Bingjie Zhu is a financial advisor with Eagle Strategies (NY Life) in Scottsdale, AZ, holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining Eagle Strategies, Zhu was associated with NYLIFE Securities LLC, Famous Financial and Insurance Solutions LLC, and New York Life Insurance Company. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types tailored to client and plan sponsor objectives, with the majority of its assets managed on a non-discretionary basis.

Jared Lang is a CFP® with two 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, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Before entering financial services, he worked four years at Grand Canyon Beverage Company. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Charles Schwab ecosystem, focusing on annual financial reviews, retirement planning, and investment recommendations using Schwab’s research tools and asset allocation models. The firm does not exercise discretionary trading authority itself but collaborates with affiliated money managers for discretionary management.

Mark Hall is a financial advisor with United Planners' Financial Services of America and holds Series 63, 65, and 66 licenses. He has 38 years of industry experience and has been associated with United Planners since 2012. Hall also owns H F Capitol Group LLC and is involved with Life Brokers USA and Total Financial & Insurances, Inc., all related to insurance and financial services. United Planners serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Vincent Heck is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Schwab Wealth Advisory since 2015 and has worked at Charles Schwab & Co. Inc. since 2008. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers advice using standard asset allocation models and Schwab research tools, offering annual financial reviews and investment recommendations while clients retain final trading decisions.

Elizabeth Zarate is a financial advisor with AE Wealth Management, LLC in Scottsdale, AZ. She holds a Series 65 designation and has three years of industry experience. Prior to joining AE Wealth Management, she worked at Wells Fargo and America First Credit Union. Outside of her advisory role, Zarate is involved with Money Wise, LLC, where she completes and submits life insurance and annuity applications. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from discretionary asset management to financial planning and consulting.

Jed Brody is a CFP® and ChFC® with 35 years of industry experience. He is currently with Focus Partners Wealth, LLC and has prior experience at Apollo Global Management, Griffin Capital Securities, and National Life Group. Outside of his advisory work, he volunteers as a Hebrew School teacher at Ortzion Synagogue and participates in financial counseling educational seminars for military personnel through Magellan Federal. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, and institutional investors, offering a range of wealth management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates fundamental and quantitative analysis along with a broad array of investment strategies and affiliated service offerings.

Cameron Dechesaro is a CFP®-certified financial advisor with eight years of industry experience. He has been with Schwab Wealth Advisory Inc. since 2019 and has worked at Charles Schwab & Co., Inc. since 2017. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab ecosystem, focusing on clients enrolled in the Schwab Wealth Advisory program. The firm offers financial reviews, retirement and planning discussions, and investment recommendations that utilize Schwab’s asset allocation models and research tools, while clients retain final trading decisions.

Mark Turner is a financial advisor at Schwab Wealth Advisory with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab since 2015, including his current role at Schwab Wealth Advisory since 2018. Outside of his advisory work, Turner manages a family holding company in Gilbert, AZ. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations using Schwab’s asset allocation models and research tools, with clients retaining final trading decisions.

Molly Malone is a CFP® certificant with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2012. She has been affiliated with Charles Schwab since 1999. Molly is based in Phoenix, AZ, and holds Series 63 and Series 66 licenses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm does not engage in discretionary trading, with portfolio decisions made by clients or third-party money managers.

Robyn Gerke is a CFP® professional with nine years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2016. Prior to joining Beacon Pointe, she worked at Stoker Ostler Wealth Advisors from 2002 to 2016. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, including charitable organizations and retirement plans. The firm employs a manager-driven investment approach, utilizing proprietary due diligence processes and third-party platforms to implement client strategies.

Ryan Gargol is a financial advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 16 years of industry experience. His prior roles include positions at Sonora Investment Management Group, LLC, Sonora Investment Management LLC, and The Vanguard Group, INC. He maintains a real estate license but does not actively engage in related business activities. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, employing a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework. The firm offers a broad range of services including portfolio management, financial counseling, family office services, and fiduciary consulting.

Ryan Thompson is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 66 designation and has worked previously at Silverhawk Private Wealth, Edward Jones, and John Hancock in various roles. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management and retirement-plan services, employing model portfolios overseen by an in-house Investment Committee and utilizes a combination of fundamental and technical analysis alongside third-party sub-advisors and customization tools.

Tanya Forsythe is a financial advisor at TIAA-CREF with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has been with TIAA-CREF since 2013. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm operates within a vertically integrated structure and acts as adviser to a donor-advised fund sponsored by Charityvest.

Lawrence Dobrin is a financial advisor at Oppenheimer with 48 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2006. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Jordan Kuntzelman is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Vanguard Advisers, Inc. and The Vanguard Group, Inc. 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 account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Paul Seidman is a CFP® professional with 22 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2018. His prior roles include positions at Alpha Cubed Investments, Ascendant Advisors, and Empowerment Financial Group. He also consults with GLG Consulting, providing expert insights at industry events. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a comprehensive range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and provides client education, specialized planning services, and integration of affiliated service lines.

Brenton Harris is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked within the Charles Schwab organization since 2007. 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 across a range of assets. The firm operates as an internal advisory unit within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools, without exercising discretionary trading authority.

David Fields is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Waddell & Reed, Citigroup Global Markets Inc., and managing his own practice, David Brook Fields, since 2006. He is also a managing partner of Pacific Tides Wealth Management. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform with multiple custodians and third-party money managers, emphasizing a largely non-discretionary asset mix and providing both fee-based and commission-based options.

William Abram is a CFP® with nine years of industry experience. He currently works at Focus Partners Wealth, LLC and has held prior roles at Churchill Management Group, Charles Schwab Bank, CHARLES SCHWAB & CO., Inc., Paradise Valley Community College, and BBVA Compass. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of investment management and wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates a broad array of affiliated service companies and product relationships.

Timothy Bohnett is a financial advisor at Farther with 15 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab & Co., Inc. for 14 years before joining Farther in 2025. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform combined with in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a range of investment vehicles including ETFs, mutual funds, equities, and fixed income.