Wardia Dinkha is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining LPL Financial, Dinkha worked at BMO Harris Bank, Wells Fargo, Barrett Financial Group, Landmark Capital Mortgage, and BMO Bank N.A. The firm, LPL Financial, is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

Natalie Drotar is a CFA® charterholder with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2025. She previously worked at Mercer Investments and spent a decade with The Vanguard Group Inc. In addition to her advisory role, she owns and manages a home studio floral business, Blooms by Natalie Marie LLC, based in Scottsdale, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive network of advisors and branches, as well as its integrated services including trust, securities-based lending, and proxy voting for client accounts.

Peter Sarata is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. He has previously worked at Avantax Investment Services and 1ST Global Advisors among other firms, and maintains a role as a CPA providing tax preparation and accounting services in Phoenix, AZ. Sarata also leads Intentional Wealth Solutions, focusing on wealth management, financial planning, and insurance consulting. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individual investors, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options, supporting both discretionary and non-discretionary authorities across multiple program structures.

Angelo Ciliento is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2021. His prior experience includes roles at Wells Fargo Clearing and UBS Financial Services. He is also a 50% owner of Mondello Inc, an art studio based in Scottsdale, AZ. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and advisory services supported by internal research and manager oversight.

Vickie Wicks is a financial advisor at Edward Jones with 35 years of industry experience. She has been with Edward Jones since 1995 and holds the ChFC®, Series 63, and Series 65 designations. Outside of her advisory work, she serves on the boards of the Better Business Bureau, QLQH Catholic School, and Sowela Technical College Foundation, and she is authoring a book. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Kevin Lawhead is a financial advisor at OSAIC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Lincoln Financial and Signator Investors, Inc. since 2018. Outside of his advisory role, he manages a seasonal cabin rental business. OSAIC Wealth serves a diverse clientele, including individual investors, retirement plan sponsors, charities, and corporations, offering both brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various managed account strategies and alternative investments.

Jonah Geiger is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation. He began his advisory career in 2026 and has previous experience in regional finance and vacation rental management, as well as a five-year tenure at Arizona State University. Equitable Advisors serves a wide range of clients, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm utilizes various third-party advisory models and offers fiduciary services through credentialed representatives.

John Dimonda is a financial advisor at Osaic with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corporation. Osaic Wealth serves a diverse client base including retail and institutional investors, retirement plans, charities, and corporations. The firm offers a range of advisory and brokerage services supported by a model-based investment process and a multi-advisor platform.

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.

Jalen Whitmore is a financial advisor at Morgan Stanley in Scottsdale, AZ, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Charles Schwab & Co., Inc. and has experience in customer service roles at Gila River Casinos. Morgan Stanley Wealth Management serves individual and institutional clients, offering advisory programs that include tailored financial planning supported by firm-approved tools and research from the Global Investment Committee.

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.

Cameron Mc Hale is a financial advisor at Equitable Advisors with eight years of industry experience. He holds the Series 63 and Series 65 licenses. His prior experience includes roles at Axa Advisors, Commonwealth Financial Network, and employment at Castleton University and a hardware store. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management programs delivered through Investment Adviser Representatives and third-party managers.

Manjul Chugh is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he is a co-owner of a rental property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate an ESG eligibility framework.

Solitaire Dasher Smiley is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. She has worked at Raymond James & Associates continuously since 2010. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning and consulting services supported by a variety of portfolio management styles and affiliated research.

David Schaal is a financial advisor at OSAIC with 46 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Securities America Inc., TD Ameritrade, and Momentum Independent Network Inc. Since 2004, Schaal has also served as a FINRA arbitrator on investment-related dispute panels. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various strategies and third-party managers, and is notable for its scale and complex affiliate network.

James Greaves is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he worked in various roles including food service and financial aid at Northern Arizona University. Additionally, he has worked as a food delivery driver for Uber Eats. Equitable Advisors serves individual and institutional clients, offering financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to program models or discretionary managers, using a range of mutual funds, ETFs, separately managed accounts, and select alternative investments.

Elizabeth Yarkosky is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds a Series 63 designation and has worked at Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets beginning in 1982. Morgan Stanley Wealth Management (MSWM) is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including personalized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and models.

Andrew Fausett is a Planning Consultant at Fidelity Investments. In this role, he meets with clients regularly to understand their individual needs and concerns, collaborating with them to identify strategies tailored to their unique financial circumstances. Andrew has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. His experience at Fidelity has provided him with a comprehensive understanding of financial planning and client relationship management.

Adrienne Cates is a financial advisor at Raymond James & Associates with 23 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Raymond James in various capacities since 2015. Outside of her advisory role, she is a general partner in two LLCs engaged in online marketing of virtual reality and entertainment programs. Raymond James & Associates is a large firm serving a diverse client base that includes individuals, institutional investors, and municipal entities. The firm offers extensive financial planning and consulting services, employing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.