Julianna Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and The Vanguard Group. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Aiesha Mills is a financial advisor at Fidelity with 11 years of industry experience. Her prior roles include positions at Bank of America and Merrill, and she has worked as a hair stylist at Phase 2 Hair Salon for 18 years. She holds Series 63 and Series 66 credentials. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment companies. The firm employs a proprietary investment process that combines fundamental research with quantitative analysis and utilizes algorithmic portfolio construction.

Troy Ross is a financial advisor with LPL Financial in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked previously at BANK OF THE WEST, BancWest Investment Services, and U.S. Bancorp Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and asset management solutions through a large network of investment adviser representatives.

Charles Wagner is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He has been with LPL Financial since 2007, following a brief tenure at Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisory representatives.

Pablo Bazan is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Verra Mobility and Progress Residential, among other roles. Edward Jones is a wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, managing over $1 trillion in assets through a broad network of advisors and branch offices nationwide.

Meaghan Karoleski is a financial advisor at Edward Jones in Tempe, AZ, with 20 years of experience at the firm and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a nationwide network of more than 23,000 financial advisors.

Kyle Foley is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has worked at both Merrill and Bank of America since 2012. 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.

Zovek Ferrales is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and possessing three years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Wells Fargo. 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 diverse client base including individuals, high-net-worth clients, and institutional investors.

Miguel Ronquillo is a financial advisor at Merrill with 12 years of industry experience. He holds the Series 66 designation and has worked at 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Spencer Sabir is a Planning Consultant at Fidelity Investments, where he supports advisors in assisting clients through thoughtful planning and client outreach. He focuses on ensuring that each client is aligned with their financial goals. Spencer has held several roles at Fidelity Investments, including Investment Solutions Representative since 2025 and previously as a Customer Relationship Advocate from 2023 to 2025. Prior to joining Fidelity, he worked as a Client Service Associate at Zions Bancorporation from 2022 to 2023.

Paul Saigeon is a financial advisor at Merrill with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Bank of America and Merrill since 2016. 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 plans, corporations, and charitable organizations.

Britton Larson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2013 and holds professional designations including Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA). Britton works primarily with dynamic and highly successful families, focusing on investment management and assisting clients through critical life transitions that have long-lasting financial impacts. Before his current role, Britton began his career as a Certified Public Accountant, specializing in tax planning and preparation for businesses and individuals. He holds a Bachelor's Degree in Accountancy and a Master's Degree in Taxation from Arizona State University. While Britton does not provide tax advice in his current position, his background influences his approach to financial planning, emphasizing tax efficiency. Outside of work, Britton enjoys spending time with his wife and four children, engaging in activities such as gardening, camping, hiking, and scuba diving. He is also involved in his community as a youth mentor at The Church of Jesus Christ of Latter-Day Saints.

Nicholas Wintermeyer is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group, State Street Global Advisors, and MassMutual Life Insurance Company. Outside of finance, he has worked at Rancho Manana Golf Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes modeling tools such as Monte Carlo simulations and Secular Return Estimates.

Benjamin Zavala is a financial advisor at Merrill with four years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America since 2017. Prior to his current role, he had brief employment outside the financial 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, offering various model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Craig McGrath is a Series 66-registered financial advisor with nine years of industry experience. He has worked at several firms, including LPL Financial since 2023, The Vanguard Group, Independent Financial Group, Merrill, and First Command Financial Planning. 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 variety of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors.

Trent Montague is the Senior Resident Director and Wealth Management Advisor at Merrill. He has been serving clients since 1995, focusing on delivering advice that aligns with clients' risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. Trent works with individuals, families, and business owners, particularly those approaching and experiencing retirement, to develop comprehensive financial plans. Trent holds a Bachelor's Degree in Finance from Arizona State University and has earned the CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), and Personal Investment Advisor (PIA) designations. He emphasizes a process-driven approach and leverages the combined resources of Merrill and Bank of America to provide a wide range of financial solutions. Outside of his professional duties, Trent is involved with Mesa High School and is a member of The Church of Jesus Christ of Latter-Day Saints. His personal interests include antiquing, camping, fishing, football, gardening, golfing, hunting, pickleball, spending time with his family, and traveling.

Richard McEachran is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He works closely with clients to understand their financial goals and develop customized financial plans tailored to their individual needs. Prior to this, Richard served as an Investment Solutions Representative III at Fidelity Investments from 2022 to 2025, and as an Investment Solutions Representative from 2020 to 2022. He began his career as a Registered Representative at Equitable Advisors, where he worked from 2017 to 2020. Richard holds insurance licenses in Arkansas and California. He emphasizes building strong relationships with clients and their families, focusing on trust, reliability, and competency in his professional practice.

Brian Schwarzwalder is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2016. 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 developed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Geesling is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds the Series 66 designation and has worked within various Wells Fargo entities since 2009. Geesling is also a 50% owner of Geesling Financial Group LLC, an investment-related business based in Gilbert, AZ. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Jason Oliver is a financial advisor with J.P. Morgan Securities in San Tan Valley, Arizona, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with JP Morgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.