Lir Vuciterna is a financial advisor at Merrill with three years of industry experience and holds the Series 66 designation. Prior to joining Merrill, he worked at Bank of America and has experience in both educational and civic initiatives roles. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Connor Seymour is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Klazroom, LLC and held various positions including roles at Old National Bank and Wal-Mart. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Alyssa Rosenberg is a financial advisor with Cetera holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, she worked at Govig & Associates and held roles related to financial services at Renaissance Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individual investors, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a large network of independent advisors and provides access to various investment models and third-party managers.

Andrew Sondergeld is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and four years of industry experience. His work history includes roles at Bank of America, N.A. since 2021 and at Bed Bath & Beyond from 2015 to 2020. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Amber Borromeo is a Planning Consultant dedicated to helping clients build confidence in their financial future through thoughtful planning and a personalized approach tailored to support every stage of life. She brings experience from her previous roles at Fidelity Investments, where she served as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Outside of her professional work, Amber enjoys outdoor activities such as beach outings, biking, camping, running, and attending concerts, as well as traveling.

Jason Silitsky is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Cetera and affiliated firms since 2019 and previously spent time with Foresters Financial Services from 2010 to 2019. Silitsky is also the owner of Granite Sky Wealth Advisors LLC, which operates as a DBA for his work with Cetera. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing both affiliated and third-party managers across various program structures.

Daniel Montague is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and nine years of industry experience. He previously worked at Merrill from 2013 to 2020 before joining Charles Schwab and Charles Schwab Bank, SSB in 2020. Charles Schwab & Co., Inc. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from Schwab Center for Financial Research.

Erik Wells is a financial advisor with Merrill based in Chandler, Arizona. He holds a Series 66 designation and has 13 years of industry experience. Wells has been with Merrill and its affiliate Bank of America since 2012. Outside of his advisory role, he is a general partner and managing member of Serious Business Ventures LLC, which plans to invest in a live hydration spa franchise. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, pension plans, charitable organizations, and corporate fiduciaries.

Jeffrey Anthony is a CFP® with 17 years of industry experience, currently affiliated with Cetera in Chandler, AZ. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. He is active as a financial professional with multiple family office and wealth management entities and serves on the advisory board of TriState Capital Bank. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a broad range of portfolio management and financial planning services and operates a multi-manager platform with access to affiliated and unaffiliated third-party managers.

Robert Henegar is a financial advisor at Morgan Stanley in Tempe, AZ, holding Series 66 and Series 63 credentials with five years of industry experience. Prior to his current role, he worked at Morgan Stanley & Co. LLC and has a background that includes ten years of service in the United States Navy and six years at Simmec Training Solutions. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers plans both directly and through corporate agreements.

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 and holds a Series 66 designation. He has worked at Merrill since 2019 and has also been affiliated with Bank of America since 2021. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

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® 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 for six years and has been associated with Desert Financial Federal Credit Union since 2013, where he also holds a financial advisor role. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, and institutional clients such as pension plans and municipal entities. The firm offers tailored, non-discretionary advisory services supported by a broad affiliate network and specializes in programs such as SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

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 been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Kelly Schaefer is a financial advisor with Edward Jones in Chandler, AZ, holding a Series 66 designation and 14 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 approximately $1.01 trillion in assets under management. The firm provides a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

William Herf is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining RBC and its affiliate City National Bank in 2019, he worked at Stifel and B.C. Ziegler and Company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment solutions tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

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.