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.

David Robson is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His prior roles include positions at BMO Harris, Wells Fargo Clearing, and Chase Investment Services Corp. He is based in Cave Creek, AZ. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client accounts.

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 licenses and has worked at firms including Grove Point Investments, H. Beck Inc., Wells Fargo Clearing, and Crowell, Weedon & Co. He has also operated Silver Financial Services, an insurance business, for 16 years. 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 offers a wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Douglas Faust is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has spent 25 years at NEXT Financial Group, Inc. and has been involved with Casey, Menden, Faust and Nelson, P.A. since 1988, where he also engages in tax preparation and accounting. In addition to his advisory work, he operates a tree farm in Eden Prairie, MN. 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 offers a range of advisory and brokerage services, including financial planning and model portfolio programs, supported by a broad network of investment adviser representatives.

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 worked previously at The Vanguard Group, Fidelity Investments, Merrill Lynch, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes broader derivatives and commodities 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 Series 66 licensed financial advisor with six years of industry experience. She is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has worked since 2022. Prior to that, she held roles at Merrill and Bank of America, N.A. from 2017 to 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with an emphasis on a combination of quantitative and qualitative manager due diligence.

Mariah Romero is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at BMO Harris Bank N.A. from 2013 to 2021 before joining LPL Financial in 2021. 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 offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio models and customized strategies.

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 at Osaic with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Princor Financial Services, and Principal Life Insurance Company. Outside of his advisory work, he serves as president of the board for Cactus Foothills Little League, a local nonprofit organization. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with a range of advisory and brokerage services, leveraging its scale and complex affiliate network.

Kristin Howard is a financial advisor with Merrill in Scottsdale, AZ, holding Series 66 and Series 63 licenses and possessing 13 years of industry experience. She has worked at Merrill since 2014 and transitioned to Bank of America, N.A. in 2025. Outside of financial advising, she works as a consultant for a fitness coaching business and also consults in sales and marketing for a skincare company. 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.

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 with North Scottsdale Wealth Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Morgan Stanley and Merrill, spanning nearly two decades before founding his current firm in 2016. North Scottsdale Wealth Advisors provides discretionary asset management primarily through wrap fee programs for individuals, trusts, pension and profit-sharing plans, and business entities. The firm employs a combination of fixed-income strategies and global equity approaches, managing approximately $63 million with a focus on individualized account management and conservative cash practices.

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.

Ramneek Mathur is a financial advisor at Global Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Global Wealth Partners since 2010. In addition to his advisory role, Mathur is active as a real estate agent. Global Wealth Partners, LLC is a small firm with two advisors, focusing on delivering tailored wealth management solutions.