Scottie Bayles is a Series 66-registered financial advisor at J.P. Morgan Securities with six years of industry experience. Prior to his current role, he has worked at firms including Securian Financial, Renaissance Financial Corp, and Minnesota Life Insurance Co. Outside of his advisory work, he serves as a scorekeeper and sight supervisor for the City of Scottsdale Adult Sports on a seasonal basis. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for institutional clients such as plan sponsors and endowments. The firm’s advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

John Mc Kay is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. Prior to joining Cetera, he was associated with Black Oak PLLC and Advanced Wealth Management. He has also been a full-time student since 2016. Cetera Investment Advisers LLC is an SEC-registered firm that serves 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 large network of independent advisors and features multiple program structures with access to affiliated and third-party managers.

Martin Muschaweck is a financial advisor at Edward Jones with seven years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Edward Jones in 2019, he worked at Teton Motors Inc. and Teton Services Group Inc. from 2014 to 2019. In addition to his advisory role, Martin provides consulting services for Teton Motors, assisting with vehicle inventory, sales analysis, and process improvements. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors, offering a range of advisory programs and affiliated investment products.

Brenden Slavik is a financial advisor at Thrivent Investment Management with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Investments and Charles Schwab & Co., Inc. prior to joining Thrivent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses and written recommendations across a broad range of planning topics. The firm’s planning services can be combined with managed-account programs while maintaining separate billing and service structures.

Kristina Sai is a financial advisor with J.P. Morgan Securities based in Fountain Hills, AZ. She holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked at the National Bank of Arizona and the Tucson Medical Center. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Kristy Doss is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Robert Rosenfeld is a financial advisor at Fidelity with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. His current role at Fidelity began in 2021. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of AI and systematic methodologies in managing diversified portfolios and serves as an advisor to multiple registered investment companies.

Michael Zamboni is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2010. 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. The firm offers a range of financial planning and asset management solutions, utilizing various strategic and tactical approaches supported by research and technology tools.

Robert Metz is a CFP®-designated financial advisor with 34 years of industry experience. He is currently with LPL Financial and has previously worked at OSAIC, Woodbury Financial Services, and 1717 Capital Management Company. 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 financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.

Vanessa Mason is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. Her career includes roles at firms such as RBC Capital Markets, Comerica Securities, and USAA Investment Services. She is currently based in Fountain Hills, AZ. 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, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors.

Suzanne King is a CFP® with 32 years of industry experience, all of which she has spent at Robert Baird & Co. since 1994. She holds a Series 63 designation and is based in Gilbert, AZ. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers customized financial planning and portfolio management services, utilizing a range of strategies including separately managed accounts and overlay services.

Douglas Johnson is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He has worked at Merrill since 2019 and is also affiliated with Bank of America, N.A. Johnson’s prior roles include positions at BMO Harris Bank and service in the Wisconsin Army National Guard. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anna Vollenweider is a financial advisor at Cambridge Investment Research Advisors with seven years of industry experience. She holds the Series 66 designation and has worked at Cambridge Investment Research since 2019. Outside of her advisory role, she is the owner of Simplicity Financial Planning LLC, which provides bookkeeping and paraplanning services. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and custodians.

George Randolph Jr. is a CFP® professional with 14 years of industry experience, all with Edward Jones since 2012. He holds a Series 66 license and serves clients from Gilbert, AZ. Outside of his advisory role, he is a vice president of a bookkeeping firm where his involvement is limited. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Jeffrey Kolzow is a financial advisor with Thrivent Investment Management in Mesa, AZ, holding Series 63 and Series 66 licenses and with 32 years of industry experience. He has been with Thrivent and its predecessor entity since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without portfolio management or discretionary trading authority.

Justin Grimes is a financial advisor at Edward Jones in Mesa, Arizona, holding a Series 66 designation with one year of industry experience. Before joining Edward Jones, he worked at McDonald's for eight years. 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 under management through a nationwide network of advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Price Peasel is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 63 designation and over 24 years of industry experience. He has been with Edward Jones since 2001. 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 discretionary and non-discretionary investment strategies, along with affiliated mutual funds and tax-efficient services, operating under a fiduciary standard.

Rudy Macias II is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. Outside of his advisory role, he is a silent partner in Bull-it Transport LLC, a business involved in automotive maintenance, repair, and manufacturing of automotive parts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory program is non-discretionary, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Matthew Ruppert is a financial advisor with Edward Jones in Gold Canyon, AZ, holding Series 66 and Series 63 licenses. He has 22 years of industry experience, all with Edward Jones since 2004. Outside of his advisory role, he is a landlord of a rental property in Gilbert, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated services through a nationwide network of advisors and branch offices.

Brian Nimr is a financial advisor with OSAIC in Gilbert, Arizona, holding a Series 66 designation and three years of industry experience. He has worked with OSAIC and its affiliated entities since 2023 and has prior experience at Waldron Partners. Outside of advisory work, Nimr is also involved as a sports journalist, tracking live sports data. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a model-based investment approach emphasizing asset allocation, portfolio optimization, and multiple program options delivered through a broad affiliate network.