Nathaniel Ko is a financial advisor at Morgan Stanley in Gilbert, AZ, holding Series 65 and Series 63 licenses. He joined Morgan Stanley in 2026 after a brief tenure at J.P. Morgan and has experience in various roles including at Arizona State University and Signature Models and Talent. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm‑approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

George Gonzalez is a financial advisor with Cetera, holding Series 65 and Series 63 licenses and bringing 42 years of industry experience. His career includes two decades at First Financial Equity Corp and multiple roles within Cetera and its affiliated entities since 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors and provides access to multiple program structures, including model portfolios, third-party managers, and bespoke investment strategies.

Chris Bostetter is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2023. He has been with Fidelity since 2017, advancing through roles including Financial Representative, Investment Consultant, and Financial Consultant before his current position. Prior to that, he worked as a Financial Consultant at TDAmeritrade from 2018 to 2021. Chris holds a California Insurance License, supporting his work in financial consulting. He focuses on helping clients feel less stressed and more confident about their financial future by guiding them toward making informed decisions regarding their financial situations. Outside of his professional work, Chris has personal interests in cars, fitness, football, kayaking, snowboarding, and swimming.

Christopher Downs is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services business since 1993 and joined Merrill Lynch in 1999. In 2006, he accepted the position of Resident Director of the Mesa, Arizona office. He specializes in corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, special needs planning strategies, tax minimization, and retirement income. Christopher holds the Chartered Retirement Planning Counselor™ (CRPC™) designation awarded by The College for Financial Planning Institutes Corp, the Certified Exit Planning Advisor (CEPA®) designation from the Exit Planning Institute, and the Personal Investment Advisor (PIA) designation. He earned his Bachelor's Degree from the University of Missouri System. Christopher participates in community service and volunteers with organizations such as Feed My Starving Children and Rotary. His personal interests include adventure sports, football, and spending time with his family.

Albert Mendoza is a financial advisor with J.P. Morgan Securities in Apache Junction, Arizona, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. He has been with JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. from 2007 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s process integrates both quantitative and qualitative research and may include ESG criteria within its recommendations.

Jeremy Hall is a financial advisor at Morgan Stanley in Gilbert, Arizona, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Physicians Stats Labs. He also serves as a power of attorney for a fiduciary entity based in Queen Creek, Arizona. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

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.

James Kirkham is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. for 15 years before joining J.P. Morgan Securities in 2022. Outside of his advisory role, Kirkham creates and publishes calming and relaxing videos on YouTube under the name "Calming Jedi." J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Terry Hoover is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Stifel Nicolaus & Co. Inc for 10 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Scott Radley is a financial advisor at Cetera with 25 years of industry experience. He has been with Cetera and its affiliates since 2004 and previously operated Radley Financial Services, Inc. from 1999 to 2017. He holds the Series 63 and Series 65 licenses. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, 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, supporting various discretionary and non-discretionary strategies and program structures.

Justin Sampson is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank, NA since 2006. Outside of his advisory role, he was involved with the NOS Santos Soccer Club from 2022 to 2024. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates centralized due diligence, quantitative and qualitative research, and may include ESG frameworks, with implementation supported by affiliated investment-management entities.

Kyle Willis is a financial advisor with Morgan Stanley in Gilbert, AZ, holding a Series 66 designation and seven years of industry experience. His work history includes roles at Morgan Stanley since 2018, as well as positions at E*Trade Securities, Western State Bank, and Arizona State University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, with a focus on advisory services rather than individual security recommendations.

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.

Michael Sadjadi is a financial advisor with Raymond James Financial in Gilbert, AZ, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services, LPL Financial, and Ameriprise Financial Services. He is also an associate at Desert Financial Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting and supports a wide network of advisors and affiliated advisory firms.

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.