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.

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.

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.

Jacob Evans is a financial advisor at Morgan Stanley in Tempe, AZ, holding a Series 66 designation with eight years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Merrill from 2018 to 2022 and has experience outside finance, including roles with Carlsbad Beach Hotels and Tucson Marriott University-Park. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

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.

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.

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.

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.

Chantelle Ohlsen is a financial advisor at Merrill in Chandler, AZ, holding a Series 66 designation with three years of industry experience. Her prior positions include roles at Bank of America, Mr. Cooper / Nationstar, and Desert Financial Credit Union. 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, and institutional investors.

Matthew Chavez is a financial advisor at Morgan Stanley with four years of industry experience. He previously worked at The Vanguard Group and has held roles in diverse organizations including Amazon and Grand Canyon University. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct client services and corporate financial planning agreements.

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.