John Trahern is a financial advisor with LPL Financial in Prescott, AZ, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with LPL Financial and its predecessor, LINSCO Private Ledger, since 2000. Outside of his advisory role, he is involved in real estate rental investment activities. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

David Schaper is a financial advisor at LPL Financial in Prescott, AZ, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is a partner and business owner of Whiskey River Tavern in Prescott. 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 comprehensive financial planning, advisory programs, and retirement plan consulting with various investment management options supported by in-house and third-party research.

Merissa Brinkerhoff is a financial advisor with Raymond James Financial in Prescott, AZ, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She previously worked at Wright Wealth Management Group and Center Street Securities, Inc. She is also employed as a financial advisor at Desert Financial Credit Union and Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports a broad advisor network with specialized services including municipal and public-finance advisory.

Douglas Deubel is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 designations and bringing 29 years of industry experience. He has been with Raymond James & Associates since 2011, serving in Prescott, AZ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

Cole Service Benzing is a CFP® professional with nine years of industry experience. He is currently with LPL Financial, where he has worked since 2021. Prior to this, he held roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research from internal and third-party sources.

Tate Bassett is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and previously worked with Granite Orthopedics as an administrative consultant. Outside of advising, he is also active as an insurance agent with SMARTPRO Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing multiple custody platforms and a combination of proprietary and third-party investment strategies.

Coby Baker is a Series 66-licensed financial advisor with Raymond James Financial, based in Prescott, AZ, and has 16 years of industry experience. He previously worked at Edward Jones for 12 years before joining Raymond James in 2022. Baker serves as treasurer for the Las Vegas Ranch Estates HOA and is a committee member for the Williamson Valley School District board. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a broad client base, including individuals, institutions, and charitable organizations. The firm uses non-discretionary planning tailored to client goals and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Gregory Sheehan is a financial advisor with LPL Financial in Prescott, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Edward Jones before joining LPL Financial in 2017. Outside of his advisory role, he is the owner and manager of FOWA, LLC, a business entity unrelated to investments. 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 and financial planning services, utilizing both discretionary and non-discretionary management and incorporating research from multiple sources.

Phillip Naman is a financial advisor at Raymond James Financial Services Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for LPL Financial for 24 years before joining Raymond James. Outside of his advisory role, he dedicates time to health insurance through Blue Cross/Blue Shield and operates a Christian wealth management entity. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized services including municipal advisory and SIMPLE IRA employer advisory programs.

Joshua Nelson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company and held roles with the United States Veterans Initiative, Department of Veterans Affairs, Embry-Riddle Aeronautical University, and the United States Marine Corps. He also has experience in hospitality and spirits industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Christopher Peerless is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. In addition to his advisory role, he operates a sole proprietorship selling fixed annuities. OSAIC serves a broad 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 multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Richard Taubman is a Senior Financial Advisor with Merrill Lynch Wealth Management and a veteran member of the Karras Poplin Schroeder Group. He specializes in working with publicly traded corporations to design and manage equity award plans and advises senior executives on managing concentrated and restricted stock holdings. His expertise includes drafting 10b5-1 trading plans and portfolio diversification, supported by more than three decades of experience in wealth management and investing. Beginning his career in 1986 with Morgan Stanley, Richard joined Merrill in 2008, where he holds the designations of Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He earned a Bachelor’s degree from Iowa State University. Richard emphasizes precise administration of Rule 144 compliance and tailors client portfolios to individual objectives, including wealth transfer, risk tolerance, cash-flow needs, time horizons, and philanthropic goals. Richard and his wife reside between the Northern suburbs of Chicago and Prescott, Arizona. They have two adult children. Outside of his professional work, Richard enjoys downhill skiing and is a vintage car collector and racing enthusiast, having competed in events sponsored by the Sports Car Club of America (SCCA) and the International Motor Sports Association (IMSA).

Kelly Parker is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, concurrently working at JPMorgan Chase Bank, N.A. since 2018. 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 a network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kevin Wells is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. His prior roles include positions at Securities America Advisors, Inc. and KMS Financial Services, Inc. He is a member of Business Networking International and was previously a chapter vice president. Wells is also involved with Prescott Financial, an advisory services LLC. OSAIC serves a diverse client base that includes individual, high-net-worth, institutional, and charitable investors. The firm offers integrated brokerage and advisory solutions using a variety of investment vehicles and third-party platforms to manage portfolios on both discretionary and non-discretionary bases.

David Kingston is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in the energy sector, including positions at Solar Pros and Sunrun Inc. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and tax-efficient investment options, supported by a nationwide network of more than 23,700 financial advisors.

Allen Doty is a financial advisor at Osaic with 22 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services, Inc. for 14 years. He holds a Series 66 designation. Outside of his primary role, he is involved with marketing and service activities through his own firm, Doty Financial Solutions, LLC. 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 integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Kelly Waring is a Certified Financial Planner® with 42 years of industry experience, currently affiliated with LPL Financial in Prescott, AZ. He has worked with LPL Financial and its predecessor entity, LINSCO/PRIVATE LEDGER CORP., for 30 years. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory and brokerage services, including financial planning, retirement consulting, and model portfolio management, supported by both in-house and third-party research.

Stephen Schott is a financial advisor with LPL Financial in Prescott, AZ, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Cambridge Investment Research Advisors, Inc. and Geneos Wealth Management. Schott serves on the board of the Prescott YMCA and operates Schott Financial Management alongside his advisory role. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm provides various advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment options.

Landon Pooley is a Series 66-licensed financial advisor at Morgan Stanley with six years of industry experience. He has worked at Morgan Stanley since 2020, including one year at Morgan Stanley Private Bank, N.A. Pooley serves on the finance committee of the Granville Community Association, providing guidance on reserve and capital improvement expenditures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Dusti Audsley is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She has held roles at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing in 2016. Her professional credentials include the Series 63 and Series 66 licenses. Outside of her advisory work, her spouse owns a concrete construction business in Prescott Valley, 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 incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.