Scottsdale

Alexander Aretakis
Vice President - Investments
(480) 778-2061
David Bias
Financial Advisor

(910) 528-6021

Randy Block
Financial Consultant
(480) 778-2018
Dieter Bollmann
Vice President - Investments
(480) 778-2085
Zach Brodt
Senior Vice President - Investments

(480) 778-2009

Mark Butcher
Financial Advisor

(661) 319-8212

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

Diane Feeney
Operations
(480) 353-2161
Luis Espinoza
Financial Advisor
(951) 710-9600, Ext. 109
Jeffrey Evanello
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
Geoff Havre
Finance Officer
Gregory Hermes
Senior Vice President - Investments

(480) 353-2169

Kevin Hicks
Vice President - Investments
(480) 353-2166
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) 477-6580

Stephen John
Financial Advisor

(480) 242-1553

Kris Kjolberg
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
Daniel Malachowski
Financial Advisor

(417) 886-1111

Ken Madsen
Chief Compliance Officer

(480) 778-2000

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
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
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
Robert Spicer
Financial Advisor

(480) 778-2056

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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