Megan Wells is a financial advisor at Confluent Asset Management LLC in Scottsdale, AZ, with six years of industry experience. She holds the Series 66 designation and has worked previously at Charles Schwab & Co., Inc., Camelback Wealth Consultants, and Harbour Investments, Inc. Confluent Asset Management is a fee-based registered investment adviser serving individuals and small business entities with discretionary asset management, financial planning, sub-advisory services, and 401(k) consulting. The firm uses a variety of analytical methods and investment strategies, including derivatives and options, to construct tailored portfolios and provides ongoing portfolio monitoring and investment policy documentation.

Yogesh Prasad is a CFA® charterholder affiliated with Confluent Asset Management LLC in Scottsdale, AZ, with three years of industry experience. His work history includes roles at PNC Private Bank and Annexus LLC. Confluent Asset Management provides discretionary asset management, financial planning, sub-advisory services, and 401(k) consulting primarily to individuals and small businesses. The firm combines various analytical methods and employs strategies ranging from long-term holdings to active trading, offering tailored portfolio monitoring and investment policy documentation.

Nicholas Chavez is a financial advisor at Confluent Asset Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Edelman Financial Engines and Equitable Advisors. Chavez is a member of the Ahwatukee Chamber of Commerce. Confluent Asset Management is a fee-based registered investment adviser serving individuals and small businesses with discretionary asset management, financial planning, and 401(k) consulting. The firm employs a variety of analysis methods and strategies, including derivatives and options, while providing ongoing portfolio monitoring and tailored investment policy documentation.