Neil Teubel is a financial advisor at Corient with 14 years of industry experience. He holds the CFP® designation and Series 65 license. His prior work includes over a decade at Balasa Dinverno Foltz LLC before joining Corient and its related entities. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm utilizes a goals-based, team investment approach that combines in-house strategies with third-party managers and employs risk management tools and alternative investments when appropriate.

Samantha Isherwood is a financial advisor at Schwab Wealth Advisory with Series 63 and Series 66 credentials and three years of industry experience. She has worked at Schwab Wealth Advisory and Charles Schwab since 2022 and has prior experience in corporate and educational settings. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm uses standardized asset-allocation models and internal research tools to tailor investment recommendations, with trades executed only upon client authorization.

Brian Ford is a financial advisor at TIAA-CREF with 17 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at TIAA-CREF since 2013, with prior roles at Fidelity and Merrill. Ford previously owned an LLC, which is no longer active. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing TIAA employer retirement relationships. The firm offers both point-in-time planning services and ongoing portfolio management through model and customized portfolios under a fiduciary standard.

David Sourk is a CFP® certificant with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2025. Prior to joining Schwab, he spent 10 years with The Vanguard Group. Outside of financial services, he previously owned and managed a small courier business that also offered mobile notary and process services. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach involves customized, point-in-time wealth management consultations guided by internal research and asset-allocation models, with trades executed only upon client authorization.

Samuel Goddard is a CFP®, CFA®, and holds a Series 66 license with six years of industry experience. He is currently a financial advisor at Schwab Wealth Advisory and previously worked at Morgan Stanley and Voya. Outside of finance, he has experience working at Colorado College and in the hospitality industry. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients. The firm uses Charles Schwab & Co.’s asset-allocation models and research tools to tailor recommendations to clients’ goals and risk tolerance without exercising discretionary trading authority.

Brianna Steffes is a financial advisor with Principal Financial Services in Glendale, Arizona, holding Series 63 and Series 65 licenses and three years of industry experience. Her work history includes roles at Cruz Financial Group, Principal Life Insurance Company, and The Prudential Insurance Company of America. She serves as Vice Chair of the Area Agency on Aging, supporting the board's leadership and fiduciary responsibilities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs, delivering investment solutions through advisory and promoter arrangements.

Steven Schlegel is a financial advisor at First Command Advisory Services with 34 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at Sagepoint Financial, Commonwealth Financial Network, Krueger Financial Services, and Hornor, Townsend & Kent. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a long-standing focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs that utilize model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Andrew Porter is a CFP® certificant with 19 years of industry experience. He has worked at Schwab Wealth Advisory, Inc. since 2025 and has a background at Charles Schwab & Co., Inc. dating back to 2016, including prior roles at Schwab Private Client Investment Advisory, Inc. and Vanguard Advisers. He is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance, based on Schwab’s asset-allocation models and research tools, includes recommendations on mutual funds, ETFs, SMAs, and alternative investments, with client authorization required for trades.

Phillip Vetter is a financial advisor at Ameritas Advisory Services, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Ameritas Life Insurance Company and Arizona Advisors LLC, where he is an owner and managing partner. Vetter is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment solutions including model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Bridget Orr is a Series 66 licensed financial advisor with seven years of industry experience. She is currently with Guardian Life and Park Avenue Securities, where she has worked since 2022. Her prior experience includes roles at UBS Financial Services and Morgan Stanley. Outside of her advisory work, she is involved with MIS1ON LLC, a separate business venture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Isaac Boll is a CFP® with seven years of industry experience, currently serving as a wealth advisor at Carson Wealth in Gilbert, AZ. He has worked with several firms, including Cetera Wealth Services, The Vanguard Group, and Northwestern Mutual. In addition to his advisory roles, Boll tutors finance and exam preparation for the CFP, life insurance, and securities licensing. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a committee-driven investment approach and providing tailored solutions such as custom indexing and alternative investments.

Abe Bochner is a CFP® professional with 38 years of industry experience, currently affiliated with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA as a Limited Partner. He has worked as an independent insurance agent since 1999 and has been associated with United Planners Financial Services for the same period. Bochner also owns a non-variable insurance business in Phoenix, AZ. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, corporations, and institutional clients. The firm administers approximately $12.77 billion in assets through a network of independent Investment Adviser Representatives and offers a combination of advisory and brokerage services with a focus on non-discretionary account management.

Ryan Garrison is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 14 years of industry experience. His career includes roles at multiple settlement-focused firms, including Garrison Settlements and Mass Tort Settlement Group, where he has been involved since 2015 and 2017 respectively. He serves as a board member of the Society of Settlement Planners, a national trade association related to structured settlement planning. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services, managing approximately $12.77 billion in assets through a combination of custodians, third-party money managers, and platform programs. The firm operates largely on a non-discretionary basis and is known for its limited-partnership ownership structure and support for advisor transitions.

Kathleen Cashatt is a CFP® professional with 24 years of experience in the financial services industry. She currently works at Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., Schwab Private Client Investment Advisory, USAA Financial Planning Services, and Merrill. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using asset-allocation models and internal research tools to tailor recommendations to clients’ goals and risk tolerance.

Janice Adams is a financial advisor with Principal Financial Services in Gilbert, AZ, holding Series 63 and Series 65 licenses and seven years of industry experience. Her career includes roles at Principal Securities Inc, Principal Life Insurance Company, and OneAmerica Securities, among others. Outside of advising, she manages administrative operations for a radiology consulting business through her ownership of JS ADAMS LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Andrew Cocchia is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He previously worked at THE Vanguard Group, Inc. for 18 years before joining Schwab in 2022. He holds Series 63 and Series 66 licenses and is based in Phoenix, AZ. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab’s asset-allocation models and internal research tools to deliver personalized guidance on investment selection and wealth management, with trades executed only upon client authorization.

Michael Kneip is a financial advisor with United Planners Financial Services of America, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Allstate Insurance Company and Allstate Distributors LLC. He also maintains a life insurance license in Buckeye, Arizona. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients such as sovereign wealth funds. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform that supports both fee-based and commission-based options.

Julia Cummings is a financial advisor with Beacon Pointe Advisors, LLC in Phoenix, AZ. She holds Series 63 and Series 65 credentials and has 11 years of industry experience. Her work history includes roles at Beacon Pointe Insurance Services, LLC, Beacon Pointe Wealth Advisors, LLC, and AdvicePeriod, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

Jesus Soto is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and over 27 years of industry experience. His prior firms include Cambridge Investment Research Advisors, Silverstone Private Wealth LLC, and Retirement Consultants. In addition to his advisory work, he is an independent insurance agent through De Soto & Company. United Planners Financial Services is a national wealth-management enterprise serving a broad client base with advisory and brokerage services. The firm’s structure as a limited partnership includes approximately 364 advisors managing about $12.77 billion in assets, primarily on a non-discretionary basis.

John Nanni is a CFP®-certified financial advisor with 28 years of industry experience, currently affiliated with J.W. Cole Advisors, Inc. since 2010. He has also been involved in motivational speaking through Rippleinc.com since 2003 and works as a life and health insurance broker. Additionally, he serves as a substitute teacher in the public school system and owns a home remodeling company. J.W. Cole Advisors operates a large network of independent advisors providing fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutions. The firm offers both discretionary and non-discretionary account management using a mix of fundamental and technical analysis as well as model and manager-based strategies.