Yesica Cruz is a Series 66 licensed financial advisor with Edward Jones in Mesa, AZ, where she has worked since 2018. She has five years of industry experience and previously held positions at Greystar and Cyracom. Outside of her advisory role, she is involved in rental property management alongside her husband. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Rosa Ruiz is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 11 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and provides a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Cananea is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has worked previously at The Vanguard Group, Inc. and Davidsons. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Angela Melton is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked at Merrill since 2013 and Bank of America since 2019. Outside of her advisory role, Melton serves as a troop leader for the Girl Scouts in Mesa, AZ. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Pierre Phillip Depestre is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and having 12 years of industry experience. He has been with Edward Jones since 2011. 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 solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Stacey Marz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning across various topics and allows clients to combine planning with managed accounts under a consolidated billing option while keeping services separate.

Zachary Einsel is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses with five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, The Vanguard Group, and TD Ameritrade. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm’s planning process employs structured discovery conversations and advanced modeling tools while generally acting in an advisory capacity without providing individual security recommendations as part of standalone plans.

Andrew Gustafson is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Fidelity Investments and Fidelity Brokerage Services LLC. He has experience outside finance in the art sector, having worked at The Marshall Gallery Of Fine Art. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory services.

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.

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.

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.

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.

Preston Bin is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 licenses. He has experience working at several firms including Fort Washington Investment Advisors and Fidelity Investments, as well as a background that includes four years at the University of Kentucky. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

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.