Alexander Kallweit is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Vanguard, Wells Fargo, JPMorgan Chase, and Apple. 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and employs a multi-asset model portfolio approach supported by centralized custody and order-routing systems.

Gregory Haas is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and four years of industry experience. He has worked with several firms including Wells Fargo and KeyBank before joining Raymond James in 2025. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by analytical tools and a broad advisor network.

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.

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.

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.

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.

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.

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.

Ethan Alvarez is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2020. His prior experience includes roles at Bank of America, Republic Services, and State Farm Insurance. 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 plans, corporations, and charitable organizations.

Matthew Fernandez is a financial advisor at Merrill with 12 years of industry experience. He has been with Bank of America and Merrill since 2014 and holds a Series 66 designation. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Shaun Richardson is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and possessing 12 years of industry experience. He has been with Merrill since 2013 and previously worked at Bank of America, N.A. since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors, combining internal and third-party portfolio management approaches.

Gregory Mengel is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Thrivent Financial for Lutherans since 2002. Outside of his advisory role, he is a member of KGP Associates, LLC, which manages an office rental business. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm emphasizes holistic analyses and periodic reviews, allowing clients to combine planning with managed-account programs under a consolidated billing option.

Donald Bohonko Jr. is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 65 licenses and with 25 years of industry experience. His prior positions include roles at Royal Alliance, Wells Fargo Clearing, and Ameriprise. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Sean Kealey is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2013. Outside of his advisory role, he is associated with a family business, Sugar Dreams Cakes and Things, primarily managed by his wife. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.