William Logan IV is a financial advisor at Edelman Financial Engines with eight years of industry experience. He holds the Series 65 designation and has worked at Financial Engines Advisors L.L.C. and Fisher Investments. Outside of his advisory roles, he spent two years at Hillsdale College and worked as an independent contractor for nine years. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering diversified portfolios and a long-term investment approach.

Connor Ross is a financial advisor with Merrill in Chandler, AZ. He holds a Series 66 designation and has been in the industry since 2025. Prior to his current role, he has experience at Bank of America and other diverse positions including work in education and production companies. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hayley Fisher is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with four years of industry experience. Her prior experience includes roles at City National Bank and CBRE. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

William Whitworth II is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and over 14 years of industry experience. He has worked at various J.P. Morgan entities since 2012. Outside of finance, he is the owner and manager of a previously active food service business, Willie's Wienies Catering LLC, which is currently dormant. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Joshua Hansen is a CFP® professional with 12 years of industry experience, all with Edward Jones since 2014. He holds a Series 66 license and is based in Mesa, AZ. Outside of his advisory role, he owns and manages a rental property business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Lir Vuciterna is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. His prior work includes roles at Bank of America and involvement with educational institutions such as the University of Prishtina 'Hasan Prishtina' and Sami Frasheri High School. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Andrew Sondergeld is a financial advisor with Merrill based in Chandler, AZ. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Bank of America, N.A. and Bed Bath & Beyond. 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, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Amber Borromeo is a Planning Consultant dedicated to helping clients build confidence in their financial future through thoughtful planning and a personalized approach tailored to support every stage of life. She brings experience from her previous roles at Fidelity Investments, where she served as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024. Outside of her professional work, Amber enjoys outdoor activities such as beach outings, biking, camping, running, and attending concerts, as well as traveling.

Erik Wells is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 14 years of industry experience. He has worked at Merrill and Bank of America since 2012. Outside of his advisory role, he is a general partner and managing member of Serious Business Ventures LLC, which is involved in acquiring a Live Hydration Spa franchise. 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.

Jeffrey Anthony is a CFP® with 18 years of industry experience, currently affiliated with Cetera. He has worked at firms including JPMorgan Chase Bank and J.P. Morgan Securities, and is currently involved with multiple financial services entities such as Foundry Family Office and Wilde Wealth Management. He serves on the advisory board of TriState Capital Bank, contributing on client experience and service development. Cetera is an SEC-registered adviser with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, overseeing more than $256 billion in assets and supporting over 10,000 advisors.

Michael Killeen is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2019 and Bank of America, N.A. since 2021. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, and institutional clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Paul Wintermantel is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. since 2019. He previously worked at LPL Financial from 2013 to 2019 and is also associated with Desert Financial Federal Credit Union as a financial advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains a notable affiliation with a municipal advisor to support its public finance work.

Kelly Schaefer is a financial advisor at Edward Jones in Tempe, Arizona, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Jeffery Schenk is a CFP®-certified financial advisor with Edward Jones in Phoenix, AZ, where he has worked since 2006. He holds a Series 66 license and has 19 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeremy Pickles is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing financial services since 2005. He offers advice and guidance for potential investment solutions that consider clients' life goals, risk tolerance, time horizon, and liquidity needs. Jeremy assists a select group of affluent clients with investment tax minimization, estate planning services, and wealth transfer strategies. Utilizing data-driven analysis, historical data, and Merrill's proprietary research, he develops customized financial strategies designed to meet client expectations and long-term goals. His services also include portfolio management, stock option analysis, retirement planning, life insurance analysis and funding, and wealth preservation. He works closely with clients' other family advisors, including attorneys and accountants, to address total wealth management needs. Jeremy holds a Bachelor of Arts degree in Economics from Queens College and has earned the Personal Investment Advisor (PIA) designation. He lives in Gilbert, Arizona with his three children. Additionally, he is involved with USA Swimming and USA Waterpolo.

James Meetze is a financial advisor with Merrill, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill since 2014 and at Bank of America since 2017. Outside of advising, he is involved part-time in a construction and special trade contracting business focused on refinishing homes and pools. 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 and serves individual, high-net-worth, institutional, and charitable clients.

Benjamin Bisgard is a financial advisor at Merrill with four years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2022. His prior experience includes roles at Robinhood Markets, American Express, and Scottsdale Community College. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nama Soukouna is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones in Tempe, AZ. Their work history includes multiple tenures at Edward Jones as well as a three-year period at The Vanguard Group, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jerry Frady is a financial advisor with Primerica Advisors in Queen Creek, AZ, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Primerica Advisors since 1999 and has additional affiliations with Primerica Financial Services dating back to 1998. Outside of his advisory role, he is involved in selling home security and automation products through part-time referrals with Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Sara Matheson is the Vice President and Branch Leader at Fidelity Investments, where she leads the team of financial professionals at the Chandler, Arizona Investor Center. She focuses on financial planning and aims to provide an outstanding client experience. Sara has been with Fidelity Investments since 2004, holding various roles including Assistant Branch Leader, Branch Service Manager, Interim Service Manager, Financial Representative, Senior Investment Consultant, and Investment Consultant before her current position. Her extensive experience within the company spans areas related to client service and financial advising. No information about her education, credentials, personal interests, or community involvement has been provided.