Brian Scott is a financial advisor with Kestra Advisory who holds a Series 66 designation and has nine years of industry experience. Prior to joining Kestra in 2023, he worked at Edward Jones for six years and served 11 years in the United States Marine Corps. He is also the owner of an LLC that manages operations supporting his financial advising activities and participates in a referral program through Dave Ramsey SmartVestor. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual clients. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, and manages approximately $79.8 billion in assets with a focus that includes large institutional investors.

Irvin Brewer is a financial advisor at New Life Financial LLC in Prescott Valley, AZ, with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Money Concepts Capital Corp from 2013 to 2017. Outside of his advisory role, he operates a snow removal business and holds a federal firearms license for buying, selling, and handling firearms. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management. The firm uses fundamental analysis and a tactical allocation approach to manage risk and performance, implementing recommendations only with client approval.

Kimberly Hogue is a financial advisor with New Life Financial LLC in Prescott Valley, AZ, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with New Life Financial since 2012 and also operates as an independent travel agent through Sisters Building Dreams. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management and tailored financial plans. The firm uses fundamental analysis and a tactical allocation approach to manage risk and performance, executing portfolio changes only with client approval.

Erica Ryberg is a CFP® with nine years of industry experience, currently serving as an advisor at Montoya Wealth Management in Prescott, AZ. Her background includes roles at Montoya Tax Services LLC and Monberg Real Estate Holdings LLC, where she is a managing member. Prior to joining Montoya Wealth Management, she worked at Amazon.com and Casual Miracles. Montoya Wealth Management is a small advisory firm serving individual clients, including high-net-worth and non-HNW households, providing discretionary portfolio management and comprehensive financial planning. The firm integrates tax-preparation services and estate planning coordination, offering customized portfolios with a focus on diversification and tax efficiency.

Brandon Montoya is a financial advisor at Montoya Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America and Merrill Lynch. In addition to his advisory role, Montoya serves as a City Council Member for the City of Prescott and manages Montoya Tax Services LLC. Montoya Wealth Management serves individual clients, including high-net-worth and non-HNW households, offering discretionary portfolio management and comprehensive financial planning. The firm combines passive, core-and-satellite, and value investment strategies with an emphasis on diversification and tax efficiency, and integrates related tax-preparation and estate planning services through partnerships.

Christopher Wright is the principal advisor at Wright Wealth Management Group in Prescott, AZ, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Realta Equities, Inc. and Center Street Securities. Outside of financial advising, Wright provides outdoor education to family, friends, and youth groups through his business, Longrange Outdoors LLC. Wright Wealth Management Group offers investment advisory services primarily to individual and high-net-worth clients, as well as trusts, estates, small businesses, and retirement plans. The firm focuses on educating clients and referring them to third-party investment advisors for discretionary portfolio management, using various analytical methods to evaluate suitability without accepting discretionary trading authority or custody of client assets.

James Poindexter is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Independent Wealth Network, Inc. and has worked there since 2017. Prior to that, he held roles at McDermott Investment Services, Brokers International Financial Services, and Broker Dealer Financial Services Corp. Outside of advising, he serves as a volunteer board member for two homeowners associations and provides trust preparation consulting with a licensed attorney. Independent Wealth Network, Inc. offers advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm tailors strategies to client goals using a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

David Loskill is a financial advisor with Advisory Alpha, LLC and holds a Series 65 credential. He has four years of experience at Advisory Alpha and four years at Tucker Asset Management LLC, along with sixteen years operating Loskill Financial Group L.L.C., where he provides financial services and insurance products. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and manages a diverse range of managed portfolio strategies.

Stephen Vallender is a CFP® with 21 years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. His prior roles include positions at Vanderbilt Securities LLC, Western International Securities, Inc., and Financial West Group. Outside of his advisory work, he is a part owner of National One Tax Advisors and National One Insurance Advisors, which provide tax preparation and life insurance services. Consolidated Portfolio Review Corp offers investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios that may include proprietary model portfolios and third-party sub-advisors.

Paul Jacobs is a financial advisor with Cape Investment Advisory, Inc. in Prescott Valley, AZ, holding a Series 66 license and bringing 20 years of industry experience. He has been with Cape Investment Advisory since 2017 and also serves as President and CEO of Jacobs Wealth Planning Inc., a DBA used for investment-related business since 2008. Additionally, he works as an insurance agent with FIG/Cape Insurance Solutions. Cape Investment Advisory provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, corporations, and qualified plans. The firm manages approximately $402 million in assets for about 1,624 clients through a network of roughly 40 advisors, offering tailored portfolio construction and 401(k) counseling across multiple offices.

Gaylynn Loskill is a financial advisor at Advisory Alpha, LLC with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Tucker Asset Management LLC. Loskill is also the owner of Loskill Financial Group, LLC, which provides financial services, consulting, and insurance products including annuities, life, and long-term care. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a diverse investment process overseen by an internal team.

David Edmisten is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has prior experience at Charles Schwab and Schwab Bank. In addition to his advisory role, he provides financial education as a consultant for Addition Wealth, an independent firm focused on employee financial wellness. Pure Financial Advisors primarily serves individual and high-net-worth clients, offering financial planning and portfolio management along with services for trusts, estates, and retirement plans. The firm employs a planning-centered investment approach guided by an Investment Committee, incorporating tax-aware strategies and specialized management through sub-advisers.

Roxanne Kirk is a financial advisor with Kestra Advisory in Prescott Valley, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Edward Jones and has been associated with Kestra through various roles since 2020. Kirk is currently progressing toward a producing role within Ryleigh Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds, offering a range of management platforms and third-party solutions.

Kathleen Nemetz is a CFP® with 21 years of industry experience. She is currently with Stratos Wealth Partners, Ltd and LPL Financial, having joined both firms in 2019. Prior to that, she worked at Mcclurg Capital Corporation for six years. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios across multiple custodians and emphasizes active monitoring and asset allocation.

Timothy Tracy is a CFP® professional with 38 years of industry experience, currently serving at Independent Financial Group, LLC since 2022. He has worked at NPB Financial Group LLC since 2009. In addition to his advisory role, he is also active as an insurance agent outside of IFG. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Cindy Crossett is a CFP® and ChFC® with 14 years of industry experience. She has worked at J.W. Cole Advisors, Inc. since 2018 and previously held roles at Oneamerica Securities and Geronimo Financial LLC. Outside of her advisory work, she serves as Vice Chair of the Greater Cottonwood Chamber of Commerce and is a board member and Referral Master for the Sedona Referrals Club. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Roger Morris is a financial advisor with Eagle Strategies (NY Life) based in Prescott, AZ, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities Inc. since 1982 and operated R.H. Morris Insurance and Financial Services from 2008 to 2019. Outside of his advisory role, he is an owner of Lido DAO, a decentralized autonomous organization. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting through a large network of advisers. The firm emphasizes client-directed solutions using third-party managers and model portfolios and integrates advisory services with affiliated insurance and broker-dealer capabilities as a subsidiary of New York Life.

Joel Harworth is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Centaurus Financial since 2016. Outside of his advisory role, he is involved in Hope Cafe and Catering, where he works as a line cook and assists with event catering. He also engages in non-investment related activities including Medi-Cal benefits planning and coordinating estate planning services. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutional clients. The firm offers financial planning, asset management, access to third-party money managers, and retirement plan advisory services.

Lisa Sakai is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at MML Investors Services LLC, MassMutual Life Insurance Company, and Signature Resources Capital Management, LLC. Outside of her advisory role, she mentors through SCORE and participates in speaking engagements. Integrated Wealth Concepts LLC is a national wealth management firm serving individuals, families, trusts, businesses, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, delivering customized portfolios through a network of approximately 452 advisors managing about $16 billion in client assets.

David Reardon is a financial advisor with Primerica Advisors in Prescott, AZ, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. He also provides financial education workshops to groups and organizations. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary advisory programs and third-party investment platforms. The firm employs a range of investment strategies including model portfolios, third-party managers, and digital advice solutions.

Clark Snitko is a financial advisor with Ameriprise in Prescott Valley, AZ, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at MML Investors Services LLC and MassMutual Life Insurance Company for ten years. Outside of advising, he is involved in independent insurance brokering, specializing in term life, long-term care, whole life, and disability income products. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Alexander Bacci is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2022. Prior to his advisory role, he was employed at Home Depot and was involved with United Christian Youth Camp. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house Research team and combines advisory services with insurance, credit, and lending products.

George Panagos is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He previously worked at Edward Jones from 2011 and joined LPL Financial in 2024. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with various non-advisory product activities.

Anthony Glodava is a financial advisor at LPL Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 11 years. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and a large network of investment adviser representatives.

James Helfinstine is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial and National Planning Corporation. Outside of advising, he owns a personal business entity, Helfinhacker, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations in partnership with its financial advisors.

Joseph Colosimo is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Woodbury Financial Services and LPL Financial. He is also a published author of books on education and success strategies and serves as a volunteer for the Town of Prescott Valley Planning and Zoning Commission. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charities. The firm utilizes a comprehensive investment process combining risk tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment options and programs.

Billy Elmer is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2013. Outside of his advisory role, he is a partner in High Desert Nursing LLC, a medical services business based in Prescott, Arizona. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Daniel Pruhs is a financial advisor with Edward Jones in Prescott Valley, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

David Schaper is a financial advisor with LPL Financial in Prescott, AZ, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a business partner and owner of Whiskey River Tavern in Prescott. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house research team and a large network of investment adviser representatives, combining large-scale advisory operations with a range of product offerings.

Merissa Brinkerhoff is a financial advisor with Raymond James Financial in Prescott, AZ, holding Series 63 and Series 65 credentials and 19 years of industry experience. She previously worked with Wright Wealth Management Group and Center Street Securities, Inc. Brinkerhoff is also an associate at Desert Financial Credit Union and Desert Financial Wealth Management, where she serves as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, providing tailored recommendations supported by extensive research and a broad affiliate network.

Tate Bassett is a CFP® professional with four years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has held roles at Cambridge Investment Research, Inc. since 2020 and has prior experience outside the financial services sector, including administrative consulting at Granite Orthopedics. Cambridge Investment Research Advisors serves individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement advisory services, utilizing various account platforms and third-party strategists.

Joshua Nelson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company and held roles with the United States Veterans Initiative, Department of Veterans Affairs, Embry-Riddle Aeronautical University, and the United States Marine Corps. He also has experience in hospitality and spirits industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Christopher Peerless is a financial advisor with Osaic Wealth, Inc. based in Prescott Valley, Arizona. He holds Series 63 and Series 65 licenses and has 45 years of industry experience, including 14 years at Sagepoint Financial, Inc. Prior to joining Osaic in 2023, he operated a sole proprietorship focused on selling fixed annuities. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines technology-driven portfolio management tools with access to a wide range of investment products and custodial platforms.

Kelly Parker is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, concurrently working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Allen Doty is a financial advisor at Osaic Wealth, Inc. with 21 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services, Inc. for 14 years. Doty also operates Doty Financial Solutions, LLC, which serves as the marketing arm for his advisory services through Osaic Wealth. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a wide range of clients including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a technology-driven investment process and offers a variety of advisory programs and access to multiple custodial platforms.

Jamie De Forge is a financial advisor with Edward Jones in Prescott Valley, AZ, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns Z Money LLC, an LLC created for holding a real estate property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated investment products.

Scott Lang is a financial advisor with Thrivent Investment Management in Prescott, AZ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Thrivent Financial and its investment management affiliate since 2016. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, delivering written recommendations on a variety of topics including retirement and estate planning. The firm offers holistic, goal-based analyses and allows clients to integrate planning with managed-account services under a consolidated billing option called WealthPlan.

Adam De Forge is a financial advisor at Edward Jones in Prescott, AZ, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Daniel Machado is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he served in the U.S. Army from 2014 to 2018. Outside of advising, he is a landlord managing a three-unit apartment complex in Prescott, AZ, with responsibilities including landscaping and tenant relations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a broad national network of financial advisors and branch offices.