Autam Urey is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience, all of which have been with Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Cody Brooks is a financial advisor at Morgan Stanley with five years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at E*TRADE Securities LLC and various engagements at Brigham Young University. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Dustin White is a financial advisor at Merrill with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Merrill and Bank of America since 2015. Outside of his advisory role, he serves as executor of a trust for himself and his spouse. 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 a range of clients including individuals, high-net-worth investors, and institutions.

Yesica Cruz is a financial advisor at Edward Jones in Mesa, AZ, with eight years at the firm and a total of five years of industry experience. She holds the Series 66 designation and previously worked at Greystar. Outside of her advisory role, she co-manages rental property with her husband. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports clients through a large network of advisors and branch offices.

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.

Randall Jones is a financial advisor with Osaic Wealth, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked with Sagepoint Financial, Inc. for 14 years and operates his own accounting practice, Randall G. Jones CPA, PLLC. In addition to his advisory work, he is a licensed independent insurance agent. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment process centered on model-based asset allocation, portfolio optimization, and the use of various managed account strategies.

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.

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 nine years of industry experience. She holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2017. Outside of her advisory role, she is an owner of an LLC established for estate planning and asset protection purposes related to rental property. 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 a range of clients, including individuals, high-net-worth individuals, pension 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 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 the Series 66 designation and has held positions at several firms, including Vanguard Marketing Corporation, Merrill Lynch, and Charles Schwab. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers a variety of account platforms, including proprietary model strategies under the Founders Gate Capital brand.

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.