Nathan Thompson is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2005. 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, including discretionary and non-discretionary wrap fee accounts, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Abdul Nawabi is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Bank of America, Merrill, TD Ameritrade, Delta Global Services, and Werner Enterprises. Outside of advising, he is co-owner and partner of Arbor Roofing & Construction LLC and owns Lime Solutions LLC, a limited liability company managing rental properties. 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 and profit-sharing plans, corporations, and charitable organizations.

Shane Force is a Series 66-licensed financial advisor with Merrill in Chandler, AZ, bringing three years of industry experience. His prior roles include positions at Bank of America and Specialized Loan Servicing. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Matthew Edwards is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Schwab in 2022, he held roles at VEREIT and served as a University of Oregon Ambassador. Charles Schwab serves a large client base primarily composed of 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 both non-discretionary and discretionary investment solutions, combining centralized custody and advisory services with multi-asset model portfolios and access to alternative investments.

Michael Medina is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Shea Homes for 13 years. He has no reported responsibilities outside his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large network of financial advisors and offices nationwide.

Brian Bolton is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with 12 years of industry experience. His prior firms include E*TRADE Securities, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from retirement planning to access to private funds and structured products.

Hunter Parker is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, McKesson, and a range of other organizations across different sectors. He has also been affiliated with Arizona State University since 2023. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jake Speight is a financial advisor at Strategic Advisers, LLC, a Fidelity Investments company, with three years of industry experience. He holds Series 63 and Series 65 designations and has worked at Fidelity Brokerage Services, LLC, and Grand Canyon University. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Connor Kohlhase is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked with Merrill since 2022 and Bank of America, N.A. since 2024. Prior to his financial services career, he was involved in businesses including Sunvalley Hauling and Junk Removal and Heritage Trucking. 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.

Clayton Sullivan is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work experience includes roles at JP Morgan Chase Bank N.A. and Oasis Cannabis. He also spent a year working with Medieval Times Dinner and Tournament. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Peggy Phillips is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Bank of America and Merrill Lynch since 2010. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shreyas Sharma 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 companies including Best Buy, Amazon, and LifeTime Fitness. He has also been associated with Rutgers University and has experience working with DoorDash. 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 and profit-sharing plans, corporations, and charitable organizations.

Shawna Baker is a financial advisor with Edward Jones in Maricopa, Arizona, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Preston Larson is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He previously worked at Bank of America and has a diverse background including roles in software, retail, and education. Outside of his advisory role, Larson serves as a counselor to the bishop at The Church of Jesus Christ of Latter-day Saints, where he assists with religious meetings, youth teaching, and financial responsibilities for the congregation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Paul Moses is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, including prior experience at The Vanguard Group, Inc. Outside of his advisory role, he operates White Glove Collectibles, a business focused on buying, trading, and selling collectibles. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

Brianne Foldesh is a financial advisor at Merrill with 19 years of industry experience. She previously worked at Edward Jones for 17 years before joining Merrill in 2022. Outside of her advisory role, she owns and operates a coaching business focused on lifestyle and mindset support. 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, and institutional investors.

Burke Fortner is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Northwestern Mutual and The Keg Steakhouse & Bar. Charles Schwab & Co., Inc. serves 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 advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Justin Paeper is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 2016. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hayden Fitzgerald is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. Prior to joining Merrill and Bank of America in 2024, he worked at Fidelity Investments from 2021 to 2024. Outside of finance, he has experience in legal services and retail through roles at McPhillips, Fitzgerald & Cullum L.L.P. and Amazon. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via 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.

Robert Prucha is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015 and has also been with Bank of America, N.A. since 2017. Prior to these roles, he spent a year at Edward Jones. 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 and profit-sharing plans, corporations, and charitable organizations.