Arroyo Investment Group, LLC

Michael Haney is a financial advisor at Arroyo Investment Group, LLC with 21 years of industry experience. He has been with Arroyo Investment Group since 2004. Haney is also a licensed solicitor at Capital Research & Consulting LLC, where he dedicates additional time to investment-related activities. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in assets. The firm serves individuals and institutional clients through a discretionary, model-driven approach that employs proprietary screening and primarily invests in no-load mutual funds.

Gabrielle Stapleton is a CFP® with eight years of industry experience, currently serving at Arroyo Investment Group, LLC in Pasadena, CA. She has been with Arroyo Investment Group and Capital Research & Consulting LLC since 2012. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients through a discretionary, model-driven approach using proprietary screening to maintain 15 model portfolios primarily composed of no-load mutual funds, with regular rebalancing and quarterly reviews.

Phillip Wildes is a financial advisor at Arroyo Investment Group, LLC with three years of industry experience. He holds a Series 63 designation and has worked at several firms, including Purshe Kaplan Sterling Investments and 49 Wealth Management. Outside of his advisory role, he is also engaged in the sales of fixed/traditional insurance products. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients using a discretionary, model-driven approach with proprietary screening and primarily no-load mutual funds.

Stephanie Hagan is a financial advisor at Arroyo Investment Group, LLC with four years of industry experience. She has been with Arroyo Investment Group since 2013. Arroyo Investment Group, LLC provides personalized financial planning and discretionary and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary screening process to select funds for 15 model portfolios, primarily investing in no-load mutual funds and adjusting portfolios semiannually.

Daniel Watson is a financial advisor at Arroyo Investment Group, LLC with 10 years of industry experience. He has been with Arroyo Investment Group since 2017 and has also worked at Capital Research & Consulting, LLC since 2015. Outside of his advisory work, he serves as a Senior Law Enforcement Advisor for the Department of Justice. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients using a discretionary, model-driven approach with proprietary portfolio screening and regular performance reporting.

Madeline Odell is a CFP® and Series 63–licensed advisor with five years of industry experience. She has worked at Arroyo Investment Group, LLC since 2025 and has been with Capital Research & Consulting LLC since 2018. Prior to her advisory career, she spent 11 years with the La Canada School District. Arroyo Investment Group is a fee-only investment management and financial planning firm managing approximately $319.5 million in client assets. The firm serves individuals and institutional clients using a discretionary, model-driven approach with proprietary screening to maintain 15 model portfolios primarily composed of no-load mutual funds.

Lisa Taddeo is a financial advisor at Arroyo Investment Group, LLC with six years of industry experience. She has been with Arroyo Investment Group since 2009. Arroyo Investment Group provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a proprietary screening process to select funds for its model portfolios, primarily investing in no-load mutual funds, and manages approximately $250 million in client assets.

John Odell is a CFP® professional with 36 years of experience in the financial services industry. He is a principal at Arroyo Investment Group, LLC in Pasadena, CA, where he has worked since 1995, and has held roles at related firms including Capital Research Brokerage Services, LLC and Capital Research & Consulting LLC. Outside of his advisory work, he is a managing partner of a non-investment property known as Diamond L Ranch. Arroyo Investment Group is a fee-only investment management and financial planning firm serving individuals and institutional clients such as pension plans, trusts, and charitable organizations. The firm uses a discretionary, model-driven approach focusing on no-load mutual funds and provides regular portfolio reviews and performance reporting.