Barry Cook is a financial advisor with Eagle Strategies (NY Life) based in Phoenix, AZ. He holds the ChFC® and Series 63 designations and has 42 years of industry experience, including long-standing roles at NYLife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers a variety of advisory programs tailored to individual and institutional clients, with an emphasis on non-discretionary asset management and integrated solutions involving insurance and annuity products.

Renee Wilkinson is a financial advisor with AE Wealth Management, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked primarily with 360 Wealth Management, Inc. from 2007 to 2024 before joining AE Wealth Management in 2026. Beyond her advisory work, she has been involved with Arizona Realty One Group since 2006. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individual households, corporations, trusts, and ERISA plan sponsors. The firm uses a variety of investment strategies and model portfolios, managing approximately $49.8 billion for over 127,000 clients through its platform and standardized services.

Jasmine Lee is a CFP®-designated financial advisor with Schwab Wealth Advisory, Inc. in Phoenix, AZ, bringing four years of industry experience. Her career includes roles at Charles Schwab & Co., Morgan Stanley, Merrill Lynch, and Navy Federal Credit Union. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement planning, and investment recommendations using Schwab's proprietary research tools and asset allocation models.

Robert Bowen is a financial advisor at Schwab Wealth Advisory with 23 years of industry experience. He holds a Series 66 designation and has worked previously at USAA Investment Management Company and USAA Financial Advisors Inc. Bowen operates out of Phoenix, AZ. Schwab Wealth Advisory, Inc. 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 across various asset classes. The firm uses Schwab’s research tools and standard asset allocation models, with final trading decisions made by clients.

Landen Lunsway is a CFP® with 17 years of industry experience and currently serves as a financial advisor at Beacon Pointe Advisors, LLC in Scottsdale, AZ. He has been with Beacon Pointe Advisors and its predecessor entities since 2014. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, and retirement plan consulting. The firm employs a manager due-diligence process and allocates primarily through third-party independent managers, also sponsoring proprietary investment vehicles and acting as an operating general partner for multiple private funds.

Baha Chanel is a financial advisor with PNC Wealth Management in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. His career includes roles at Charles Schwab, Morgan Stanley, Bank of America, Merrill Lynch, and Elliot Management. Outside of his advisory work, he is the owner of Chanel Holdings LLC, a non-investment-related business. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an online discretionary model account available by invitation to employees. The firm uses algorithm-driven risk assessments and delegates portfolio implementation and proxy voting to third parties.

Davis Levy is a financial advisor at CWM, LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including JPMorgan Chase and The Vanguard Group. Outside of his advisory role, he serves as a Regional Vice President for Delta Sigma Pi, a professional business fraternity. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and a combination of fundamental and technical analysis, along with access to alternative investments.

Benjamin Milder is a financial advisor with Schwab Wealth Advisory Inc. in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has seven years of industry experience. Prior to joining Schwab Wealth Advisory in 2021, he worked at National Indemnity Company from 2015 to 2018. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm serves individual clients through annual reviews and investment recommendations, with final trading decisions left to clients.

Timothy Lambson is a CFP® professional at Schwab Wealth Advisory with 11 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2015 and joined Schwab Wealth Advisory in 2018. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, using standard asset allocation models and Schwab research tools. The firm conducts annual account reviews and offers investment recommendations across a range of asset classes, while clients retain final decision-making authority.

Michael Fetsko is a Series 65-licensed advisor with Focus Partners Wealth, LLC in Scottsdale, AZ, where he has worked since 2026. He has one year of industry experience and previously worked at MAI Capital Management, Wells Fargo Advisors, and Liberty Home Mortgage. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing fundamental and quantitative analysis alongside a network of affiliated service companies and product relationships.

Brian Stauss is a financial advisor with Schwab Wealth Advisory, Inc. based in Phoenix, AZ. He holds Series 63 and Series 66 designations and has 20 years of industry experience. His work history includes roles at Charles Schwab and Co., Inc. and USAA in various financial planning and advisory capacities. 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 a broad range of securities. The firm delivers advice through Charles Schwab’s asset allocation models and research tools, with final trading decisions made by clients.

Ludwell Gaines IV is a financial advisor at Focus Partners Wealth, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sonora Investment Management Group, LLC and Sonora Investment 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 within an enhanced open architecture framework that combines active and passive strategies, separate account managers, and various fund types.

Robert Gentry is a financial advisor with Empower Advisory Group in Scottsdale, AZ, holding Series 66 and Series 63 designations and 21 years of industry experience. His prior work includes roles at firms such as Nationwide Investment Services Corporation, Wells Fargo, Fidelity Investments, Charles Schwab & Co., and USAA. 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 integrates its advisory services with Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Makenna Sharkey is a financial advisor at CWM, LLC with two years of industry experience and holds a Series 66 designation. Her prior work includes roles at Fidelity, JP Morgan Chase, Lincoln Financial Group, and Rosevest Financial. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions using discretionary management with model portfolios and a combination of fundamental and technical analysis.

Sophia Katsafouros is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Merrill. 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, operating as both an investment adviser and a registered broker-dealer with a consolidated investment platform.

Christian Begody is a CFP® with two years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Phoenix, AZ. He has prior experience with Charles Schwab & Co., Inc., Prosperity Home Mortgage, and other firms. Outside of his advisory role, he works part-time as a bartender. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset classes while clients retain final trading decisions.

Ryan Papez is a CFP® professional with 11 years of industry experience, currently working at Rockefeller Financial LLC since 2020. He previously worked at UBS Financial Services from 2015 to 2020 and has been with ROCKEFELLER Capital Management since 2025. Papez holds the Series 66 designation. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with services that include securities transactions, variable insurance products, and investment banking.

Andrew Evans is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and nearly 20 years of industry experience. He previously worked at The Vanguard Group for nine years and Bonnett Fairbourn Friedman & Balint for ten years. 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 asset classes. The firm delivers advice using Schwab's asset allocation models and research tools, while clients retain final trading decisions.

Timothy Selvey is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 10 years of industry experience, having previously worked at U.S. Bancorp Investments, Sage Point Financial, and Kestra Financial. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services primarily through independent representatives and manages approximately $12.77 billion in assets.

Danielle Hayes is a financial advisor with Schwab Wealth Advisory in Phoenix, AZ, holding Series 66 and Series 63 licenses and four years of industry experience. She previously operated her own business, Danielle Hayes West USA, and has experience in hospitality and outdoor retail through roles at Old Pueblo Cafe and Gearhead Backcountry.com. 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 using Schwab’s proprietary research tools and asset allocation models. The firm operates within the Schwab ecosystem, with advice delivered by associates who do not exercise discretionary trading authority.