Michael Clarke is a financial advisor at Edward Jones in Prescott, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles in the entertainment and digital production sectors, including positions at Nickelodeon and multiple production studios. Outside of financial advising, his background includes entrepreneurial and creative work within media and post-production companies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed account strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors, providing both discretionary and non-discretionary investment services under a fiduciary standard.

Kayanne Baker is a financial advisor with LPL Financial in Prescott, AZ, holding a Series 66 designation and 20 years of industry experience. Prior to joining LPL Financial in 2026, she worked at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research, Inc. from 2020 to 2026, and has been associated with Schott Financial Management since 2020. She also spent 14 years at Geneos Wealth Management and 15 years at Tomlinson Wealth Management. 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 offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management strategies and supporting diversified portfolios with research from LPL Research and third-party subadvisors.

Barbara Espinoza is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JP Morgan Securities and JP Morgan Chase Bank since 2017. Outside of her financial career, she has been involved with Lyft since 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Clark Snitko is a financial advisor with Ameriprise in Prescott, AZ, holding Series 65 and Series 63 licenses and 12 years of industry experience. He worked at MML Investors Services LLC and MassMutual Life Insurance Company from 2013 to 2023. Outside of his advisory role, he is involved in independent insurance brokering, specializing in term life, long-term care, whole life, and disability income products. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income and tax-aware withdrawal strategies.

Alexander Bacci is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has previously worked at United Christian Youth Camp and Home Depot. Bacci also operates Bacci Investments Group, Inc., a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a large network of representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing a combination of discretionary and non-discretionary management supported by research and model portfolios.

Kelly Mc Shane is a CFA® charterholder with Series 63 and Series 66 licenses and has 11 years of industry experience. Mc Shane has worked at Edward Jones since 2022 and was previously with The Vanguard Group Inc for eight years. Mc Shane is also self-employed, a role held since 2021. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and pension plans. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Christopher Kissel is a financial advisor with Morgan Stanley in Prescott, Arizona, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Kissel is involved as a partner in a real estate venture and participates in the investment committee of a technology and biotechnology company. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of financial advisory and estate planning strategies.

George Panagos is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones from 2011 and joined LPL Financial in 2024. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research.

Samuel Dias is a financial advisor at Edward Jones in Prescott, AZ, with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016, including prior self-employment in 2016. Outside of finance, he is involved in music performance and production as a singer/songwriter and performer. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Anthony Glodava is a financial advisor with LPL Financial in Prescott Valley, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He worked at Morgan Stanley for 11 years prior to joining LPL Financial in 2021. 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 offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and leveraging research from internal and third-party sources.

Gary Wardein is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. His prior work includes roles at Merrill for 30 years and Bank of America for 11 years. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that oversees approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and municipal entities, offering financial planning and non-discretionary investment consulting supported by proprietary research and multiple portfolio management styles.

Henry Goldstone is a Series 66-licensed financial advisor with LPL Financial in Prescott, AZ, where he has worked since 2003. He has 26 years of industry experience. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by model portfolios, research, and technology-driven solutions.

James Helfinstine is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial and National Planning Corporation. Outside of advising, he owns a personal business entity, Helfinhacker, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations in partnership with its financial advisors.

Michael Doty is a financial advisor with LPL Financial in Prescott, AZ, holding Series 63 and Series 65 designations and eight years of industry experience. He previously worked at Vetrano Financial Services, Principal Securities Inc, and Principal Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies.

Joseph Colosimo is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at Woodbury Financial Services and LPL Financial. Outside of advisory work, he is a published author of books on public education and success strategies, and he volunteers for the Town of Prescott Valley Planning and Zoning Commission. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party managers to construct diversified portfolios across various asset classes.

Lee Iredell is a financial advisor with LPL Financial in Prescott, AZ, holding Series 63, 65, and 66 designations and 26 years of industry experience. His previous roles include positions at Edward Jones, Triton Pacific Securities, and Four Springs Capital, as well as work with the Iredell Consulting Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research from multiple sources.

Jennifer Spanbauer is a financial advisor with Edward Jones in Tempe, AZ. She holds the Series 66 designation and has 17 years of experience, all with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Paul Freudenberger is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as an alternate power of attorney for Wells Fargo clients in Pinetop, Arizona. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Daniel Pruhs is a financial advisor with Edward Jones in Prescott Valley, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dakoda Peterson is a CFP® and ChFC® credentialed financial advisor with nine years of industry experience, currently practicing at Edward Jones since 2017. Prior to that, he held positions at BCJ Capital Management, AXA Equitable, K and R Tax, and Arizona State University. He is a shareholder in DP Professionals based in Prescott, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor network and branch presence, as well as additional affiliated financial services.