James Garner is a financial advisor with Empower Advisory Group in Phoenix, AZ, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, The Vanguard Group, and Charles Schwab. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm’s integrated model focuses on long-term portfolio returns, annual rebalancing, and clients’ savings rates within plan lineups selected by plan sponsors.

Patricia Holdman is a CFP®-certified financial advisor with 19 years of industry experience. She has worked at Schwab Wealth Advisory Inc. and Charles Schwab since 2020 and previously spent nine years with The Vanguard Group. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program. The firm offers annual financial reviews and investment recommendations using Schwab’s research tools, with clients retaining final trading decisions.

Jason Fredette is a CFP® and CFA® with 24 years of industry experience. He is currently with Schwab Wealth Advisory in Phoenix, AZ, where he has worked since 2020. His prior experience includes roles at Charles Schwab and multiple banking institutions. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice within the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations. The firm delivers advice using Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Adam Brown is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab & Co., Inc. and Schwab Wealth Advisory since 2018, following six years at The Vanguard Group. 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 across various assets. The firm delivers advice through standardized asset allocation models and Schwab research tools, with final trading decisions made by clients, and does not act as a discretionary portfolio manager.

Carson Busch is a financial advisor with Sequoia Financial Group, L.L.C. in Phoenix, AZ. He holds a Series 65 designation and has one year of industry experience. Prior to joining Sequoia, he worked at Focus Partners Wealth and The Gellman Team Real Estate. Sequoia Financial Advisors provides wealth planning, investment management, retirement-plan advisory, and related consulting services to a diverse client base that includes individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model allocations and custom portfolio solutions overseen by an Investment Policy Committee.

Douglas Rosendahl is a financial advisor with Principal Financial Services, holding a Series 66 designation and over 20 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2015. In addition to his advisory role, he serves as a bank/trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various arrangements.

Shaunna Zoeckler is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including The Colony Group, LLC, InterOcean Capital Group LLC, M. S. HOWELLS & CO., Henry+Horne Wealth Management, Independent Financial Group, and Merrill. Outside of finance, she has minority ownership in a bakery business, Butta Cakes LLC. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework, combining active and passive strategies along with various specialized investment programs.

Grant Gottdiner is a CFP® with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. His prior roles include positions at Fidelity Investments, Bank of America, Merrill Lynch, and Charles Schwab & Co. Outside of finance, he has worked with the University of Kentucky Johnson Center and has experience with the Pi Beta Phi Sorority. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, planning discussions, and investment recommendations using standard asset allocation models and Schwab research tools.

James Casey is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC. His prior roles include positions at Distribution Services, LLC, Smead Capital Management, Inc., ALPS Distributors, Inc., Guggenheim Funds Distributors, LLC, and Nuveen Investments. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm offers integrated services through affiliated trust and insurance entities and distinguishes itself through its recapitalized ownership structure and comprehensive platform integrating wealth, trust, and insurance capabilities.

Michael Conway is a CFP® professional with eight years of industry experience, currently serving with Empower Advisory Group. His work history includes roles at Personal Capital Advisors Corporation and The Vanguard Group, Inc. He has also held positions related to real estate and education at Sotheby's International Realty and Fort Lewis College. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail brokerage clients. The firm offers integrated services aligned with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and client savings rates.

Michael Gentsch is a CFP® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC since 2024. He previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab, where he held various roles from 2009 to 2024. Outside of his advisory work, he operates a car rental service through Turo. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses, offering a range of portfolio management, financial counseling, and fiduciary services. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies.

Gabriel Gurau is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 63 and Series 66 credentials with eight years of industry experience. He has previously worked at Charles Schwab, Robinhood Financial, USAA Investment Services, and Bank of America. 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 charge clients directly for advisory services.

Matthew Sutton is a financial advisor at Schwab Wealth Advisory with eight years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Vanguard Group and Robinhood Markets, along with earlier experience in the hospitality and solar industries. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm delivers investment recommendations using Schwab’s asset allocation models and research tools, conducting annual account reviews without exercising discretionary trading authority.

Kevin Takinen is a financial advisor at Mariner with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including World Investment Advisors, Sequoia, ADP, Fis, and KeyBank. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and tax services. The firm utilizes discretionary, customized portfolios supported by in-house research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions uncommon for a firm of its size.

Ty Tabile is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Schwab Wealth Advisory with four years of industry experience. His prior roles include positions at The Vanguard Group, Northwestern Mutual, and Bank of America. Outside of financial services, he was involved with Tabile LLC, a business named "Cups and Cakes." Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations. The firm operates within the Schwab ecosystem, delivering advice through standard asset allocation models and Schwab research tools, with final trading decisions made by clients.

Kent Weaver is a financial advisor at ROCKEFELLER Capital Management with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley in various capacities from 2008 to 2020. ROCKEFELLER Capital Management is an enterprise firm with 157 advisors, serving clients with a comprehensive investment approach.

Bryan Buzzard is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including long tenures at New York Life Insurance Company and Nylife Securities Inc. He has also been involved with Cypress Strategies since 2002. Primerica Advisors serves a broad retail client base and offers a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Grace Guenther is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ. She holds a Series 66 designation and has been in the financial industry since 2026. Her prior work experience includes roles at Hangar Club, Kate Spade New York, and First Bank. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory (SWA) program. The firm delivers advice through Schwab’s asset allocation models and research tools, recommending investments while leaving final trading decisions to clients.

Kyle Dofelmier is a financial advisor at Schwab Wealth Advisory with 18 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab and its affiliated entities since 2009. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering services such as annual financial reviews 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 act as a discretionary portfolio manager.

Sterling Mccarty is a financial advisor with D.A. Davidson & Co. in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He worked at Merrill for 35 years before joining D.A. Davidson in 2018. Outside his advisory role, Sterling serves as a board member for The Catholic Foundation of the Diocese of Colorado Springs, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and specialized programs for high-net-worth clients, operating under fiduciary standards and distinguishing itself through municipal advisory and underwriting activities.