ADVISOR BIO

Jesus Jaramillo is a financial advisor registered with Brookstone Capital Management LLC in Phoenix, AZ. Jesus has been in the industry for over 15 years and has experience working with individuals, families, and businesses. Jesus is dedicated to providing clients with personalized financial advice and investment management services tailored to their unique needs and goals.

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Jesus Gonzalez is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., licensed in Arizona, California, Colorado, Florida, Nevada, New Mexico, North Dakota, Texas, Utah, and Washington. Jesus Gonzalez has been in the industry since 2019 and has been with Merrill Lynch since 2019. Jesus Gonzalez has passed the SIE, Series 7TO, and Series 66 exams.

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Jesus Manuel Vazquez marti is a financial advisor who is currently employed by Osaic Wealth, Inc. Jesus Manuel Vazquez marti has over 20 years of experience in the financial industry and is registered with the state of Georgia and the District of Columbia. Jesus Manuel Vazquez marti specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services for individuals and businesses. Prior to joining Osaic Wealth, Inc. Jesus Manuel Vazquez marti worked for FSC Securities Corporation, Robinhood Financial, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, J.P. Morgan Securities LLC, CUNA Brokerage Services, Inc., Oriental Financial Services Corp., and Investors Capital Corp. Jesus Manuel Vazquez marti has a strong understanding of the financial markets and is committed to providing his clients with the highest level of service.

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Jesus Eduardo Zepeda Castro is a financial advisor with Creative Planning, a firm with approximately $1 billion to $10 billion in assets under management. Jesus Eduardo Zepeda Castro has been a financial advisor for 4 years and is registered with the state of Arizona. Jesus Eduardo Zepeda Castro specializes in providing financial planning, pension consulting, and educational seminars to individuals, families, and businesses. Jesus Eduardo Zepeda Castro is also a Certified Financial Planner.

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Jesus Pineda is a financial advisor with over 11 years of experience in the industry. Jesus Pineda is currently registered with MML Investors Services, LLC and holds Series 6, 7, 63, and 65 licenses as well as the SIE exam. Jesus Pineda has previously been registered with NYLIFE Securities LLC. Jesus Pineda is a dedicated financial advisor with a strong track record of providing clients with personalized financial solutions. Jesus Pineda is committed to helping clients achieve their financial goals and has expertise in areas such as financial planning, retirement planning, investment management, and insurance.

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Jian Boldi is a financial advisor registered with LPL Financial LLC. Jian has been in the financial services industry since 2007 and holds Series 63, Series 65, Series 7, and SIE licenses. Jian provides financial planning and consulting services. Jian has a diverse clientele, including individuals, families, and businesses.

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Jill Rolfe is a financial advisor with over 18 years of experience in the industry. Jill is registered as a Registered Representative and Investment Advisor Representative. Jill is currently employed by Osaic Wealth, Inc. and has been registered with Osaic Wealth, Inc. since 2024. Jill has previously worked at several other firms including Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., TD Ameritrade, Inc., and Ameritrade, Inc. Jill specializes in a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management for both individuals and businesses.

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Jill Sadler is a financial advisor with Osaic Wealth, Inc. Jill has been in the financial industry since 2000 and has held a variety of positions at several firms. Jill currently holds securities licenses Series 7, Series 6, Series 63, Series 65, Series 66 and Series 24. Jill has a strong track record of providing financial advice to individual and institutional clients. Jill is committed to providing her clients with personalized financial advice to help them achieve their financial goals.

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Jill Anne Herbert is a registered Investment Advisor Representative with TFO Family Office Partners in Phoenix, Arizona. Jill has been in the financial services industry since 2002. Jill holds a Series 7 and Series 65 licenses and specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Jill previously worked at Phoenix Equity Planning Corporation in Hartford, Connecticut.

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Jill R. Fulmer is a financial advisor with Morgan Stanley. Jill has been in the industry since 1994 and holds multiple licenses, including Series 7, 63, 65, 24, 9, 10, 3, 31, and SIE. Jill has a history of working for firms like LPL FINANCIAL LLC, Merrill Lynch, J.P. Morgan Securities LLC, and UBS Financial Services Inc. Jill provides financial planning, pension consulting, educational seminars, and selection of other advisors to a wide range of clients, including individuals, businesses, investment companies, and charitable organizations.

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