Raymond Weigand is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he operates Raymond Weigand, PLLC, a non-investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

John O'Neill is a Series 66 licensed financial advisor with Edward Jones in Tucson, AZ, where he has worked since 2016. He has a decade of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Linda Martino is a financial advisor with Primerica Advisors in Tucson, AZ, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. In addition to her advisory role, she participates in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail rather than institutional portfolio management.

Warren Tyler is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes positions at Bank of America, Merrill, and Ameriprise. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Sandra Thompkins is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 66 credentials and over 40 years of industry experience. She previously worked at CUSO Financial Services, LP and Tucson Federal Credit Union, and has had two separate tenures with LPL Financial. 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, offering a range of advisory programs, retirement plan consulting, and brokerage services.

Joanna Westcott is a financial advisor with LPL Financial in Tucson, AZ, holding a Series 66 designation and 22 years of industry experience. She has been with LPL Financial since 2003. Outside of her advisory role, she is involved with Event Driven Media Partners, a media and public relations LLC, and serves as an insurance agent for Senior Healthcare Partnerships, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning services, and both discretionary and non-discretionary portfolio management supported by LPL Research and third-party subadvisors.

Judith Lefton is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 19 years of industry experience. She has worked at Cetera and its affiliated entities since 2021, following seven years at VOYA Financial Advisors and maintaining her own firm, Lefton Financial Services, since 1998. Outside of advisory work, she is a notary public and part owner of a fixed insurance business specializing in long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors and serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, covering various program structures and custodial relationships.

Alexander Tinley is a financial advisor with Merrill in Tucson, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Vantage West Credit Union. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Taylor is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding Series 63 and Series 65 credentials and 13 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Wells Fargo Clearing, among other Wells Fargo affiliates. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, utilizing Wells Fargo research and planning tools to develop tailored recommendations for clients who meet specific net-worth thresholds.

Linda Fulgenzi is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She previously worked at Merrill for nine years before joining Raymond James, where she has been since 2008. Fulgenzi serves as a committee member on the Tucson Botanical Gardens Endowment Investment Committee. Raymond James & Associates is a dually registered broker-dealer and investment adviser with around $501 billion in assets under management. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and investment consulting through various advisory programs and drawing on multiple portfolio management styles and affiliated research.

Edward Ethington is a CFP® professional with 17 years of industry experience, currently affiliated with Cetera in Tucson, AZ. His previous roles include work with Avantax and Edward Jones. Outside financial advising, he is involved in several business ventures including a specialty food company and serves as treasurer for a local Boy Scout troop. Cetera Investment Advisers LLC operates a multi-manager platform serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and advisory services, leveraging both affiliated and third-party managers within diverse program structures.

Licio Liberato is a financial advisor with Primerica Advisors in Tucson, AZ, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients, with a focus on wrap-fee solutions rather than institutional plan management.

Jesse Huggins Jr. is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and five years of industry experience. He has worked at various MassMutual entities since 2019 and has prior experience in hospitality and catering industries. Outside of financial advising, he is involved in nonprofit fundraising for a performing arts organization. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved tools and a collaborative approach to develop written recommendations.

Hector Aguilar Figueroa is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill for nine years. His background also includes roles at the University of Phoenix, EEGEES, and Pima Community College. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Cary Walsh is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been affiliated with Fidelity Brokerage Services, LLC since 2013 and currently works with Fidelity Investments. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a variety of asset classes.

Vicente Vargas is a financial advisor with Cetera who holds the Series 66 designation and has four years of industry experience. He is also a member of Busby, Sanford, Brady, CPAs, PLC, a public accounting firm where he provides tax and accounting services. Additionally, he serves as a trustee for an irrevocable living trust. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors.

Stuart Scibetta is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at several firms including Edward Jones and currently operates through multiple affiliated advisory entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Luis Gil is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2022 and previously spent seven years with JP Morgan Chase Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm’s Institutional Consulting Services program focuses on non-discretionary advice, incorporating an ESG eligibility framework and offering access to a broad range of products through its affiliation with the larger J.P. Morgan organization.

Walter Smith Jr. is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses, with 18 years of industry experience. His prior roles include positions at New York Life Insurance Company, Nylife Securities LLC, and Farmers Financial Solutions. Outside of his advisory work, he volunteers with the Retiree Activities Office, a nonprofit organization in Tucson, AZ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Jason Robinson is a financial advisor with Mass Mutual Investors Services in Tucson, AZ. He holds the CFP® and ChFC® designations and has 18 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at Northwestern Mutual in various roles from 2007 to 2018. Outside of financial advising, he owns two retail sales businesses focused on woodworking projects and handmade wooden purses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring ongoing collaborative planning relationships without discretionary authority.