Ryan Bertenshaw is a Wealth Management Advisor and Managing Partner of the Bertenshaw-Fiedler Wealth Management Team at Merrill Lynch Wealth Management. He specializes in supporting high-net-worth and ultra-high-net-worth families across the country, focusing on areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, and managing new wealth. Ryan also has a particular emphasis on empowering women to gain and maintain financial confidence, security, and independence. With a degree from the University of Arizona's Eller College of Management, Ryan brings expertise in coordinating estate, tax, and investment decisions for clients navigating pivotal life events, including business transitions, retirement planning, and major personal changes. His approach is to provide structure, clarity, and coordination to complex financial situations, acting as a central connection between investment strategy, banking, lending, charitable planning, and long-term goals. Ryan remains engaged in the Phoenix community through his involvement with organizations such as the Merrill Next-Generation Leadership Council, St. Vincent de Paul, and the Young Visionaries Board (Y.V.B.). Outside of work, he enjoys golfing, skiing, and following University of Arizona basketball.

Catherine Lapadula is a financial advisor with UBS Financial Services in New York, NY, holding a Series 63 designation and bringing 30 years of industry experience. She has been with UBS since 2010 and is a partner in a private real estate holding company established as an opportunity vehicle. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services through a broad platform that includes financial planning and portfolio management.

Arthur Bautista is a financial advisor with Charles Schwab in Phoenix, AZ. He holds the Series 66 and Series 63 designations and has two years of industry experience. Prior to joining Schwab, he worked at JCPenny and has been involved with Harkins Theatres since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized supervision and research.

Michael Gray is a Series 66-licensed financial advisor with Edward Jones, where he has worked since 2022. He has three years of industry experience and previously spent ten years at Richard Sales Media. Outside of his advisory work, he serves as Vice President of the Board for Triad Performing Arts of Arizona, assisting with fundraising and marketing efforts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors. The firm provides discretionary and non-discretionary strategies, separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Andrew Munger is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Tricia Wilke is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked at Merrill since 2011 and Bank of America, N.A. since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party investment teams.

Mary Cavanaugh Marsh is a financial advisor with Edward Jones, holding the Series 63 and Series 65 designations and bringing 31 years of industry experience. She 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 with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

William Hertzog is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with RBC Capital Markets LLC since 2016. Outside of his advisory work, he co-owns a rental vacation home in Hayden Lake, Idaho. RBC Wealth Management serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs with discretionary and non-discretionary portfolio management. The firm utilizes both in-house and third-party investment managers and provides a variety of account structures and services.

Terrance Woodfield Jr. is a financial advisor with Edward Jones in Phoenix, AZ, holding Series 63, 65, and 66 designations and bringing 31 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

Gregory Damian is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. Prior to joining Schwab in 2021, he held roles at Randstad and the National MS Society. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Genti Basha is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63, 65, and 66 credentials and 12 years of industry experience. He previously worked at Edward Jones and USAA Insurance Company. Basha is also involved in a non-investment-related business, Great Synergy LLC, based in Peoria, AZ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Ken Sakamoto is a financial advisor at Edelman Financial Engines with 20 years of industry experience. He has been with Financial Engines Advisors L.L.C. since 2013. Outside of his advisory role, he serves on the Board of Directors for the Redwood Square Homeowner Association. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Ronald Adamoli is a financial advisor with Thrivent Investment Management, holding Series 66 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Financial Engines Advisors, Bank of America, and Merrill. He also spent over two decades working as a caregiver. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive planning on topics such as retirement, taxes, and estate matters. The firm’s approach combines holistic, goal-based analyses with flexible planning and managed-account options while maintaining discrete services and conducting periodic plan reviews.

Zachary Holly is a financial advisor at OSAIC with 12 years of industry experience. He holds the CFP® designation and Securities Licenses Series 66 and 63. Prior to joining OSAIC in 2025, he worked for ONEAZ Credit Union and LPL Financial LLC for six years and Financial Engines Advisors, L.L.C. for three years. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios across various asset classes.

Kelley Sullivan is a financial advisor at Cetera with six years of industry experience and holds the Series 66 designation. She has worked at Cetera Wealth Services, Renaissance Financial, and Minnesota Life Insurance Company, among others. Sullivan is also involved with Renaissance Financial, where she provides securities, insurance, and advisory services. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Moses Medina is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and has nine years of industry experience. He has been associated with Cambridge Investment Research Advisors since 2017 and also has involvement with Capital Choice Financial Services. Outside of his advisory role, he is active in insurance and human resources through SMARTPRO Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.

Kyle Rhine is a financial advisor at RBC Capital Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley, UBS Financial Services, Charles Schwab, and The Vanguard Group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional and charitable organizations. The firm offers a range of wrap fee advisory programs and customizes portfolio strategies based on each client’s Advisory Risk Profile, utilizing both in-house and third-party managers.

Charles Sacks is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has been with Charles Schwab since 2013 and also works with Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm provides both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multiple service offerings with centralized supervision and custody.

Dana Davis is a financial advisor at Charles Schwab with 17 years of industry experience. He holds a Series 66 designation and has worked at various Charles Schwab entities since 2008, including Charles Schwab Trust Bank and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative investment program.

Daniel Andrei is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and one year of industry experience. His prior positions include roles at Bank of America and a variety of non-financial jobs including work at Ohso Brewery and Distillery. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering both non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.