Anne Schwab is a financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, holding the CFP® designation and Series 63, 65, and 66 licenses. She has 22 years of industry experience, including prior roles at Charles Schwab & Co., Inc. and several other financial firms. Outside of advisory work, she is an author of both financial and fictional books, receiving royalties from her 2015 publication *Money Matters Made Simple*. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual financial reviews and investment recommendations using Schwab’s proprietary tools and asset allocation models. The firm operates within the Schwab ecosystem and focuses on non-discretionary advice rather than discretionary portfolio management.

Jameson Van Houten is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Crown Capital Securities, Lp and Stonegate Financial Group. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused, asset-allocation approach using proprietary due-diligence processes and offers a range of services from wealth management to outsourced CIO solutions.

Grace Gaabucayan is a CFP® and Series 65 licensed advisor with three years of industry experience. She is currently with Schwab Wealth Advisory in Phoenix, AZ, having joined in 2023. Her prior experience includes roles at Versant Capital Management, First Western Financial, and Northern Trust. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm delivers advice using Schwab’s asset allocation models and research tools, with clients making final trading decisions.

James Cooney is a financial advisor with Focus Partners Wealth, LLC in Phoenix, AZ, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. His career includes roles at The Colony Group, LLC, HoyleCohen, LLC, Stellar Capital Management, and Empirical Wealth Management. Focus Partners Wealth serves a diverse client base, including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions, offering a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis with external manager resources, alongside a broad platform of affiliated service companies providing insurance, lending, and real estate investment solutions.

Nikolaos Stathopoulos is a CFP® with nine years of experience in financial advisory, currently with Schwab Wealth Advisory, Inc. He previously worked at The Vanguard Group and has experience as a self-employed advisor and at Randstad. Based in Phoenix, AZ, he holds Series 63 and Series 65 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Charles Schwab ecosystem, offering clients annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm uses standard asset allocation models and Schwab research tools, with clients making final trading decisions and accounts reviewed at least annually.

Colin Maurer is a financial advisor at Schwab Wealth Advisory in Phoenix, AZ, holding Series 65 and Series 66 licenses with one year of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and other diverse positions outside the financial industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations through proprietary Schwab research tools and standard asset allocation models.

John Thomas is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, he worked at Silvercrest Asset Management Group. In addition to his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-of-managers approach using both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

James Pupillo Jr. is a financial advisor at NewEdge Advisors with 39 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Intelligence Driven Advisers, LLC, LDIntelligence LLC, and Hightower Advisors. He serves as a board member for the nonprofit Help in Healing Home in Phoenix, Arizona. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services and employs multiple program structures combining manager selection with third-party models and advisor discretion.

Dustin Giannangelo is a financial advisor with Kestra Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services in 2017, he worked at LPL Financial for three years. He is also the owner and CEO of NeutrinoIQ, a financial software company focused on product vision and leadership. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm offers a range of services such as fiduciary consulting, plan design, investment advice, and employee education, serving large investors with approximately $79.8 billion in assets under management and maintaining extensive third-party and affiliate relationships.

Drake Qualls is a CFP® professional with 10 years of experience in financial advising. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, InterOcean Capital Group, M. S. Howells, Independent Financial Group, Henry, Horne Wealth Management, and CliftonLarsonAllen Wealth Advisors. 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.

Jonathan Crosby is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at Charles Schwab, Protective Life Corporation, Private Client Services, RFG Advisory, Regions Bank, and BBVA Securities Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Charles Schwab’s asset allocation models and research tools. The firm focuses on annual financial reviews and investment recommendations, with final trading decisions made by clients.

Daniel Skellan is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Skellan has also served as a board member for Four Peaks Little League, where he is involved in teaching youth baseball. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring solutions to client objectives, operating primarily on a non-discretionary asset management basis within the New York Life affiliate structure.

Zachary Green is a financial advisor at Schwab Wealth Advisory with a Series 66 designation and one year of industry experience. Prior to joining Schwab, he worked in the construction sector with Arizona Tile and Stone Specialists and Sun West Builders. 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 Charles Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly for advisory services.

Michael Roasa is a financial advisor at Mariner with 48 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior firms include Ultra Financial Partners, Claraphi Advisory Network, and Liberty Partners Financial Services. In addition to advising, he is licensed as an insurance producer in Arizona, focusing on accident, health, life, and life settlement insurance since 1977. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm combines in-house research with third-party managers and provides integrated tax, accounting, and family office services unusual for a firm of its size.

Aaron Albers is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds a Series 66 designation and previously served in the United States Marine Corps from 2020 to 2024. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody services.

Jason Ladner is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Rockefeller in 2025. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Nina Anoya is a Financial Consultant I with nearly a decade of experience in wealth planning. She has spent over five years advising high-net-worth clients, focusing on building trusted relationships and providing personalized financial strategies. Her professional experience includes roles at Fisher Investments, where she served as a Wealth Advisor from 2020 to 2025, Client Operations Group Manager from 2017 to 2020, and Client Service Associate from 2016 to 2017.

Garrett Benham is a financial advisor at Schwab Wealth Advisory with one year of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. before joining Schwab Wealth Advisory. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing Schwab’s standard asset allocation models and research tools. The firm conducts annual account reviews and focuses on investment recommendations without exercising discretionary trading authority.

Donovan Seguritan is a financial advisor at Schwab Wealth Advisory with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 certifications. Prior to joining Schwab Wealth Advisory in 2018, he worked at USAA in various financial planning and advisory roles from 2007 to 2018. Outside of advising, he manages a single-dwelling rental property. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem and does not directly charge clients fees, differentiating its approach from many other enterprise wealth managers.

Angelo Risola is a financial advisor with J.W. Cole Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 66 licenses and having eight years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, Morgan Stanley, and Axa Advisors. Outside of advisory work, he is a member-manager of Risola Holdings, LLC, involved in residential home rehabilitation. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions using a variety of investment approaches.