Jacob Krantz is a financial advisor with Edward Jones in Goleta, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at several firms including Bellwether Investment Sales and Roots Management Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Megan Macisaac is a financial advisor at Merrill with 13 years at the firm and 7 years of industry experience. She holds the Series 66 designation. Outside of her advisory role, she serves as co-trustee of a family trust and is associated with a private investment entity focused on diversification. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Kirk O'Brien is a financial advisor at OSAIC with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation for 21 years. Outside of his advisory work, he is a co-owner and operator of a restaurant in Newport Beach, CA. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on discretionary or non-discretionary bases.

Eric Kulberg is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Merrill since 2019, following roles at Johnnansen & Associates and Ifam Capital. Kulberg is based in Santa Barbara, CA. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.