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 with Merrill in Chandler, AZ, holding a Series 66 designation and 11 years of industry experience. He has been with Bank of America and Merrill since 2014. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

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.

Donald Bohonko Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at Royal Alliance from 2014 to 2020 and has been with LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by in-house research and third-party strategies.

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.

Jacob Hansen is a Series 66-registered financial advisor at Thrivent Investment Management with three years of industry experience. He previously worked in various roles outside financial services, including at Shin-Etsu MicroSi and Mountainside Fitness. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of advisors, offering goal-based financial planning without discretionary trading authority. The firm’s approach includes comprehensive analyses and the option to combine planning with managed accounts under a consolidated billing system.

Tyler Adams is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior work includes roles at The Vanguard Group and Insight Enterprises, as well as a period of self-employment. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven strategies.

Ingrid Sabatina is a Series 66 licensed financial advisor with Merrill, based in Chandler, AZ, and has one year of industry experience. Prior to joining Merrill, she held roles at Grand Canyon University, Horizon Hospitality, and several other organizations across diverse sectors. 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.

Jacob Miller is a financial advisor with Edward Jones in Gilbert, AZ, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors.

Malachi Yehudah is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to define their financial goals and develop portfolio strategies tailored to help achieve those objectives. Malachi emphasizes ongoing advice and portfolio adaptation in response to changes in his clients' situations. His expertise lies in assisting clients with various financial priorities, such as buying a home, saving for college, caring for elderly parents, and preparing for healthcare needs. Malachi holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned a Bachelor's Degree from Grand Canyon University.

Christopher Joyce is a financial advisor at Edward Jones in Mesa, AZ, holding a Series 66 designation and with two years of industry experience. Before joining Edward Jones in 2023, he worked at Jason Earl State Farm for five years and the Hummel Group for three years. 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 network of financial advisors and branch offices nationwide.

Martin Mc Cann V is a financial advisor at Thrivent Investment Management with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Thrivent Financial, Guardian Capital Advisors, and positions outside finance such as at Chick-fil-A and Yosemite Sierra Summer Camp. He has also been involved with Grand Canyon University in various capacities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Henry Kieneker Jr. is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Charles Schwab and held roles outside finance, including positions at Instacart and Dogtopia/DT of Phoenix LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework embedded in its investment approach.

Justin Ritterling is a financial advisor with Charles Schwab, holding Series 66 and Series 63 licenses and possessing five years of industry experience. His career includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank SSB, Edward Jones, and professional engagements with the Arizona Diamondbacks and Oakland Athletics. 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 relationships and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational infrastructure.

Adam Martin is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2023, he worked at Vans from 2015 to 2022 and Gamestop from 2010 to 2018. 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 plans, corporations, and charitable organizations.

Jarret Hauch is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and having 16 years of industry experience. He has been with Merrill and Bank of America since 2012. Outside of his advisory role, he engages in freelance creative writing, including movie screenplays. 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 individuals and institutions.

Bradley Holly is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds a Series 65 designation and has been with Financial Engines Advisors L.L.C. since 2014. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Daniel Walter is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Crews & Associates and several other companies across different industries. From 2018 to 2020, he was involved with the Boys and Girls Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Carson Goodrich is a Series 66 licensed financial advisor with Thrivent Investment Management in Chandler, AZ. He has been with Thrivent since 2026 and previously held positions in education and the coffee industry. Outside of finance, he is involved with Home Coffee Company. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based analyses and broad financial planning without discretionary trading authority, allowing clients to combine planning with managed-account services under a consolidated billing option.

Bill Dillon is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2010. 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 applying an ESG eligibility framework in its recommendations.