Lauren Berlean is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. She has worked at Cambridge Investment Research and currently serves as a portfolio specialist at Renaissance Financial, where she constructs and monitors client portfolios. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party managers.

Shane Golightly is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jerry Gerk is a CFP®-designated financial advisor with 26 years of industry experience, currently with Cetera. He has a background in tax preparation and accounting as president of Jerry D. Gerk, CPA, PC since 1983 and owns Gerk Wealth Management, a financial and business consulting practice. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures and third-party managers.

Heidi Spicer is a Series 66 licensed financial advisor with Edward Jones, where she has worked since 2015. She has two years of industry experience, including three years at Bank of America. The firm serves over four million individual and institutional clients and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and 15,000 branch offices. Edward Jones offers a range of wealth management services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chanel Weir is a financial advisor at Merrill with eight years of industry experience. She holds a Series 66 credential and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Outside of her advisory role, she is co-owner of a family rental property and owner of an LLC used for estate planning and asset protection purposes. Merrill, together 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, retirement plans, corporations, and charitable organizations.

Kyle Trella is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. He has worked at Merrill and Bank of America since 2024 and previously held multiple roles at T-Mobile. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Renee Hruska is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors, LLC. Outside of her advisory role, she owns and manages TBD Corp, an investment-related business based in Sun Lakes, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Johnathon Woodard is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill Lynch, Vanguard, and Charles Schwab. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using a variety of portfolio management approaches and platform arrangements.

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 is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 23 years of experience in the financial services industry. He specializes in assisting individuals, families, and small businesses with wealth planning to address both short-term and long-term financial goals. His areas of focus include pre-retirement accumulation, retirement income distribution strategies, estate planning, and wealth transfer discussions. Kieron holds a Bachelor's Degree in Business Administration from Villanova University. He has earned several professional designations including Certified Investment Management Analyst (CIMA) from the Investments & Wealth Institute at the Wharton School of Business, Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Prior to joining Merrill Lynch Wealth Management and the Schneck & Flint Wealth Management Group in 2017, he spent fifteen years as an investment consultant with MFS Investment Management. He is active in the community as a member of the Fiesta Sports Foundation / Fiesta Bowl Committee, which supports local charities and organizes events such as the Fiesta Bowl Parade and related football games. Kieron resides in Ahwatukee, Arizona with his two sons.

Kenneth Locke is a CFP® with 29 years of industry experience, currently serving at Edward Jones since 1996. He is based in Tempe, AZ. Outside of his advisory role, he is involved in coaching football at St. Pete High. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary managed solutions, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Kevin Shepherd is a Series 65 licensed financial advisor at Fisher Investments with 13 years of industry experience. He has worked at Fisher Investments since 2012. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and manages risk through various tactical strategies and tax-aware processes.

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.

Daniel Michaels is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation. He has been with Merrill since 2022 and has prior experience at Bank of America, Carvana, Axelon Services Corp., and other firms. Merrill, together 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, pension plans, corporations, and charitable organizations.

Robert Rakossy is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior roles include positions at Bankers Life Insurance, Mass Mutual Investors Services, Guardian Life Insurance Company, and Freedom Equity Group LLC. Outside of his advisory work, he serves as the Mission and Advocacy Chair for the P.C. Action Network Arizona Affiliate, a charitable organization focused on research and testing funding, and is co-owner of Bosc-Rak Investments, LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Cory Wormell is a financial advisor at Merrill with nine years of industry experience. He holds the Series 66 designation and has worked at Merrill since 2016, alongside a tenure at Bank of America from 2019 to present and Hancock International Inc. from 2014 to 2016. Wormell is also the owner of Three Wolves LLC, a for-profit business. Merrill, together 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 strategies from internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Angela Escamilla is a financial advisor at Morgan Stanley in Gilbert, AZ, with one year of industry experience. She holds the Series 66 designation and has worked previously at JR Capital, LLC and held various roles outside finance. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Scott Campbell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. He previously worked at Bank of America N.A., Merrill, SelectQuote, and Newfold Digital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account programs through a consolidated billing option while keeping services separate.

Mc Kensie Badal is a financial advisor at LPL Financial in Gilbert, AZ, holding a Series 66 designation with 10 years of industry experience. Prior to joining LPL Financial in 2025, Badal worked at Genesis Wealth Partners, CUSO Financial Services, Desert Financial Wealth Management, and Raymond James Financial Services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Ryan Wanta is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.