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.

Geoffrey Goldberg is a financial advisor at Schwab Wealth Advisory with Series 65 and Series 63 licenses and two years of industry experience. He has been with Schwab Wealth Advisory since 2025 and has prior work experience at Charles Schwab & Co., Inc, Kelly Education, and ScribeAmerica. 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 a range of securities. The firm operates within the Schwab ecosystem using standardized asset allocation models and research tools, with advisory services focused on client-directed investment decisions rather than discretionary management.

Jennifer Jenson is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and having 23 years of industry experience. She has been with Transamerica Investors Securities Corporation and Transamerica Retirement Solutions since 2016. Outside of her advisory work, she is an independent sales consultant for Norwex, a company focused on reducing chemicals in the home environment. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs that emphasize asset allocation, contribution guidance, and retirement planning. The firm utilizes Morningstar Investment Management’s proprietary software and model portfolios for personalized advice and operates a large-scale advisory platform with over 300 advisors.

Jorge Cardenas is a CFP® professional with 12 years of experience in the financial services industry. He is currently an advisor at Schwab Wealth Advisory in Phoenix, AZ, and has previously worked at firms including Fidelity Investments, JP Morgan Securities, and Bank of America. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering services like annual financial reviews and investment recommendations based on Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, serving individual clients without charging fees directly.

Hussein Elgohary is a CFP® with nine years of industry experience, currently an advisor 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 serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory services along with financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory approach, utilizing diversified portfolios with low-cost ETFs, index funds, and separate account managers, complemented by educational content and a range of affiliated service lines.

Chitra Madanmohan is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. She previously worked at Vanguard Advisers and The Vanguard Group, Inc. in various roles spanning eight years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools to guide investment recommendations while leaving final decisions to clients.

John Nilson is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners since 2021, alongside prior roles at LPL Financial and New York Community Bank. Stratos Wealth Partners provides advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Akihiro Kato is a financial advisor at Schwab Wealth Advisory with 10 years of industry experience and holds Series 63 and Series 66 licenses. He has been with Schwab Wealth Advisory since 2018 and affiliated with Charles Schwab since 2015. Outside of his advisory role, he is co-owner of an e-commerce business focused on Fulfillment by Amazon, partnering with his wife. 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 using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab and does not directly charge clients fees for its advisory services.

Denise Rhodey is a financial advisor at Mercer Global Advisors Inc. with 13 years of industry experience. She holds a Series 65 designation and has been with Mercer Global Advisors since 2015. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Ryan Alexandre is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and three years of industry experience. Before joining Schwab Wealth Advisory in 2026, he worked at Charles Schwab & Co., Inc. and held various roles across multiple companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, focusing on annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients but is compensated through Charles Schwab & Co.

Michael Kinsey is a CFP® professional with 28 years of experience in the financial industry. He has been with Schwab Wealth Advisory Inc. since 2012 and has worked at Charles Schwab since 1997. Kinsey holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, focusing on annual 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 directly charge clients fees, distinguishing its approach from many other enterprise wealth managers.

Derek Taddei is a financial advisor at Focus Partners Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, LLC, HoyleCohen, and Stellar Capital Management, LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach using a combination of active and passive strategies within an enhanced open architecture framework.