Katherine Moore is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding a Series 63 designation and 27 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2014 to 2016. 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 advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Clarretta Morris is a financial advisor at OSAIC with seven years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Securities America Advisors and TD Ameritrade. OSAIC serves a diverse client base of retail and institutional investors, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios that may include a range of investment types and accommodates both discretionary and non-discretionary account management.

Jim Doyle is a financial advisor at Osaic Wealth, Inc. in Scottsdale, AZ, with 28 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Advisors for 12 years before joining Osaic. Osaic Wealth serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services, retirement plan consulting, and access to third-party money managers. The firm employs asset-allocation tools, risk assessment, and automated rebalancing in portfolio construction and supports various managed account solutions.

Joshua Stork is a financial advisor with OSAIC based in Scottsdale, AZ, holding a Series 66 credential and nine years of industry experience. He previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Company and has taught at Oregon State University. Outside of his advisory role, Stork serves as a sports official, owns a family farm and ranch, and coaches a nonprofit wrestling club. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm integrates brokerage and advisory services, utilizing firm-provided asset-allocation tools and multiple third-party platforms to construct portfolios that span a range of asset classes and investment approaches.

Michael Bentley is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ. He holds a Series 66 designation and has nine years of industry experience. His prior work includes positions at SagePoint Financial, Wells Fargo Clearing, Wells Fargo Bank, Allstate Insurance, and Fidelity Brokerage Services. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, corporate, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and uses various analytical tools and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

Claire Bebee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked with J.P. Morgan Chase Bank and The Vanguard Group prior to her current role. Outside of finance, she has professional experience in the spa industry. J.P. Morgan Securities LLC 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, incorporating an ESG eligibility framework in its investment recommendations.

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 at LPL Financial with one year of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at BMO Harris Bank, Wells Fargo, Barrett Financial Group, Landmark Capital Mortgage, and BMO Bank N.A. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

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 credentials and has worked at firms including Franklin Baseball Club, Signator Investors, Inc., and Lincoln Financial. Outside of his advisory role, he manages a seasonal cabin rental on Airbnb. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct portfolios across various asset classes and supports a variety of legacy programs and commercial arrangements.

John Dimonda is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp. Outside of his advisory work, he is a partner in a real-estate rental investment. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to various managed account solutions.

Nicole Rimsza is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., bringing six years of industry experience. Her prior roles include positions at The Vanguard Group, Crux Wealth Advisors, and Fidelity Investments. Outside of financial advising, she serves as Director of Operations and Support Advisor at Sunstone Wealth Management. 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 investors. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports clients through its advisory programs and a large network of affiliated advisors.

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.

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, 65, and 66 licenses and has been affiliated with Securities America Advisors and Securities America Inc since 2014. Outside of advising, he serves as a FINRA arbitrator, participating on arbitration panels as needed. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services leveraging sophisticated asset-allocation tools, multiple advisory platforms, and access to third-party money managers.

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.

Larry Copeland is a CFP® with 31 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds Series 63 and Series 65 licenses and is based in Scottsdale, AZ. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lori Bogatz is a financial advisor with Osaic Wealth, Inc. in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. She has worked at several firms, including Arbor Point Advisors and Hornor, Townsend & Kent, and has a long-term involvement with a family-owned heating and air conditioning business. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a broad range of advisory services and employs a variety of asset allocation tools and third-party solutions to manage portfolios across multiple investment types.