Tempe, AZ E. Rio Salado Pkwy Office

Joshua Paley is a financial advisor at LPL Financial in Tempe, Arizona, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining LPL Financial, he worked at Merrill and J.P. Morgan Securities. 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 third-party asset management, supported by technology and a large network of advisors.

Brady Denton is a Series 66 licensed financial advisor with LPL Financial in Tempe, AZ, holding two years of industry experience. His prior roles include positions at RBC Capital Markets, Vanguard, and Cascade Financial Services. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jack Pochiro is an advisor at LPL Financial with Series 63 and Series 66 designations and three years of industry experience. He previously worked at The Vanguard Group and has a diverse background including positions at Arizona State University, Precision Graphics Inc., and Earnhart Buck GMC. Outside of his advisory role, he is employed as a driver for Uber Eats. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios and third-party asset managers, supported by technology tools for advisors.

Kevin Roberg is a CFP® professional with 13 years of industry experience currently affiliated with LPL Financial. His prior experience includes roles at Norwegian Cruise Line Holdings, Inc., National Education Partners, Go Daddy, Inc., Waddell & Reed, and Charles Schwab. He is also involved with RFG, LLC, an outside business activity. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Mitchell Papenfus is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing two years of industry experience. His prior roles include positions at Charles Schwab and AML Rightsource. Outside of finance, he is also active as a Twitch streamer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms.

Christian Arenas is a Series 66 licensed advisor with LPL Financial, based in Tempe, Arizona, and has two years of industry experience. His prior roles include positions at Morgan Stanley, Vanguard, Fidelity Brokerage Services, and Strategic Advisors, LLC. He also has a business background with Nativa and O.Y.E. Business Intelligence. 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 broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Pierce Anderson is a CFP® certified financial advisor with three years of industry experience. He is currently with LPL Financial and previously worked at Bank of America, Merrill, and Sundance. Anderson has held various roles including positions related to education at Northern Arizona University and Eduprize Schools. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Jenna Peterson is a financial advisor at LPL Financial in Tempe, AZ, holding a Series 66 credential with less than one year of industry experience. Her prior work includes roles in the food service and education sectors. 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 wide range of financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Scott Duncan is a financial advisor at LPL Financial in Tempe, Arizona, holding Series 63 and Series 66 licenses with five years of industry experience. His prior experience includes roles at Voya Financial Advisors and other firms dating back to 2016. 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 with access to model portfolios, third-party asset management, and institutional platforms, supported by extensive operational tools and a broad network of over 22,800 advisors.

Gabriel Martinez is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining LPL Financial in 2026, he worked at Bank of America for two years and Merrill for seven years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and participant-level retirement advice, utilizing both proprietary research and third-party strategies.

Mikael Moran is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Capital One. Moran is currently based in Tempe, Arizona. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Tyler Adams is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and four years of industry experience. He has prior experience at The Vanguard Group and Insight Enterprises. 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.

Brian Falls is a financial advisor with LPL Financial in Tempe, AZ, holding Series 63 and Series 66 credentials and 34 years of industry experience. He has worked at LPL Financial since 2015 and previously spent three years at Ameriprise. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advisory services delivered primarily through investment adviser representatives using a range of strategies and operational tools.

Andrea Sig is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2026, she worked at Charles Schwab & Co., Inc. for eight years and held positions at AssetMark and JP Morgan Chase. Outside of her advisory work, Andrea provides childcare services as a respite caregiver. 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, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.

Caprice Kalvelage is a financial advisor with LPL Financial in Tempe, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2026, she worked at Fidelity Investments and Equitable Advisors. She has also held various roles outside of finance, including positions with Limon Urban Kitchen and Uber Eats. 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 financial planning and investment management services that include model portfolios, third-party asset management, and institutional platforms.