Scottsdale

Randy Block

Financial Consultant

(480) 778-2018

Dieter Bollmann

CFP®
Senior Vice President - Investments

(480) 778-2085

Zach Brodt

Senior Vice President - Investments

(480) 778-2009

D. Lyle Capstick

CFP®, CRPC®
Financial Advisor

(480) 778-2005

Eric Christus

Financial Advisor

(262) 490-2407

Kenneth M. Creta

Vice President - Investments

(480) 778-2068

Greg Eastman

Managing Partner/Financial Advisor for Edward George Wealth Management

(480) 353-2178

Marty Ercoline

Vice President - Investments

(480) 778-2057

Luis Espinoza

Financial Advisor

(951) 710-9600, Ext. 109

Jonathan Fenton

Financial Consultant

(702) 202.0755

Richard Franco

VP - Investments & Retirement Plan Specialist

(480) 778-2051

Robert H. Giauque

Vice President - Investments

(480) 778-2076

George Gonzalez

Senior Vice President - Municipals

(480) 778-2060

Christopher Guest

Vice President - Investments

(480) 778-2087

Joshua Harter

Investment Advisor Representative

Kevin Hicks

Vice President - Investments

(480) 353-2166

Daniel J. Hughes

Vice President - Investments

(480) 778-2045

Thomas Jeffrey

Senior Vice President- Investments

(480) 477-6580

Stephen John

Financial Advisor

(480) 242-1553

Kris Kjolberg

(623) 521-7343

Nick Lawson

Managing Partner,
Aevitas Capital Group

(623) 521-7343

Ryan Lawson

Partner, Aevitas Capital Group

(602) 385-6200

Nathan Lingwall

Vice President - Investments

(480) 778-2059

Joe Lowrey

Vice President - Investments

(480) 778-2024

Daniel Malachowski

Financial Advisor

(417) 886-1111

Ken Madsen

Chief Compliance Officer

(480) 778-2000

Patti Meis

Vice President - Investments

(480) 778-2088

Matthew Munn

Senior Vice President - Investment and Retirement Planning

(480) 778-2063

John Page

CFP®, RICP®
Senior Vice President-Investments

(858) 204-5632

Paul A. Perreault, Jr.

Vice President - Investments

(480) 778-2020

Michael Prahl

Senior Vice President - Financial Advisor

(480) 778-2029

Michael Pryor

Vice President - Investments

(480) 778-2082

Taylor Reed

Vice President - Investments

(480) 353-2179

John Schooler

CFP®, ChFC®, CFS®
Senior Vice President - Investments

(858) 397-5652

Paul D. Scott

Vice President - Investments

(480) 778-2011

Andrew Sitzman

CFO

(480) 778-2064

Randy Sitzman

COO

(480) 778-2053

Lesa Skarlot

Operations Supervisor

(480) 778-2049

Rick Smith

Senior Vice President - Investments

(480) 353-2160

Jeff Young

Senior Vice President - Investments

(480) 778-2041

Ed Zulaica

Vice President - Investments

(480) 778-2027

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