Alid Franco Basurto is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Bank of America and JPMorgan Chase. Outside of advisory work, he is involved in restaurant operations at Morenos Mexican Grill, where he manages employee schedules. 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 a range of model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, institutions, and charitable organizations.

Merica Chmait is a financial advisor with UBS Financial Services who holds a Series 66 designation and has 24 years of industry experience. She has worked at UBS since 2021 and previously spent 12 years at Morgan Stanley Smith Barney. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides proprietary research and a broad range of capital markets solutions.

Michael Self is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at Cetera since 2020 and previously spent 15 years with First Financial Equity Corp. In addition to his advisory work, he serves as a trustee managing client trusts and acts as a power of attorney for a family friend. He is affiliated with Cetera Investment Advisers LLC, an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a variety of investment management and retirement services, including access to multiple program structures and third-party managers.

Anna Setlak is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation. She has one year of industry experience and previously worked at Bank of America, Pour Decisions, Bagger Daves, Big Woods, Charles Schwab, Lake City Bank, and was part of Shilts & Setlak, LLC. 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 investors, pension plans, and charitable organizations.

Joseph Le Ger is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he operated Shine Design Mobile Detailing for four years and worked in education at Chandler/Gilbert Community College and Campo Verde High School. Outside of advising, he works as a server at Elliott's Steakhouse in Chandler, AZ. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, using detailed client data and firm-approved analytical tools to deliver financial recommendations.

Patricia Smith is a financial advisor at UBS Financial Services with 45 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS for 20 years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations in delivering its advisory work.

Mason Massow is a CFP® with four years of industry experience, currently serving as an advisor at LPL Financial. Prior to joining LPL in 2026, he worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services Inc. for a combined seven years. Outside of his advisory role, Mason is an associate at Massow Wealth Strategies, where he supports business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm utilizes a variety of investment approaches, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Ryan Evans is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. He has been with Merrill and Bank of America, N.A. since 2024. Prior to his advisory roles, his background includes positions at Arizona State University and various service and management roles. 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 a range of individual and institutional clients.

Talon Supak is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes roles at PGA Tour Canada and Grayhawk Golf Club. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brian Mc Ginty is a CFP® professional with 35 years of experience in the financial services industry. He currently works at Charles Schwab and has previously held positions at TD Ameritrade, Carillon Fund Distributors, and Oppenheimerfunds. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, using multi-asset model portfolios and a centralized operational structure.

Nicholas Wallace is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at the AZ Department of Public Safety and healthcare facilities before joining Charles Schwab in 2018. Outside of financial advising, he operates small woodworking and custom design businesses. Charles Schwab & Co., Inc. serves a broad client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management supported by an integrated operational structure.

Drake Paalani Wilson is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at E*TRADE Securities LLC and Bridgecrest. Outside of his advisory work, he owns Nobriga Asset Management LLC, a company involved in SEO and marketing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured planning tools and investment research.

David Kelly is a financial advisor at Fidelity with 18 years of industry experience. He holds the Series 66 designation and has worked at Fidelity in various capacities since 2012, including roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Prior to Fidelity, he held positions at USAA Financial Planning Services and Chase Investment Services Corp. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs, and it maintains distinctive regulatory registrations and advisory roles uncommon among large institutional peers.

David Dorward is the Senior Resident Director of the Phoenix office and a Managing Director at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1995 and joined Merrill Lynch Wealth Management in 1997. His professional focus is on serving ultra-high net worth clients, including corporate executives, professional athletes, physicians, retirees, and business owners. As a Portfolio Manager, he manages personalized or defined discretionary investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party strategies. He holds professional designations such as Chartered Retirement Planning Counselor™ (CRPC™) and Certified Plan Fiduciary Advisor® (CPFA®) and is recognized as a Forbes Best in State Wealth Advisor from 2019 to 2026. He holds multiple FINRA registrations including Series 7, 63, 65, 52, 31, 9, and 10 Securities Principal. David earned his Bachelor's degree from Northern Arizona University and is an Arizona native. He is a graduate and alumnus of Scottsdale Leadership Organization (Class XXI). His community involvement includes serving on the Board of Directors for the Fiesta Bowl organization. He has also dedicated time to several local charities and served as a Reserve Volunteer for the Paradise Valley Police Department.

Christopher Molina is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 designations and 14 years of industry experience. His prior work includes roles at USAA Investment Management Co., USAA Financial Advisors, APEX Systems, Fisher Investments, and Scottrade. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios, written advice policies, and alternative investment due diligence.

Bennett Conklin is a CFP® and ChFC® with 32 years of experience in financial advising. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branches.

Sophia Nipp is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Morgan Stanley and Barton & Associates Inc. Outside of finance, she has worked in various other fields including at TN Air and Moondance Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and integrates an ESG eligibility framework, supported by affiliates for implementation and portfolio services.

Virginia Rueth is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has been with Charles Schwab since 2006. 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 advisory relationships and access to discretionary separately managed accounts, supported by a large-scale integrated structure and a formal alternative investment process.

Tedda Rogers is a financial advisor at Charles Schwab with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2018, following prior roles at USAA Financial Planning Services and related entities. Outside of her advisory work, she owns a storage rental business providing space for vehicles and belongings. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by centralized operational and custody services.

Jana Frydman is a financial advisor with Charles Schwab in Phoenix, AZ, holding a Series 66 designation and 14 years of industry experience. She has been with Charles Schwab since 2010. 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 combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational services.