Cheryl Rebottaro is a ChFC® with 21 years of industry experience and has been with Edward Jones since 2010. She is based in Scotts Valley, CA, and holds a Series 66 license. Outside of her financial advisory work, she is involved in local music venues in Scotts Valley. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Claire Bebee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked with J.P. Morgan Chase Bank and The Vanguard Group prior to her current role. Outside of finance, she has professional experience in the spa industry. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Wardia Dinkha is a financial advisor at LPL Financial with one year of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at BMO Harris Bank, Wells Fargo, Barrett Financial Group, Landmark Capital Mortgage, and BMO Bank N.A. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Nicole Rimsza is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., bringing six years of industry experience. Her prior roles include positions at The Vanguard Group, Crux Wealth Advisors, and Fidelity Investments. Outside of financial advising, she serves as Director of Operations and Support Advisor at Sunstone Wealth Management. 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 investors. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports clients through its advisory programs and a large network of affiliated advisors.

Bryan Wollheim is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience in the financial services industry, having joined Merrill Lynch in 2009. Bryan specializes in working with high net worth families, individual investors, and business owners to develop their long-term financial goals. He functions as a Portfolio Manager, managing personalized or defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party strategies. Bryan holds a Bachelor's Degree in Finance from the University of Arizona. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His areas of expertise include divorce transition planning, equity compensation services, family wealth management strategies, institutional investment consulting, managing new wealth, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Born and raised in Arizona, Bryan lives with his wife Jaclyn and their three daughters. He enjoys golf, traveling, snowboarding, and supports several Arizona sports teams. Bryan is involved in community organizations such as Chaparral Pom, Crowns of Courage, Phoenix Zoo, and Scottsdale School District.

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 designations and has previously worked at Grove Point Investments, Grove Point Advisors, Silver Financial Services, and H. Beck Inc. LPL Financial serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Douglas Faust is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2025, following a 25-year tenure at NEXT Financial Group, Inc. In addition to his advisory work, Faust is involved in tax preparation and accounting through Casey Menden Faust & Nelson P.A. and operates a tree farm in Eden Prairie, Minnesota. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 previously worked at firms including The Vanguard Group, Fidelity Investments, and Merrill Lynch. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Lundy is a financial advisor at Raymond James Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Voya Financial Advisors, Edward Jones, and CB Investment Services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public finance work through an affiliated municipal advisor.

Joseph Chesney is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been working in various areas of finance since 1996, bringing a diverse background that aids him in assisting clients with complex financial situations. Chesney focuses on helping clients across the country grow and preserve assets while generating tax-efficient retirement income. His expertise includes college education planning, executive compensation, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Chesney holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Aurora University. Outside of his professional work, Chesney enjoys cooking, golfing, hiking, music, reading, running, spending time with his family, traveling, and watching movies. He has lived in Denver since 2011 after growing up in the suburbs of Chicago and is married with two children.

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.

Surupa Chakraborty is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan in 2022. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mariah Romero is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 65 and Series 63 licenses and five years of industry experience. Her prior experience includes roles at BMO Bank N.A. and BMO Harris Bank N.A. from 2013 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by in-house and third-party research.

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 with OSAIC in Cave Creek, AZ, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at Woodbury Financial Services, Princor Financial Services Corp, and Principal Life Insurance Company. He serves as President of the Board for the Cactus Foothills Little League, a local nonprofit organization. OSAIC serves a broad mix of retail and institutional clients through an extensive network of affiliated financial advisers, offering integrated brokerage and advisory services with various investment platforms and third-party solutions.

Kristin Howard is a financial advisor with Merrill in Scottsdale, AZ, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. She has been with Merrill since 2014 and is currently associated with Bank of America, N.A. Outside of her advisory role, she works as a fitness program coach for Faster Way to Fat Loss and is involved in sales and marketing for a skin care company called The Olive Tree People-Oliveda. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutions.

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.

David Kahn is a financial advisor at North Scottsdale Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 designations with 31 years of industry experience. He has been with North Scottsdale Wealth Advisors since 2016. The firm offers discretionary asset management primarily to individuals, trusts, pension and profit-sharing plans, and business entities through a wrap fee program, managing approximately $63 million on a discretionary basis. Its investment approach integrates fixed-income strategies with global equity investments, employing fundamental, quantitative, cyclical, and technical analyses while allowing for individualized client restrictions within the wrap program.

Amrish Mathur is a financial advisor with Global Wealth Partners, LLC, holding a Series 65 designation and 15 years of industry experience. He has been with Global Wealth Partners since 2010 and also works with Global Investment Advisors, LLC. Outside of financial advising, Mathur is involved in healthcare consulting through Healthcare Strategic Solutions, a firm he founded that provides Medicare and Medicaid reimbursement consulting services primarily to hospital clients. Global Wealth Partners, LLC is a small advisory firm with two advisors that focuses on acting in the best interest of its clients.