Matthew Michael is a Series 66-credentialed financial advisor with 18 years of industry experience, currently practicing at LPL Financial since 2009. He previously worked at Unified Wealth Management, LLC from 2008 to 2020. He is involved in tax preparation and planning for individuals and businesses through Illuminate Tax Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charities. The firm offers a wide range of advisory programs and services, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management.

Mallory Reis is a CFP® and Series 66 licensed financial advisor with 15 years of experience, all at Edward Jones in Gilbert, AZ. She has managed client portfolios since 2011. Outside of her advisory role, she owns a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stacy Siewert is a financial advisor at Edward Jones with 18 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies, operating under a fiduciary standard.

Victoria Paddy is a financial advisor at Edward Jones in Gilbert, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she has worked in retail and hospitality roles including positions at Lululemon Athletica and Brass Tap. She is also registered as a real estate agent with West USA Realty and eXp Realty, though with limited activity. 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 nationwide network of over 23,000 advisors.

Paul Rizzo is a financial advisor with Cetera in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Cetera Advisors LLC since 2013 and owns and operates Www.Retirementroad.Com, an educational website focused on retirement planning. Outside of advisory work, Rizzo is involved in entrepreneurial activities including sales of a tech-safe cleaning product and teaching financial education classes. Cetera Investment Advisers LLC provides financial advisory services through a large independent advisor network, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management options, financial planning, and consulting services, operating as a multi-manager platform with discretionary and non-discretionary program structures.

James Williams is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2007. Outside of his advisory role, he is a partner in BuyandHold, LLC, a business involved in leasing real estate. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting, utilizing a variety of portfolio management styles and affiliated research resources.

Robert Sikich is a financial advisor with RBC Capital Markets, LLC, where he has worked for 10 years. He holds the Series 63 and Series 66 designations and has a total of 10 years of industry experience. Prior to his current role, he was employed at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Glenn Gryka is a financial advisor with LPL Financial in Mesa, Arizona, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include extensive tenure at First Allied Securities, Inc. and Cetera Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm provides financial planning, various advisory programs, and retirement consulting, offering both discretionary and non-discretionary management alongside model portfolios and research support.

Beth Bissonnette is a financial advisor with Edward Jones in Mesa, AZ, holding the ChFC® designation and securities licenses Series 63 and Series 66. She has five years of industry experience, including over 20 years with Edward Jones. 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 solutions under a fiduciary standard, supported by a nationwide network of financial advisors and branch offices.

Joshua Zahn is a financial advisor with Cetera, holding a Series 66 credential and nine years of industry experience. He founded Heartwood Advisory, a financial services firm, where he serves as owner. His prior roles include positions at Desert Financial Credit Union, Raymond James Financial Services, and LPL Financial. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individual, corporate, charitable, and institutional clients. The firm offers various portfolio management and retirement services across multiple program structures, managing over $256 billion in assets with more than 10,000 advisors.

Robert London is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to joining LPL Financial in 2025, he spent eight years with Northwestern Mutual in various capacities and four years with CH2M. He is also involved with London Wealth Strategies, LLC, his own firm engaged in insurance-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research and various portfolio management options.

Christopher Peszek is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Raymond James, he worked at Ameriprise Financial Services, Inc. Additionally, he is involved as a business owner of entities that support his wife's physical therapy practice. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with mostly non-discretionary relationships, drawing on a variety of portfolio management styles supplemented by firm research and affiliated sub-advisers.

Michael Kreitinger is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones, Bank of America NA, Merrill Lynch, and had several years of experience with Red Bull Distribution Company. Outside of his advisory role, he is employed with Amazon.com in a non-investment-related capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by internal and third-party research, and offers various institutional and participant advice services.

Julianna Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and The Vanguard Group. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

George Neill is a CFP®, PFS™, and Series 63 credentialed financial advisor with 38 years of industry experience. He is currently with Cetera and has previously worked with Combined Resources and operated his own CPA and tax services firm, G. Wayne Neill, CPA/PFS, CFP, PLLC. Neill serves as a board member of the Miracle League of Arizona, a baseball league for children and adults. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management options, leveraging affiliated and third-party managers across various program structures.

Charles Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by extensive research and technology.

Matt Loeffler is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is a 50% owner of Lot Six Wax Company, a business that designs, produces, and distributes ski and snowboard wax. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Benjamin Zavala is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2017. Prior to his current role, he had brief employment outside the financial sector. 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, offering various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig McGrath is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has worked at several firms including The Vanguard Group, Merrill, and First Command Advisory Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Jenna Pivo is a financial advisor with Edward Jones in Mesa, AZ, holding a Series 66 designation. She has been with Edward Jones since 2026 and has previous experience as a self-employed professional and in franchising and fitness center management. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of investment advisory programs and affiliated services, operating under a fiduciary standard.