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 a Series 66 designation and three years of industry experience. His background includes roles at Bank of America and various entrepreneurial ventures, including operating a hauling and junk removal business. 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.

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 in Scottsdale, AZ, holding a Series 66 designation and 23 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, where he has been employed since 1995. Outside of his advisory role, he serves as power of attorney for his parents in Minneapolis, MN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Brown is a financial advisor with Wells Fargo Clearing in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a trustee for his parent's trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs, and acts as an ERISA fiduciary when advising clients.

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 five years of industry experience. He previously worked at The Vanguard Group and has held roles outside finance, including at Randstad and Paradise Valley Community. He is also the sole proprietor of White Glove Collectibles, a business involved in buying, trading, and selling collectibles. Fidelity Strategic Advisers LLC, where he is based, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios using a variety of mutual funds, ETFs, and ETPs.

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.

Tanya Thompson Zavala is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan entities since 2013, with prior experience at Equitable Advisors and Mounts Espresso. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through Wealth Advisors while clients retain final decision-making authority.

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.

Kathryn Bascom is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. She previously worked at J.P. Morgan Securities for five years and has managed her own jewelry business, Jewels by Kat, since 2017. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Dalton Kazimoto is a financial advisor with J.P. Morgan Securities in Tempe, Arizona. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining J.P. Morgan, he worked at The Vanguard Group and Swissport USA among other firms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers a range of approved funds and strategies through its Institutional Consulting Services program.

Justin Shumate is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ. He holds the Series 66 designation and has six years of industry experience. His prior roles include positions at Edward Jones and MassMutual Life Insurance Company. Outside of financial advising, he is involved in sales for a B2B IT training company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using collaborative, goal-focused approaches supported by firm-approved analytical tools.

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, holding a Series 66 designation and 12 years of industry experience. He has been with Merrill since 2015 and also works with Bank of America, N.A. since 2017. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Radley is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and having 25 years of industry experience. She has worked at 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, selling medical and dental insurance and receiving referral fees for group health insurance since 2007. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management and financial planning services, and it supports advisors with a large network and over $256 billion in assets under management.

Erik Reichstein is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the City of Phoenix from 2016 to 2018. He holds a Series 66 license and is based in Mesa, AZ. Edward Jones is a full-service wealth management firm that serves more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.