Scottsdale

Greg Allen
DAG Partner
Alexander Aretakis
Vice President - Investments
(480) 778-2061
Randy Block
Financial Consultant
(480) 778-2018
Dieter Bollmann
Vice President - Investments
(480) 778-2085
D. Lyle Capstick
CFP®, CRPC®
Financial Advisor
(480) 778-2005
Robert C. Church
Senior Vice President - Investments
(480) 778-2036
Dan Cooper
Vice President - Investments
(480) 778-2073
Kenneth M. Creta
Vice President - Investments
(480) 778-2068
Todd Desberg
Vice President - Investments
(480) 778-2065
Greg Eastman
Managing Partner/Financial Advisor for Edward George Wealth Management
(480) 353-2178
Luis Espinoza
Financial Advisor
(951) 710-9600, Ext. 109
Diane Feeney
Vice President - Investments
(480) 353-2161
Richard Franco
VP - Investments & Retirement Plan Specialist
(480) 778-2051
Julie Gebert
Chief Compliance Officer
(480) 778-2183
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
Bob D. Harris
Financial Advisor
Geoff Havre
Chief Financial Officer
Gregory Hermes
Senior Vice President - Investments

(480) 353-2169

Kevin Hicks
Vice President - Investments
(480) 353-2166
Robert C. High II
Vice President - Investments
(480) 778-2095
Alan Horwitz
Vice President - Investments, IAR
(480) 778-2052
Daniel J. Hughes
Vice President - Investments
(480) 778-2045
Rob Huish
Senior Vice President - Investments
(480) 778-2079
Thomas Jeffrey
Senior Vice President- Investments
(480) 778-2028
Stephen John
Financial Advisor
Nick Lawson
Managing Partner,
Aevitas Capital Group
(602) 385-6200
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
Scott McLaine
Financial Advisor
(480) 778-2006
Patti Meis
Vice President - Investments
(480) 778-2088
David M. Mowad
Senior Vice President - Investments
(480) 778-2044
Ed Muhlenfeld
Senior Vice President - Investments
(480) 778-2080
Matthew Munn
Senior Vice President - Investment and Retirement Planning
(480) 778-2063
John Page
Vice President-Investments
(888) 951-1010
Paul A. Perreault, Jr.
Vice President - Investments
(480) 778-2020
Michael Prahl
Vice President - Investments
(480) 778-2029
Michael Pryor
Vice President - Investments
(480) 778-2082
Kimberly Schnepp
Compliance Manager
(480) 778-2040
John Schooler
CFP®, ChFC
Senior Vice President - Investments
(858) 397-5652
Paul D. Scott
Vice President - Investments
(480) 778-2011
Michael Self
CFP®
Senior Vice President - Investments
(480) 778-2021
Randy Sitzman
COO
(480) 778-2053
Lesa Skarlot
Operations Supervisor
(480) 778-2049
Rick Smith
Senior Vice President - Investments
(480) 353-2160
Rebecca Turnbow
Vice President - Investments
(480) 353-2171
Charles Willoughby
Vice President - Investments
(480) 778-2022
Jeff Young
Senior Vice President - Investments
(480) 778-2041
Ed Zulaica
Vice President - Investments
(480) 778-2027
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