Lisa Reitmeyer is a financial advisor with Raymond James Financial Services, Inc. in Mesa, Arizona, holding a Series 63 designation and bringing 32 years of industry experience. She has operated her personal corporation, Lisa Reitmeyer, P.C., since 2013, and previously worked at Affordable Tax Solutions from 2019 to 2021. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and consulting aligned with client goals.

Peter Crimmins is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and totaling 28 years of industry experience. His prior roles include positions at OneAmerica Securities, American United Life, and Geneos Wealth Management. He serves as a board member at Red Mountain Community Church. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a nationwide network of independent advisors serving individuals, retirement plans, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets under management.

Michele Bunsick is a financial advisor with Edward Jones in Mesa, AZ, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has been with Edward Jones since 2004. Outside of her advisory role, she purchases essential oil products as a brand partner for Young Living without soliciting others. 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 strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Colby Homec is a financial advisor at Fidelity with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Merrill and various branches of Fidelity, spanning brokerage services and personal and workplace advising. Outside of his advisory work, he is a partner in Backpacking Grub, an online sales business where he fulfills orders and creates content for social media platforms. Colby works within Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm employs a systematic investment approach combining fundamental research, quantitative analysis, and algorithmic portfolio construction, managing a range of portfolios including fund-of-funds and model portfolios for intermediary platforms.

Bryan Person is a financial advisor with Stifel who holds Series 63, 65, and 66 licenses and has 32 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2020, following prior roles at Wells Fargo Clearing, A.G. Edwards & Sons, Inc., and Edward Jones. Outside of his advisory work, he is involved in a family LLC supporting his son's small engine repair business. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to provide investment analysis and asset allocation guidance as a basis for client decisions.

Hanna Torres is a financial advisor with Fidelity Investments in Mesa, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. Her prior roles include positions at Charles Schwab & Co., Inc., The Prudential Insurance Company of America, and Albertsons. Outside of her advisory work, she is an independent health and wellness consultant for Arbonne. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matthew Michael is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2009. Prior to that, he was with Unified Wealth Management, LLC and Gunnallen Financial, Inc. He also provides tax preparation and planning services through a related business, Illuminate Tax Advisors, LLC. 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, with a focus on both discretionary and non-discretionary account management.

Mallory Reis is a CFP®-certified financial advisor with Edward Jones in Mesa, AZ, and has 15 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, Reis manages a vacation rental property in Forest Lakes, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Michael Salorio is a financial advisor with Wells Fargo Clearing based in Mesa, AZ. He holds the Series 66 designation and has four years of industry experience. His prior experience includes roles at Citigroup and Merrill. Outside of his advisory work, he is involved with several business ventures including Solentrex Inc., M.S. Capital Holdings LLC, and Sharkz N Solos Racing LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, leveraging both brokerage and advisory solutions with research and analytics from Wells Fargo Investment Institute and third-party sources.

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, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors and long-term service at Cetera Advisors LLC. Outside of his advisory work, he is involved in financial education as an instructor and owns a tech cleaning product company. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management, planning, and consulting services through a large network of independent advisors.

James Williams is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2016. Outside his advisory role, he is a partner at BuyandHold, LLC, a real estate leasing business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. His prior roles include positions at Cetera Advisors LLC and various First Allied entities, where he worked for over two decades. 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 range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives and a diverse platform of investment strategies.

Beth Bissonnette is a financial advisor with Edward Jones in Mesa, AZ, holding the ChFC® designation as well as Series 66 and Series 63 licenses. She has 25 years of industry experience, all with Edward Jones. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities for eight years, as well as at CH2M for four years. London also operates London Wealth Strategies, LLC, which involves non-variable insurance activities. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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 in Mesa, AZ, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Edward Jones, Bank of America NA, Merrill Lynch, Pierce, Fenner & Smith, and RedBull Distribution Company. Outside of his advisory work, he is employed by Amazon.com. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm supports its advisors with access to model portfolios, third-party asset managers, and technology tools while providing a broad platform that includes insurance services, credit arrangements, and bank partnerships.