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Security Traders Association


since 1934

STA Arizona Chapter

About

Formed through the collaboration of local and national leaders in the STA community, we’re excited to bring those in the Arizona area this meaningful opportunity to engage with STA. STAZ will initially operate as a committee under the STA umbrella with the goal of becoming an independent affiliate in the future. 

If you’re interested in expanding your professional network, attending exciting events, and enjoying the benefits of the STA community, join STAZ today – no dues payments required at this time! Those who sign up will begin receiving the STAZ newsletter with timely updates, event notices, and more. 

Follow STAZ on LinkedIn!

STA Arizona Board

  • Chairman: Vinnie LaMacchia, Canaccord Genuity
  • Eric Gonyo, Edward Jones
  • Todd Lard, Charles Schwab
  • Jim McElligott, Vanguard
  • Craig Reilly, RQD Clearing
  • Stacy Siewert, Edward Jones

STA Arizona Membership

Join STA Arizona and enjoy all the benefits an STA membership has to offer!

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    Upcoming Events

    STA Arizona Chapter 2025 Annual Conference
    February 6, 2025

    JW Marriott Scottsdale Camelback Inn Resort & Spa
    Scottsdale, AZ

    Register here


    Registration Fees

    STA Arizona Member/Non-Member: $325

    Buy-Side/Retail Order Entry: $0* (Discount code: STAZVIP)
    STA will verify all registrations that apply this code. Non-verified registrations will be canceled.
    *Must be a registered RIA.

    Registration is required for all attendees, regardless if you are attending the General Session or only the Happy Hour/Dinner. We cannot accommodate non-registered attendees.

    Preliminary Agenda

    7:30 a.m. – 8:30 a.m. – Networking Breakfast
    JW Marriott Camelback Resort

    8:30 a.m. – 11:00 a.m. – General Session
    JW Marriott Camelback Resort

    8:30 a.m. – 9:00 a.m.
    Interview: FINRA’s 2025 Priorities
    Tom Mellett, Vice President, Capital Markets Examinations at FINRA, will discuss the 2025 Annual Regulatory Oversight Report, which provides member firms with insight into findings from FINRA’s Member Supervision, Market Regulation and Enforcement programs. The Report reflects FINRA’s commitment to providing greater transparency to member firms and the public about its regulatory activities.

    Tom Mellett, Vice President, Capital Markets Examinations, FINRA
    Moderated by Stacy Siewert, Director, Equity Trading, Edward Jones

    9:00 a.m. – 9:45 a.m.
    Retail Roundtable: Competitive & Regulatory Trends
    Representatives from some of the largest retail firms will discuss current regulatory and competitive trends retail investors are facing today.

    Neal Lanigan, General Partner, Equity Trading, Edward Jones
    Todd Lard, Managing Director, Trading Operations, Charles Schwab & Co., Inc.
    Chris Larkin, Managing Director, Head of Trading & Investing, E*TRADE from Morgan Stanley
    Moderated by Ryan Kwiatkowski, Managing Director, Head of Broker Dealer Sales, StoneX Group Inc.

    9:45 a.m. – 10:15 a.m.
    Washington DC: The Roadmap Ahead
    At the intersection of the political sphere, the economy, and capital markets are issues that impact institutions and the investors they serve. Scott Eckel, Managing Director, Legislative and Regulatory Affairs at Charles Schwab will provide an update on the new administration and share his thoughts on its goals for the coming years.

    Scott Eckel, Managing Director, Legislative and Regulatory Affairs, Charles Schwab & Co., Inc.

    10:15 a.m. – 11:00 a.m.
    Crypto: Winter Turns Into Spring
    There are fewer industries more directly impacted by the 2024 Election than crypto and digital assets. This panel of experts will share their views on what lies ahead.

    Rayhaneh Sharif-Askary, Managing Director, Head of Product and Research, Grayscale Investments
    Ryan Lessard, Director, Digital Asset Strategist, Fidelity Digital Assets
    Moderated by Pat McEvoy, Managing Director, International Equities Group, Canaccord Genuity

    11:00 a.m. – 4:00 p.m. – WM Phoenix Open (On Own)
    Purchase General Admission Tickets here
    If you are a STAZ Sponsor, your package includes General Admission tickets to the WM Phoenix Open on Thursday, Feb. 6. See your Service Level Agreement for more information.

    4:00 p.m. – 6:00 p.m. – Happy Hour Networking Reception
    Tutti Santi Ristorante

    6:00 p.m. – 9:00 p.m. – Dinner
    Tutti Santi Ristorante
    Both the Happy Hour and Dinner will take place at Tutti Santi Ristorante, 7575 N 16th St, Phoenix, AZ.

    Thank you to our STAZ sponsors!

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