ADVISOR BIO

Sherrie D. Smith is a financial advisor at J.p. Morgan Securities LLC with over 23 years of experience in the industry. Sherrie has been a registered representative since 1999 and holds Series 6, SIE and Series 63 licenses. Sherrie has worked with Chase Investment Services Corp. and BANC ONE SECURITIES CORPORATION prior to joining J.p. Morgan Securities LLC. Sherrie is currently licensed in Arizona, Connecticut, Florida, Illinois, Nevada, South Carolina, Tennessee, and Texas.

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ADVISOR BIO

Sherry Belisle is a financial advisor with Wells Fargo Clearing Services, LLC. Sherry has been in the industry since 2007 and has experience working with individual investors, businesses, and institutional clients. Sherry holds the Series 7, Series 63, and Series 65 licenses. Sherry is a registered representative of Wells Fargo Clearing Services, LLC and an Investment Advisor Representative of Wells Fargo Advisors Financial Network, LLC.

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ADVISOR BIO

Sheryl Rayner is an investment advisor representative at Hoylecohen, LLC, a firm that specializes in providing comprehensive financial planning and investment management services. Sheryl is a registered investment advisor in Arizona. She has been in the financial services industry since 1999. Sheryl is also an investment advisor representative at The Colony Group, LLC. Sheryl has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Sheryl has experience working with high-net-worth individuals, corporations, and charitable organizations.

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ADVISOR BIO

Sheryl Kim Devoss is a financial advisor with Ameriprise Financial Services, LLC, a firm that manages assets ranging from $1 billion to $10 billion. Sheryl has been a financial advisor for over 40 years and has extensive experience in the industry. Sheryl has a strong track record of providing sound financial advice and guidance to individuals, families, and businesses. She specializes in portfolio management, financial planning, and retirement planning. Sheryl is dedicated to helping her clients achieve their financial goals.

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ADVISOR BIO

Shuangyan Wu is a financial advisor who has been in the industry since December 2017. She is currently registered with Pruco Securities, LLC. Shuangyan holds the Series 6, Series 7TO, and Series 63 licenses. She has a proven track record of success in providing financial advice to individuals and businesses.

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ADVISOR BIO

Shyla Bassey is an investment advisor representative with 17 Capital Partners, LLC. Shyla is a registered investment advisor representative in Arizona. Prior to joining 17 Capital Partners, LLC, Shyla Bassey was affiliated with WELLS FARGO CLEARING SERVICES, LLC. Shyla Bassey is a Series 63 and Series 65 licensed representative. Shyla Bassey is also Series 7 and SIE licensed. Shyla Bassey has 7 years of experience in the financial industry. 17 Capital Partners, LLC is a registered investment advisor based in Phoenix, Arizona, providing investment advisory services to individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans.

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ADVISOR BIO

Solece Nicole Lopez is an investment advisor representative with Morgan Stanley. Solece has been in the securities industry since October 2022. Solece has a Series 7TO, Series 63, and Series 66 license and is registered in 52 states. Prior to joining Morgan Stanley, Solece worked at Charles Schwab & Co., Inc.

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Sommer Maher Arekat is a financial advisor who has been working in the financial services industry since 2012. Sommer is registered with UBS Financial Services Inc. and has offices in Phoenix, AZ. Sommer is a Series 7 and Series 66 licensed professional. Sommer specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Sommer is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Sophia Magdalena MacKey is an investment advisor representative at Edelman Financial Engines. Sophia has been in the industry since 1998. Sophia holds a Series 65 license and a Series 7 license. Sophia is registered with the state of Arizona. Sophia has been with Edelman Financial Engines since March of 2024. Sophia is licensed to provide financial planning services and has a specialization in portfolio management.

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ADVISOR BIO

Spencer Campman is an Investment Advisor Representative with Edward Jones. Spencer is registered in 12 states, including Arizona, California, Colorado, Illinois, Maryland, North Carolina, Pennsylvania, South Carolina, Texas, and Washington. Spencer has been in the financial services industry for over 10 years and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Phoenix Capital Group. Spencer specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.

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