Julia Mc Cullough is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. She has worked at Raymond James Financial Services, Inc. since 2008 and is also associated with Southworth & Wilson, Inc. in a support role. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and utilizes advanced analytical tools to support client goals, with additional capabilities in municipal advisory and SIMPLE IRA employer consulting programs.

Brett Megrue is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Texas Capital Bank, and D.A. Davidson & Co. He currently serves as an executor and limited agent for Vanguard investment accounts. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations. The firm offers brokerage and advisory services utilizing model-based asset allocation and portfolio optimization across various managed account and planning programs.

Trevor Ketelsen is a financial advisor at Osaic with 14 years of industry experience. He holds a Series 66 designation and has worked at Securities America Inc. since 2007 before joining Osaic. 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 various managed portfolio options. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Surupa Chakraborty is a Series 66 licensed financial advisor with six years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has worked since 2022. Prior to that, she held roles at Merrill and Bank of America, N.A. from 2017 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with an emphasis on a combination of quantitative and qualitative manager due diligence.

Hyman Lee is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation and Lincoln Financial Securities Corporation. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and a multi-advisor platform offering both brokerage and advisory services.

Thomas Raguso is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Royal Alliance Associates, Benefitscorp Equities, Inc., and One Orchard Equities, Inc. Additionally, he has been a self-employed photographer since 1989. OSAIC Wealth serves a diverse client base, including retail and institutional investors, through a multi-advisor platform offering brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization. The firm is notable for its scale, complex affiliate network, and private-equity ownership.

Mariah Romero is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at BMO Harris Bank N.A. from 2013 to 2021 before joining LPL Financial in 2021. 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 a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio models and customized strategies.

Douglas Godfrey is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at several firms including Ameriprise, Merrill, and Bank of America prior to joining LPL Financial. Godfrey serves as Treasurer on the Board of Directors for The Singletons, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies supported by technology tools.

Nathan Breese is a Series 66–licensed financial advisor with Edward Jones, based in Carefree, Arizona. He has 12 years of industry experience, having worked with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and maintains affiliated capabilities such as a trust company and proprietary mutual funds, supported by a large nationwide network of advisors and branch offices.

Jason Trujillo is a financial advisor at Osaic with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Princor Financial Services, and Principal Life Insurance Company. Outside of his advisory work, he serves as president of the board for Cactus Foothills Little League, a local nonprofit organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a range of advisory and brokerage services, leveraging its scale and complex affiliate network.

Ira Shapiro is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC for 10 years before joining LPL Financial in 2020. Shapiro also operates a personal business entity for tax and investment purposes. 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 advisory and brokerage services, including financial planning and access to various investment strategies, supported by a network of over 22,800 advisors.

Kristin Howard is a financial advisor with Merrill in Scottsdale, AZ, holding Series 66 and Series 63 licenses and possessing 13 years of industry experience. She has worked at Merrill since 2014 and transitioned to Bank of America, N.A. in 2025. Outside of financial advising, she works as a consultant for a fitness coaching business and also consults in sales and marketing for a skincare company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Preston is a financial advisor with Sonoran Capital Management LLC in Cave Creek, AZ. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including his entire advisory career at Sonoran Capital Management since 2006. Sonoran Capital Management LLC provides portfolio management and advisory services to a very limited client base, focusing exclusively on high-net-worth individuals. The firm emphasizes personalized portfolio monitoring and trade execution under clearly defined policies.

David Kahn is a financial advisor with North Scottsdale Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill, spanning nearly two decades before founding his current firm in 2016. North Scottsdale Wealth Advisors provides discretionary asset management primarily through wrap fee programs for individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a combination of fixed-income strategies and global equity approaches, managing approximately $63 million with a focus on individualized account management and conservative cash practices.

Amrish Mathur is a financial advisor with Global Wealth Partners, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Global Wealth Partners since 2010 and also works with Global Investment Advisors, LLC. Outside of financial advising, Mathur is involved in healthcare consulting through Healthcare Strategic Solutions, a firm he founded that provides Medicare and Medicaid reimbursement consulting services primarily to hospital clients. Global Wealth Partners, LLC is a small advisory firm with two advisors that focuses on acting in the best interest of its clients.

Ramneek Mathur is a financial advisor at Global Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Global Wealth Partners since 2010. In addition to his advisory role, Mathur is active as a real estate agent. Global Wealth Partners, LLC is a small firm with two advisors, focusing on delivering tailored wealth management solutions.