Seros Financial, LLC

Jill Baumes is a financial advisor at Seros Financial, LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms including Newmark Capital Management and United Planners' Financial Services. Outside of her advisory role, she owns and manages real estate ventures through Lala's Bay LLC and Samsara Rental. Seros Financial, LLC manages approximately $301 million for over 500 clients, serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and ERISA-focused plan services.

Ashlee Merkley is a financial advisor with Seros Financial, LLC in Tempe, AZ. She holds a Series 66 designation and has four years of industry experience. Prior to her advisory role, she worked in the retail and salon industries. Merkley is also an independent non-variable insurance agent. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, and charitable organizations. The firm employs a multi-disciplinary investment process and offers discretionary and non-discretionary portfolio management alongside various financial planning and ERISA-focused services.

Jeffrey Wilcock is a financial advisor at Seros Financial, LLC in Tempe, Arizona, holding Series 63, 65, and 66 licenses with 36 years of industry experience. He has worked with United Planners' Financial Services and operates Wilcock Financial LLC. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, and charitable organizations. The firm employs a multi-disciplinary investment process incorporating fundamental, quantitative, and technical analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and ERISA-focused services.

Kaitlyn Morgan is a financial advisor at Seros Financial, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Sevensuede Investments and Viori Beauty. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for around 526 clients, including individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis, offering discretionary and non-discretionary portfolio management along with various financial planning and ERISA-focused plan services.

Whitney Hendricks is a financial advisor at Seros Financial, LLC with one year of industry experience. She holds a Series 65 designation and previously worked at Sevensuede Investments for two years. Prior to entering the financial industry, she was a homemaker for eight years. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including high-net-worth individuals, pension plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis and offers both discretionary and non-discretionary portfolio management alongside financial planning and ERISA-focused plan services.

Sherod Bigelow is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has been with Seros Financial since 2011 and has also worked at Newmark Capital Management, LLC. Additionally, he serves as a notary public in Arizona, a role he has maintained since 1999. Seros Financial, LLC is an SEC-registered advisory firm managing approximately $301 million for over 500 clients, including individuals, pension plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment process combining fundamental, quantitative, and technical analysis, offering discretionary and non-discretionary portfolio management alongside a range of financial planning and ERISA-focused services.

Jeremy Smith is a financial advisor at Seros Financial, LLC in Tempe, AZ, holding Series 63 and Series 65 licenses with 18 years of industry experience. His career includes ownership and management roles in several business ventures, including construction, business operations management, and real estate sales and lending. Outside of finance, he serves as an assistant football coach at Snowflake High School. Seros Financial, LLC is an SEC-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm employs a multi-disciplinary investment approach combining fundamental, quantitative, and technical analysis, and offers discretionary and non-discretionary portfolio management alongside various financial planning and ERISA-focused plan services.