Nicholas Brock is a CFP® and Series 66-registered financial advisor with Edward Jones in Tempe, AZ, holding 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory programs with a fiduciary standard.

George Varas is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 27 years of industry experience. He has worked at LPL Financial since 2009, following prior roles at Wells Fargo Investments and UBS Financial Services. Varas also serves as a FINRA arbitrator in investment-related matters. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by extensive operational tools and a broad platform of non-advisory financial services.

Zackery Gillies is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in July 2018 and serves as a partner on The H Group, focusing on providing financial guidance to business owners and executives, particularly first-generation wealth creators, on a national basis. Based in the Capital Region and Greater New York City area, Zack collaborates with clients to deliver personalized wealth management strategies that align with their goals and values. Zack’s expertise encompasses a broad range of areas including corporate benefits, executive compensation, equity compensation services, family wealth management strategies, liquidity management, philanthropic planning, portfolio management, tax minimization, and retirement income planning. His approach includes thorough analysis of clients’ assets and financial documents, enabling comprehensive planning that incorporates cash management, tax loss harvesting, and legacy considerations. He works closely with specialists in private banking, mortgage lending, and estate planning to offer a wide range of solutions. Zack holds a Bachelor’s Degree from St. Lawrence University and multiple professional designations including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He is a U.S. Army Veteran and actively volunteers with Veteran Connect Center. Outside of his professional role, Zack enjoys cooking, hunting, reading, rock climbing, running, and swimming.

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.

Donald Homack is a Series 66-licensed financial advisor at Merrill with six years of industry experience. He has worked at Merrill since 2019 and previously held roles at Bank of America and Annie Mac Mortgage. Outside of his advisory work, he is a shareholder in Bonita Ranch Inc., an agriculture business in Wilcox, Arizona. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Kimberly Reeder is a financial advisor with Merrill in Chandler, AZ, holding a Series 66 designation and having eight years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2014. 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. The firm offers model-based and discretionary investment strategies managed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Blake Burton is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior work includes seven years at Rocket Mortgage and he has been with Merrill and Bank of America since 2022. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, retirement plans, corporations, and charitable organizations.

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.

Anthony Squirek is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously was with Aqua Ben Corp. from 2015 to 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of more than 23,700 financial advisors.

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.

Samuel Yu is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 19 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management supported by a large national network of advisors and branch offices.

Zinnia Aguilera is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work history includes six years at Wells Fargo Bank and roles outside finance such as homemaking and teaching at Sonshine Christian School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients using a combination of model-based and discretionary investment strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eric Utesch is a financial advisor at Cetera with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 13 years. Cetera Investment Advisers LLC serves a broad client base including 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 that provides access to affiliated and third-party model portfolios and customized strategies.

Gaurav Batra is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations and possessing 13 years of industry experience. He has previously worked at Next Financial Group, Inc., Valic Financial Advisors, and Merrill. Batra has been with Edward Jones since 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

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.

Edward Terranova is a financial advisor with Edward Jones in Tempe, AZ, holding Series 66 and Series 63 designations and having 10 years of industry experience. His prior roles include positions at LPL Financial LLC, Advisor Group/OSAIC Wealth, Morgan Stanley, and Charles Schwab & Co., Inc. 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Ames is a financial advisor with Edward Jones in Tempe, Arizona, holding a Series 66 designation and five years of industry experience. His work history includes roles at Edward Jones, USAA, and General Motors. Outside of finance, he serves as a board member and assists with payroll and IT support for his wife’s veterinary clinic, Sun Lakes Chandler Animal Clinic. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory strategies and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Tristan Nickloy is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. His prior roles include positions at Bank of America, Morgan Stanley, and Freedom Mortgage LLC. Outside of advising, he established an LLC intended for vending at local markets selling vintage clothing, though it has not been active. 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 investment strategies for individuals, high-net-worth clients, plans, corporations, and charitable organizations.