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.

Alan Pederson is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, AZ. He holds Series 63 and Series 66 designations and has 29 years of industry experience. Since 2014, he has worked with SagePoint Financial. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers a broad range of brokerage and advisory services, portfolio construction tools, and access to third-party money managers and wrap programs.

Stephen Pessagno is a financial advisor with Morgan Stanley in Scottsdale, AZ, holding a Series 66 designation and having nine years of industry experience. His prior work includes roles at Bank of America, Merrill, and JP Morgan Chase & Co. He has been with Morgan Stanley and its Private Bank since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

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.

Alicia Shepherd is a financial advisor with Edward Jones in Scottsdale, AZ, holding the CFP®, ChFC®, and Series 66 designations. She has 11 years of industry experience, including over a decade with Edward Jones. Outside of finance, she works as a nuclear medicine technologist at Good Samaritan Hospital. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Joyce Barden is a financial advisor at Edward Jones in Phoenix, AZ, holding a Series 66 designation with eight years of industry experience. She has been with Edward Jones since 2018 and previously spent 24 years at DeVry University. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Jason Harrison is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2011. Outside of his advisory role, he is involved as an owner and partner of LP208 LLC, a private real estate holding. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

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.

Kevin Clements is a financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at Charles Schwab for 14 years before joining Morgan Stanley in 2018. Outside of finance, he is involved in music production and owns a clothing business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Kristin Mavis is a financial advisor at OSAIC with 18 years of industry experience and holds a Series 66 designation. She previously worked at Lincoln Financial Advisors and Lincoln Financial Securities Corporation for a combined 15 years before joining OSAIC. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managed-account solutions to construct portfolios across a wide range of investment types.

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.

Stephane Louis is a financial advisor with Merrill in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes 20 years at Charles Schwab and nine years at Bank of America and Merrill, both since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Addy LaRue currently serves as a Wealth Management Planning Consultant at Fidelity Investments. In this role, Addy collaborates with advisors and leverages Fidelity's resources to develop and implement financial engagement strategies tailored to the unique needs and goals of clients and their families. Addy has been with Fidelity Investments since 2018, progressing through various roles including Customer Experience Associate, Financial Representative, Relationship Manager, and Planning Consultant before assuming the current position in 2023. This experience has contributed to a comprehensive understanding of wealth management and client service. Outside of professional responsibilities, Addy has interests in concerts, lakes, music, pets, reading, and traveling.

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.

Darby Maley is a financial advisor with Fidelity Investments in Scottsdale, AZ, holding Series 63 and Series 66 credentials and nine years of industry experience. Prior to joining Fidelity, Maley worked at the University of Arizona from 2013 to 2017. Darby Maley works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional investors, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios composed of mutual funds, ETFs, and ETPs.

Steffani Johnstone is a financial advisor with LPL Financial in Peoria, AZ, holding a Series 66 credential and 11 years of industry experience. She previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory role, she is employed with DoorDash. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, a range of advisory programs, retirement plan consulting, and brokerage services, utilizing a variety of model portfolios, third-party research, and technology-driven strategies.

Yolanda Rodriguez is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at RBC Capital Markets and Zions Capital Advisors. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base—including individuals, institutions, and municipal entities—and offers financial planning, investment consulting, and institutional fiduciary services.

Beaux Treguboff is a financial advisor at LPL Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. 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 range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management options supported by proprietary and third-party research.