Erik Wells is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill and Bank of America since 2012. Outside of his advisory role, he is a general partner and managing member of Serious Business Ventures LLC, which is involved in acquiring a Live Hydration Spa franchise. 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, and institutional investors.

Jeffrey Anthony is a CFP® with 18 years of industry experience, currently affiliated with Cetera. He has worked at firms including JPMorgan Chase Bank and J.P. Morgan Securities, and is currently involved with multiple financial services entities such as Foundry Family Office and Wilde Wealth Management. He serves on the advisory board of TriState Capital Bank, contributing on client experience and service development. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets and supporting over 10,000 advisors.

Robert Henegar is a financial advisor with Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations and five years of industry experience. Prior to his current role, he served in the United States Navy for ten years and worked at Simmec Training Solutions for six years. He also attended Columbia University from 2017 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Haven Aiton is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 63 and Series 66 designations with three years of industry experience. Prior to joining Morgan Stanley in 2025, Aiton worked at The Vanguard Group for two years and has experience in various sectors including previous roles at Primoris Services Corporation and the San Diego Zoo Safari Park. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Michael Killeen is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and Bank of America, N.A. since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Gregory Huyck is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He began his career with Merrill Lynch in 1992 following his graduation from the College of Business at Northern Arizona University with a bachelor's degree in finance. Over his more than 30 years of experience as a financial advisor, Gregory has advised hundreds of clients, tailoring financial strategies to align with individual client goals. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Gregory is a member of the Phoenix Country Club. He is married with two children and enjoys reading, biking, golf, and tennis.

Paul Wintermantel is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at LPL Financial from 2013 to 2019 and is also associated with Desert Financial Federal Credit Union as a financial advisor. 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 institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a notable affiliation with a municipal advisor to support its public finance work.

Cindy Duong is a financial advisor with Wells Fargo Clearing in Tempe, AZ, holding a Series 66 designation and 19 years of industry experience. She has worked with Wells Fargo in various capacities since 2007, with a brief tenure at Stifel in 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute alongside third-party data to support diversified investment strategies.

Kelly Schaefer is a financial advisor at Edward Jones in Tempe, Arizona, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Jeffery Schenk is a CFP®-certified financial advisor with Edward Jones in Phoenix, AZ, where he has worked since 2006. He holds a Series 66 license and has 19 years of industry experience. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jesus Pineda is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Generational Financial Partners, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he is an active member of the West Valley Mavericks Foundation, assisting with fundraising and community events, and serves on his local HOA board. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars delivered through annual, collaborative client relationships.

Jeremy Pickles is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial services since 2005. He offers advice and guidance for potential investment solutions that consider clients' life goals, risk tolerance, time horizon, and liquidity needs. Jeremy assists a select group of affluent clients with investment tax minimization, estate planning services, and wealth transfer strategies. Utilizing data-driven analysis, historical data, and Merrill's proprietary research, he develops customized financial strategies designed to meet client expectations and long-term goals. His services also include portfolio management, stock option analysis, retirement planning, life insurance analysis and funding, and wealth preservation. He works closely with clients' other family advisors, including attorneys and accountants, to address total wealth management needs. Jeremy holds a Bachelor of Arts degree in Economics from Queens College and has earned the Personal Investment Advisor (PIA) designation. He lives in Gilbert, Arizona with his three children. Additionally, he is involved with USA Swimming and USA Waterpolo.

Sheryl Martin is a financial advisor at Stifel with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Stifel Nicolaus & Co Inc since 2021, following a 17-year tenure at UBS Financial Services. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Meetze is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 2014 and at Bank of America since 2017. Outside of advising, he is involved part-time in a construction and special trade contracting business focused on refinishing homes and pools. 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 a range of model‑based and discretionary investment strategies and serves individual, high-net-worth, institutional, and charitable clients.

Jeremy Calhoun is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and possessing 26 years of industry experience. He has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers a combination of non-discretionary and discretionary investment management, supported by multi-asset model portfolios and a centralized operational structure.

Benjamin Bisgard is a financial advisor with Merrill in Chandler, AZ, holding Series 66 and Series 63 registrations and four years of industry experience. His prior roles include positions at Robinhood Markets, Inc. and American Express. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hannah Ramos is a financial advisor with J.P. Morgan Securities in Tempe, AZ, holding Series 63 and Series 66 licenses and eight years of industry experience. She previously worked at Wells Fargo Clearing, Wells Fargo Bank, and The Vanguard Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a program supported by centralized due diligence and incorporating both quantitative and qualitative research.

Mitchell Papenfus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing two years of industry experience. His prior roles include positions at Charles Schwab and AML Rightsource. Outside of finance, he is also active as a Twitch streamer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

William Kohlmann is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior roles include positions at USAA Investment Management Company and Schwab Private Client Investment Advisors, and he has maintained a sole proprietorship since 2019. Charles Schwab 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 affiliated discretionary portfolios and offers a multi-asset investment approach supported by centralized supervision and custody.

Louis Gatchell II is a financial advisor with Morgan Stanley in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was associated with Citigroup Global Markets starting in 1993. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm utilizes structured planning tools and models to support client outcomes while generally acting in an advisory capacity.