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 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.

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 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.

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 previously worked at Bank of America, Carvana, and several other firms. 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, 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.

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.

Isaak Osbourne is a financial advisor at Merrill in Tempe, AZ, holding Series 63 and Series 66 licenses. He has less than one year of experience in the industry, with prior roles including positions at Vanguard Marketing Corporation and The Vanguard Group, Inc. Outside of finance, he has been involved with Picture Perfect Holiday Lighting Company and engaged in self-employment activities. 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.

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 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.

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 Bank of America, N.A. since 2019. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Ailish Kovarik is a Series 65 licensed financial advisor with five years of industry experience, currently with Edelman Financial Engines since 2024. She previously worked at Financial Engines Advisors L.L.C. from 2017 to 2024 and has experience in the hospitality sector with JW Marriott. 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, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Nathaniel Spangler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2013, progressing through roles including Investment Consultant, Investment Solutions Representative, and Financial Representative. Nathaniel holds a California Insurance License. He works closely with clients to develop wealth strategies aimed at benefiting them and their families now and in the future, leveraging Fidelity's brand, technology, and investment platform.

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.