ADVISOR BIO

Jaymes Dickinson is a registered investment advisor representative with Vanguard Advisers, Inc. Jaymes has been in the industry since October 2008. Jaymes is registered in Arizona and Texas and holds the Series 6, 7, 63 and 65 licenses. Jaymes works with a variety of clients, including high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, corporations or other businesses, charitable organizations, and health and welfare trusts. Jaymes specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Jaymes also offers financial planning services and assists clients with the selection of other advisors.

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ADVISOR BIO

Jayson Moss is a financial advisor at Evolve Wealth Advisors LP. Jayson has been in the financial industry for over 10 years. Jayson's previous experience includes roles at Franklin Templeton and Adelaide Capital. Jayson is a Chartered Financial Analyst and holds registrations in Arizona and California.

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ADVISOR BIO

Jayson Call Walker is a registered investment advisor with Cetera Investment Advisers LLC. Jayson has been working in the financial services industry since July 2000. Jayson is also a registered representative of Netvest Financial, LLC. Jayson is registered to offer investment advice in Arizona and Texas. Jayson is licensed to offer financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.

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ADVISOR BIO

Jean Basson is a financial advisor with Vanguard Advisers, Inc. Jean has been in the industry since 2013. Jean has been registered as a financial advisor in Arizona, Pennsylvania, and Texas. Jean specializes in financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors.

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ADVISOR BIO

Jean Elzayek is a financial advisor with Householder Group Estate & Retirement Specialists, a registered investment advisor. Jean has been in the financial industry for over 20 years and holds various licenses and certifications. Jean's expertise includes financial planning, pension consulting, and portfolio management. Jean also provides compliance and supervision services through Householder Group Estate & Retirement Specialists.

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ADVISOR BIO

Jeanine Churchwell is a financial advisor at Morgan Stanley. Jeanine has been working in the financial industry since 2001. Jeanine is registered with the state of Arizona and Texas. Jeanine provides asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Jeanine also offers portfolio management for businesses, individuals, and investment companies.

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ADVISOR BIO

Jeena Patel is an investment advisor representative with Osaic Wealth, Inc. Jeena has been in the industry since December 2006. Jeena has held previous roles with TRIAD ADVISORS LLC and Ameriprise Financial Services, Inc. Jeena is registered with the state of Georgia and holds several securities licenses including Series 6, 7, 24, 63, and 66. Jeena specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

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ADVISOR BIO

Jeff Kevin Smith is a financial advisor at LPL Financial LLC. Jeff has been in the financial industry since 1994. Jeff is registered with the following states: Alaska, Arizona, California, Nevada, New Mexico, Oregon, Pennsylvania, Texas and Washington. Jeff holds the Series 6, 63, and 65 licenses, as well as the SIE exam. Jeff also has experience with Southwest Professional Insurance Consultants Inc. and National Planning Corporation. Jeff specializes in providing consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals.

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ADVISOR BIO

Jeff Tearle Burch is a financial advisor with Trajan Wealth, LLC. Jeff has been in the financial industry for over 10 years and is registered in Arizona. Jeff is a Series 6, 7, 9, 10, 63, and 66 licensed professional, and specializes in financial planning, portfolio management, and providing educational seminars. Jeff has experience working with various clients, including high-net-worth individuals, insurance companies, and investment companies.

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ADVISOR BIO

Jeff Bruun is a financial advisor with Wells Fargo Clearing Services, LLC, in Scottsdale, AZ. Jeff has been in the financial services industry since 1999. Jeff is registered with the following regulatory organizations: FINRA, and the states of Arizona, Arkansas, California, Florida, Illinois, Montana, Nevada, North Carolina, Ohio, Oregon, Pennsylvania, Tennessee, and Washington.

SPECIALIZATIONS