Jean Buillet is the principal of Makarios Investments Inc and holds a Series 65 credential. He has experience operating his own advisory firm since 2025 and has been involved in tax consulting and real estate businesses for over a decade. Outside of advisory services, he also manages tax preparation and consulting and participates in residential and commercial real estate activities. Makarios Investments provides discretionary investment management and financial planning to individuals, families, trusts, estates, and small businesses. The firm employs a combination of fundamental and technical analysis with a focus on long-term asset allocation, cash-flow needs, and tax efficiency, offering a range of strategies that include strategic and tactical asset allocation, dividend-oriented income portfolios, and total-return growth models.

Patrick Howlett is the sole advisor at Howlett Tax Services, Inc. in Sedona, AZ, holding Series 63 and Series 65 designations with 36 years of industry experience. He has led related firms since 1989, focusing on both financial advisory and tax services. Howlett Tax Services provides investment advisory and financial planning primarily to individual clients, integrating a substantial tax preparation practice with advisory work. Investment management is non-discretionary and portfolios are diversified across mutual funds, equities, bonds, real estate investment trusts, and limited crypto exposure.

Riley Rosebee is a financial advisor at Montis Management with a Series 65 designation and one year of industry experience. Prior to Montis, Rosebee has held roles at firms including Godspeed, Stocktwits, and the PGA Tour. Outside of advisory work, Rosebee produces market commentary on a third-party platform, which contributes to his investment selection process. Montis Management provides discretionary investment portfolio management primarily to individual and high-net-worth clients, using trend-following strategies across traditional and alternative asset classes. The firm employs a documented investment policy statement process and exercises full discretionary trading authority.

Paul Majane is a financial advisor with Trust Advisory Group Ltd in Sedona, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at StoneX Securities Inc, AGES Financial Services, Ltd., and Source Capital Group, Inc. He serves on the Board of Directors of Parade Deck Holdings, Inc., an organization that works with military veterans through partnerships with the VA, VFW, and other military groups. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and ERISA consulting. The firm employs a multi-team approach with about 30 advisors and utilizes a range of investment strategies, including proprietary models and third-party platforms, managing approximately $494 million in discretionary assets.

Matthew Fitzgerald is a CFP® with 10 years of industry experience, currently serving as an advisor at Uptick Partners, LLC since 2025. He previously worked at Edward Jones from 2016 to 2025. Outside of advising, he owns and manages RetiretoSedona.com, an online publication focused on relocation resources for his local community. Uptick Partners provides wealth management services to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs an asset-allocation approach supported by various analytical methods and offers comprehensive services including investment management, tax planning, and retirement plan consulting.

Dawna Westberg Welch is a financial advisor at Convergence Financial with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Stratos Wealth Partners, Ltd and LPL Financial. Outside of her advisory work, she is involved in family business ventures including Wilderness Family Tree and Virtual Ventures LLC. Convergence Financial provides investment advisory and comprehensive financial planning services to individuals, families, business entities, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation process with fundamental analysis to create tailored portfolios, offering both discretionary and non-discretionary management, retirement plan services, and access to third-party managers and custodians including for cryptocurrency.

Alexander Kozak is a financial advisor with Independent Financial Group, LLC and holds the Series 66 designation. He has three years of industry experience and has been with Independent Financial Group since 2022. Outside of his advisory work, Kozak is involved in custom artwork and design through AleckozakArt and Bottom Table Tokens, LLC, and serves as a member of a disability panel related to trust administration. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a model-based investment approach combining strategic asset allocation, multi-manager portfolios, and both passive and active exposures, delivering tailored client strategies through various platforms and third-party programs.

Erik Larsen is a financial advisor at Farther with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and The Retirement Group. Outside of his advisory role, Larsen serves as treasurer and board member of the Center of Universal Light, a community organization in Cottonwood, Arizona. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates. The firm employs a Modern Portfolio Theory–based approach using proprietary model portfolios, algorithmic rebalancing, and AI tools, focusing on exchange-traded funds, mutual funds, equities, and fixed income investments.

Cristina Acosta is a financial advisor at AE Wealth Management, LLC with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Brookstone Capital Management and Money Wise Retirement Planning. In addition to her advisory role, she is involved in financial education as a course presenter for FMT Solutions LLC. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies, supporting clients through standardized model and platform services at scale.

Rodney Turner is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Cambridge since 2014 and previously at LPL Financial and Merrill. Turner serves as a board member of PFLAG Sedona/Verde Valley, a nonprofit organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension funds, and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm offers both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Michelle Griefenberg is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 25 years of industry experience. She has been with Cetera and its affiliated entities since 2000. In addition to her advisory work, she serves as a member of the finance council at St. John Vianney Catholic Church and treasurer of the Village Square Association in Sedona, AZ. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and consulting services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates as a multi-manager platform offering a range of investment strategies through affiliated and third-party managers.

Sharon Striegl is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Frank Leonardi is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining J.P. Morgan Securities, he worked at U.S. Bank and Marriott Vacations Worldwide. Outside of his advisory role, he works as a contractor performing maintenance tasks at a local golf course. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Irving Mindes is a financial advisor at Robert W. Baird & Co. with 44 years of industry experience. He has held roles at Robert W. Baird since 2018 and previously worked at Wells Fargo Clearing from 2016 to 2018. Outside of his advisory work, he is an owner and member of a non-investment-related LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of financial planning, portfolio management, and brokerage services, employing both manager-traded and model-traded strategies supported by internal research and technology.

Ryan Papiernik is a financial advisor with Edward Jones in Sedona, AZ, holding Series 63, 65, and 66 credentials and 12 years of industry experience. His prior roles include positions at USAA Financial Advisors Inc, eToro USA LLC, and Gatsby Securities. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

Hope Harper is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities LLC since 2016. 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, using quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Donna Wiseman is a financial advisor with Edward Jones in Sedona, AZ, holding a Series 66 designation and 12 years of industry experience. She has been with Edward Jones since 2013. Outside of advising, she owns and manages rental properties in Phoenix and Sedona. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive nationwide advisor and branch network.

Ty Triplett is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and over 44 years of industry experience. He has worked with Raymond James since 2000 and also serves as the designated real estate broker for Topaz Realty, LLC. Outside of his advisory work, he is the founder and president of the RoadRunner Edsel Club, a collector car organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutions. The firm offers non-discretionary planning and uses analytical tools to tailor recommendations to client goals, supporting implementation through advisory programs and partnerships.

Keith Henehan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services through Wealth Advisors while clients retain final decision-making authority.

Frederick Robertshaw Jr. is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm provides a range of advisory programs with tailored investment strategies and access to both in-house and external investment managers.

Paul Tibbs is a financial advisor with Edward Jones in Sedona, Arizona, holding CFP®, ChFC®, and Series 66 designations and bringing 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory work, he is involved in managing a real estate LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of managed and advisory solutions supported by a large network of financial advisors and branch offices across the United States.

Kevin Brackin is a financial advisor at Osaic Wealth, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Osaic since 2018, previously working at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he owns a sole proprietorship focused on health and life insurance services. Osaic Wealth, Inc. serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs asset-allocation tools and multiple advisory platforms to construct diversified portfolios, and it supports various third-party services and managed-account solutions.

Amanda Sic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Merrill and Bank of America from 1997 to 2021 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

John Hayward is a CFP®-certified financial advisor with 36 years of industry experience. He has worked at OSAIC since 2026 and has previously held roles at Kowal Investment Group, LLC and Raymond James Financial Services, Inc. He is also involved in independent insurance sales, a focus he has maintained since 1994. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing advanced portfolio construction tools and multiple advisory platforms.

Arthur Bertolina is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 57 years of industry experience. His prior roles include positions at National Planning Corporation, Butler, Bertolina & Eppey, Inc., and OSAIC. Outside of his advisory work, he serves as Deputy Director of Equine Training for the Arizona Rangers Verde Valley Company, a law enforcement organization in Northern Arizona. 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 wide range of advisory and brokerage services, including financial planning and model portfolio programs, and supports its advisors with research tools and multiple asset management options.

Adam Deringer is a Series 66-credentialed financial advisor with LPL Financial, based in Sedona, AZ. He has two years of industry experience and has been with LPL Financial since 2024. Outside of his advisory role, he works as a firefighter/paramedic for the Sedona Fire District and is involved in handyman services through BCT Sedona Realty LLC. 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 variety of advisory and brokerage services, including financial planning, managed portfolio programs, and institutional platforms, supported by extensive technology and research resources.

Paul Skaggs is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan since 2012. Outside of finance, Skaggs owns Paul Skaggs Music, an entertainment venture focused on sharing his personal songs and videos. 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 through a select group of Wealth Advisors.

Mary Millar is a CFP®-designated financial advisor with Edward Jones in Sedona, AZ, where she has worked since 2009. She has 16 years of industry experience. Outside of her advisory role, she is listed as an owner/director of record for Millar Construction, Inc. and a member of Millar Brothers LLC, both related to real estate and construction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory strategies and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Rebecca Miller is a Series 66-licensed financial advisor with Edward Jones, where she has worked for 11 years. She is based in Sedona, AZ, and her entire industry experience has been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.