Rea Mayer is a Series 66 licensed financial advisor with 19 years of industry experience, currently with J.P. Morgan Securities. Prior to joining J.P. Morgan in 2020, Mayer held positions at RBC Capital Markets, UBS Financial Services, and Citigroup Global Markets. Mayer serves on the Board of Trustees at the Desert Botanical Garden in Phoenix, where they chair the Planned Giving Committee and participate on the Finance Committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Chandler Cole is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Arizona Public Service, CED Scottsdale, and Arizona State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advisor-facing tools and a broad network of over 22,800 advisors.

Brett T. Williams is a Certified Financial Planner® with 32 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at UBS Financial Services Inc. for 16 years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Dave Ethington is a financial advisor with Charles Schwab based in Chandler, AZ, holding Series 63 and Series 66 designations and possessing 29 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment guidance via multi-asset model portfolios and affiliated managed accounts. The firm is notable for its large scale, integrated structure, and combination of advisory and brokerage services.

Zach Cleveland is a Planning Consultant at Fidelity Investments, where he collaborates with clients to understand their financial goals and develop clear, actionable plans to support their financial well-being. He has held his current position since 2025. Prior to his current role, Zach worked as a Retirement Planner at Fidelity Investments from 2024 to 2025. He also gained experience as a Paraplanner at Solutions First Financial Group between 2023 and 2024, and as a Retirement Specialist at Vanguard from 2022 to 2023. Outside of his professional work, Zach engages in family activities, social events with friends, music, and reading.

Tanner Brady is a Series 66 licensed financial advisor with 14 years of industry experience. He has worked at both Bank of America, N.A. and Merrill since 2012. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Umta Younadim is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial, Younadim held roles at BMO Bank NA and The Vanguard Group, Inc., and has engaged in business activities including involvement with EOS Fitness and Pranam Yogi LLC. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisers, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Kira Hill is a financial advisor at Charles Schwab with 20 years of industry experience. She holds the Series 66 designation and has worked at various Charles Schwab entities since 2008, including Charles Schwab Bank and Charles Schwab Trust Bank. 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 a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure integrating advisory, brokerage, custody, and cash-sweep services.

Brennan Diamond is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he held roles at Ironwood Investment Counsel and Barilotti Wealth Strategies, and has multiple engagements with Arizona State University. Outside of his advisory work, he has experience at the Arizona Grand Resort and Spa. 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.

Hunter Severson is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and with one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A., as well as diverse positions outside finance, such as at Raccoon Creek Golf Course and Events on the River. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, focusing on written asset allocation advice, investment manager research, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and includes broader derivatives and commodities capabilities.

Raechel Owen is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 registrations and 12 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2014 and was previously employed at It Works from 2016 to 2018. Outside of her advisory role, Owen serves as a board member providing financial oversight for the Alpha Phi Fraternity and acts as a financial advisor to the Alpha Phi Sorority chapter at a university. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and the use of forward-looking capital market assumptions.

Carson Hymas is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill Lynch since 2017, following a year at Wells Fargo Clearing. Outside of financial advising, he is a general partner and managing member of Carbon and Crust, a pizza catering business 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 a range of individual and institutional clients.

Jade Mc Anelly is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to Merrill, she worked at Morgan Stanley and Bank of America, N.A. Outside of finance, her background includes roles in education and the entertainment sector. 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 for individuals, high-net-worth clients, and institutional accounts.

Kevin Beamon is a financial advisor with LPL Financial in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2008, following a year at Raymond James Financial Services. Outside of advisory work, he serves as a director for Wayne B. Light Custom Jewelry, is a certified rider coach for TEAM Arizona Motorcycle Training, and acts as a trustee for The Rhonda Riva Trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and retirement advice through a large network of investment adviser representatives, utilizing a range of investment strategies and operational tools.

Drew Patnode is a financial advisor with Cetera in Phoenix, AZ, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining the financial industry, he has experience working in education and athletics, including roles at Arizona State University, Mountainside Highschool, and Highland Park Middle School. Outside of his advisory work, he has been involved with Varsity Tavern since 2024. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Amiri Johnson is a financial advisor at Robert W. Baird & Co. with a Series 66 designation and one year of industry experience. Prior to joining Baird, he worked with the Houston Astros Baseball Club and held positions at SignValue Inc., Arizona State University, and Diamond Ranch High School. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers to implement a broad range of investment strategies.

Mark Fisher is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014, previously serving at New England Securities for nine years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager selection, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and may include ESG considerations, supported by affiliates that provide implementation and portfolio services.

Alyssa Shelton is a Senior Financial Advisor with Merrill Lynch Wealth Management at the Frankeberger Group. She joined the team in 2016 and brings experience from her previous role as a Personal Banker at Bank of America. Alyssa is a Personal Investment Advisor (PIA) and has a background in Business Management from Whitworth University in Spokane, Washington. She is originally from the Pacific Northwest and relocated to the Phoenix Valley in 2011. Alyssa resides in Cave Creek and enjoys spending time outdoors with her two sons.

Franklynn Kasel is a financial advisor with J.P. Morgan Securities based in Tempe, AZ. He holds a Series 66 designation and has four years of industry experience. His prior work experience includes roles at Uber, Securian Financial Services, Renaissance Financial, and Minnesota Life Insurance Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach centers on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Julie Ramos is a CFP® with 18 years of industry experience, currently advising at Fidelity in Chandler, AZ. She has been with Fidelity Investments since 2015, including seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios, often delegating day-to-day management to sub-advisers while maintaining oversight and addressing conflicts of interest.