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.

Donald Magdon Jr. is a CFP® credentialed financial advisor with 38 years of industry experience, currently associated with LPL Financial since 2024. He previously worked at Lincoln Financial Advisors Corporation for nine years and Principal Financial Services for six years. Magdon also engages in fixed insurance sales as an agent. 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 portfolios, and access to third-party asset managers, supported by extensive technology tools and a broad non-advisory financial services platform.

Megan Heinsma is a financial advisor with Thrivent Investment Management in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. She has worked at Thrivent and its affiliated entities since 2023 and previously was with Securities America Advisors and Capital Insight Financial Group. Megan also has experience outside advisory roles, including positions at Chabot Marlins Swim Team and Las Positas College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan while maintaining separate planning and investment management services.

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.

John Schutz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank since 1995. He serves as a power of attorney for both his parents in Minneapolis, MN. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Craig Mccune is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Wells Fargo Clearing, Ferris, Baker Watts, LLC, and UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides a range of retail and institutional investment services.

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.

Michael Brown is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016 and previously at Prudential Equity Group, LLC from 1996 to 2003. He also serves as a trustee for a family trust. Wells Fargo Advisors is a national securities firm that provides investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with a large network of advisors and offers both brokerage and advisory solutions.

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.

Lawrence Hoskins Jr. is a financial advisor with Raymond James Financial in Scottsdale, AZ, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been associated with Raymond James Financial since 2009 and also owns Jett Wealth Group, Inc., a support company. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutions, using a tailored, non-discretionary approach that incorporates risk profiling and analytical modeling.

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.

Dalton Kazimoto is a financial advisor with J.P. Morgan Securities in Tempe, Arizona, holding Series 65 and Series 63 licenses and possessing two years of industry experience. His prior work experience includes roles at The Vanguard Group and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and both quantitative and qualitative research.

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.

Susan Radley is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with Cetera Investment Adviser LLC since 2006 and CETERA Financial Specialists LLC since 2004. In addition to her advisory role, she has worked as a health insurance agent since 1995, including selling health insurance and providing referrals for group health insurance to corporate clients. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and third-party managers and a variety of program structures.