Chris Statz is a financial advisor at Merrill with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2010. Outside of his advisory role, he is a general partner and managing member of Coco's Cute Things, LLC, a retail gift shop 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Paul Anderson is a financial advisor at Edward Jones with a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2019, he spent 21 years with Ameritech/SBC/AT&T/YP/DexYP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.