Jared Christensen is a financial advisor with Empower Advisory Group and holds Series 63 and Series 66 designations. He has 21 years of industry experience, including extensive tenure at Fidelity Investments before joining Empower in 2026. Jared is based in Gilbert, Arizona. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm’s integrated approach leverages proprietary planning tools and emphasizes long-term portfolio returns within plan lineups selected by plan sponsors.

Charles Carter is a financial advisor with Commonwealth Financial Network in Phoenix, AZ. He holds the ChFC® designation and Series 63 license and has 31 years of industry experience. He has worked at Camelback Retirement Planners and Commonwealth Financial Network since 2013. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a wide range of managed-account programs and access to third-party asset managers, providing advisory support across various investment strategies and account types.

T Powell is a CFP® professional with 14 years of experience in financial advising. He is currently with Beacon Pointe Advisors, LLC and has prior experience at firms including Stonegate Capital Advisors and Ameriprise Financial Services. In addition to his advisory role, he is an insurance agent at Beacon Pointe Insurance Services. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base consisting of individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and it acts as general partner for proprietary private funds while maintaining a broad range of institutional relationships.

Jeffrey Cary is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab since 1999. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by 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 client goals and risk tolerance.

Yvonne Dolny is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. She has worked at Charles Schwab and its affiliated entities since 2004, including 11 years with Charles Schwab Bank before joining Schwab Wealth Advisory in 2019. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach relies on Schwab’s asset-allocation models and internal research, offering tailored recommendations reviewed at least annually.

David Bonar is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience and holds a Series 66 designation. He has worked at various entities within the Charles Schwab organization since 2015, including Charles Schwab & Co., Inc. and Charles Schwab Bank SBB. 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 utilizes Charles Schwab’s asset-allocation models and internal research tools to offer customized recommendations, while trades require client authorization.

Paul Perreault Jr. is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 designations. He has 38 years of industry experience, including roles at First Financial Equity Corporation and managing his own practice, Paul A. Perreault Jr. He serves on the Four Peaks Rotary Signer-Oversight Committee in Fountain Hills, AZ. United Planners Financial Services supports a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering a range of advisory models and predominantly non-discretionary asset management through a network of 477 independent Investment Advisor Representatives.

Taylor Thompson is a CFP®-certified financial advisor with 13 years of experience, currently with Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at The Vanguard Group and various Charles Schwab entities. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients in the Schwab Wealth Advisory program, using Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations.

Eric Verhulst is a financial advisor at Rockefeller Financial LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill. Outside of his advisory role, he is involved in managing several LLCs related to vehicle sharing. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Jake Scanlon is a financial advisor at Schwab Wealth Advisory with five years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at Charles Schwab since 2020 and The Vanguard Group in 2019-2020. Outside of finance, he is involved in a family home remodeling business, Room by Room: Total Home Remodeling. Schwab Wealth Advisory 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, focusing on asset allocation and investment selection with client-authorized trades.

Thomas Richardson is a CFP® professional with four years of industry experience, currently serving at Schwab Wealth Advisory. He has worked at Charles Schwab & Co., Inc. since 2021 and spent four years with Starbucks Coffee Company prior to entering the financial industry. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses asset-allocation models and proprietary research tools to guide investment selection, while trades require client authorization.

Eric Swier is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, Robinhood Financial, and The Vanguard Group. Outside of his advisory work, he owns and operates two e-commerce businesses, Nayame Designs LLC and SwierFinds, selling jewelry and reselling items online. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm’s services emphasize asset allocation and investment selection, guided by internal research and standard asset-allocation models, with recommendations tailored to clients’ goals and risk tolerance.

Barry Eller is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 designations. He has 32 years of industry experience, including prior roles at Cambridge Investment Research Advisors, TD Ameritrade, and BBVA Wealth Solutions. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent investment advisor representatives. The firm operates an open-architecture platform using multiple custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.