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.

Alyssa Murphy is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Surprise, AZ, bringing nine years of industry experience. Prior to joining J.P. Morgan and JPMorgan Chase Bank in 2019, she worked at The Vanguard Group and has experience in both financial services and other ventures. Outside of her advisory role, she co-manages two real estate LLCs with a focus on property management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm delivers non-discretionary advice via a select group of Wealth Advisors and is registered for a range of security and futures activities uncommon among competitors.

Joanne Dushek is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at Merrill Lynch, Bank of America, UBS Financial Services, and J.P. Morgan entities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Robert Courter is a financial advisor with Cambridge Investment Research Advisors in Glendale, AZ, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. Prior to joining Cambridge Investment Research in 2022, he spent 10 years at First Financial Equity Corporation. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm delivers customized investment solutions via multiple platforms and includes both proprietary and third-party strategies.

Chris Wilczynski is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo since 2009, initially at Wells Fargo Advisors LLC and then at Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Mikaela Baker is a Financial Consultant currently working at Fidelity Investments. She has been in this role since 2024, following her position as a Planning Consultant at the same firm from 2022 to 2024. Prior to joining Fidelity Investments, Mikaela held multiple roles at Charles Schwab, including Client Relationship Specialist and Financial Consultant Partner in 2022, as well as working in Advisor Services from 2019 to 2021. Her professional experience encompasses client relationship management and financial planning, with a focus on collaborating closely with clients to understand their financial situations and goals. Mikaela emphasizes the importance of creating adaptable financial plans and supporting clients through ongoing financial planning processes.

Laurel Whitney is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. She has been affiliated with Cetera and its related entities since 2013. Whitney also operates L.M. Whitney & Associates as a financial planning and consulting business and works as an insurance agent specializing in life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and provides access to both affiliated and unaffiliated third-party money managers within a multi-manager platform.

Brendan Goodwin is a Planning Consultant at Fidelity Investments, a role he has held since 2024. He has accumulated experience in various financial services positions, including Wealth Planning Associate at UBS (2023-2024), Service Relationship Professional at Morgan Stanley (2022-2023), Registered Representative at Robinhood (2021-2022), and High Net Worth Case Manager at Vanguard (2016-2020). Throughout his career, Brendan has focused on client service, emphasizing empathy, transparency, and personalized strategies tailored to individual financial goals and challenges. He prioritizes open communication and trust-building to develop financial plans addressing both immediate needs and long-term financial health. Outside of his professional work, Brendan's personal interests include baseball, football, hiking, music, and parenthood.

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.

Adam Cooley is a financial advisor with Equitable Advisors in Phoenix, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors and has experience in the restaurant industry as well as at The University of Arizona. Outside of his advisory role, Cooley is involved in real estate ventures, including partnerships in entities focused on house flipping and Airbnb management. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs delivered through a network of investment adviser representatives and utilizes both proprietary and third-party investment solutions.

Jason Rhodes is a financial advisor with Cetera in Phoenix, AZ, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His previous roles include positions at Royal Alliance, Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc., and Foresters Financial. He is also involved in Arizona Capital Management, a business affiliated with Cetera. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program options including automated allocations and bespoke strategies.

Joshua Moody is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Prior to his current roles, he worked at Costco Wholesale from 2015 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Steven Thomas is a financial advisor at Fidelity with 13 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at USAA Investment Services Company and USAA Financial Planning Services. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and long-term asset allocation benchmarks.

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.

Kristin Johnson is a financial advisor at Cetera with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Cetera since 2019. Previously, she was with Foresters Financial Service from 2002 to 2019. She serves as Vice President of a networking group, managing education tracking and referral activities. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

Sharon Welch is a financial advisor at LPL Financial with 13 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Merrill for 11 years before joining LPL Financial in 2023. 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, and institutional platforms, supporting a network of over 22,800 advisors.

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.

Aaron Martin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. Prior to joining Raymond James in 2026, he worked at Edward Jones for 15 years. He is based in Phoenix, AZ. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary advice using analytical tools and supports both advisory programs and institutional consulting services.

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.