Blake Bottle is a financial advisor at Wisdom Wealth Investment Advisors LLC in Phoenix, AZ, holding the ChFC® designation with 35 years of industry experience. He previously worked at Concourse Financial Group Securities and Proequities, Inc. He is involved in multiple financial services activities, including facilitating financial planning and securities sales through BOTTLE & MCINERNEY, LLC, and assisting clients with basic estate planning documents at Helios Integrated Planning. Wisdom Wealth Investment Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, managing approximately $138.8 million in client assets. The firm offers both discretionary and non-discretionary portfolio management, integrating financial planning into ongoing account oversight without additional fees, and provides pension consulting and participant education for retirement plans.

Joseph Mcinerney is a CFP® professional with 31 years of industry experience. He has been with Wisdom Wealth Investment Advisors LLC since 2014 and previously worked at Proequities, Inc. from 1998 to 2017. Outside of advisory work, he is an enrolled agent providing tax preparation and planning services and serves as treasurer for a local Knights of Columbus council. Wisdom Wealth Investment Advisors LLC serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by offering portfolio management, financial planning, and pension consulting. The firm manages approximately $138.8 million in client assets and integrates tailored portfolio management with financial planning and participant education.