Troy Short is a financial advisor at Arizona Wealth Strategies LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Attessa Capital, LLC, Harrison Wealth Management, and Champion Bank. Arizona Wealth Strategies LLC is a registered investment adviser providing discretionary asset management services tailored to individuals, high-net-worth clients, trusts, small businesses, and estates. The firm utilizes fundamental, technical, and cyclical analysis with a toolkit that includes options and private placements, conducting quarterly account reviews and allowing client-directed restrictions.

Michael Riendeau is a Series 65 licensed advisor at Stone Wealth Strategies with four years of experience in financial services. His background includes roles at Stone Advisors Inc and Electric Entertainment, as well as entrepreneurial activity through Wine Mountains. Stone Wealth Strategies serves individual clients by providing financial planning, written portfolio analyses, and educational seminars. The firm refers clients to third-party investment managers for portfolio implementation and focuses on tailored recommendations based on income, tax profile, risk tolerance, and time horizon.

James Evans is a financial advisor at Stone Wealth Strategies in Denver, CO, holding a Series 65 designation with nine years of industry experience. He previously worked at Mathies Financial Partners for three years and has operated the Law Office of James Evans since 1979. In addition to his advisory role, he is an attorney and business owner of J. D. Evans PC. Stone Wealth Strategies serves individual clients by providing financial planning, portfolio analysis, and educational seminars. The firm refers clients to third-party managers for portfolio implementation and focuses on due diligence and ongoing reviews of these managers, tailoring investment recommendations based on individual client profiles.

Michael Meixler is the principal of Meixler Investment Management, Ltd. in Show Low, AZ, holding Series 63 and Series 65 licenses with 21 years of industry experience. He has led his independent firm since 2013. Outside of advisory work, Mr. Meixler is involved in farming activities on the Meixler Family Farm, including a project to develop small family farms and charitable community gardens. Meixler Investment Management, Ltd. provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, managing approximately $189.7 million in client assets. The firm employs a mix of fundamental, technical, and cyclical analysis to manage roughly 550 client accounts on an individualized, discretionary basis, utilizing a range of securities and active trading techniques.

Larry Stone is a financial advisor at Stone Wealth Strategies in Denver, CO, with 11 years of industry experience. He holds a Series 65 designation and has prior experience at Gearhart Geld LLC and Financial Gravity Wealth, Inc., among others. Outside of advising, he serves as president of the Columbine Center Condominium Association and owns Stone CPA LLC, an accounting firm. Stone Wealth Strategies serves individual clients by providing financial planning, portfolio analysis, and educational seminars. The firm refers clients to third-party investment managers and conducts due diligence on their portfolios, which are typically allocated using Modern Portfolio Theory and fund-of-fund programs tailored to each client’s profile.

Paul Barry is a financial advisor at Stone Wealth Strategies with seven years of industry experience. He holds a Series 65 designation and has been with Stone Wealth Strategies since 2019. He also has a long-standing affiliation with Eagle Group Western dating back to 1985. Stone Wealth Strategies serves individual clients by providing financial planning, written portfolio analyses, and educational seminars. The firm refers clients to third-party investment managers for portfolio implementation, focusing on due diligence and ongoing reviews without directly managing client assets.

Michael Cook is a financial advisor with McCauley Investment Advisory, LLC in Chandler, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at Highland Advisory Group since 2010, where he is also involved in insurance sales as an agent and partner. McCauley Investment Advisory provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm tailors investment programs to client objectives and risk tolerance, often employing sub-advisors or third-party managers, and offers retirement-plan advisory services with limited-scope ERISA 3(21) fiduciary support.

Thomas Cook is a financial advisor with McCauley Investment Advisory, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at McCauley Investment Advisory since 2012 and maintains ongoing roles with Highland Advisory Group and Cook Financial Services, Inc. Outside of advisory services, he is involved as a managing partner and insurance agent at Highland Advisory Group and operates an employer benefits business through Cook Financial Services. McCauley Investment Advisory provides discretionary portfolio management and financial planning primarily to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers tailored investment programs implemented on a discretionary basis and also serves as a limited-scope ERISA 3(21) fiduciary for plan sponsors.

William Berger is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. His career includes roles at Guardian Life Insurance Company from 1991 to 2021 and Park Avenue Securities since 2021. He is involved in other financial services activities through Camelback Financial Group, LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

John Stoner is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 23 years of industry experience. His prior roles include positions at Lincoln Financial Advisors, Waddell & Reed, and Wells Fargo Investments. 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 institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and portfolio management solutions, supported by both proprietary research and third-party subadvisors.

Daniel Patterson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at both JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2019. Prior to his current roles, he worked for eight years at Horne Auto Center. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jeremy Gottschall is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage and investment management capabilities.

Christopher Mc Daniel is a CFP® with 16 years of industry experience and has been with Edward Jones since 2013. He is based in Lakeside, AZ. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Nathan Church is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2023. Prior to his current role, he held positions at Safelite Auto Glass, GoDaddy, Response Marketing Group, and CVS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Pamela Frizell is a financial advisor at Edward Jones with 15 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a network of over 23,700 advisors nationwide.

Anna Soderblom is a Series 66-licensed advisor with Thrivent Investment Management, based in Pinetop, AZ. She has been with Thrivent and its related entities since 2025, transitioning from prior roles in healthcare and retail. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based analyses and written recommendations across various financial planning topics, while keeping planning and managed-account services separate.

Jack Gunter is a Wealth Management Advisor with Merrill Lynch Wealth Management and the founding member of the Gunter Hamilton DeCaro Wealth Management Group. He joined Merrill Lynch in 1970 and has held roles including office manager and options principal before focusing full-time on providing financial advisory services to families. His work emphasizes areas such as employee financial health, retirement income, portfolio management, tax minimization, and socially responsible and ESG investing. Jack holds a Bachelor's degree in Accounting from Miami University of Ohio and earned the CERTIFIED FINANCIAL PLANNER™ certification in 1999. He also holds the Personal Investment Advisor (PIA) designation. He served two years in the United States Marine Corps at Quantico, Virginia. Jack has been involved in various community roles including serving on the HOA Board for Thunder Mountain, the POA Board for Pinetop Country Club, and participating in his Presbyterian Church’s Endowment and Finance Committees. Outside of his professional responsibilities, Jack enjoys biking, hiking, running, table tennis, and spending time with his family. He also has a history of community involvement and travel with his wife.

Brent Flading is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Wells Fargo Clearing in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Pedro Valadez Sr. is a financial advisor with LPL Financial based in Show Low, AZ. He holds Series 63 and Series 65 credentials and has 32 years of industry experience, including roles at Waddell & Reed and various insurance carriers. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,000 advisors and managing more than $819 billion in discretionary assets.

Jamie Cecich is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Mary Radke is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of her advisory role, she works part-time as a bookkeeper for White Mountain Jewelers, a retail jewelry store. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

David Knox is a financial advisor with Edward Jones in Show Low, AZ, holding a Series 66 designation and 20 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is a joint owner of residential rental properties in Ohio and Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment options, and fiduciary services through a nationwide network of advisors and branch offices.

Erin Mary is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Raymond James & Associates since 2013 and also serves within its affiliated entities. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Eric Giesler is a financial advisor with Blue Crab Partners, LLC, holding a Series 65 designation and 22 years of industry experience. He has worked at Blue Crab Partners since 2010 and also has experience with Novak & Powell Financial Services, Inc. and Comprehensive Financial Consultants Institutional, Inc. Blue Crab Partners is an independent firm with a single advisor, serving clients with personalized financial guidance.

Gregory Smith is a financial advisor at Blue Crab Partners, LLC with seven years of industry experience. He previously worked at Comprehensive Financial Consultants Institutional, Inc. and was self-employed before joining his current firm. Outside of his advisory work, he is also a restaurant partner with his wife in Whiteriver, AZ. Blue Crab Partners, LLC is an independent firm serving clients with personalized financial planning and investment management.