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.

Marcin Urbanowicz is a CFP® professional with 20 years of industry experience, currently associated with LPL Financial since 2019. His prior experience includes roles at Rock Martin Private Wealth Management and Cadaret, Grant & Co., Inc., and a brief tenure at Morgan Stanley DW Inc. He is also involved in tax preparation and accounting through a related business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios, combining scale with diverse non-advisory financial activities.

Mitch Hatton is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. In this role, he provides clients with personalized financial services and collaborates with them to develop investment strategies aligned with their financial objectives. He has been with Fidelity Investments since 2016, progressing through various roles including Financial Representative, Investment Solutions Representative, Central Relationship Manager, Relationship Manager, Investment Consultant, and Financial Consultant. This experience has equipped him with a broad understanding of investment and client relationship management. Outside of his professional work, Mitch is interested in comedy, fitness, movies, parenthood, pets, and traveling.

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.

Laura Grewe is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at Raymond James Financial Services since 2022 and previously spent five years at Kestra Investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services through various portfolio management strategies and extensive affiliated research.

Ryan Alkema is a Financial Consultant at Fidelity Investments, a role he has held since 2016. He has been with Fidelity Investments since 2011, previously serving as an Investment Consultant from 2015 to 2016 and as a Financial Representative from 2011 to 2015. Prior to his tenure at Fidelity, Ryan worked at Wells Fargo Bank as an Assistant Manager from 2008 to 2011 and as a Private Banker from 2006 to 2008. Ryan emphasizes integrity and hard work in his professional approach. He focuses on helping individuals and families develop disciplined financial plans that support a healthy relationship with their assets and wealth. His clients value his candor and confidence in collaborative financial planning. Outside of his professional work, Ryan enjoys personal interests such as camping, cars, family activities, fitness, outdoor adventures, and reading.

Joanna La Rosa is a financial advisor at Robert W. Baird & Co. with six years of industry experience. She holds a Series 66 designation and has worked at Robert W. Baird & Co. since 2018 following a two-year tenure at Morgan Stanley. Robert W. Baird & Co.’s DDK Group serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs. The firm combines manager-traded and model-traded strategies, tax-management, direct indexing, and unified fee arrangements, supported by ongoing manager monitoring and internal research tools.

Rolly Auchana is a Financial Consultant at Fidelity Investments, where he has been working since 2025. He collaborates with clients to develop personalized financial plans that address their specific needs, emphasizing active client participation throughout the planning process. His approach focuses on building trusted relationships and simplifying financial objectives. Prior to his current role, Rolly served as an Investment Consultant and Relationship Manager at Fidelity Investments from 2023 to 2025. Before joining Fidelity, he was a High Net Worth Client Case Senior Associate at Vanguard from 2022 to 2023. Through these roles, he has gained experience in investment consulting and client relationship management. Outside of his professional work, Rolly's personal interests include camping, cooking and baking, family activities, fitness, food, and military service.

Melissa Sabido is a Financial Consultant currently working with Fidelity Investments since 2020. She brings 25 years of experience in the financial services industry, having previously served as a Wealth Advisor at USAA from 2015 to 2020, a High Net Worth Relationship Consultant at Vanguard from 2006 to 2015, and a Financial Representative at Wells Fargo from 2001 to 2005. Her expertise includes retirement planning, tax-efficient investing, and legacy planning. Melissa holds a California Insurance License. Outside of her professional work, she engages in activities such as cooking and baking, family activities, social events with friends, parenthood, caring for pets, and swimming.

Steffani Johnstone is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of advisory work, she is employed with DoorDash. 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, model portfolios, third-party asset management, and institutional platforms.

Beaux Treguboff is a financial advisor with LPL Financial based in Glendale, AZ, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL in 2020, he worked at Morgan Stanley in various capacities from 2008 to 2020, including roles at Morgan Stanley Smith Barney and the Morgan Stanley Private Bank. 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 provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered primarily by investment adviser representatives using a variety of portfolio strategies.

Michael Federico is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and First Financial Equity Corp. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm provides various portfolio management options and employs a range of investment strategies, including proprietary model portfolios and access to third-party managers.

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.

Chris Howard is a financial advisor with LPL Financial based in Sun City, AZ. He holds the CFP® designation and securities registrations Series 63, 65, and 66, and has 25 years of industry experience. His prior work includes a year at Merrill before joining LPL Financial and Flagstar Bank N.A., where he has worked since 2010. 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, utilizing various strategies and advisor-support tools across a broad platform.

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.

Angela Turlington is a Series 66-licensed financial advisor with Morgan Stanley, where she has worked since 2019. She has two years of industry experience and previously worked in marketing and disability services. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.