Anthony Duke is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ottis Smith Jr. is a financial advisor with Thrivent Investment Management in Prescott, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2008. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and recommendations across a variety of planning areas. The firm allows clients to integrate planning with managed-account services through a consolidated billing option, while keeping the services distinct.

William Stead is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Foresters Financial Services and Foresters Advisory Services. He is also the owner of a personal LLC and a 50% owner of Arizona Capital Management, LLC, which operates as a dba for his Cetera business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Jamie De Forge is a financial advisor with Edward Jones in Prescott Valley, AZ, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he owns Z Money LLC, an LLC created for holding a real estate property. 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 investment products.

Benedetto D'alessandro is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo entities since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a discretionary 3(38) investment option, with a broader range of financial product offerings than is typical for large institutional advisers.

Andre Defreitas is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Fidelity, he worked at Cambridge Investment Research, Foothills Bank, Bank of America, and ONEAZ Credit Union. Outside of his advisory role, he operates a car-sharing business and is involved in short-term rental property ownership. Fidelity’s Strategic Advisers LLC, where Andre is based, provides investment management and advisory services to retail and institutional clients, offering portfolio management, fund advisory, and model portfolio solutions. The firm’s investment approach integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, supporting a diverse range of clients including registered investment companies and charitable funds.

John House is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with OSAIC and has held prior roles at Woodbury Financial Services, Mastertech Financial Advisors, Cetera Advisor Networks, and Advisornet Wealth Management. He serves as President and CEO of Mastertech Financial Advisors, Inc., and is a board member of the Exit Planning Institute. House is also an author and business coach focused on exit planning strategies for business owners. OSAIC serves a wide range of retail and institutional clients through a large network of advisors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a variety of tools for portfolio construction and supports both discretionary and non-discretionary account management.

Ferrell Beazer is a financial advisor with Fidelity in Prescott, AZ, holding Series 66 and Series 63 licenses and bringing eight years of industry experience. His prior roles include positions at Glacier Bank, American Financial Network, Bank of America, and BBVA Compass Insurance Agency. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients, employing a proprietary investment process that combines fundamental research with quantitative analysis and algorithmic portfolio construction.

Luke Rudolph is a financial advisor with LPL Financial in Prescott, AZ, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Voya American Equities, Voya Financial Partners, Voya Financial Advisors, and Directed Services, LLC. He is also involved with Stoic Capital LLC and provides investment-related services through Stoic Wealth Advisors. LPL Financial is a national investment adviser and broker-dealer serving individual, retirement, institutional, and charitable clients through a broad network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios and research from multiple sources.

Melanie Avritt is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill and Bank of America since 2016, with prior experience at Wells Fargo Bank. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joseph Crockett is a financial advisor with Edward Jones in Prescott, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he has interests in passive real estate investments and owns a fishing boat. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets through a large national network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Adam Goldstein is a CFP® professional with 19 years of industry experience, currently with LPL Financial since 2020. He previously worked at City National Bank and RBC Capital Markets. Outside of his advisory role, he is involved as an agent with Lion Street, a non-variable insurance business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and model portfolios from various sources.

Josephine Harper is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 66 and Series 63 designations. Her prior experience includes six years at The Vanguard Group, Inc. from 2015 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios from mutual funds, ETFs, and ETPs.

Brianna Brewer is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2012. Outside of her advisory role, she has operated businesses including Betty Elyse Lane LLC and Brianna Marie Photography. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Robert Sturgeon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, and retirement income. Robert focuses on developing personalized financial strategies to help clients pursue their long-term goals and retire comfortably. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Robert earned a High School Diploma from Prescott High School and attended Yavapai College. He is also involved in community service, volunteering with local organizations in line with Merrill’s tradition of community participation. Outside of his professional role, Robert enjoys boating, camping, hunting, traveling, and spending time with his family.

Robert Faehnrich is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes long tenures at Summit Financial Group Inc and Summit Brokerage Services Inc, along with his ongoing role at Cetera since 2019. He has maintained a separate LLC primarily for bill paying purposes. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to multiple program structures and third-party money managers.

Jeanette Wesley is a financial advisor at Edward Jones with 27 years of experience. She holds the Series 66 designation and is based in Prescott, AZ. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Einwalter is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Banc of America Investment Services. Outside of his advisory role, Einwalter serves on the finance review team for missions at Solid Rock Christian Fellowship in Prescott, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm 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.

Gina Mattila is a financial advisor with Merrill in Prescott, Arizona, holding a Series 66 designation and three years of industry experience. She has previously worked with Bank of America and Wells Fargo Home Loans. Outside of her advisory role, she is a signer on a family business’s bank accounts but has no ownership or management responsibilities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Howard Jones is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Concourse Financial Group Securities, Inc., PlanMember Securities Corporation, and One2One Wealth Strategies. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services and operates a multi-manager platform with access to affiliated and third-party managers.