Isaak Osbourne is a financial advisor at Merrill with Series 63 and Series 66 registrations. He has recently entered the industry, having begun his career in 2026. Prior to joining Merrill, his work history includes roles at Bank of America, Vanguard Marketing Corporation, and The Vanguard Group, Inc. Outside of finance, he has experience operating a small business, Picture Perfect Holiday Lighting Company. 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 a range of clients including individuals, high-net-worth clients, and institutional plans.

Scott Campbell is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and two years of industry experience. He previously worked at Bank of America N.A., Merrill, SelectQuote, and Newfold Digital. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering holistic, goal-based analyses without discretionary trading authority. The firm allows clients to combine planning with managed-account programs through a consolidated billing option while keeping services separate.

Mc Kensie Badal is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Prior to joining LPL, Badal worked at Genesis Wealth Partners, CUSO Financial Services, and several other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Ryan Wanta is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2016 and Bank of America, N.A. since 2019. 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 managers.

Ailish Kovarik is a Series 65 licensed financial advisor with five years of industry experience, currently with Edelman Financial Engines since 2024. She previously worked at Financial Engines Advisors L.L.C. from 2017 to 2024 and has experience in the hospitality sector with JW Marriott. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and supports a large client base through advisor-led and online platforms.

Nathaniel Spangler is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity since 2013, progressing through roles including Investment Consultant, Investment Solutions Representative, and Financial Representative. Nathaniel holds a California Insurance License. He works closely with clients to develop wealth strategies aimed at benefiting them and their families now and in the future, leveraging Fidelity's brand, technology, and investment platform.

Gabriel Ramos is a financial advisor with Cetera in Chandler, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Cetera Advisors LLC since 2013 and joined Cetera in 2024. Outside of his advisory role, Ramos operates JCG Wealth Management LLC. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers. The firm manages over $256 billion in assets and supports more than 10,000 advisors nationwide.

Valerie Hansen is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 registrations and has worked at J.P. Morgan Securities since 2021, following ten years at JP Morgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes specialized regulatory registrations supporting derivatives and commodities capabilities.

Mason Bondurant is a financial advisor with Charles Schwab in Phoenix, AZ. He holds Series 63 and Series 66 licenses and has three years of industry experience. His prior work includes roles at Charles Schwab Bank and Charles Schwab & Co., Inc., as well as diverse experience in the retail and service sectors. Charles Schwab & Co., Inc. serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Bryan Stockwell is a financial advisor with LPL Financial, holding a Series 65 registration and having one year of industry experience. He also owns Stockwell Consulting LLC, an IT consulting and software architecture business. His prior experience includes roles at Discount Tire, Apisero, and Isagenix International LLC. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

David Holderbaum is a financial advisor at Morgan Stanley in Gilbert, AZ, with six years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley since 2019, including a prior role at The Ohio State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies.

Jose Barraza is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2025. Prior to this, he served as a Planning Consultant at Fidelity Investments from 2022 to 2025. Jose also worked as a Wealth Advisor Associate at Morgan Stanley from 2019 to 2022. Jose works with individuals, families, and business owners to develop financial plans that help them focus on their priorities. His approach emphasizes clarity and confidence in financial planning, aiming to support clients with integrity and complete assistance.

Joshua Delander is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at Charles Schwab, J.P. Morgan Securities, and Farmers Insurance agencies. Outside of his advisory work, he has been involved with UberEats since 2019. 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 to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Edgar Acosta is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 16 years of industry experience. His career includes roles at Bank of the West, Morgan Stanley, and Bank of America. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Weir is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Merrill and Bank of America, N.A., as well as a position with Fifty Door Partners, LLC. 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 from internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Mc Donald is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at E*TRADE Securities, Grand Canyon Education, Slate & Bow Inc., and Grand Canyon University. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that integrate various investment and advisory strategies.

Kimberly Myers is a financial advisor with Cetera who holds a Series 66 designation and has nine years of industry experience. Her prior roles include positions at Lincoln Investment, Wells Fargo Advisors, and BBVA-related firms. She is involved in several community and charitable activities, serving as a board member for Dance for Tatas and vice president of Blue Star Moms Maricopa. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a range of portfolio management and advisory services through a multi-manager platform with more than 10,000 advisors nationwide.

Todd Yetenekian is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Bank of America, U.S. Bank, and Capstone Partners. 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.

Kathlyn Caplin is a Series 66 licensed financial advisor with Edward Jones, based in Tempe, AZ. She has 12 years of experience at Edward Jones and eight years in the industry overall. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets under management.

Erika Yancy is a financial advisor with LPL Financial, holding Series 66 and Series 63 licenses and bringing 17 years of industry experience. She has worked at LPL Financial since 2021 and concurrently at BMO Harris Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.