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.

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 11 years of industry experience. She previously worked at Wells Fargo Clearing from 2016 to 2023. Outside of financial advising, she is employed with Door Dash in a non-investment related role. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, 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, supported by a large network of advisors and advanced operational tools.

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.

William Wilkins Jr. is a CFP® professional with 34 years of industry experience, currently affiliated with LPL Financial since 2009. He previously worked at Merrill and Fidelity. Wilkins produces marketing videos and hosts a podcast through his Wilkins Wealth Management Group, and he also consults on tax preparation and insurance services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Federico is a financial advisor at Cambridge Investment Research Advisors with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise Financial Services and First Financial Equity Corp. Outside of his advisory role, he is involved as an agent in insurance and benefits. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals and manages a multi-billion dollar asset base.

Timothy Lovell is a Client Experience Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. Timothy aims to provide clients with knowledge and tools to take control of their financial lives and select platforms suited to their needs. He holds the Professional Investment Advisor (PIA) designation and completed his high school education at Centennial High School. His work is guided by a personal philosophy of helping clients identify what matters to them and their families to develop strategies aligned with their financial goals.

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 serving as a financial advisor at Fisher Investments. His prior experience includes roles at Charles Schwab Bank, USAA Investment Management Company, and USAA Financial Planning Services. Outside of finance, he has a long-term involvement with Jacob Zuniga DDS. Fisher Investments provides discretionary portfolio management to institutional and private clients worldwide, including pension plans, foundations, and high-net-worth individuals. The firm employs a centralized, research-driven investment process and offers a range of services including sub-advisory and retirement plan management.

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.

Justin Martz is a financial advisor with Primerica Advisors in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC, Voya Financial Advisors, and Wells Fargo Bank. Outside of finance, he operates a wedding officiant service and serves as a contractor for Sun Valley Community Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

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.

Tramell Williams is a financial advisor with Raymond James & Associates, holding Series 66 and Series 63 designations and bringing 18 years of industry experience. His career includes over a decade at Pershing Advisor Solutions LLC before joining Raymond James Financial Services in 2018. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by comprehensive research and a range of portfolio management strategies.

Bruce Keller is a financial advisor at OSAIC with 39 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at OSAIC since 2023. His previous roles include 14 years at Sagepoint Financial, Inc., 18 years at OSAIC Services, Inc., and four years at Sunamerica Securities, Inc. OSAIC Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, through a multi-advisor platform offering both brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, utilizing tools such as risk-tolerance questionnaires and efficient frontier analysis.