Abdul Nawabi is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Bank of America, Merrill, TD Ameritrade, Delta Global Services, and Werner Enterprises. Outside of advising, he is co-owner and partner of Arbor Roofing & Construction LLC and owns Lime Solutions LLC, a limited liability company managing rental properties. 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.

Shane Force is a Series 66-licensed financial advisor with Merrill in Chandler, AZ, bringing three years of industry experience. His prior roles include positions at Bank of America and Specialized Loan Servicing. 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 serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Paul Burns is a financial advisor with LPL Financial in Phoenix, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 37 years of industry experience, including prior roles at Woodbury Financial Services and OSAIC. Outside of his advisory work, he is involved in non-variable insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, utilizing a network of advisors supported by research, technology tools, and a broad platform including insurance and banking services.

Matthew Edwards is a financial advisor at Charles Schwab with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Charles Schwab in 2022, he held roles at VEREIT and served as a University of Oregon Ambassador. Charles Schwab 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 blend of non-discretionary and discretionary investment management using multi-asset model portfolios supported by centralized custody and operational resources.

Mark Emberton is a financial advisor at LPL Enterprise with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including The Prudential Insurance Company of America, Client One Securities, and Rock Bridge Financial. Emberton is also commissioned as a notary in Phoenix, AZ. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, retirement plans, and institutions. The firm employs a model-driven investment approach and offers access to third-party asset managers alongside financial planning and insurance products.

Michael Medina is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Shea Homes for 13 years. He has no reported responsibilities outside his advisory role. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, supported by a large network of financial advisors and offices nationwide.

Brian Bolton is a financial advisor at Morgan Stanley in Gilbert, AZ, holding a Series 66 designation with 12 years of industry experience. His prior firms include E*TRADE Securities, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and provides services ranging from retirement planning to access to private funds and structured products.

Hunter Parker is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, McKesson, and a range of other organizations across different sectors. He has also been affiliated with Arizona State University since 2023. 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, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Jeremy Kitamura is a financial advisor with Ameriprise in Chandler, AZ, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he coaches football at Hamilton High School in Chandler. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

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.

Fernando Quezada is a financial advisor with Ameriprise in Phoenix, AZ, holding Series 63, Series 65, and Series 66 designations and one year of industry experience. He previously worked at Edelman Financial Engines and Charles Schwab, where he spent 16 years. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, known for its specialized Premier Retirement Income service that offers retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Sigifredo Galicia is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His professional background includes roles at Uber, Amazon, Rocket Mortgage, DoorDash, Phoenix Children's Hospital, and the City of Phoenix. 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 and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

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.