Jacob Cercone is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and 14 years of industry experience. He has previously worked at Kestra Advisory Services LLC and SII Investments, Inc. Outside of his advisory role, Cercone is a business owner of Watermark Wealth Planning, LLC, providing trust services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a large network of investment adviser representatives using various strategies and operational tools.

Stephanie B. Greer is a Managing Director and Wealth Management Advisor with Merrill Lynch Wealth Management, and is a member of The GF Wealth Management Team. She brings over 32 years of experience in the financial services industry, focusing on wealth management strategies tailored to clients' goals. Stephanie holds several professional designations, including Certified Private Wealth Advisor®, Chartered Retirement Planning Counselor™, Certified Exit Planning Advisor®, and Sports & Entertainment Accredited Wealth Management Advisor™. She graduated from the University of the Pacific with a B.S. in Business Administration. Her areas of expertise include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and values-based investing, women and wealth, and retirement income. Stephanie has been recognized on multiple occasions by Forbes, including listings on the Best-in-State Wealth Management Teams and America's Top Women Wealth Advisors Best-In-State. She has also attended Barron's Top Women Advisors Summits and serves as a mentor for women advisors through Merrill's Women Exchange. Stephanie is actively engaged in the Scottsdale/Phoenix community, serving as a board member for Fresh Start Women's Foundation, an organization empowering Arizona's women to achieve self-sufficiency. Outside of her professional work, she enjoys golfing, hiking, and traveling.

Joseph Naasko is a financial advisor with Osaic Wealth Inc. based in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Osaic, he worked at AXOS Clearing and TD Ameritrade among other roles. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization supported by various analytical tools and provides access to discretionary strategies, third-party managers, and alternative investments across complex affiliate networks.

Colin Fine is a financial advisor with LPL Financial in Scottsdale, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining LPL Financial, he worked at Kestra Advisory Services and Kestra Investment Services from 2021 to 2023 and was employed at Axon Enterprise from 2014 to 2021. He is also involved with Watermark Wealth Strategies LLC, a related business entity for his LPL practice. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Juda is a financial advisor with Ameriprise in Scottsdale, AZ, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of financial advising, he is co-owner of Happy Jack's Hospitality LLC. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach while offering a broad range of advisory, brokerage, and insurance solutions.

Erin Richters is a financial advisor at OSAIC with eight years of industry experience. She holds a Series 66 designation and has worked at Securities America, Inc. since 2016, alongside her current role at OSAIC. Previously, she was employed at Starbucks for one year. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning, portfolio management, and retirement plan consulting. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supported by various risk assessment and rebalancing tools.

Rebecca Greenwood is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her work history includes positions at Cetera, Cetera Investment Services LLC, and First National Bank of PA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Brian Holloway is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 credential and 25 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario-based modeling as part of its financial planning process.

Scott Long is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and previously worked at Securities America Advisors and Securities America Inc. He is based in Scottsdale, AZ. OSAIC Wealth serves a diverse client base including retail, high-net-worth, institutional, and charitable clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, supported by various tools and strategies including Unified Managed Accounts and third-party money manager programs.

Garrett Smith is a Series 66-licensed financial advisor with Ameriprise in Tucson, AZ, and has 13 years of industry experience. He has been with Ameriprise and its affiliates since 2015. Outside of his advisory role, he serves on multiple nonprofit boards, including CEDO, BBB, and Interfaith Community Services. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, utilizing a combination of research, modeling, and tax-efficiency analysis to provide tailored recommendations primarily for individuals with significant investable assets. The firm delivers a wide range of advisory, brokerage, and insurance solutions through its large institutional platform.

Eileen Mcarthur is a financial advisor at Ameriprise with 35 years of industry experience and holds a Series 63 designation. She has been with Ameriprise since 2012, including six years at the current firm. Outside of her advisory role, she serves as Vice President of the Breast Cancer Research & Assistance Fund and as Secretary for the Cancer Aid and Research Fund. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning advice through a written Recommendation Report and tax-aware withdrawal strategies.

Andrew Posin is a Financial Advisor with Merrill Lynch Wealth Management based in Scottsdale, Arizona. He works with high net worth individuals and businesses, assisting them through various stages of their financial lives by providing clarity and confidence in decision-making. His practice focuses on family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, small business strategies, individual and corporate investment strategies, tax minimization, and retirement income planning. Andrew holds a Bachelor of Science in Business Administration from the University of Arizona's Eller College of Management, with a triple major in Finance, Business Analytics, and Entrepreneurship, and a minor in Personal & Family Financial Planning. He is designated as a Personal Investment Advisor (PIA). Drawing on his academic background and professional experience, he tailors financial strategies to the unique goals of each client. Outside of his professional role, Andrew enjoys baseball, basketball, football, golfing, and spending time with his family.

Bradley Knowlton is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and two years of industry experience. His prior work includes roles at Financial Engines Advisors, The Vanguard Group, and Luminvest Wealth Management. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives and third-party program referrals.

Chad Bettelon is a financial advisor with Merrill in Peoria, AZ, holding a Series 66 designation and having 13 years of industry experience. He has been with Merrill since 2003. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wade Cardon is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with LPL Financial since 2019, following 14 years at Ameriprise Financial Services, Inc. He operates a DBA business, 7C's Wealth Management, in Scottsdale, Arizona. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and asset management solutions supported by proprietary research and technology tools.

Brett Baker is a financial advisor at Osaic Wealth with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at SagePoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of advising, he operates a sole proprietorship related to his family’s insurance business. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation, portfolio optimization, and multiple investment program options.

Holly Swihart is a financial advisor at Osaic with 19 years of industry experience. She holds the Series 66 designation and previously worked at Lincoln Financial Advisors from 2006 to 2025. Outside of her advisory role, she serves as a host providing housing support in a service capacity. Osaic Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm employs a model-based investment approach with portfolio optimization tools and supports a range of client types from individual investors to corporate clients.

Samuel Lee is a financial advisor with Robert W. Baird & Co. in Peoria, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Baird in 2022, he worked at RBC Capital Markets from 2014 to 2022. He serves on the Board of Development at Hardin-Simmons University, contributing to the university’s goal-setting activities. He is part of the DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and institutional clients. The group offers customized financial planning and portfolio management services using a range of strategies, including traditional and non-traditional investments, with both discretionary and non-discretionary options.

Peter Roberti Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Timothy Heaton is a financial advisor at OSAIC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has been with Securities America Inc. since 2013 before joining OSAIC in 2024. Based in Scottsdale, AZ, he serves clients through a large, multi-advisor platform. OSAIC Wealth offers services to retail and institutional clients, including high-net-worth individuals, retirement plan sponsors, charities, and corporations. The firm uses a model-based investment approach featuring asset allocation and portfolio optimization tools, providing both brokerage and advisory programs through a complex network of affiliated broker-dealers and registered investment advisers.