Guinnevere Morice is a financial advisor at Edward Jones with 17 years of experience in the industry. She holds the Series 66 designation and is based in Apache Junction, AZ. Morice has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices across the United States.

Renee Hruska is a financial advisor with Wells Fargo Clearing in Gilbert, AZ, holding Series 63 and Series 66 designations and 27 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously with Chase Investment Services Corp. from 2009 to 2011. Outside of her advisory role, she owns and manages a separate business, TBD Corp, in Sun Lakes, AZ. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and other sources.

Deborah Wallace is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, as well as serving clients in the sports and entertainment sectors. She focuses on helping clients create, maintain, and successfully transfer generational wealth, providing personalized strategies tailored to their individual goals and circumstances. Deborah holds the Chartered SRI Counselor (CSRIC) and Personal Investment Advisor (PIA) designations. She completed her high school education at Brookhaven High School. Her client approach emphasizes delivering investment insights from Merrill and leveraging the global network of specialists at Bank of America to assist clients in exploring financial possibilities in today's changing markets. Outside of her professional work, Deborah is involved with the community organization Hattie B. Black Women In Progress. She enjoys dancing, drawing/sketching, football, painting, and spending time with her family.

Kieron Flint serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. With 24 years of experience in the financial services industry, he assists individuals, families, and small businesses in establishing and implementing wealth plans aimed at achieving both short-term and long-term financial goals. Prior to his current role, Kieron spent fifteen years as an investment consultant with MFS Investment Management before joining Merrill Lynch Wealth Management and the Schneck & Flint Wealth Management Group in 2017. His expertise includes pre-retirement accumulation, retirement income distribution strategies, estate planning, and wealth transfer discussions. He focuses on various client areas such as college education planning, corporate retirement plan services, divorce transition planning, and portfolio management services. Kieron holds a Bachelor's degree in Business Administration from Villanova University. He has earned professional designations including Certified Investment Management Analyst (CIMA) from the Wharton School of Business through the Investments & Wealth Institute, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Active in his community, Kieron is a member of the Fiesta Bowl Committee, contributing to fundraising efforts and event hosting for local charities. He resides in Ahwatukee with his two sons.

Brooke Wade is a financial advisor at Edward Jones in Gilbert, AZ, with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Angela Escamilla is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at JR Capital, LLC, and multiple periods of full-time education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its advisory services.

Mc Kensie Badal is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL, Badal worked at Genesis Wealth Partners, CUSO Financial Services, and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Gabriel Ramos is a financial advisor with Cetera in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, Ramos operates JCG Wealth Management LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports more than 10,000 advisors nationwide.

Valerie Hansen is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 registrations and has worked at J.P. Morgan Securities since 2021, following ten years at JP Morgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes specialized regulatory registrations supporting derivatives and commodities capabilities.

Wendy Covington is a financial advisor at Edward Jones in San Tan Valley, AZ, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Goodwin University, AFL (Assisted Family Living), and Wells Fargo. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices.

Bryan Stockwell is a financial advisor with LPL Financial, holding a Series 65 registration and having one year of industry experience. He also owns Stockwell Consulting LLC, an IT consulting and software architecture business. His prior experience includes roles at Discount Tire, Apisero, and Isagenix International LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Holderbaum is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, including a prior role at The Ohio State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Ryan Mc Donald is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Securities, Grand Canyon Education, Slate & Bow Inc., and Grand Canyon University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate various investment and advisory strategies.

Joseph Di Giacomo is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 credential and four years of industry experience. He joined Morgan Stanley in 2019 and previously worked at Alpha Squared Capital. Outside of finance, he works part-time in customer service at Legend Trail Golf Club. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Christopher Solomon is a financial advisor with Cetera, holding Series 65 and Series 63 designations and 12 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services and owns a CPA practice, Christopher T. Solomon, CPA, PC, providing tax, accounting, payroll, bookkeeping, and consulting services. He is also a partner at Solomon CPAs & Financial Services PLLC, an accounting and tax preparation firm. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable accounts, and institutions. The firm offers diversified portfolio management, financial planning, and retirement services through a multi-manager platform with both discretionary and non-discretionary options.

Brooks Groom is an Investment Solutions Representative III at Fidelity Investments, where he works with clients to pursue their financial goals through strategic investment planning. In this role, he collaborates with clients to assess their current financial landscape and develop investment strategies aligned with their long-term objectives. Prior to his current position, Brooks worked as a Brokerage Service Representative at Charles Schwab from 2023 to 2024 and as a Client Service Associate at Morgan Stanley from 2022 to 2023. His professional experience spans client service and brokerage roles within leading financial firms. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Mark Wiegenstein is a CFP® with 41 years of experience in the financial industry. He has been with Raymond James Financial Services Advisors, Inc. since 2000 and owns Wiegenstein & Associates, LLC, which operates under the trade name Cradlestone Wealth Services. He serves as the acting trustee of the Wiegenstein Family Trust and holds power of attorney for his mother. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm delivers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and supports its clients through various advisory programs and institutional consulting services.

Max Koets is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on creating a high-performance culture where associates are empowered, supported, and inspired to reach their full potential. Through developing strong teams, he aims to assist clients and their families in navigating financial decisions, growing and protecting their wealth, and building financial security. Max has been with Fidelity Investments since 2014, progressing through various roles including High Net Worth Representative, Senior Service Support Group Representative, PAS Client Management Representative, Portfolio Specialist, Senior Portfolio Specialist, and Team Leader for Investment Management Consultants. This progression reflects his experience in portfolio management and client services. No additional information regarding education, credentials, personal interests, or community involvement has been provided.

Elliot Bearden is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at Charles Schwab from 2011 to 2022 before joining Morgan Stanley in 2022. Outside of his advisory role, he restores and sells old and broken golf carts as a personal hobby. Morgan Stanley Wealth Management serves individuals and institutional clients with advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets through a structured discovery process and a range of investment offerings.

Cassandra Dahline is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked for six years with the Newport Beach Police Department and six years at Trader Joe's. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, tax-efficient services, and affiliated investment options through a nationwide network of financial advisors.