Reno Blomquist Jr. is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Merrill Lynch (Bank of America) for 10 years. Edward Jones is a full-service wealth management firm that serves individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and offers both discretionary and non-discretionary strategies alongside affiliated mutual funds and other investment services.

William Franklin is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in the pharmacy field, including positions at Idaho State University College of Pharmacy and Rite Aid. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Eric Myre is a financial advisor with LPL Financial in Gilbert, Arizona, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at LPL Financial since 2017 and has prior experience with Trilogy Capital, Inc. and National Planning Corporation. Outside of his advisory role, he participates in Business Networking International as a member. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Benjamin Stafford is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. His background also includes roles at several technology and holding companies earlier in his career. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers customized financial planning and advisory programs supported by proprietary planning tools and investment modeling.

Martin Midgley is a financial advisor with Merrill in Gilbert, AZ, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Merrill since 2009 and has been associated with Bank of America, N.A. since 2011. 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.

Auston Horst is a Financial Consultant at Fidelity Investments, where he has worked since 2015. He has held several roles within the company, including Investment Solutions Representative, Financial Representative, Relationship Manager, Planning Consultant, and currently as a Financial Consultant. In his current role, Auston collaborates with clients to understand their short and long-term objectives and develop financial plans tailored to their unique needs. He focuses on building strong relationships with clients and their families, aiming to earn their trust through reliability and expertise.

Kyle Willis is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, following roles at E*Trade Securities, Western State Bank, Arizona State University, and Dillard's Inc. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and agreements with employers.

Mary Sherratt is a Financial Consultant at Fidelity Investments, where she has been employed since 2013. Over the years, she has progressed through various roles including Investment Solutions Representative, Annuity Service Representative, and multiple levels of Investment Management Consultant, reflecting her extensive experience within the company. In her current role, Mary partners with clients to develop personalized investment strategies that align with their unique goals and preferences, aiming to support their financial well-being and the enrichment of their families' lives. She holds a California Insurance License, which complements her expertise in financial consulting. Outside of her professional work, Mary enjoys family activities, outdoor adventures, parenthood, spending time with pets, snowboarding, and traveling.

Nathan Stanley is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and 12 years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*Trade Securities LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured discovery conversations and advanced planning tools, including Monte Carlo simulations, to support its advisory services.

Timothy Mc Naney is a CFP® professional with 14 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at Vanguard Advisers and Vanguard Marketing Corporation. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

James Stoes is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 17 years of industry experience. His prior work includes roles at Voya Financial Advisors, Bank of America, and Merrill. He is also the owner and financial planner of San Tan Planning and Investments, PLLC. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing affiliated and third-party managers under various program structures and custodial arrangements.

Gregg Janke is a financial advisor with Ameriprise in Gilbert, AZ, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cory Sherratt is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Copenhagen West for twelve years and had roles in homemaking and with Friendly Home Services. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and corporate financial planning solutions.

Howard Valandra is a financial advisor with Morgan Stanley in Gilbert, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at E*TRADE Securities and E*TRADE Capital Management, as well as a brief period at The Vanguard Group. Outside of his advisory role, he serves as a project coordinator for SVE Filtration, an industrial equipment sales company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that employs firm-approved tools and modeling techniques.

Tyler Apps is a CFP® and Series 66–licensed financial advisor with Edward Jones in Gilbert, AZ, and has 10 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, offering discretionary and non-discretionary investment strategies through a nationwide network of financial advisors and branch offices. The firm provides various managed solutions, separately managed accounts, affiliated mutual funds, and tax-efficient services while operating under a fiduciary standard.

Drew Keilen is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in comprehensive financial planning and investment management. With over 20 years of industry experience, he takes a full balance sheet approach to help clients through significant life transitions such as retirement, business sales, and real estate acquisitions. His role involves identifying unique client goals, developing tailored strategies, and coordinating a team of specialists to implement these plans effectively. Drew holds a Bachelor's Degree and a Master of Business Administration (MBA) from Arizona State University. He has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). His expertise encompasses areas such as college education planning, executive compensation, family wealth management strategies, liquidity management, personal retirement planning, and tax minimization. Living in the East Valley with his wife and two sons, Drew enjoys coaching youth sports, fitness, fishing, and traveling with his family. He has also been involved in community activities, serving as a board member for the Cancer Support Community in Arizona from 2013 to 2016 and participating in East Valley Baseball.

Roger Burton is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2018, following a nine-year tenure at UBS Financial Services Inc. He is based in Scottsdale, AZ. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment management. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Janet Brandt is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior roles include positions at Bank of America, Merrill, and Ameriprise Financial Services. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured tools and wide-ranging investment solutions.

Austin Schelhaas is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Thrivent, he worked in various roles across the banking, automotive, and sports industries. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, focusing on holistic, goal-based analyses and offering one-time or ongoing planning relationships without discretionary trading authority.

Nathan Montague is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he works with clients to develop personalized investment strategies that align with their financial goals, providing investing advice as well as access to Bank of America for banking and lending needs. His client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, and portfolio management services. Montague holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Brigham Young University. Montague speaks English and Tagalog (Filipino). Outside of his professional work, his personal interests include baseball, camping, football, and golfing.