Robert Savage is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and eight years of industry experience. His prior experience includes roles at Bankers Life Advisory Services, Bankers Life Securities, HD Vest Investment Services, and operating a law practice, Savage Law, PLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing research, model portfolios, and various investment strategies.

Miguel Espinoza is a financial advisor with LPL Financial based in Phoenix, AZ, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors, and ONEAZ Credit Union. Espinoza also owns a small non-investment related business outside his advisory activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and model portfolios from both internal and third-party sources.

Thomas Mitchell Sr. is a CFP® with 42 years of industry experience, currently serving at LPL Financial since 2017. His prior experience includes roles at Cetera and American Airlines. In addition to his advisory work, he is involved with OneAZ Credit Union, where he also operates a wealth management business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, credit unions, and corporations. The firm provides financial planning, various advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Ryan Hansen is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial and OneAZ Credit Union in 2025, he worked at Edward Jones for three years and Rocket Mortgage for six years. Hansen is involved in investment products and services offered through OneAZ Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both in-house and third-party sources.

Rebecca Greenwood is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has worked with Cetera and First National Bank of PA prior to joining LPL Financial and Oneaz Credit Union in 2026. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Torrey Jewett is a financial advisor with LPL Financial in Phoenix, AZ, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial Services and Arizona State Credit Union since 2010. Jewett’s other business activities include managing real estate rental properties. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Michael Sammons is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at LPL Financial since 2009 and is also employed by Arizona State Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Kincaid is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. Prior to joining LPL, he worked at New York Community Bank and currently serves at ONEAZ Credit Union. He is part owner of a gymnastics and cheerleading facility operated with his wife. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with discretionary and non-discretionary management supported by research and model portfolios.

Tammy Paquette is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 66 and Series 63 designations and bringing 20 years of industry experience. She has worked at LPL Financial since 2014 and concurrently at Arizona State Credit Union since 2012. Outside of her advisory roles, she is involved in cattle business ownership through Lazy P Lazy P, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Robert Nichols is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His career includes roles at Raymond James Financial Services and Desert Financial Federal Credit Union, with over 18 years at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management supported by research and a variety of investment strategies.