Alton Nguyen is a financial advisor at LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining LPL Financial in 2026, he worked at The Vanguard Group and Vanguard Marketing Corporation in 2025. He has also held various roles in education since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Cheryl Rebottaro is a ChFC® with 21 years of industry experience and has been with Edward Jones since 2010. She is based in Scotts Valley, CA, and holds a Series 66 license. Outside of her financial advisory work, she is involved in local music venues in Scotts Valley. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Robert Nichols is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has worked at LPL Financial since 2001, including previous roles at Raymond James Financial Services Advisors and Desert Financial Federal Credit Union. Nichols is also involved with OneAZ Credit Union. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gary Yeager is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Cetera and its related entities since 2013 and has operated his own firm, G. A. Yeager & Co, since 1977. In addition to his advisory work, he prepares taxes through a separate business activity. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Wardia Dinkha is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, Dinkha worked at BMO Harris Bank, Wells Fargo, Barrett Financial Group, Landmark Capital Mortgage, and BMO Bank N.A. The firm, LPL Financial, is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Peter Sarata is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Avantax Investment Services and 1ST Global Advisors among other firms, and maintains a role as a CPA providing tax preparation and accounting services in Phoenix, AZ. Sarata also leads Intentional Wealth Solutions, focusing on wealth management, financial planning, and insurance consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, supporting both discretionary and non-discretionary authorities across multiple program structures.

Nicole Rimsza is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds the CFP® designation along with Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at The Vanguard Group and Fidelity Investments. Outside of advising, she works as a Director of Operations and Support Advisor at Sunstone Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work through its unique affiliations.

Bryan Wollheim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, having joined Merrill Lynch in 2009. Bryan specializes in working with high net worth families, individual investors, and business owners to develop their long-term financial goals. He functions as a Portfolio Manager, managing personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. Bryan holds a Bachelor's Degree in Finance from the University of Arizona. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include divorce transition planning, equity compensation services, family wealth management strategies, institutional investment consulting, managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Born and raised in Arizona, Bryan lives with his wife Jaclyn and their three daughters. He enjoys golf, traveling, snowboarding, and supports several Arizona sports teams. Bryan is involved in community organizations such as Chaparral Pom, Crowns of Courage, Phoenix Zoo, and Scottsdale School District.

Jennifer Secola is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including H. Beck, Inc., Mann Financial Group, and LPL Financial. Additionally, she has been involved with Hinsdale Covenant Church since 2012 and works as an associate at Legacy Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Carolyn Berenger is a Series 66 licensed financial advisor with Edward Jones in Phoenix, AZ, where she has worked since 2014. She has 11 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Barry Silver is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Grove Point Investments, H. Beck Inc., Wells Fargo Clearing, and Crowell, Weedon & Co. He has also operated Silver Financial Services, an insurance business, for 16 years. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Allen Klippel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at firms including The Vanguard Group, Fidelity Investments, and Merrill Lynch. 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.

William Lundy is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Voya Financial Advisors, Edward Jones, and CB Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Joseph Chesney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in various areas of finance since 1996, bringing a diverse background that aids him in assisting clients with complex financial situations. Chesney focuses on helping clients across the country grow and preserve assets while generating tax-efficient retirement income. His expertise includes college education planning, executive compensation, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Chesney holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Aurora University. Outside of his professional work, Chesney enjoys cooking, golfing, hiking, music, reading, running, spending time with his family, traveling, and watching movies. He has lived in Denver since 2011 after growing up in the suburbs of Chicago and is married with two children.

Richard Gustafson Jr. is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 license and has worked at several major firms, including Bank of America, Merrill, and Edward Jones. Gustafson has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Julia Mc Cullough is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 2008 and is also associated with Southworth & Wilson, Inc. in a support role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA employer consulting programs.

Surupa Chakraborty is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice 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.

Nathan Breese is a Series 66–licensed financial advisor with Edward Jones, based in Carefree, Arizona. He has 12 years of industry experience, having worked with Edward Jones since 2013. 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 maintains affiliated capabilities such as a trust company and proprietary mutual funds, supported by a large nationwide network of advisors and branch offices.

Jason Trujillo is a financial advisor with OSAIC in Cave Creek, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Woodbury Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. He serves as President of the Board for the Cactus Foothills Little League, a local nonprofit organization. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated financial advisers, offering integrated brokerage and advisory services with various investment platforms and third-party solutions.

Kristin Howard is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Merrill since 2014 and at Bank of America since 2025. Outside of her advisory role, she consults as a fitness program coach with Faster Way to Fat Loss and is involved in sales and marketing for a skincare company. 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.