Michael Kincaid is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at OneAZ Credit Union, New York Community Bank, UBS Financial Services, and KeyBanc Capital Markets. Outside of his advisory work, he is part owner of a gymnastics and cheerleading facility with his wife. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a range of customizable investment strategies and advisor support tools.

Stephen Dolgos is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in woodworking and crafts, creating items for sale. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Robert Scola is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and Cetera Wealth Services since 2013. In addition to his advisory role, he operates as an independent insurance agent under Scola & Scola Associates, focusing on disability, fixed annuities, life, accident, health, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers through various program structures.

Lisa Sloan is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked for firms including Waddell & Reed and Connect W. Sloan also serves as treasurer on the board of a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various investment strategies and technology tools.

Rebecca Wyatt is a financial advisor with LPL Financial, holding a Series 66 credential and bringing seven years of industry experience. She has worked with several firms, including Cetera Advisor Networks and Freeman Tax Service, where she remains active in tax preparation and accounting. Outside of financial advising, Wyatt owns Wyatt Welding and Fabrication, a business she has operated since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Nathan Buckles is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has held roles at multiple firms including VOYA Financial Advisors and has specialized in special needs planning through his ownership of Meridian Special Needs Planning LLC. In addition to his advisory work, he operates as an independent insurance agent and is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that provides access to affiliated and unaffiliated third-party managers and customizable investment options.

Tranell Hatfield is a financial advisor with J.P. Morgan Securities in Glendale, AZ, holding Series 63 and Series 66 registrations and having nine years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Marla Mallula is a Senior Financial Advisor with Merrill Lynch Wealth Management. She leads a wealth management practice serving clients in Lower Manhattan and Staten Island, focusing on creating customized strategies to help individuals and families pursue their long-term financial goals. Marla collaborates closely with clients to develop personalized plans that consider their unique financial situations, risk tolerance, and aspirations. With over 30 years of experience in financial services, Marla specializes in areas including college education planning, corporate executive services, divorce transition planning, executive compensation, equity compensation services, family wealth management, retirement income planning, and portfolio management. She works extensively with financial professionals, corporate executives, business owners, and their families, offering a comprehensive range of services such as wealth management, lending, insurance, and estate planning. Marla holds a Bachelor's degree from the University at Albany SUNY and maintains several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional work, she enjoys playing volleyball and pickleball, running, reading, and spending time with her family, residing with her wife and three sons on Staten Island’s South Shore.

Bridget Miyauchi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and having six years of industry experience. Her prior work includes positions at Charles Schwab & Co., Inc. and various roles outside financial services such as at Eurothreads and Charity’s Medical & Aesthetics. She also serves as a client associate at Fortitude Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Dylan Brinkmann is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has worked at Raymond James since 2021 and previously held roles at Transamerica Capital, Edward Jones, and Balboa Capital. Outside of his advisory work, he is involved with SilverTree Collective and serves as a wealth advisor with SilverTree Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and has notable capabilities in municipal and public finance advisory services.

Tiffani Therrien is a financial advisor at Cetera with 11 years of industry experience. She holds a Series 66 designation and has worked with firms including Avantax Investment Services and Pittman Wealth Management. Therrien is also involved in Intentional Wealth Solutions LLC, where she works with advisors and clients regarding solutions and service. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning options, supported by a nationwide network of more than 10,000 advisors.

James Van Pelt is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Edward Jones since 2019, following prior roles at Quicken Loans, Yelp, Inc., and Sandhill's Publishing Company. 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 solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Nashwan Bahoura is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2013, also serving at JPMorgan Chase Bank (AZ) since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Natasha Palmatier is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones from 2012 to 2020 and has held roles at Crux Wealth Advisors and Key Wealth Management. Palmatier is involved in entrepreneurial activities, including ownership and leadership roles in multiple support companies and financial service ventures. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting its clients through advisory programs and partnerships.

Donald Murphy Jr. is a financial advisor with Morgan Stanley who holds the Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment estimates. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

James Rogers is a financial advisor with Merrill in Scottsdale, AZ, holding a Series 66 designation and 17 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2013. Outside of his advisory role, he serves as a trustee for a family living trust. Merrill serves a broad client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes manager selection, tax-efficient strategies, and multiple investment program options.

David Maxton is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2007. Outside of his advisory work, Maxton is a part owner of Maxton Farm in Jackson, Missouri. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Tammy Paquette is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at LPL Financial since 2014 and has been affiliated with Arizona State Credit Union since 2012. Outside of her advisory work, she owns and operates Lazy P Lazy P, LLC, a cattle business. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and model portfolio programs, utilizing a large network of investment adviser representatives, and supports investment strategies with advanced research and operational tools.

Gregory Geryak is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at several firms, including PlanMember Securities Corporation and One2One Financial Wealth Strategies, and he also operates his own insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Francis De Blasi is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Bank of America and U.S. Bancorp Investments. He is also the founder and director of the Baller Dream Foundation, a charitable organization based in Scottsdale, Arizona. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.