Henry Eversole III is a financial advisor at Stratos Wealth Partners, Ltd with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at RBC Capital Markets, LLC and LPL Financial. Stratos Wealth Partners serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts and utilizes both advisor-managed and model-based portfolios.

Kenneth Brundage is a financial advisor with United Planners' Financial Services of America a Limited Partner, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Jacob Gold & Associates and Voya Financial Advisors, Inc., among others. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients, 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 utilizing multiple custodians and third-party money managers, with a notable focus on largely non-discretionary asset management.

Andrew Battles is a financial advisor at Schwab Wealth Advisory with 26 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2000 and with Schwab Wealth Advisory Inc. since 2012. Outside of his advisory role, he is a landlord involved in real estate. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm uses Charles Schwab’s asset allocation models and research tools, with advisors recommending investments while clients retain final trading decisions.

Daniel Baron is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with various Schwab entities since 2010, including Schwab Private Client Investment Advisory and Schwab Wealth Advisory Inc. Outside of his advisory role, he is involved with the Cactus Combat Match League, where he assists with setting up and tearing down shooting courses for recreational shooting events. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and does not exercise discretionary trading authority directly.

Jacob Richey is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Charles Schwab and its affiliated firms since 2015. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through 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 the Schwab ecosystem and does not directly charge clients fees, distinguishing its service model from many enterprise wealth managers.

Robert Pier is a financial advisor with Hightower Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Success Property Brokers, Your Castle Real Estate, Advisor Group Inc, and United Planners Financial Services. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a wide range of investment vehicles.

George Klima is a ChFC® credentialed financial advisor with 43 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes roles at Guardian Life Insurance Company and Primerica Advisors, among others. Outside of his advisory work, he is involved in restaurant ownership through the Nova Restaurant Group and Tavern 4 & 5 LLC, and he is a partner in Foster K Partners, LLP, which conducts Guardian business. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management across multiple asset types.

Emily Stroud is a CFP® with eight years of experience in the financial services industry. She is currently with Schwab Wealth Advisory and has previously worked at Vanguard and Fidelity Investments. Her background includes roles at several major firms including Goldman Sachs and Edward Jones. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standard asset allocation models and Schwab research tools while recommending specific investments without exercising discretionary trading authority. The firm operates as an internal advisory unit within the Schwab ecosystem and serves individual clients through regular account reviews and wealth management education.

Renee Rael is a financial advisor at United Planners' Financial Services of America, holding Series 63 and Series 66 licenses with 30 years of industry experience. She has worked with United Planners since 1999, including her current role at United Planners Financial Services since 2022, and previously worked at First Financial Equity Corporation. Outside of her advisory work, she serves as a trustee for the Mercedes G Weaver Living Trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering a range of advisory and brokerage services through its network of independent investment advisor representatives.

Charlotte Mc Gibbon is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley and The Vanguard Group, Inc. Outside of finance, she has experience in the restaurant industry, having worked at Rocco's Pizzeria and STARR Restaurants. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, institutions, and charitable organizations. The firm provides customized portfolio management with a focus on diversified asset allocation and offers a broad range of services including financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Simon Moran is a Series 65-licensed financial advisor at Mariner with two years of industry experience. He previously worked at Ultra Financial Partners and Vora Wealth Management, among other firms. Moran is also the owner of Dark Knight Capital, LLC, a single-member LLC for personally funded investments. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and retirement consulting. The firm employs discretionary, customized portfolios supported by internal and third-party management, and features integrated tax, accounting, and family office services alongside traditional portfolio management.

Michael Toth is a CFP® professional with 15 years of experience in financial advising, currently with Schwab Wealth Advisory. He has worked at Charles Schwab since 2019 and previously held roles at USAA Investment Management Company and USAA Financial Advisors. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standardized asset allocation models and Schwab research tools to guide investment recommendations, while clients retain final trading decisions.

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.