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 15 years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of the West and BancWest Investment Services since 2016. 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 representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven research.

Alexander Pereira is a Series 66-credentialed financial advisor with Merrill, based in Chandler, AZ, and has four years of industry experience. He has been with Merrill since 2021 and also owns and operates a paint contracting business, Integrity Coatings LLC. Prior to his advisory career, he held positions at Bank of America, Yelp! Inc., and Quiktrip Corporation. 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 and profit-sharing plans, corporations, and charitable organizations.

Harold Chapple is a financial advisor at Charles Schwab with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab in various capacities since 2000, including roles at Charles Schwab Trust Bank, Charles Schwab Premiere Bank, and Charles Schwab Bank. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 provides both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and comprehensive due diligence on alternative investments.

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 at Merrill with Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Adam Christie is a CFP®-designated financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously was involved with K2 Adventures as an international mountain guide. Prior to that, he spent ten years at STA Travel. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, investment solutions, and affiliated financial services, supported by a national network of over 23,000 financial advisors.

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. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers a broad range of investment and financial services.

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.

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.

Taniela Pututau is a Planning Consultant at Fidelity Investments, a position he has held since 2026. He has been with Fidelity Investments since 2023, progressing through various roles including Customer Relationship Advocate, Trading Specialist I, Investment Solutions Representative I, and Relationship Manager. His professional experience encompasses client relationship management and investment solutions, contributing to his expertise in financial planning. Taniela emphasizes a collaborative approach to financial planning, focusing on understanding clients' perspectives and translating their goals into actionable plans. He aims to empower clients with knowledge and confidence to make informed decisions. Outside of his professional role, Taniela has interests in fitness, football, running, and traveling.

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.