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Rochelle M

Series 63, Series 66

Tempe, AZ

Edward Jones

Rochelle Martinez is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 registrations with 18 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she works as a sales associate at Old Navy, performing duties such as fitting room attendant, cashier, and sorting clothes. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Lauren C

CFP®, Series 63, Series 65, Series 66

Tempe, AZ

Edward Jones

Lauren Costello is a financial advisor with Edward Jones in Tempe, AZ, holding CFP® and securities licenses Series 63, 65, and 66, and has 27 years of industry experience. Her prior work includes roles at JP Morgan Securities LLC, JP Morgan Chase Bank, Investment Centers of America, EF Legacy Securities, Edelman Financial Services, and UBS Financial Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment solutions including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nikki A

Series 66

Tempe, AZ

Edward Jones

Nikki Alford is a financial advisor at Edward Jones in Tempe, AZ, with 16 years of industry experience and a Series 66 credential. She has been with Edward Jones since 2016 and is also the manager and owner of AGO, LLC. Outside of her advisory work, she oversees property management and bookkeeping for her rental property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Karrie B

Series 66

Tempe, AZ

Edward Jones

Karrie Barkdoll is a financial advisor at Edward Jones in Tempe, AZ, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2006. 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 services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James H

Series 63, Series 66

Tempe, AZ

Edward Jones

James Hattstaedt is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with Edward Jones since 2015. 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 under management and offers a broad range of advisory services supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Adam U

CFP®, Series 63, Series 66

Tempe, AZ

Edward Jones

Adam Uhlarik is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP®, Series 63, and Series 66 designations. Prior to joining Edward Jones in 2018, he worked at Massachusetts Mutual Life Insurance Company and MML Distributors, LLC from 2013 to 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a range of advisory programs and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kristin A

Series 66

Tempe, AZ

Edward Jones

Kristin Arkin is a financial advisor with Edward Jones, holding a Series 66 designation and 13 years of industry experience. She has been with Edward Jones since 2005. 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 under management through a large nationwide network of advisors and branch offices, offering a range of advisory programs, separately managed accounts, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Mathew P

Series 66

Tempe, AZ

Edward Jones

Mathew Perez is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Victoria S

Series 66

Tempe, AZ

Edward Jones

Victoria Stinson is a financial advisor at Edward Jones with 15 years of industry experience and holds a Series 66 designation. She has been with Edward Jones since 2005. Outside of her advisory role, she is involved with staffing agencies Instawork and Qwick, which provide temporary and hourly jobs in hospitality and manual labor sectors. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kevin W

CFP®, ChFC®, Series 66

Tempe, AZ

Edward Jones

Kevin Woodward is a financial advisor with Edward Jones in Tempe, AZ. He holds the CFP®, ChFC®, and Series 66 designations and has 14 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and trust services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Anthony O

Series 63, Series 66

Tempe, AZ

Edward Jones

Anthony Occhino is a financial advisor at Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses with 25 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 advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christine D

Series 66

Tempe, AZ

Edward Jones

Christine Dorf is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2004. She has 16 years of industry experience. Outside of her advisory role, she owns Elk and Sparrow, a small business that creates and sells homemade seasonal home décor crafts on Etsy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary investment solutions through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Becky W

Series 63, Series 66

Tempe, AZ

Edward Jones

Becky Wagstaff is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 designations. She has 21 years of industry experience, all of which has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michelle B

Series 66

Tempe, AZ

Edward Jones

Michelle Blasnig is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Adam W

CFP®, Series 66

Tempe, AZ

Edward Jones

Adam Wick is a financial advisor with Edward Jones in Tempe, Arizona, holding CFP® and Series 66 designations and bringing 22 years of industry experience. He has been with Edward Jones since 2005. He also serves as a FINRA arbitrator for dispute resolution matters. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products, and operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Abigail M

Series 66

Tempe, AZ

Edward Jones

Abigail Miller is a Series 66–licensed financial advisor with Edward Jones in Tempe, Arizona, where she has worked since 2008. She has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving 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 nationwide network of over 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Matthew G

Series 63, Series 66

Tempe, AZ

Edward Jones

Matthew Gundersen is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Paul B

Series 66

Tempe, AZ

Edward Jones

Paul Brisbane is a financial advisor at Edward Jones in Tempe, AZ, holding a Series 66 designation with 10 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 programs including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Rosario C

Series 63, Series 65

Tempe, AZ

Edward Jones

Rosario Coronado is a financial advisor at Edward Jones with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including managed solutions, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kory S

Series 66

Tempe, AZ

Edward Jones

Kory Schwarm is a Series 66-licensed financial advisor with Edward Jones in Tempe, AZ, where he has worked since 2009. He has 15 years of industry experience at the firm. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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