ADVISOR BIO

Gretchen L Forler is a financial advisor with Raymond James & Associates, Inc. based in Scottsdale, Arizona. Gretchen has been in the financial services industry since January 19, 2000. She is registered as a registered representative and investment advisor representative in Arizona. Gretchen has a wide range of experience in the industry, having previously worked at RBC Capital Markets, LLC. She has a strong understanding of the investment industry, having passed the Series 7, 9, 10, 63, and 65 exams. Gretchen's specializations include retirement planning, investment management, and insurance.

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ADVISOR BIO

Griffin Sterling Kay is a registered investment advisor representative with Vanguard Advisers, Inc. Griffin has been in the securities industry since 2022. Griffin holds the Series 7TO, Series 66, and SIE exams. Griffin is registered with the state of Arizona and Texas as an investment advisor representative. Griffin works out of the Scottsdale, AZ office. Griffin has prior experience with Geuther Electric, CrossCountry Mortgage, Frito-Lay, GoDaddy Technologies, Quicken Loans, Discount Tire, TopGolf, and Chaparral High School. Griffin has a history of working with clients in the areas of financial planning, selecting other advisors, and portfolio management.

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ADVISOR BIO

Griffin Lyle Gaughran is a registered investment advisor representative with MML Investors Services, LLC. Griffin has been in the industry for a little over a year, having previously worked for Thrivent Investment Management Inc. Griffin is licensed in several states including Arizona, California, Minnesota, Virginia, and Washington. Griffin holds the Series 66, Series 7TO and SIE exams. Griffin is committed to providing clients with sound financial advice and guidance.

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Gurgen Terlemezian is a registered representative with J.P. Morgan Securities LLC, an investment firm with more than $50 billion in assets. Gurgen has been in the industry since 2019. He specializes in providing financial planning services, portfolio management for businesses and individuals, and selection of other advisers. Gurgen Terlemezian has a strong track record of providing his clients with the financial guidance they need to reach their goals. He has been recognized for his expertise in financial planning and investment management.

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Guy Howard Nemecek is a financial professional with over 35 years of experience in the financial industry. Guy has a strong track record of providing comprehensive financial advice to individuals, families, and businesses. He is registered with Stifel, Nicolaus & Company, Inc. and has been a registered representative since 1986. Guy's areas of expertise include financial planning, portfolio management, and investment advisory services. He is committed to providing his clients with personalized financial solutions that meet their specific needs and goals.

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ADVISOR BIO

Hailey Lynn Leister is an Investment Advisor Representative with Brighton Jones LLC. Hailey is a Certified Financial Planner™ professional and has been in the industry since 2021. Hailey has a Series 65 license and is registered in Arizona. Hailey has experience in providing financial planning services to individuals, families, and businesses. Hailey has a passion for helping her clients reach their financial goals.

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Haily Shigeta is a Registered Representative with Emerson Equity LLC. Haily has Series 7TO, Series 63, and SIE licenses. Haily specializes in financial planning, portfolio management for individuals, educational seminars and selection of other advisers. Haily has experience working with high net worth individuals, individuals other than high net worth, and pension and profit sharing plans. Haily has a strong reputation for delivering personalized financial advice to meet individual needs.

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ADVISOR BIO

Haily Morgan is a registered representative with j.p. Morgan Securities LLC. Haily Morgan is licensed to provide investment advice in Arizona and Texas. Haily Morgan has been working in the financial industry since 2020. Haily Morgan's specializations include individual investors, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and labor unions. Haily Morgan works out of the j.p. Morgan Securities LLC branch office located in Scottsdale, Arizona.

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Hairold Lopez is a registered Investment Advisor Representative at Harmony Asset Management LLC. Hairold has been in the industry since January 2018. Hairold's firm offers a variety of services, including portfolio management for individuals and businesses, financial planning, and selection of other advisors. Hairold is registered with the state of Arizona.

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ADVISOR BIO

Hal Gilbert is a registered investment advisor representative with Osaic Wealth, Inc.. Hal has been in the financial services industry since 1984. Hal is also registered in New York and New Jersey and has passed various exams including the Series 7, 24, 55, 57, 63 and 65. Hal offers portfolio management services for individuals and businesses, financial planning, and pension consulting.

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