Nabeha Brown is a financial advisor at OSAIC with six years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Triad Advisors, Morgan Stanley Smith Barney LLC, Robinhood Markets, Inc., and Charles Schwab and Co., Inc. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and strategies, to cater to individual investors, retirement plans, charities, and corporate clients.

Michael Kincaid is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at OneAZ Credit Union, New York Community Bank, UBS Financial Services, and KeyBanc Capital Markets. Outside of his advisory work, he is part owner of a gymnastics and cheerleading facility with his wife. 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 financial planning, model portfolio programs, third-party asset management access, and institutional platforms, utilizing a range of customizable investment strategies and advisor support tools.

Sandra Johnson is a financial advisor at Osaic Wealth based in Scottsdale, AZ, holding a Series 66 designation with 25 years of industry experience. She previously worked at SagePoint Financial for seven years and AXA Advisors, LLC for five years. Sandra also serves as financial power of attorney for her mother-in-law. Osaic Wealth serves a diverse group of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various tools and offers access to third-party managers and proprietary investment models.

Rick Nunley is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously spent seven years at Bank of America N.A. and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment policy statement preparation, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dawn Edmunds is a financial advisor at OSAIC with eight years of industry experience. She holds the Series 66 designation and previously worked at Woodbury Financial Services for nine years before joining OSAIC in 2024. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, with a range of programs including unified managed accounts and third-party manager selections.

Thomas Doody is a financial advisor at Edward Jones with 24 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions through a nationwide network of advisors and branch offices.

Seeria Kim is a financial advisor at Charles Schwab with 18 years of industry experience. She holds the Series 66 designation and has worked previously at TD Ameritrade before joining Charles Schwab in 2022. Outside of her advisory work, she is involved in real estate as a landlord. 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 a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by ongoing research and due diligence.

Brian Lahrman is a financial advisor with Osaic in Scottsdale, AZ, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at JLINCOLN Financial Securities and Lincoln Financial Advisors Corporation. 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 managed portfolio programs. The firm’s investment approach centers on model-based asset allocation and portfolio optimization with flexible implementation options.

Matthew Jones is a CFP® with four years of industry experience, currently serving as a financial advisor at Charles Schwab in Scottsdale, AZ. His prior experience includes roles at Banterra Bank and Wells Fargo Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a blend of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by a centralized operational structure and comprehensive investment research.

Sandy Brecke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has been with Wells Fargo in various capacities since 2006. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jon Ardell is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2017. Prior to that, he was with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tyler Roach is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Cetera Wealth Services, Mutual of Omaha Insurance Company, and CWM, LLC dba Carson Partners. He is based in Scottsdale, AZ. Osaic Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services that include comprehensive financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization tools, supporting discretionary strategies and third-party manager selections.

Stephen Dolgos is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory role, he is involved in woodworking and crafts, creating items for sale. Edward Jones is a full-service wealth management firm serving both individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Thomas Ansel is a CFP® designated financial advisor with 19 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2019, following previous roles at Bank of America, Merrill, and Robert Baird & Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets and supporting over 14,000 financial advisors.

Robert Scola is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Cetera and Cetera Wealth Services since 2013. In addition to his advisory role, he operates as an independent insurance agent under Scola & Scola Associates, focusing on disability, fixed annuities, life, accident, health, long-term care, and property and casualty insurance. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporations, charitable organizations, and institutions. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment managers through various program structures.

Kimberly Shocklee is a financial advisor at Edward Jones in Scottsdale, AZ, holding CFP® and ChFC® designations with 12 years of industry experience. Her prior roles include positions at Tiaa, LPL Financial, Goldbook Financial, MassMutual Life Insurance Company, and MML Investors Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm is notable for its large network of advisors and branches, as well as affiliated services such as trust company operations and securities-based lending.

Lisa Sloan is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked for firms including Waddell & Reed and Connect W. Sloan also serves as treasurer on the board of a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various investment strategies and technology tools.

Rebecca Wyatt is a financial advisor with LPL Financial, holding a Series 66 credential and bringing seven years of industry experience. She has worked with several firms, including Cetera Advisor Networks and Freeman Tax Service, where she remains active in tax preparation and accounting. Outside of financial advising, Wyatt owns Wyatt Welding and Fabrication, a business she has operated since 2015. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Nathan Buckles is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has held roles at multiple firms including VOYA Financial Advisors and has specialized in special needs planning through his ownership of Meridian Special Needs Planning LLC. In addition to his advisory work, he operates as an independent insurance agent and is a notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 multi-manager platform that provides access to affiliated and unaffiliated third-party managers and customizable investment options.

Tranell Hatfield is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 firm’s advisory process integrates quantitative and qualitative manager due diligence and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.