Jessica Smith is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining LPL Financial in 2025, she worked at Ameriprise, Raymond James Financial Services, Edward Jones, and Vanguard. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions incorporating both discretionary and non-discretionary management supported by proprietary and third-party research.

Jared Roskelley is a CFP® professional with 26 years of industry experience, currently affiliated with LPL Financial. He has previously worked with firms including Ameriprise, Raymond James, and his own entities such as Jackson Roskelley Wealth Advisors and Summit Path Insights. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios, providing both discretionary and non-discretionary management options.

Kyle Robertson is a CFP® professional with 22 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Ameriprise, Summit Path Insights, Jackson/Roskelley Wealth Advisors, and Raymond James Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services with both discretionary and non-discretionary management, supported by research, model portfolios, and technology-driven strategies.

Matthew Tinyo is a financial advisor with LPL Financial in Scottsdale, AZ, holding a CFP® certification and Series 63 and 66 licenses. He has nine years of industry experience and has previously worked at firms including Ameriprise, Raymond James Financial Services, CapFinancial Partners LLC (CAPTRUST), and The Vanguard Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research and model portfolios from LPL and third-party sources.