Matthew Jenner is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and began his advisory career in 2026. His prior work experience includes positions at Legacy Wealth Management and various educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored non-discretionary planning and consulting, leveraging risk profiling and modeling tools, and supports municipal and public-finance work through a unique municipal advisor affiliation.

William Macgeorge is a financial advisor with Robert Baird & Co. in Peoria, AZ, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves as one of three trustees for the Maxwell Foundation Trust, which provides financial aid and scholarships to college freshmen. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches to meet client goals and risk tolerances.

Curtis Levalley is a financial advisor with OSAIC in Peoria, AZ, holding the CFP® designation and Series 63 and 66 licenses. He has 33 years of industry experience and has worked with Osaic Wealth, Inc. since 2018, following prior roles at LeValley Wealth Management and Signator Investors, Inc. He serves as a backup trustee and financial and healthcare power of attorney for a family member. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and nonprofits, offering brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools, automated rebalancing, and multiple advisory platforms to manage portfolios that may contain a range of securities and investment vehicles.

Todd Polley is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and has held positions at several companies prior to joining Edward Jones, including Owlet, Weave, Podium, and Blue Raven Solar. 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 through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Thomas Joyce is a financial advisor at OSAIC with 50 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining OSAIC in 2023, he worked for FSC Securities Corporation for 38 years and has owned Coordinated Financial Services Ltd since 1985. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, employing quantitative tools and third-party resources to manage portfolios across various asset classes.

Elijah Gallardi is a financial advisor with LPL Financial in Glendale, AZ, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior roles include positions at Schwab Wealth Advisory, The Vanguard Group, and Fullerton Financial Planning. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning and a variety of investment management programs delivered through a large network of advisers, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Ruggieri is a financial advisor at LPL Financial in Phoenix, AZ, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at United Planners' Financial Services, USAA Investment Services, Cue Financial Group, and the University of Phoenix. He is also involved with MGI Publishing as an author. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Tyler Pollard is a financial advisor at Fidelity with five years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2021. Outside of his advisory role, he is involved with Desert Springs Community Church and Regent University. He works for Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a blend of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and fund-of-funds.

Brandon Echeverria is a financial advisor with LPL Financial in Phoenix, AZ, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at Cetera and Sentinel Pension Advisors. He is also the owner of Factor Admin LLC, an investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting investment decisions with various research and technology tools.

Brannon Hampton is a financial advisor with Edward Jones in Goodyear, AZ, holding a Series 66 credential and eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Arizona Public Service for 17 years. He also serves as a council member for the City of Goodyear and is involved with several local and regional organizations, including the Southwest Valley Chamber of Commerce and the National League of Cities and Towns. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm is notable for its large network of advisors and branches and offers additional capabilities such as trust services and securities-based lending.

James Velasquez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021 and JPMorgan Chase Bank, N.A. since 2003. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jodi Hassing is a CFP®-certified financial advisor with 15 years of experience, currently working at Edward Jones since 2011. She holds a Series 66 license and is based in Buckeye, Arizona. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment programs and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Kristine Krahn is a financial advisor at LPL Financial with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at BMO Bank NA. 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.

Timothy Lovell is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. He has previously worked at Bank of America, Morgan Stanley, The Vanguard Group, Adobe Home Systems, and Wells Fargo. Outside the financial sector, he held a position at Buffalo Chip Steakhouse and Saloon. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kimber Bettino is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc., First Financial Equity Corp, and engaged in notary services. Bettino has been with Edward Jones since 2021. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Cameron Harper is a CFP® with 11 years of industry experience, currently affiliated with Fisher Investments since 2024. His prior work includes roles at Charles Schwab Bank, Charles Schwab, USAA Investment Management Company, and USAA Financial Planning Services. In addition to his advisory career, he has been associated with Jacob Zuniga DDS since 2015. Fisher Investments manages discretionary portfolios for a global client base that includes institutional and high-net-worth investors. The firm employs a centralized Investment Policy Committee to construct diversified portfolios and uses tax-aware and risk management strategies in its investment approach.

Maryse Marshall is a financial advisor at Merrill with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill since 2015, including a role at Bank of America, N.A. since 2023. 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. 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.

Piankhi Sykes is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to his current role, he was involved with Private Client Travel L.L.C. for five years. He is based in Goodyear, AZ. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to recommend approved fund strategies.

Mark Newcomb is a financial advisor with Merrill in Peoria, Arizona, holding Series 63 and Series 66 designations and 30 years of industry experience. His prior roles include positions at Princor Financial Services and Principal Life Insurance Company, where he worked for seven years. He also serves as a co-trustee of a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Jareese Williams is a financial advisor with Thrivent Investment Management in Glendale, AZ, holding a Series 66 credential and having two years of industry experience. Prior to joining Thrivent in 2025, Williams worked at Ameriprise from 2023 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial analyses and written recommendations across various planning areas. The firm integrates planning with managed-account programs under the “WealthPlan” option while maintaining separate planning and portfolio management services.