Jean Buillet is the principal of Makarios Investments Inc and holds a Series 65 credential. He has experience operating his own advisory firm since 2025 and has been involved in tax consulting and real estate businesses for over a decade. Outside of advisory services, he also manages tax preparation and consulting and participates in residential and commercial real estate activities. Makarios Investments provides discretionary investment management and financial planning to individuals, families, trusts, estates, and small businesses. The firm employs a combination of fundamental and technical analysis with a focus on long-term asset allocation, cash-flow needs, and tax efficiency, offering a range of strategies that include strategic and tactical asset allocation, dividend-oriented income portfolios, and total-return growth models.

Riley Rosebee is a Series 65-licensed financial advisor with one year of industry experience, currently operating as the sole advisor at Montis Management in Sedona, AZ. His prior roles include positions at Godspeed, Stocktwits, and the PGA Tour. He is also involved with Sedona Golf Resort outside of his advisory work. Montis Management provides discretionary investment portfolio management primarily to individual and high-net-worth clients, utilizing a trend-following investment approach across traditional and alternative asset classes. The firm emphasizes a documented investment policy process and exercises full discretionary trading authority on behalf of its clients.

Paul Majane is a financial advisor with Trust Advisory Group Ltd in Sedona, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at StoneX Securities Inc, AGES Financial Services, Ltd., and Source Capital Group, Inc. He serves on the Board of Directors of Parade Deck Holdings, Inc., an organization that works with military veterans through partnerships with the VA, VFW, and other military groups. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and ERISA consulting. The firm employs a multi-team approach with about 30 advisors and utilizes a range of investment strategies, including proprietary models and third-party platforms, managing approximately $494 million in discretionary assets.

Matthew Fitzgerald is a CFP® with nine years of industry experience, currently serving as a financial advisor at Uptick Partners, LLC. He previously worked at Edward Jones for nine years and has a background that includes managing an online publication focused on retirement in his local community. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach supported by third-party managers and risk-assessment tools, offering services that include investment management, financial planning, tax planning, and retirement plan consulting.

Erik Larsen is a financial advisor at Farther with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and The Retirement Group. Outside of his advisory role, he serves as treasurer and board member for the community organization Center of Universal Light and is involved in family arts and events through Earth, Art, Sound, LLC. Farther serves individual investors, trusts, and estates using a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach with bespoke and algorithmic model portfolios, automatic rebalancing, and a diversified allocation primarily among ETFs, mutual funds, equities, and fixed income.

Alexander Kozak is a financial advisor at Independent Financial Group, LLC with three years of industry experience. He holds a Series 66 designation and has worked at Independent Financial Group and Red Valley Financial since 2022. Outside of finance, Kozak is involved in custom artwork, painting, graphic design, laser engraving, and 3D printing through his work with AleckozakArt and Bottom Table Tokens. He also serves as a member of the Cody Carter Disability Panel on Trust. 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 brokerage, portfolio management, financial planning, and retirement plan services, delivering advisory programs through its AccessPoint platform and third-party asset managers.

Cristina Acosta is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has previously worked at Brookstone Capital Management and currently operates multiple financial services entities, including Acosta Financial Services, LLC, where she is involved in the sale of fixed insurance products. In addition, she presents financial education courses through FMT Solutions LLC. 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 offers model portfolio solutions, discretionary asset management, financial planning, and plan services, leveraging a platform-centered approach that combines multiple model strategies and advisor-managed solutions.

Dawna Westberg Welch is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at J.P. Morgan Securities and LPL Financial, alongside operating Wilderness Family Tree And Lawn Service, a family business. She is also involved in Virtual Ventures LLC, a business entity used for tax and investment purposes. Stratos Wealth Partners serves a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that integrates multiple investments into single accounts, supporting both advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Rodney Turner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Cambridge since 2014. Outside of his advisory work, Turner serves as a board member for PFLAG Sedona/Verde Valley. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios, third-party strategists, and multiple account platforms.

Michelle Griefenberg is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Cetera since 2016. In addition to her advisory work, she is involved in accounting and tax services through her business in Sedona, AZ, and serves as a member of the finance council at St. John Vianney Catholic Church. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining discretionary and non-discretionary solutions with multiple program structures and a distinctive integration of retirement and fiduciary capabilities.

Sharon Striegl is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Frank Leonardi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at US Bank and Marriot Vacations Worldwide. Outside of his advisory role, he works part-time at a local golf course performing general maintenance tasks. 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 through a team of Wealth Advisors. The firm combines advisory services with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Irving Mindes is a financial advisor with Robert W. Baird & Co. in Sedona, AZ, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is an owner and member of a non-investment related LLC. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches, including discretionary and non-discretionary options, with additional municipal advisory and public finance services.

William Trezise is a financial advisor with Edward Jones in Sedona, Arizona. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Edward Jones in 2022, he worked at J.P. Morgan Securities and JPMorgan Chase bank. 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 and investment solutions through a nationwide network of financial advisors and branch offices.

Ryan Papiernik is a financial advisor at Edward Jones with 11 years of industry experience. His prior roles include positions at USAA Financial Advisors, eToro USA LLC, and Gatsby Securities. He holds Series 63, 65, and 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Hope Harper is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014. 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, distribution, and investment management capabilities.

Donna Wiseman is a financial advisor with Edward Jones in Sedona, AZ, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Outside of advising, she owns and manages rental properties in Phoenix and Sedona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide advisor and branch network.

Ty Triplett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with Raymond James since 2000 and is also involved as a designated real estate broker at Topaz Realty, LLC. Outside of his advisory role, he is the founder and president of the RoadRunner Edsel Club, a collector car organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and public entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to provide tailored recommendations and support for clients’ decision-making.

Keith Henehan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services through Wealth Advisors while clients retain final decision-making authority.

Frederick Robertshaw Jr. is a financial advisor at RBC Capital Markets with 34 years of industry experience. He has held positions at Wells Fargo Clearing and Wells Fargo Advisors prior to joining RBC in 2018. He holds Series 63 and Series 65 licenses. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management tailored to clients’ risk profiles through a combination of in-house and third-party investment managers.

Paul Tibbs is a financial advisor with Edward Jones in Sedona, Arizona, holding CFP®, ChFC®, and Series 66 designations and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he is involved in managing a real estate LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of managed and advisory solutions supported by a large network of financial advisors and branch offices across the United States.

Kevin Brackin is a financial advisor with Osaic Wealth, Inc. based in Sedona, AZ, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Prior to joining Osaic in 2018, he worked at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. He also owns Brackin Benefits, a sole proprietorship focused on obtaining health and life insurance for individuals. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory and brokerage services, utilizing a comprehensive investment process that incorporates risk tolerance assessments, asset allocation software, and portfolio optimization tools.

Amanda Sic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Merrill and Bank of America from 1997 to 2021 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Hayward is a CFP® professional with over 30 years of experience in financial services. He is currently with OSAIC and has previously worked at Kowal Investment Group, Protective Life, and Raymond James Financial Services. His background includes independent insurance sales dating back to 1994. OSAIC is a large SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, high-net-worth investors, retirement plans, pension funds, and institutional accounts. The firm offers comprehensive investment management and financial planning services through its Vision2020 Wealth Management Platform, which incorporates risk-tolerance assessments, asset allocation models, and a variety of specialized strategies.

Arthur Bertolina is a financial advisor with LPL Financial in Sedona, AZ, holding a Series 63 designation and 57 years of industry experience. He previously worked at National Planning Corporation before joining LPL Financial in 2017. Outside of his advisory role, he serves as Deputy Director of Equine Training for Northern Arizona in a law enforcement capacity with the Arizona Rangers Verde Valley Company. 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 delivers services through a large network of investment adviser representatives.

Adam Deringer is a financial advisor with LPL Financial in Sedona, AZ, holding a Series 66 designation and one year of industry experience. He has worked at LPL Financial since 2024 and is also a firefighter/paramedic for the Sedona Fire District. Outside of advising, he is involved with BCT Sedona Realty LLC in a handyman role. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Paul Skaggs is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan since 2012. Outside of finance, Skaggs owns Paul Skaggs Music, an entertainment venture focused on sharing his personal songs and videos. 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 through a select group of Wealth Advisors.

Mary Millar is a CFP®-designated financial advisor with Edward Jones in Sedona, AZ, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she is listed as an owner/director of record for Millar Construction, Inc. and a member of Millar Brothers LLC, both related to real estate and construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Rebecca Miller is a Series 66 licensed financial advisor with Edward Jones in Sedona, AZ, where she has worked since 2015. She has 10 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.