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.

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.

Will Garnaas is a financial advisor at Vanguard Advisers with a Series 66 designation and four years of industry experience. His prior roles include positions at The Vanguard Group, J.P. Morgan Chase & Co., and Sidecar LLC. He has also worked in various capacities outside finance, including at Grand Canyon University and local country clubs. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm employs a goal-based, algorithm-driven investment approach, constructing portfolios mainly from Vanguard funds and ETFs, with options for tax-aware features and customization.

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.

Christine Jacot is a financial advisor at Vanguard Advisers with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Vanguard Advisers since 2019, following roles at Vanguard Marketing Corporation and The Vanguard Group, Inc. She also serves as a trustee for an immediate family member’s investment. Vanguard Advisers provides automated and human-supported investment advice primarily to retail investors and participants in employer-sponsored retirement plans. The firm utilizes a goal-based, algorithm-driven investment approach with portfolios constructed largely from Vanguard funds and ETFs, delivering scalable digital solutions through a large advisory team.

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.

Joshua Jackson is a financial advisor with Equitable Advisors in Scottsdale, AZ, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he spent nine years working in the Cahokia Unit School District #187. Outside of his advisory role, he owns Holdin' Mine Own LLC, a ticket resale and yield farming business. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Robert Stuber is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors for 13 years. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, offering integrated brokerage, investment advisory services, and access to multiple advisory platforms and third-party money managers. The firm utilizes various asset-allocation tools and supports both discretionary and non-discretionary accounts across a wide range of investment products.

Linda Charvonia is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory work, she manages a rental property in Scottsdale, Arizona. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory approach is IPS-driven and incorporates a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

Carmen Richards is a financial advisor at Osaic Wealth Inc. based in Scottsdale, AZ, with two years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones for eleven years. 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. The firm provides integrated brokerage and investment advisory services and employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct portfolios with a range of investment options.

Fred Genge is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and has worked at Advisor Group since 2013 before joining OSAIC in 2023. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services through multiple platforms, utilizing asset-allocation tools and automated rebalancing to manage portfolios comprising a broad range of securities.