Cheyanne Perez is a financial advisor with LPL Financial in Tucson, AZ. She holds the ChFC® designation and a Series 63 license and has been in the industry since 2021, including roles at Aspire Wealth Partners and LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services using both discretionary and non-discretionary management approaches, supported by research and model portfolios from multiple sources.

Sergio Andrade Jr. is a financial advisor at LPL Financial in Tucson, AZ, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Aspire Wealth Partners, Wells Fargo, Afni, Sears, and Target. Outside of his advisory work, he is a commissioned notary in the state of Arizona. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Zachary Parker is a financial advisor with LPL Financial in Tucson, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2025, he worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. from 2018 to 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and various management approaches.

Jennifer Akins is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2013. Based in Tucson, AZ, she also acts as a notary for clients on an as-needed basis. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations, offering financial planning, advisory programs, and retirement plan consulting through a national network of investment adviser representatives.

Judith Tocco is a CFP® credentialed financial advisor with LPL Financial, based in Tucson, AZ, and has 36 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, she provides notary services to clients at no charge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support diversified and alternative investment strategies.