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.

Nicholas Starck is a financial advisor with J.P. Morgan Securities in Sun Lakes, AZ, holding a Series 66 designation and six years of industry experience. He has worked with various J.P. Morgan entities since 2016. Outside of his advisory role, he is a 16.5% owner of a condominium unit and boat slip at Sister Bay Yacht Club Marina Condominium. 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. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

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.

Diego Martinez is a financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at The Vanguard Group, Inc. for five years and ATS Logistics Services for two years. Martinez holds Series 63 and Series 66 licenses and is based in Tempe, AZ. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools, though clients are responsible for implementing and updating their plans.

Jason Di Camillo is a financial advisor with Edward Jones in Sun Tan Valley, AZ, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked for Enterprise Holdings for 13 years. Outside of his advisory role, he is involved as a delivery driver with Spark in San Tan Valley. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

David Maynard is a financial advisor at Merrill with 17 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Bank of America, Morgan Stanley Private Bank, and J.P. Morgan Securities. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Marcor Greenwood is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior roles include positions in the automotive and transportation sectors, such as Carvana and Auto Transport Group. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

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.

John Curtis is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Merrill since 2013 and has been with Bank of America, N.A. since 2017. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.

Trask Young is a financial advisor at Merrill with 11 years of industry experience and holds the Series 66 designation. His prior firms include Bank of America, E*TRADE Capital Management LLC, E*TRADE Securities LLC, and Edward Jones. 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, and institutional investors.

Alexe Berner is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Casey Swartz is a financial advisor with Edward Jones in Tempe, AZ, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Nicole Gallimore is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Edward Jones since 2006. Gallimore is listed as the owner of a games-related business that is not currently operational. 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 solutions, operating under a fiduciary standard.