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.

Savanna Werner is a financial advisor with Ameriprise Financial Services, LLC, holding a Series 66 designation and three years of industry experience. Prior to her advisory role, she worked in various positions including at Dell's Pizza and The Cracked Egg. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized retirement income service that provides written recommendation reports and ongoing tax-aware planning advice focused on dependable income sources for clients approaching or in retirement.

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.

Andrew Kovalcik is a financial advisor at Edelman Financial Engines with 11 years of industry experience. He holds a Series 66 designation and has worked at Financial Engines Advisors L.L.C. since 2017, following prior roles at Bank of America and Merrill from 2014 to 2017. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Stacia Weinstein is a CFP® and ChFC® with seven years of industry experience, currently serving as a financial advisor at Edward Jones in Phoenix, AZ. She has been with Edward Jones since 2015 and previously worked at Arizona Lutheran Academy. 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 and maintaining a large national network of advisors and branch offices.

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.

Christiaan Cuevas Andrews is a financial advisor with Charles Schwab in Phoenix, AZ, holding Series 63 and Series 66 licenses and with 27 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2004, including roles at Charles Schwab Premier Bank, Charles Schwab Trust Bank, and Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios alongside alternative investment options supported by in-house research.

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.

Cortnie Stensland is a financial advisor at Merrill with 11 years of industry experience, holding Series 63 and Series 66 credentials. She has worked at Merrill in two separate periods totaling eight years, with three years at Morgan Stanley in between. Outside of her advisory work, she is involved as an officer and managing member in family-held entities that manage rental properties in Arizona. 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.

Nicholas Smedley is a financial advisor with Merrill in Chandler, AZ, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has been with Merrill since 2014 and also works at Bank of America, N.A. since 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies managed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Kirkham is a financial advisor with J.P. Morgan Securities in Mesa, AZ, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously spent 15 years with JPMorgan Chase Bank, N.A. 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 corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Umar Bhatti is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His work background includes roles at Bank of America, N.A., Merrill, and Walgreens. 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, pension plans, corporations, and charitable organizations.