Timothy McNaney is a CFP®-designated financial advisor with 15 years of industry experience, currently with J.P. Morgan Securities in Gilbert, AZ. His prior experience includes roles at Vanguard Advisers and Vanguard Marketing Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, offering clients recommendations that include ESG considerations and broader derivatives 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.

Brian Tollefson is a financial advisor with LPL Financial in Mesa, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Waddell & Reed, Centered Wealth Strategies, and Commonwealth Financial Network. He has also been involved with the Order of Knights, Eagles, and Tigers. 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, model portfolio programs, third-party asset management, and institutional platforms.

Lonnie Davis is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and possessing 12 years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018, and previously at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative screens and qualitative research, and includes broader derivatives and commodities capabilities not common among many institutional advisory programs.

Thomas Barth is a Certified Financial Planner (CFP®) with 28 years of industry experience, currently serving clients at Edward Jones since 1997. He is based in Mesa, AZ, and holds the Series 63 license. Outside of his advisory role, Barth serves as president of the Minnesota Valley Investment Club. Edward Jones is a full-service wealth management firm with over 23,000 financial advisors nationwide, offering a broad range of advisory programs and investment solutions to individual and institutional clients under a fiduciary standard.

Brian Blanchard is a financial advisor with Wells Fargo Clearing in Mesa, AZ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and Wells Fargo Bank since 2012. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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.

Connor Casten is a Series 66-licensed financial advisor with Morgan Stanley in Gilbert, Arizona. He began his advisory role in 2025 and has prior work experience in the hospitality and retail industries, including positions at Marriott International and Walmart. Casten also had a role at Thornhill Taphouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools.

Spencer Daines is a CFP® professional associated with Edward Jones in Mesa, AZ, with 12 years of industry experience, all spent at Edward Jones since 2014. He holds the Series 66 license alongside his CFP® designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, overlay and tax-efficient services, and operates under a fiduciary standard.

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.

Michael Klein is a financial advisor at OSAIC with 23 years of industry experience. He previously worked at Woodbury Financial Services and Penn Mutual, and he holds Series 63 and Series 65 designations. Klein serves as a board member of the Equality Chamber Foundation, a nonprofit focused on educational programming for LGBTQ+ businesses. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization tools and offers a broad range of advisory and brokerage services through a multi-advisor platform.

Louis Datilio is a financial advisor at Thrivent Investment Management with three years of industry experience and holds the Series 66 credential. Prior to his current role, he has been involved extensively in gymnastics coaching, including positions with USA Gymnastics as a Junior Developmental National Team Coach and at various gymnastics centers. He also coaches at an annual gymnastics camp hosted by Army West Point Athletics Association. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial analyses and planning across various topics without discretionary portfolio management or institutional advisory roles.

Ben Reitmeyer is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has a background that includes teaching positions at multiple schools prior to entering the financial sector. He is also involved with Massow Wealth, a non-investment-related support company based in Mesa, AZ. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports investors through advisory programs and partnerships.

Charlotte Adcock is a financial advisor with LPL Financial in Gilbert, AZ, holding Series 63 and Series 66 designations and with 22 years of industry experience. She has worked at LPL Financial since 2009 and previously at Merrill from 2006 to 2009. Outside her advisory role, she provides consultative recommendations for budgeting through Adcock Financial Strategies, LLC. LPL Financial is a national broker-dealer and registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.