Hunter Giboney is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior experience includes roles at Charles Schwab, Charles Schwab Bank, Ameriprise Financial Services, Zeiders Enterprises, and AllState Insurance Company. He holds Series 63 and Series 66 registrations. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standardized asset allocation models while leaving final trading decisions to clients.

Rylee Good is a financial advisor with Schwab Wealth Advisory, holding a Series 66 designation and based in Phoenix, AZ. Good has one year of industry experience and previously worked in the food service industry before entering financial services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates internally within the Schwab ecosystem and does not charge clients directly for its services.

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.

Jennifer Senft is a financial advisor at TIAA-CREF with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Vanguard Advisers, Inc., and operated her own advisory business. Senft’s experience also includes a role with Overstock Voice. TIAA-CREF Individual & Institutional Services provides financial planning and managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers discretionary management with varying portfolio customization and acts as adviser to a donor-advised fund sponsored by Charityvest.

Tamara Mark is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds the Series 66 and Series 63 designations and previously worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial. In addition to her advisory role, she is an agent with Beacon Pointe Insurance Services, LLC, involved in the sale of life and health insurance products. Beacon Pointe Advisors provides wealth advisory, consulting, and outsourced chief investment officer services to individual and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.

Chad Sager is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and its affiliated entities since 2013. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm uses standard asset allocation models and Schwab research tools to recommend investments, with clients making final trading decisions, and conducts at least annual account reviews without exercising discretionary trading authority.

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.

Devan Carlin is a financial advisor with PlanMember Securities Corporation in Scottsdale, AZ, holding Series 65 and Series 63 credentials. He has one year of experience in financial advising and has worked at PlanMember since 2025. Carlin also has a background in IT systems engineering as a senior software platform administrator for American Airlines, where he has been employed since 2015. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process uses a top-down strategic asset allocation framework with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Nathan Pawlak is a financial advisor at Focus Partners Wealth, LLC in Scottsdale, AZ, holding a Series 65 license with two years of industry experience. Prior to joining Focus Partners Wealth, he worked at Wellspring Financial Partners and Duffl among other roles. He has also worked in roles at the University of Arizona and for the City of Boulder Parks & Recreation. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs an investment approach focused on long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies and offers access to a variety of private and registered pooled investment vehicles.

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.

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 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.