Lori Kahn is a financial advisor with J.P. Morgan Securities in Flagstaff, AZ, holding Series 63 and Series 66 registrations and 11 years of industry experience. Her background includes roles at LifeTree Inc, JPMorgan Chase Bank, LPL Financial, and other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Paul Groves is a financial advisor with Morgan Stanley in Flagstaff, AZ, holding the Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Outside of his advisory role, he serves on the advisory board and investment committee for the Bob & Marilyn Smith Scholarship, a charitable organization. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, focusing on tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market modeling in its financial planning process.

Alyn Rumbold is a CFP® professional with 34 years of industry experience, currently practicing at Raymond James Financial. His career includes multiple roles within Raymond James and five years at LPL Financial. He serves as a volunteer advisory board member for the Flagstaff Industrial Development Authority and participates on the finance committee of San Francisco de Asis Parish. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dustin Smith is a financial advisor at Charles Schwab with nine years of industry experience. He holds the Series 66 designation and has worked at firms including TD Ameritrade, Scottrade, and Edward Jones. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized custody and order-routing systems.

Nihaal Rao is a financial advisor with Morgan Stanley in Flagstaff, AZ, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. His prior roles include positions at Bank of America and Merrill. Rao serves on the advisory board of St. Vincent de Paul, contributing to advocacy, organizational direction, and fundraising efforts, and is also a board member on the investment committee for the Girl Scouts of America, Cactus-Pines Council. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by established firm tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Joel Vergel De Dios is a financial advisor with LPL Financial based in Flagstaff, Arizona. He holds a Series 66 designation and has 21 years of industry experience, including 17 years with LPL Financial. He also has an affiliation with Aspen Financial Strategies, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by model portfolios and research from multiple sources.

Daniel Marting is a financial advisor with Morgan Stanley in Flagstaff, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Marting is also the managing member of Millienial Monopoly LLC, a private equity investment entity. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and scenario modeling.

Sabrina Carlson is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at LPL Financial since 2026. Prior to joining LPL, she worked at Edward Jones from 2019 to 2026 and was involved with the Arizona Trail Association between 2014 and 2019. Outside of her advisory work, she owns and operates a mountain bike coaching service and participates occasionally as an actor in a local theater company in Flagstaff, AZ. LPL Financial is a national investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, supported by model portfolios, research, and technology-driven strategies.

Teri Kelley is a financial advisor with Morgan Stanley in Flagstaff, AZ, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2016. Outside of her advisory role, Kelley serves on the Investment Committees of Northern Arizona Healthcare, the Girl Scouts Cactus Pine Council, and the Lowell Observatory Foundation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering customized financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment solutions including financial planning and estate strategies.

Samuel Proctor is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to Edward Jones, he was with Forehand Inc. and has also been self-employed since 2017. He is a part-time faculty member teaching Principles of Macroeconomics at Coconino Community College and serves on the college’s Foundation Board, where he participates in investment and scholarship committees. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a wide range of advisory solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Adrienne Dubois is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has prior work experience including a 16-year tenure at State Farm Insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor recommendations, supporting clients through its advisory programs and specialized offerings.

Reilly Cupp is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. His work history includes multiple roles within JPMorgan entities since 2019 and prior experience in the automotive industry. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Jeffrey Wagner is a financial advisor at RBC Capital Markets with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets Corporation since 2008. Wagner is a founding member of the U.S. Soccer At Large Development Council, serving as an ambassador to increase public engagement with the sport and support the national teams. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm provides tailored advisory programs and portfolio management services that incorporate in-house and third-party investment managers, with options for tax management and responsible investing.

Kaitlyn Wigman Childers is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. Her career includes roles at VOYA Financial Advisors and Sji Financial Services, Inc., where she has been active since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and various investment strategies.

Melissa Rainwater Fleming is a financial advisor with Cetera in Flagstaff, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Avantax Investment Services and Peak Wealth Management, among other firms, and also provides tax preparation, tax problem resolution, and bookkeeping services through Northern Arizona Financial Services Co LLC, where she is an employee. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of advisors and provides access to multiple investment managers and program platforms.

Tyson Kelley is a financial advisor with Morgan Stanley in Flagstaff, Arizona, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and previously at Citigroup Global Markets. He serves on the Forest Highlands Oversight Committee in a civic and community capacity. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with tools such as Secular Return Estimates and Monte Carlo simulations to support financial planning.

James Crook is a financial advisor with Primerica Advisors in Flagstaff, AZ, holding Series 63 and Series 65 licenses. He has 15 years of industry experience, all with Primerica entities since 2010. His other business activities include sales of loan products and home-related services through affiliated Primerica companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and offers model-driven investment strategies managed by unaffiliated asset managers.

Jeffrey Augenstein is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at several firms, including Avantax Insurance Agency and Avantax Advisory Services, and owns Northern Arizona Financial Services Co LLC, a tax preparation and accounting business. Augenstein also serves as vice president of the Arizona Society of Enrolled Agents and is involved in community activities as president of the Williams High School Alumni Association and treasurer of the Flagstaff Community Band. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients including individuals, retirement plans, corporate and charitable organizations, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary accounts across multiple program structures.

Paul Altobelli is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Ameriprise Financial Services, Inc. from 2009 to 2021. Outside of his advisory role, he serves as a power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as group annuity contracts and bank deposit sweep programs.

Gary Weiss is a financial advisor at Raymond James & Associates with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James since 2009. Outside of his advisory role, he performs as a guitarist and singer at a local eatery and serves as a board member and finance/investment committee member for the Valley of The Sun Jewish Community Center. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.