King Mah is a financial advisor with Osaic Wealth, holding a Series 66 designation and 10 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors Corporation for six years and held various roles with insurance agencies and Waddell & Reed. Outside of his advisory role, he has been involved in administrative duties at Magic Feet Reflexology since 2021. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, and is notable for its scale, complex affiliate network, and recent consolidation activities.

Sammer Miqbel is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. He previously worked at Wells Fargo Clearing and U.S. Bancorp Investments and is currently associated with Desert Financial Credit Union and Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations, providing financial planning and investment consulting tailored to client goals. The firm offers a range of advisory programs and supports institutional consulting with tools that incorporate risk profiling and modeling to help illustrate potential outcomes.

Kevin Naef is a financial advisor at Edward Jones with 25 years of industry experience, all of which he has spent with the firm since 2001. He holds the Series 63 designation and is based in Sun City, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Jennifer Merrifield is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 65 and Series 63 designations and has worked at LPL Financial since 2021. Prior to that, she was employed at BMO Harris Bank from 2002 to 2019. 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.

Sean Warren 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 2012, also maintaining a concurrent role at JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. The firm’s advisory process combines quantitative and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG eligibility framework.

Jason Braunstein is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and RBC Capital Markets. Braunstein serves on the boards of the People of Faith Foundation and the Peoria North Rotary Club. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides tailored consulting and portfolio services, including discretionary and non-discretionary management, using a range of strategies from traditional to complex allocations.

Shannon Simmons is a financial advisor with Edward Jones in Peoria, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, she spent 16 years working as a realtor and has been involved with Watermark Solutions/LaundriTek, a company selling cleaning chemicals, since 2001. She is also a co-trustee for her family trust, managing distributions for educational expenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with a network of over 23,700 advisors and approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, investment solutions, and affiliated services under a fiduciary standard.

Aaron Mcgowan is a financial advisor at Primerica Advisors in Buckeye, AZ, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Primerica Advisors since 2014 and Primerica Financial Services since 2013. Outside of his advisory role, Mcgowan serves as a worship minister at The Church at Sun Valley, committing 15 hours per month to this position. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and delegates portfolio implementation to third-party managers, maintaining oversight and model curation.

Peter Spiteri is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, with prior roles at TD Ameritrade and Scottrade. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm integrates fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as a commodity pool operator with advisory roles for multiple registered investment companies.

David Carter is a financial advisor with Raymond James Financial in Surprise, Arizona, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Cetera and First Financial Equity Corporation. He is also the owner and president of Carter Wealth Management, a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm provides tailored, non-discretionary planning and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Jeffrey Hertig is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2022, he worked for seven years at Ernst & Young LLP. He serves as president of the Surprise Pickleball Association in Phoenix, AZ. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Michelle Selsor is a financial advisor at Edward Jones in Peoria, AZ, holding a Series 66 designation with 16 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jack Spicer is a financial advisor at Robert Baird & Co. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Baird since 2022, following roles at Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB. Outside of his advisory work, he spends time coaching sports. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning, portfolio management, and brokerage services, utilizing a mix of manager-traded and model-traded strategies along with internal research and artificial intelligence tools.

Omar Elwer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan in various capacities since 2012 and also operated ELWER Interpreting, LLC from 2017 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Kyle Anglin is a financial advisor with Charles Schwab in Peoria, Arizona, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at United Planners Financial Services and Giallo Consulting LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervisory and custody arrangements.

Eric Brudi is a financial advisor with Edward Jones in Peoria, AZ, holding the CFP® and ChFC® designations and industry licenses Series 63 and Series 66. He has 29 years of experience, all with Edward Jones since 1997. Outside of his advisory role, he is associated with several family businesses and timber-related ventures in Washington state. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, affiliated mutual funds, and tax-efficient services.

Charles Belton is a Series 66 licensed advisor with J.P. Morgan Securities in Glendale, AZ, with nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017 and had prior experience at Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process utilizes centralized due diligence combining quantitative and qualitative research and may incorporate ESG criteria.

Robert Blendu is a financial advisor with Morgan Stanley in Peoria, Arizona, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked with various Morgan Stanley entities since 2007 and serves as a board member of Scottsdale Community Bank. He is also involved with LA Doors, a construction and engineering business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs for individuals and institutions, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides advisory services alongside various investment products and affiliated entities.

Michael Gombrich is a financial advisor with Ameriprise Financial Services LLC in Peoria, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Ameriprise since 2017 and previously at EF Legacy Securities LLC and Edelman Financial Services LLC. Outside of his advisory work, he participates in the planning giving committee for the Southwest Autism Research and Resource Center. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies. The firm uses centralized analysis incorporating investment research, third-party data, and internal committee oversight, with recommendations operating within an investment universe influenced by affiliated product relationships.

Melanie Cash is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank in Arizona since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, with a broader derivatives and commodities capability reflected in their unique regulatory registrations and affiliations.