Cynthia Levato is a financial advisor at Merrill with Series 63 and Series 66 licenses and 29 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2009. 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 and profit-sharing plans, corporations, and charitable organizations.

Perry Buckman is a financial advisor with Wells Fargo Advisors in Scottsdale, AZ, holding a Series 66 designation and bringing 27 years of industry experience. His prior work includes roles at Wells Fargo Clearing and UBS Financial Services. Outside of his advisory role, he is involved in investment-related activities through ownership in family investment entities and serves as power of attorney for family members. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds and integrates advisory services with various financial products and referral channels.

Jaxon Reinhardt is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to his advisory role, he spent ten years involved with Chaparral High School, the University of North Florida, and Grand Canyon University. Cetera Investment Advisers LLC is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Anthony Hauseman is a financial advisor with Merrill based in Phoenix, AZ, holding a Series 66 designation and having 11 years of industry experience. His prior roles include positions at Bank of America, GWN SECURITIES, Inc., and Axa Advisors, LLC. Outside of his advisory work, he manages an online e-commerce business called Hause of Cards. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Lincoln Gima is a financial advisor at Edward Jones with 32 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2019, he worked at various Charles Schwab entities from 1995 to 2019. Outside of his advisory role, he is a member of Carefree Autos, LLC, an automotive-related business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets with a large network of advisors and branch offices, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Peter Viles is a financial advisor at OSAIC with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Sage Point Financial, Scottrade Inc., and as a self-employed advisor. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services utilizing model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Terry Howard is a financial advisor with Primerica Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1989. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and limited separately managed account options. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Steven Applegate is a financial advisor with Morgan Stanley in Peoria, AZ, holding Series 63 and Series 65 designations and having 30 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its advisory services.

Nicholas Meyer is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at SagePoint Financial, Proequities Inc, J.P. Morgan Securities, and Chase Investment Services Corp. He is based in Scottsdale, AZ. 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 both brokerage and advisory services with an investment process centered on model-based asset allocation and portfolio optimization, supported by various strategies and third-party manager options.

Joshua Neuss is a financial advisor with Thrivent Investment Management in Scottsdale, AZ, holding a Series 66 license and two years of industry experience. His prior experience includes roles at Thrivent Financial and community-focused positions with YMCA Buffalo Niagara and Young Life Buffalo North. He currently serves as an advisory board member for the Scottsdale/Paradise Valley Family YMCA, contributing to local health, wellness, and community programming. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers integrated planning and managed-account options through a consolidated billing program called “WealthPlan.”

Aaron Schram is a financial advisor with Raymond James Financial Services Advisors, Inc. in Scottsdale, AZ, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Massmutual Greater Phoenix, Western & Southern Life, and Edward Jones. He is the owner and manager of Canyon State Capital LLC, an investment support company based in Scottsdale. 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 institutions. The firm employs tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting client implementation primarily through its advisory programs.

Michael Sammons is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2009 and concurrently serves as an employee of Arizona State Credit Union since 2007. Prior roles include positions at CUNA Brokerage Services, Banc One Securities Corporation, Natcity Investments, and LaSalle Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management access, and institutional platforms through a large network of investment adviser representatives.

Suzanne Crook is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, following four years at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Ronald Barton is a financial advisor with LPL Financial in Peoria, AZ, holding Series 63 and Series 65 designations and 48 years of industry experience. He has worked at LPL Financial since 2021 and has been involved with Triwealth Partners, LLC since 2019. His prior experience includes long-term roles at Waddell & Reed, Inc. and various insurance carriers from 1977 to 2021. 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 advisers, employing both proprietary and third-party strategies.

Benjamin Israelsen is a financial advisor at Edward Jones in Sun City, AZ, holding a Series 66 designation. He began his career at Edward Jones in 2026 and has prior experience in various roles across technology, venture partnerships, and nonprofit organizations. From 2020 to 2025, he was affiliated with Brigham Young University in multiple capacities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Justin Findley is a financial advisor at Osaic Wealth based in Scottsdale, AZ, holding a Series 66 designation with four years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors and AssetMark Financial Holdings. He has also worked in education and was involved with Umigo Racing, Inc. Findley is licensed to conduct non-variable insurance and annuity sales in addition to his advisory role. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with a focus on model-based asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party manager programs.

Angelica Campos is a financial advisor with Merrill holding a Series 66 designation and eight years of industry experience. She previously worked at Morgan Stanley for five years and has held roles at Empowerment Financial Group and Wells Fargo Clearing. Outside of her advisory work, she is a partner in The Grazing Slate, a charcuterie cart business based in Phoenix, Arizona. Merrill provides managed account services to 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 various institutional investors.

Braden Cope is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Intermountain Staffing for two years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of financial advisors and branch offices, as well as its affiliated services including a trust company and securities-based lending options.

Kristin Evans is a financial advisor with Ameriprise in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. She previously worked at Edward Jones for six years and has additional experience with Pearson and Edgepoint Learning. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools within a defined investment universe influenced by its affiliated product relationships.

Kimberly Cole is a financial advisor at OSAIC with 15 years of industry experience. She holds the Series 66 designation and has worked at Osaic Wealth since 2024. Her prior experience includes roles at Triad Advisors, LLC and SagePoint Financial. OSAIC serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach is model-based, emphasizing asset allocation and portfolio optimization supported by analytical tools and discretionary strategies.