Charles McGrath Jr. is a CFP®-certified advisor with 30 years of industry experience currently affiliated with LPL Financial. His prior roles include positions at Lincoln Financial Advisors, Avantax Advisory Services, and a 22-year tenure at 1st Global Advisors. In addition to his advisory work, he is a practicing CPA, teaches virtual tax software classes, and serves as a soccer referee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios, third-party research, and technology-driven solutions.

Sandra Johnson is a financial advisor with Osaic Wealth, holding a Series 66 designation and 25 years of industry experience. She has worked at SagePoint Financial since 2019 and previously at AXA Advisors from 2014 to 2019. She serves as financial power of attorney for her mother-in-law. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, employing asset-allocation tools and third-party managed accounts to construct portfolios across various asset classes.

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 8 years of industry experience. She holds a Series 66 designation and previously worked at Woodbury Financial Services for 9 years before joining OSAIC in 2024. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across a broad range of investment types.

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 who holds Series 63 and Series 66 designations and has 23 years of industry experience. He previously worked at JLINCOLN Financial Securities and Lincoln Financial Advisors Corporation for a combined total of 20 years. Lahrman is based in Scottsdale, AZ. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across a wide array of investment types.

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 at Wells Fargo Clearing with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 the Series 63 and Series 65 designations. His prior work includes roles at Cetera Wealth Services, Mutual of Omaha Insurance Company, and CWM, LLC dba Carson Partners. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a variety of investment options and employs tools such as asset-allocation modeling and automated rebalancing to manage portfolios.

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® and Series 66-registered financial advisor with 18 years of industry experience. He has worked at Wells Fargo Clearing since 2019 and previously held positions at Bank of America and Merrill. Outside of his advisory role, he has ownership in a rental property in Phoenix, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory 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.

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 with LPL Financial, holding a Series 66 designation and 24 years of industry experience. Her prior experience includes roles at Connect W and Waddell & Reed Inc, as well as work with various insurance carriers. She serves as treasurer on the board of a nonprofit organization. LPL Financial is a registered investment adviser and broker-dealer that serves individual and institutional clients across the United States. The firm offers a broad range of financial planning, advisory programs, retirement plan consulting, and brokerage services, incorporating both discretionary and non-discretionary management approaches.

Lori Derrick is a financial advisor with Edward Jones in Glendale, AZ, holding the Series 66 designation and bringing 13 years of industry experience. She has worked at Edward Jones across two periods, from 2007 to 2020 and since 2025, as well as with Raymond James Financial Services from 2020 to 2025. She also operates Derrick Family Financial, her own business, concurrently since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Rebecca Wyatt is a Series 66-licensed financial advisor with LPL Financial, bringing seven years of industry experience. She has held roles at various firms including Cetera Advisor Networks, Freeman Tax Service, and Edward Jones. Outside of advisory services, Wyatt owns Wyatt Welding and Fabrication and is involved in tax preparation and accounting through her roles with Gavilan Peak Tax Service and Freeman Income Tax Service. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research from LPL and third-party sources.

Cody Darling is a Financial Advisor with Merrill Lynch Wealth Management. He collaborates with busy professionals and business owners to help them achieve their unique financial goals, providing a range of financial planning strategies including investment and risk management, trust and estate planning, concentrated stock strategies, credit and lending, access to family office services and private banking, alternative investments, and philanthropy. Darling draws on the resources of Merrill Lynch and Bank of America to support his clients' financial planning needs. Darling holds a Bachelor's Degree from Southeastern Oklahoma State University and holds multiple professional designations, including Certified Financial Planner (CFP), Certified Exit Planning Advisor (CEPA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He focuses on areas such as college education planning, managing new wealth, personal retirement planning, tax minimization, and retirement income. An Arizona native and former collegiate golfer, Darling lives in Scottsdale with his wife, Karly, and their dog, Zorro. His personal interests include football, golfing, hiking, and spending time with his family.

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.