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.

Daniel Machado is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2018. Prior to his career in financial advising, he served in the U.S. Army from 2014 to 2018. Outside of advising, he is a landlord managing a three-unit apartment complex in Prescott, AZ, with responsibilities including landscaping and tenant relations. Edward Jones is a full-service wealth management firm serving both individual and institutional clients through a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a broad national network of financial advisors and branch offices.

Robert Waring is a financial advisor at LPL Financial with 51 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 1996. He holds the Series 63 and Series 65 designations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Joseph Hedrick is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has worked at Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware withdrawal advice for clients nearing or in retirement.

Benjamin Kissel is a Series 66-licensed financial advisor with Morgan Stanley in Prescott, Arizona, where he has worked since 2023. He has three years of industry experience and a diverse background that includes roles in education and retail. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, delivering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

George Chardukian is a financial advisor with LPL Financial in Prescott, AZ, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at RBC Capital Markets for 12 years before joining LPL Financial in 2020. 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, model portfolios, third-party asset management, and institutional platforms.

Dustin Dornbusch is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Wells Fargo Clearing and Thrivent Financial. He serves as a trustee for an income-producing land trust. 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.

Lisa Ortega is a financial advisor with Charles Schwab, holding Series 63 and Series 65 designations and 11 years of industry experience. She has worked at Charles Schwab since 2020 and previously held roles at USAA Investment Management Company and USAA Financial Advisors Inc. In addition to her advisory work, she is the owner of Energy Healing with Lisa, where she practices Reiki healing and offers related products. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, providing a range of advisory, brokerage, and custody services through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning offerings. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and maintains a distinctive operational model including a formal alternative-investment onboarding process.

Gina Shumway is a financial advisor with Wells Fargo Clearing in Prescott, AZ, holding a Series 66 designation and eight years of industry experience. She has been with Wells Fargo since 2017 and is also involved in ticket sales for the Findlay Toyota Center. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting, operating with over $671 billion in assets under management and more than 14,000 financial advisors.