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.

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 licenses and previously worked at Prudential Equity Group, LLC for seven years. He serves as a trustee for his parent's trust outside of his advisory duties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets 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.

Paul Moses is a financial advisor at Fidelity with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, including prior experience at The Vanguard Group, Inc. Outside of his advisory role, he operates White Glove Collectibles, a business focused on buying, trading, and selling collectibles. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an adviser to multiple registered investment companies and fund-of-funds.

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.

Nathan Shaver is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and having two years of industry experience. His work history includes roles at Charles Schwab Bank, Magnit, and Grand Canyon University, along with prior experience outside finance in education, UPS, and Chick-fil-A. Charles Schwab & Co., Inc. serves a large client base of 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 a non-discretionary advisory model with access to discretionary separately managed accounts and employs multi-asset model portfolios along with alternative investment due diligence.

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.

Dalton Kazimoto is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at The Vanguard Group, Swissport USA, and the University of Arizona. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Joseph Matura is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Charles Schwab since 2016 and also founded Designed Wood Flooring Center LLC, a business he has managed since 2013. 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. Schwab combines non-discretionary advisory relationships with access to affiliated discretionary SMAs, delivering investment guidance through multi-asset model portfolios and centralized custody and order-routing operations.

Robert Prucha is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2015 and has also been with Bank of America, N.A. since 2017. Prior to these roles, he spent a year at Edward Jones. 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 and profit-sharing plans, corporations, and charitable organizations.

Susan Radley is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. She has been with 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, including selling health insurance and providing referrals for group health insurance to corporate clients. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, utilizing both affiliated and third-party managers and a variety of program structures.

Tania Kvakic is a financial advisor with RBC Capital Markets in Phoenix, AZ, holding a Series 66 designation and bringing 12 years of industry experience. She has worked at RBC Capital Markets since 2013 and also at City National Bank since 2018. Kvakic serves on the Board of Directors for the Arizona Coyotes Foundation, a charity focused on community involvement and fundraising. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs featuring customizable portfolio management and financial planning services supported by in-house and third-party investment managers.

Maryuri Ramirez Murillo is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. for two years. Prior to her financial services career, she spent four years in undergraduate admissions at UCLA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Erick Geryol is a financial advisor at Edward Jones in Chandler, AZ, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he was involved in the restaurant industry as a silent partner in several establishments, including Rock Junction Inc., Ascenders LLC, and Barley Bros LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Ronald Fisher is a financial advisor at Merrill with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at firms including Bank of America, LPL Financial, BancWest Investment Services, Bank of the West, and BMO Bank. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.