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.

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.

Lisa Sloan is a financial advisor at LPL Financial with 24 years of industry experience. She holds a Series 66 designation and has worked for firms including Waddell & Reed and Connect W. Sloan also serves as treasurer on the board of a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing various investment strategies and technology tools.

Rebecca Wyatt is a financial advisor with LPL Financial, holding a Series 66 credential and bringing seven years of industry experience. She has worked with several firms, including Cetera Advisor Networks and Freeman Tax Service, where she remains active in tax preparation and accounting. Outside of financial advising, Wyatt owns Wyatt Welding and Fabrication, a business she has operated since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of advisors.

Bridget Miyauchi is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and having six years of industry experience. Her prior work includes positions at Charles Schwab & Co., Inc. and various roles outside financial services such as at Eurothreads and Charity’s Medical & Aesthetics. She also serves as a client associate at Fortitude Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Van Pelt is a CERTIFIED FINANCIAL PLANNER™ professional with six years of industry experience. He has worked at Edward Jones since 2019, following prior roles at Quicken Loans, Yelp, Inc., and Sandhill's Publishing Company. 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 solutions, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Nashwan Bahoura is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan related entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework in its recommendations.

Natasha Palmatier is a CFP®-certified financial advisor with 14 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. She previously worked at Edward Jones from 2012 to 2020 and has held roles at Crux Wealth Advisors and Key Wealth Management. Palmatier is involved in entrepreneurial activities, including ownership and leadership roles in multiple support companies and financial service ventures. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools to model potential outcomes, supporting its clients through advisory programs and partnerships.

Donald Murphy Jr. is a financial advisor with Morgan Stanley who holds the Series 63 and Series 65 licenses and has 43 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and investment estimates. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-sponsored financial planning agreements.

David Maxton is a financial advisor at Stifel with 18 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2007. Outside of his advisory work, Maxton is a part owner of Maxton Farm in Jackson, Missouri. Stifel serves a wide range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Gary Yeager is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Cetera and its related entities since 2013 and has operated his own firm, G. A. Yeager & Co, since 1977. In addition to his advisory work, he prepares taxes through a separate business activity. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

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.

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.

Barry Silver is a financial advisor at LPL Financial with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Grove Point Investments, H. Beck Inc., Wells Fargo Clearing, and Crowell, Weedon & Co. He has also operated Silver Financial Services, an insurance business, for 16 years. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Allen Klippel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at The Vanguard Group, Fidelity Investments, Merrill Lynch, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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.

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.

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.