Scott Lang operates his practice, Evimeria Financial Group, at his main office in Prescott, AZ. His team also services clients in various states across the United States from Florida to Washington. He is an advisor associated with Thrivent Investment Management and holds Series 7, 63 and 65 licenses. He holds the industry professional designation of RICP® (Retirement Income Certified Professional). Evimeria Financial Group was formed in 2016. The two primary services provided at Evimeria Financial Group are Wealth Management and Financial Planning. He provides services to high net worth individuals and families. They also provide services to business owners and nonprofit organizations. Through their financial planning services, they deliver written recommendations on a variety of topics including retirement, asset allocation, tax efficient strategies, philanthropy, and estate planning. Evimeria Financial Group provides the opportunity to integrate planning with managed-account services (proprietary diversified investment portfolios) along with other needs based offerings to fulfill the scope of Wealth Management and Financial Planning services. Scott utilizes the support of various experienced industry professionals including but not limited to; fund managers, portfolio managers, chartered financial analysts, certified financial planners (CFP®), paraplanners, and the advanced planning and advice team.

Brian Scott is a financial advisor with The Money and Values Group in Prescott, AZ, holding a Series 66 credential and having 10 years of industry experience. He has worked at firms including Edward Jones and Kestra Advisory Services. Scott participates in a financial advising referral program with Dave Ramsey SmartVestor. The Money and Values Group provides discretionary portfolio management and financial planning primarily for individual clients. The firm combines individualized portfolio management with financial planning, public educational seminars, and the ability to appoint other advisors to manage client accounts, employing fundamental analysis and third-party model portfolios to tailor strategies to client goals.

Irvin Brewer is a financial advisor at New Life Financial LLC in Prescott Valley, AZ, with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Money Concepts Capital Corp from 2013 to 2017. Outside of his advisory role, he operates a snow removal business and holds a federal firearms license for buying, selling, and handling firearms. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management. The firm uses fundamental analysis and a tactical allocation approach to manage risk and performance, implementing recommendations only with client approval.

Kimberly Hogue is a financial advisor with New Life Financial LLC in Prescott Valley, AZ, holding Series 63 and Series 65 credentials and with 24 years of industry experience. She has worked at New Life Financial since 2012 and is also an independent travel agent for Sisters Building Dreams, a separate business she has been involved with since the same year. New Life Financial LLC serves individual clients with fee-based investment management and financial planning, focusing on custom, non-discretionary portfolio management and tailored financial plans. The firm employs a tactical allocation approach using fundamental analysis and executes portfolio actions only with client approval.

Erica Ryberg is a CERTIFIED FINANCIAL PLANNER™ professional with nine years of industry experience, currently serving at Montoya Wealth Management in Prescott, Arizona. She is also the managing member of Montoya Tax Services LLC and Monberg Real Estate Holdings LLC, both non-investment related businesses. Montoya Wealth Management Group LLC is a two-advisor registered investment adviser providing discretionary portfolio management, financial planning, and retirement-plan consulting for individual and high-net-worth clients. The firm utilizes a blended investment process and offers additional services including tax preparation and qualified plan consulting.

Brandon Montoya is a financial advisor at Montoya Wealth Management with 13 years of industry experience and a Series 66 designation. He has been involved with Montoya Wealth Management Group LLC since 2016 and also serves as a City Council Member for the City of Prescott. Outside of advising, he manages Montoya Tax Services LLC, a tax preparation business. Montoya Wealth Management Group LLC is a two-advisor registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and retirement-plan consulting. The firm integrates fundamental, technical, and cyclical analysis with diversified investment strategies and offers additional services such as tax preparation and qualified plan consulting.

Christopher Wright is the principal advisor at Wright Wealth Management Group in Prescott, AZ, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Realta Equities, Inc. and Center Street Securities. Outside of financial advising, Wright provides outdoor education to family, friends, and youth groups through his business, Longrange Outdoors LLC. Wright Wealth Management Group offers investment advisory services primarily to individual and high-net-worth clients, as well as trusts, estates, small businesses, and retirement plans. The firm focuses on educating clients and referring them to third-party investment advisors for discretionary portfolio management, using various analytical methods to evaluate suitability without accepting discretionary trading authority or custody of client assets.

James Poindexter is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Independent Wealth Network, Inc. and has worked there since 2017. Prior to that, he held roles at McDermott Investment Services, Brokers International Financial Services, and Broker Dealer Financial Services Corp. Outside of advising, he serves as a volunteer board member for two homeowners associations and provides trust preparation consulting with a licensed attorney. Independent Wealth Network, Inc. offers advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm tailors strategies to client goals using a combination of fundamental and technical analysis, discretionary portfolio management, and access to third-party managers and model portfolios.

David Loskill is a financial advisor with Advisory Alpha, LLC and holds a Series 65 credential. He has four years of experience at Advisory Alpha and four years at Tucker Asset Management LLC, along with sixteen years operating Loskill Financial Group L.L.C., where he provides financial services and insurance products. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also supports other registered investment advisors through subadvisory and co-advisory arrangements and manages a diverse range of managed portfolio strategies.

Kendrick Webb is a financial advisor at Roxie Webb Securities Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Roxie Webb Securities Management since 2010. Kendrick also worked at IHT Wealth Management starting in 2026. Roxie Webb Securities Management is a small firm with two advisors, providing supported investment services.

Stephen Vallender is a CFP® with 21 years of industry experience, currently serving as an advisor at Consolidated Portfolio Review Corp. His prior roles include positions at Vanderbilt Securities LLC, Western International Securities, Inc., and Financial West Group. Outside of his advisory work, he is a part owner of National One Tax Advisors and National One Insurance Advisors, which provide tax preparation and life insurance services. Consolidated Portfolio Review Corp offers investment management and financial planning services to individuals, high net worth clients, trusts, estates, and retirement plans through a multi-advisor platform. The firm’s approach combines strategic asset allocation with fundamental and technical analysis, providing tailored portfolios that may include proprietary model portfolios and third-party sub-advisors.

Paul Jacobs is a financial advisor with Cape Investment Advisory, Inc., holding a Series 66 designation and 21 years of industry experience. He has been with Cape Investment Advisory since 2017 and has led Jacobs Wealth Planning Inc. since 2008. Jacobs also works as an insurance agent through FIG/Cape Insurance Solutions. Cape Investment Advisory serves a diverse client base, including individuals, businesses, retirement plans, and trusts. The firm offers discretionary and nondiscretionary portfolio management, financial planning, and access to third-party and affiliated asset managers, using asset allocation plans based on client objectives and risk tolerance.

Gaylynn Loskill is a financial advisor at Advisory Alpha, LLC with 10 years of industry experience. She holds a Series 65 designation and has previously worked at Tucker Asset Management LLC. Loskill is also the owner of Loskill Financial Group, LLC, which provides financial services, consulting, and insurance products including annuities, life, and long-term care. Advisory Alpha serves a broad retail client base including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also provides subadvisory and co-advisory services to other registered investment advisors and employs a diverse investment process overseen by an internal team.

David Edmisten is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Pure Financial Advisors, LLC and has prior experience at Charles Schwab and Schwab Bank. In addition to his advisory role, he provides financial education as a consultant for Addition Wealth, an independent firm focused on employee financial wellness. Pure Financial Advisors primarily serves individual and high-net-worth clients, offering financial planning and portfolio management along with services for trusts, estates, and retirement plans. The firm employs a planning-centered investment approach guided by an Investment Committee, incorporating tax-aware strategies and specialized management through sub-advisers.

Donna Curtis is a financial advisor with Roxie Webb Securities Management, Inc. She holds a Series 65 credential and has 12 years of industry experience. Curtis has worked at Roxie Webb Securities Management since 2013 and is currently with IHT Wealth Management LLC since 2026. Roxie Webb Securities Management, Inc. provides fee-based, discretionary investment management to individuals, trusts, retirement accounts, corporations, and foundations. The firm employs a conservative investment approach focused on growth, growth with income, and income strategies, primarily using individual securities and municipal bonds.

Roxanne Kirk is a financial advisor with Kestra Advisory in Prescott Valley, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. She previously worked at Edward Jones and has been associated with Kestra through various roles since 2020. Kirk is currently progressing toward a producing role within Ryleigh Wealth Management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors such as sovereign wealth funds, offering a range of management platforms and third-party solutions.

Robert Little is a financial advisor with PlanMember Securities Corporation in Tacoma, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Since 2013, he has worked with Northwest Advisor Group and PlanMember, alongside operating his own advisory and insurance businesses focused on securities and fixed indexed annuities. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm’s investment approach emphasizes strategic asset allocation and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Kathleen Nemetz is a CFP®-certified financial advisor with over 21 years of industry experience. She is currently affiliated with Stratos Wealth Partners, Ltd and LPL Financial, where she has worked since 2019. Prior to that, she held roles at Mcclurg Capital Corporation, Ameriprise, and Merrill. Nemetz also operates Nemetz Advisory Services LLC, a business entity established for tax and investment purposes. Stratos Wealth Partners serves a diverse client base that includes high-net-worth individuals, retirement plans, charitable organizations, and corporations, providing financial planning, portfolio management, and retirement plan consulting. The firm combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, supported by a large network of investment adviser representatives.

Timothy Tracy is a financial advisor with Independent Financial Group, LLC, holding the CFP® designation and Series 63 and 65 licenses. He has 39 years of industry experience, including prior roles at NPB Financial Group LLC, Associated Securities Corp., Associated Planners Investment Advisory Inc., and Sentra Securities Corporation. In addition to his advisory work, he is also an insurance agent outside of his role at Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs both firm- and third-party investment models, offering portfolio management and financial planning through platforms such as AccessPoint and Schwab CAM, with a combination of active and passive investment strategies tailored to client risk profiles.

Cindy Crossett is a CFP® and ChFC® with 14 years of industry experience. She has worked at J.W. Cole Advisors, Inc. since 2018 and previously held roles at Oneamerica Securities and Geronimo Financial LLC. Outside of her advisory work, she serves as Vice Chair of the Greater Cottonwood Chamber of Commerce and is a board member and Referral Master for the Sedona Referrals Club. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

Roger Morris is a financial advisor with Eagle Strategies (NY Life) based in Prescott, AZ. He holds the ChFC® designation and a Series 63 license, with 42 years of industry experience. His career includes roles at Nylife Securities Inc. and New York Life Insurance Company since 1982, as well as ownership of R.H. Morris Insurance and Financial Services from 2008 to 2019. Outside of his advisory work, he is an owner of Lido DAO. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and manages a majority of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Joel Harworth is a financial advisor with Centaurus Financial, Inc. in Prescott, AZ, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Centaurus Financial since 2016. Outside of his advisory role, he is involved in Hope Cafe And Catering, where he works as a line cook and helps with event catering, and he provides estate planning coordination and Medi-Cal benefits planning through separate non-investment-related activities. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a variety of investment approaches, including fundamental and technical analysis, as well as access to third-party overlay managers and select non-traded alternative investments.

Lisa Sakai is a financial advisor at Integrated Wealth Concepts LLC with 14 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at MML Investors Services LLC, MassMutual Life Insurance Company, and Signature Resources Capital Management, LLC. Outside of advising, she contributes as a mentor for SCORE and participates in speaking engagements. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

David Reardon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has a background spanning over a decade at both firms. In addition to his advisory work, he provides financial education workshops to groups and organizations. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs.

Clark Snitko is a financial advisor with Ameriprise in Prescott, AZ, holding Series 65 and Series 63 licenses and 13 years of industry experience. He previously worked with MML Investors Services LLC and MassMutual Life Insurance Company for 10 years. Outside of his advisory role, Snitko is involved in independent insurance brokering, specializing in term life, long term care, whole life, and disability income insurance. 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 recommendations and ongoing retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Bacci is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at United Christian Youth Camp and Home Depot. Outside of his advisory role, he is involved with Bacci Investments Group, Inc., an entity related to his LPL business. 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 portfolios, third-party asset management, and institutional platforms.

George Panagos is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones from 2011 to 2024 before joining LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, supported by a large network of advisors and advanced operational tools.

Anthony Glodava is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He worked at Morgan Stanley for 11 years before joining LPL Financial in 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various investment strategies and operational tools.

James Helfinstine is a financial advisor at Ameriprise with 31 years of industry experience. He holds a Series 63 designation and has worked previously at LPL Financial and National Planning Corporation. Outside of advising, he owns a personal business entity, Helfinhacker, LLC. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations in partnership with its financial advisors.

Joseph Colosimo is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He previously worked at Woodbury Financial Services and LPL Financial. Outside of advisory work, he is a published author of books on public education and success strategies, and he volunteers for the Town of Prescott Valley Planning and Zoning Commission. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using asset-allocation tools and third-party managers to construct diversified portfolios across various asset classes.

Billy Elmer is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has worked within various J.P. Morgan entities since 2013. Outside of his advisory role, he is a partner and account signer for High Desert Nursing LLC, a medical services business operated by his wife. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative modeling and centralized due diligence with an ESG framework in its recommendations.

Daniel Pruhs is a financial advisor with Edward Jones in Prescott Valley, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2009. 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 services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dakoda Peterson is a CFP® and ChFC® credentialed financial advisor with nine years of industry experience, currently practicing at Edward Jones since 2017. Prior to that, he held positions at BCJ Capital Management, AXA Equitable, K and R Tax, and Arizona State University. He is a shareholder in DP Professionals based in Prescott, AZ. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is known for its extensive retail advisor network and branch presence, as well as additional affiliated financial services.

David Schaper is a financial advisor with LPL Financial in Prescott, AZ, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, Schaper is a business owner and partner of Whiskey River Tavern in Prescott, AZ. 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.

Merissa Brinkerhoff is a financial advisor with Raymond James Financial in Prescott, AZ, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. She previously worked at Wright Wealth Management Group and Center Street Securities, Inc. She is also employed as a financial advisor at Desert Financial Credit Union and Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and consulting, utilizing analytical tools and supports a broad advisor network with specialized services including municipal and public-finance advisory.

Tate Bassett is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Cambridge Investment Research Advisors since 2021 and previously worked with Granite Orthopedics as an administrative consultant. Outside of advising, he is also active as an insurance agent with SMARTPRO Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, utilizing multiple custody platforms and a combination of proprietary and third-party investment strategies.

Joshua Nelson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at The Boeing Company and held roles with the United States Veterans Initiative, Department of Veterans Affairs, Embry-Riddle Aeronautical University, and the United States Marine Corps. He also has experience in hospitality and spirits industries. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

Christopher Peerless is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years before joining OSAIC in 2023. In addition to his advisory role, he operates a sole proprietorship selling fixed annuities. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to multiple advisory platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Richard Taubman is a Senior Financial Advisor with Merrill Lynch Wealth Management and a veteran member of the Karras Poplin Schroeder Group. He specializes in working with publicly traded corporations to design and manage equity award plans and advises senior executives on managing concentrated and restricted stock holdings. His expertise includes drafting 10b5-1 trading plans and portfolio diversification, supported by more than three decades of experience in wealth management and investing. Beginning his career in 1986 with Morgan Stanley, Richard joined Merrill in 2008, where he holds the designations of Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He earned a Bachelor’s degree from Iowa State University. Richard emphasizes precise administration of Rule 144 compliance and tailors client portfolios to individual objectives, including wealth transfer, risk tolerance, cash-flow needs, time horizons, and philanthropic goals. Richard and his wife reside between the Northern suburbs of Chicago and Prescott, Arizona. They have two adult children. Outside of his professional work, Richard enjoys downhill skiing and is a vintage car collector and racing enthusiast, having competed in events sponsored by the Sports Car Club of America (SCCA) and the International Motor Sports Association (IMSA).

Kelly Parker is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, concurrently working at JPMorgan Chase Bank, N.A. since 2018. 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 network of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

David Kingston is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he held roles in the energy sector, including positions at Solar Pros and Sunrun Inc. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and tax-efficient investment options, supported by a nationwide network of more than 23,700 financial advisors.

Allen Doty is a financial advisor at Osaic with 22 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services, Inc. for 14 years. He holds a Series 66 designation. Outside of his primary role, he is involved with marketing and service activities through his own firm, Doty Financial Solutions, LLC. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Jamie De Forge is a financial advisor with Edward Jones in Prescott Valley, AZ, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Edward Jones since 2009 and previously worked at USAA Financial Planning Services from 2006 to 2008. Outside of advising, he is the owner of Z Money LLC, an LLC established to hold a real estate property. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a variety of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Melanie Avritt is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill and Bank of America since 2016, with prior experience at Wells Fargo Bank. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brianna Brewer is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2012. Outside of her advisory role, she has operated businesses including Betty Elyse Lane LLC and Brianna Marie Photography. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Robert Sturgeon is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, and retirement income. Robert focuses on developing personalized financial strategies to help clients pursue their long-term goals and retire comfortably. He holds the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Robert earned a High School Diploma from Prescott High School and attended Yavapai College. He is also involved in community service, volunteering with local organizations in line with Merrill’s tradition of community participation. Outside of his professional role, Robert enjoys boating, camping, hunting, traveling, and spending time with his family.

Christopher Einwalter is a financial advisor at Edward Jones with five years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America and Banc of America Investment Services. Outside of his advisory role, Einwalter serves on the finance review team for missions at Solid Rock Christian Fellowship in Prescott, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of more than 23,700 financial advisors. The firm 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.

Gina Mattila is a financial advisor with Merrill in Prescott, Arizona, holding a Series 66 designation and three years of industry experience. She has previously worked with Bank of America and Wells Fargo Home Loans. Outside of her advisory role, she is a signer on a family business’s bank accounts but has no ownership or management responsibilities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 institutional investors.

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.