Joshua Jackson is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he spent nine years working in the Cahokia Unit School District #187. Outside of his advisory role, he owns Holdin' Mine Own LLC, a ticket resale and yield farming business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Robert Stuber is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors for 13 years. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts across a wide range of investment products.

Linda Charvonia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she manages a rental property in Scottsdale, Arizona. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Carmen Richards is a financial advisor at Osaic Wealth Inc. based in Scottsdale, AZ, with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eleven years. Osaic Wealth, Inc. 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. The firm provides integrated brokerage and investment advisory services and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios with a range of investment options.

Fred Genge is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked at Advisor Group since 2013 before joining OSAIC in 2023. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through multiple platforms, utilizing asset-allocation tools and automated rebalancing to manage portfolios comprising a broad range of securities.

Alhussein Makki is a financial advisor at Merrill based in Phoenix, AZ, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at Bank of America, Earnhardt Cadillac, and various other companies across different sectors. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Federico is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and First Financial Equity Corp. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options and employs a range of investment strategies, including proprietary model portfolios and access to third-party managers.

Brennon Distefano Mercier is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2023, he held various positions including multiple roles at Grand Canyon University and Entertainment Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its financial planning process.

Mark Nixon is a Senior Financial Advisor and Senior Vice President at Merrill Lynch Wealth Management. He advises high-net worth individuals, families, and current and former business owners, focusing on creating customized financial strategies tailored to their specific needs and goals. With over 25 years of experience in the financial services industry and six years in leadership and management roles, Mark specializes in portfolio management, retirement solutions, asset allocation, education funding, tax minimization strategies, and estate planning services. He helps clients understand the percentage return needed on their assets to achieve their financial objectives across generations. His practice also emphasizes wealth management planning and supports business owners in decisions related to lending, business sales, and wealth transfer. Mark holds a Bachelor's Degree from West Texas A and M University and a Master's Degree from Eastern New Mexico University. He has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, Mark participates in team roping and country western dancing and is involved with the World Series of Team Roping organization.

Timothy Lovell is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has previously worked at Bank of America, Morgan Stanley, The Vanguard Group, Adobe Home Systems, and Wells Fargo. Outside the financial sector, he held a position at Buffalo Chip Steakhouse and Saloon. Merrill, along 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.

Owen Pasvogel is a Financial Consultant at Fidelity Investments. In this role, he guides individuals and families through the company's financial planning process, working closely with clients to deliver personalized strategies and long-term guidance. Owen's experience at Fidelity Investments includes positions as Investment Consultant, Planning Consultant, Relationship Manager, High Net Worth Associate, and Customer Relationship Advocate, reflecting a comprehensive background in financial services and client relationship management. Outside of his professional work, Owen's interests include fitness, social events with friends, golf, outdoor adventures, and skiing.

Kimber Bettino is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc., First Financial Equity Corp, and engaged in notary services. Bettino has been with Edward Jones since 2021. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Gillham is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing experience in delivering comprehensive financial strategies for high net worth individuals and businesses. Since entering the financial services industry in 2002 and joining Merrill Lynch in 2008, Justin has been a part of the WGS Group in Scottsdale, Arizona, where he offers a broad approach to wealth management. His services include investment management, retirement and estate planning, wealth transfer strategies, education and liquidity planning, tax minimization, life insurance, and wealth preservation. Justin holds a Bachelor of Science degree in Business Management from Bowling Green State University, where he specialized in Finance, Financial Planning, and Management Information Systems. He earned the CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2008 and the Chartered Retirement Planning Counselor™ (CRPC™) designation in 2007. His professional philosophy emphasizes personalized, consultative advice based on clients’ financial situations, preferences, and goals, with a focus on aligning asset allocation to clients’ income expectations, risk tolerance, and liquidity needs. Outside of his professional role, Justin is an avid golfer and family man who lives in Scottsdale, Arizona, with his wife and three children. He dedicates time to community involvement, including volunteering and coaching with the Cactus Foothills Little League, and has contributed to organizations such as the ALS Association, American Cancer Society, Arizona Foster Care, Adoption & Mentoring Agency, Fresh Start Women's Foundation, and Great Hearts Academies.

Kenneth Clowers is a financial advisor with OSAIC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Securities America Advisors, Inc. and KMS Financial Services, Inc. He maintains an inactive insurance license issued by the State of Washington. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage, advisory services, and access to various investment platforms and third-party managers.

Amy Mohnsam is a financial advisor with Wells Fargo Clearing in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. She has been with Wells Fargo in various capacities since 2009. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets, offers both brokerage and advisory solutions, and employs research and analytics to guide investment selection within the constraints of custodian platforms.

Chris Howard is a financial advisor at LPL Financial with 24 years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Howard has worked at both LPL Financial and Flagstar Bank N.A. since 2010. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Maryse Marshall is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2015, including a role at Bank of America, N.A. since 2023. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Rosemary Altuna is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 39 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Glenn Pahnke is a financial advisor at Raymond James & Associates with 38 years of industry experience. He previously worked at City National Bank and RBC Capital Markets. He serves as chairman of the Boys & Girls Club of Metro Phoenix Foundation board of directors, where he oversees investment activities as a trustee. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, drawing on a range of portfolio management styles and affiliated research.

Christopher Hisle is a financial advisor at Robert W. Baird & Co. in Scottsdale, AZ, with 13 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird since 2013. Outside of his advisory role, Hisle operates a woodworking business, Scottsdale Design Co., where he builds furniture primarily for personal use and occasionally for friends and family. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management department, serving individuals, corporate clients, pensions, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and advanced investment management tools.