Ryan Evans is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has been with Merrill and Bank of America, N.A. since 2024. Prior to his advisory roles, his background includes positions at Arizona State University and various service and management roles. 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 a range of individual and institutional clients.

Talon Supak is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at PGA Tour Canada and Grayhawk Golf Club. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Drake Paalani Wilson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Bridgecrest. Outside of his advisory work, he owns Nobriga Asset Management LLC, a company involved in SEO and marketing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment research.

David Kelly is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and has worked at Fidelity in various capacities since 2012, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to Fidelity, he held positions at USAA Financial Planning Services and Chase Investment Services Corp. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs, and it maintains distinctive regulatory registrations and advisory roles uncommon among large institutional peers.

Bennett Conklin is a CFP® and ChFC® with 32 years of experience in financial advising. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of 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 nationwide network of financial advisors and branches.

Robert Palke is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Bank of America, N.A. for nine years before joining Merrill in 2022. He is also associated with a family-held real estate LLC, Land Research and Development, though he is not actively engaged in its operations. 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.

Daniel Wellman is a financial advisor at Charles Schwab with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab & Co., Inc. since 2007, including 10 years with Schwab Wealth Advisory, Inc. in Phoenix, AZ. 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 advisory and discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Lindsey Barba is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2010. Outside of her advisory role, she occasionally works as a grocery delivery shopper for Instacart on weekends. Charles Schwab & Co., Inc. serves a large client base of 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 combines non-discretionary advisory services with access to discretionary separately managed accounts and offers investment guidance using multi-asset model portfolios and centralized operational support.

Pedro Franco is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Morgan Stanley, and Vanguard. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Eric Mc Kay is a financial advisor at Edward Jones in Mesa, AZ, holding Series 63 and Series 66 credentials with two years of industry experience. His prior roles include positions at Conservice, Offerpad LLC, and Wells Fargo Bank, NA. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory services featuring both discretionary and non-discretionary strategies, supported by a nationwide network of more than 23,700 financial advisors.

Alejandra Lerma is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with six years of industry experience. Her prior roles include positions at Morgan Stanley, JP Morgan Chase Bank, and The Vanguard Group. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of investment strategies and fiduciary advisory services, supported by a large national network of advisors and branch offices.

Gregory La Monica is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Joshua Paley is a financial advisor at LPL Financial in Tempe, Arizona, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining LPL Financial, he worked at Merrill and J.P. Morgan Securities. 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 third-party asset management, supported by technology and a large network of advisors.

Brendan Wanek is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and six years of industry experience. His career includes positions at Bank of America, American Express, and Edward Jones. Merrill, together 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jeffrey Meyers is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Robinhood Financial, Carvana, Morgan Stanley, and Bank of America. 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 and profit-sharing plans, corporations, and charitable organizations.

John Figueroa is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Charles Schwab since 1997, including an 11-year tenure at Charles Schwab Bank, SSB. 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 and discretionary investment solutions, leveraging multi-asset model portfolios and centralized operational structures.

David Barnett is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. His career includes prior roles at Avantax Investment Services and PK Financial Strategies. He is also president of DB Golf, LLC, a company involved in revenue management. Cetera Investment Advisers LLC serves individuals across wealth levels, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies.

Vito Diperte is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Bank of America and Merrill. Outside of finance, he has experience with Breakthru Beverage Group, Motion Technologies, and Medinah Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with a range of eligible strategies, supported by affiliated implementation and portfolio services.

John Skelton is a financial advisor at LPL Financial in Chandler, AZ, holding a Series 66 designation and with one year of industry experience. Prior to joining LPL Financial, he worked in insurance firms and senior care management. He serves as a supervisory board member for Arizona Central Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning and investment management solutions, employing various portfolio strategies supported by technology and research tools.

Kody Cameron is a Series 66-licensed financial advisor with Merrill, based in Chandler, AZ, and has three years of industry experience. Prior to joining Merrill, Cameron worked at Bank of America, N.A., and has held positions outside the financial sector at companies including Red Robin and Rubio's Coastal Grill. 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 wide range of clients including individuals, high-net-worth clients, and institutions.