Frank Case is a financial advisor at Charles Schwab with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Co., Inc. since 2022, along with prior roles at Discover Financial Services and Ascend Associate Inc. Outside of finance, he is involved with Wild Mamas, a company focused on marketing and manufacturing animal-based cosmetic beauty products and supplements. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a centralized operational structure supporting a large client base.

Katherine Moore is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. She holds the Series 63 designation and has been with Wells Fargo Clearing since 2016. The firm is a national securities company that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. Wells Fargo Advisors manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Clarretta Morris is a financial advisor at OSAIC with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at OSAIC and Securities America in various advisory roles since 2020. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Jim Doyle is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Lincoln Financial Advisors, TIAA-CREF, PNC Wealth Management, and Charles Schwab. OSAIC serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting diverse client needs with various managed portfolio options and third-party manager programs.

Joshua Stork is a financial advisor at Osaic with nine years of industry experience. He holds a Series 66 designation and has worked at Osaic since 2022. His previous experience includes roles at Mass Mutual Investors Services and MassMutual Life Insurance Company. Outside of his advisory work, he is a sports official, owns a family farm and ranch involved in livestock and land management, and coaches wrestling at a nonprofit club. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach emphasizing asset allocation and portfolio optimization, providing access to discretionary strategies, third-party managers, and alternative investments.

Michael Bentley is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at SagePoint Financial, Wells Fargo Clearing, Wells Fargo Bank, Allstate Insurance, and Fidelity. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and a range of managed account programs supported by risk assessment and rebalancing tools.

Claire Bebee is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. Her prior work includes roles at The Vanguard Group and D.A. Davidson & Co., as well as a non-financial position at Inspire Day Spa. J.P. Morgan Securities provides institutional consulting services focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates both quantitative and qualitative research to develop model allocations, with a regulatory structure that includes futures and swap dealer registrations.

Luciano Moreno is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Apple and KPMG. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Wardia Dinkha is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, Dinkha worked at BMO Harris Bank, Wells Fargo, Barrett Financial Group, Landmark Capital Mortgage, and BMO Bank N.A. The firm, LPL Financial, is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Natalie Drotar is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. She previously worked at Mercer Investments and spent a decade with The Vanguard Group Inc. In addition to her advisory role, she owns and manages a home studio floral business, Blooms by Natalie Marie LLC, based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as its integrated services including trust, securities-based lending, and proxy voting for client accounts.

Peter Sarata is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Avantax Investment Services and 1ST Global Advisors among other firms, and maintains a role as a CPA providing tax preparation and accounting services in Phoenix, AZ. Sarata also leads Intentional Wealth Solutions, focusing on wealth management, financial planning, and insurance consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, supporting both discretionary and non-discretionary authorities across multiple program structures.

Vickie Wicks is a financial advisor at Edward Jones with 35 years of industry experience. She has been with Edward Jones since 1995 and holds the ChFC®, Series 63, and Series 65 designations. Outside of her advisory work, she serves on the boards of the Better Business Bureau, QLQH Catholic School, and Sowela Technical College Foundation, and she is authoring a book. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Kevin Lawhead is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Financial and Signator Investors, Inc. since 2018. Outside of his advisory role, he manages a seasonal cabin rental business. OSAIC Wealth serves a diverse clientele, including individual investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various managed account strategies and alternative investments.

John Dimonda is a financial advisor at Osaic with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of advisory and brokerage services supported by a model-based investment process and a multi-advisor platform.

Nicole Rimsza is a financial advisor at Raymond James Financial Services Advisors, Inc. She holds the CFP® designation along with Series 63 and Series 66 licenses and has seven years of industry experience. Her prior roles include positions at The Vanguard Group and Fidelity Investments. Outside of advising, she works as a Director of Operations and Support Advisor at Sunstone Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm offers tailored, non-discretionary planning and supports municipal and public finance advisory work through its unique affiliations.

Bryan Wollheim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, having joined Merrill Lynch in 2009. Bryan specializes in working with high net worth families, individual investors, and business owners to develop their long-term financial goals. He functions as a Portfolio Manager, managing personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. Bryan holds a Bachelor's Degree in Finance from the University of Arizona. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include divorce transition planning, equity compensation services, family wealth management strategies, institutional investment consulting, managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Born and raised in Arizona, Bryan lives with his wife Jaclyn and their three daughters. He enjoys golf, traveling, snowboarding, and supports several Arizona sports teams. Bryan is involved in community organizations such as Chaparral Pom, Crowns of Courage, Phoenix Zoo, and Scottsdale School District.

David Robson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at BMO Harris, Wells Fargo Clearing, and Chase Investment Services Corp. He is based in Cave Creek, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client accounts.

Jennifer Secola is a financial advisor at Raymond James Financial with 11 years of industry experience. She holds the Series 66 designation and has worked at firms including H. Beck, Inc., Mann Financial Group, and LPL Financial. Additionally, she has been involved with Hinsdale Covenant Church since 2012 and works as an associate at Legacy Wealth Advisors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional clients. The firm offers tailored, non-discretionary planning and consulting through analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Schaal is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Securities America Inc., TD Ameritrade, and Momentum Independent Network Inc. Since 2004, Schaal has also served as a FINRA arbitrator on investment-related dispute panels. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various strategies and third-party managers, and is notable for its scale and complex affiliate network.

Carolyn Berenger is a Series 66 licensed financial advisor with Edward Jones in Phoenix, AZ, where she has worked since 2014. She has 11 years of industry experience. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.