Michael Jackson is a financial advisor with Edward Jones in Tucson, AZ, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at First Republic Bank and JPMorgan Chase Bank. Outside of his advisory work, he operates a freelance art business focused on apparel graphics and serves as a part-time high school assistant coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and affiliated financial products. The firm is known for its extensive advisor and branch network, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

David Hammond is a CFP® and ChFC® with 56 years of industry experience. He is currently with Cetera, having been associated with Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Hammond serves as a notary and is involved in managing office building signage and a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers and various program options.

William Westcott is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial in various capacities since 2003. Westcott serves as a board member of Potoff Private Philanthropy, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement consulting supported by research and technology-driven portfolio management.

Denielle Palting is a financial advisor at LPL Financial with 14 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2012. Outside of her advisory role, she is an author and owns a separate business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, combining discretionary and non-discretionary management with research-supported model portfolios.

Karen Stewart is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously at J.P. Morgan Chase Bank. Outside of finance, she is involved in Stewart Telecommunications Co., LLC, where she performs light bookkeeping and serves as a signer. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Karen Jacome is a financial advisor with LPL Financial in Tucson, AZ, holding a Series 66 designation and six years of industry experience. She has held roles at Bancwest Investment Services, Inc. since 2018 and Bank of the West since 2014. 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 a range of financial planning and advisory programs along with retirement plan consulting and brokerage services.

Kenan Harmon is a financial advisor at Edelman Financial Engines in Tucson, AZ, holding a Series 65 designation. He joined the firm in 2026 and has diverse prior experience across several industries, including roles at AGM Container Controls and Hillhouse Coffee. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing approximately $326 billion for roughly 477,000 clients.

James Sivilli is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations.

Anne Ramirez is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2021, she worked at First Allied Advisory Services and First Allied Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Debora Wood is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 designations and having 32 years of industry experience. She has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and services, including financial planning, model portfolios, and retirement plan consulting, supported by research and a variety of investment strategies.

Barry Davis is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at Linsco Private Ledger Corp for 19 years. Davis is also involved with Grayson Associates LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research.

Parker Winn is a financial advisor with LPL Financial in Tucson, AZ, holding the Series 66 designation and with seven years at LPL following four years of industry experience. He previously worked at Waddell & Reed for four years and serves in the United States Marine Corps Reserves. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management along with research and model portfolios.

Alexa Letarte is a financial advisor with Edward Jones in Tucson, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked in hospitality roles at Hilton Tucson East, Westin La Paloma, and El Conquistador Tucson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Ivan Burrola is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019 before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and specialized services such as municipal advisory and employer retirement plan consulting.

Joseph Maillard is a financial advisor with Edward Jones in Tucson, AZ, holding Series 66 and Series 65 credentials and six years of industry experience. He previously worked at La Serpe Asset Management, LLC and December Ventures, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Fabian Aviles is a financial advisor at Edward Jones in Tucson, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Merrill and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Alicia Valencia is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc. and BBVA Securities Inc. She has been with Wells Fargo Clearing since 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Susan Hancock is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. She has 20 years of industry experience, including roles at LPL Financial since 2017 and Investment Centers of America since 2013. Outside of advising, she is president of Dairy Cream, an ice cream business. 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. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research and diverse investment strategies.

Linda Mozzone is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory work, she volunteers as an ambassador and participant in clinical trials for a treatment of X-linked hypophosphatemic rickets (XLH). LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technologies such as machine learning to support diversified investment strategies.

Shawn Noe is a financial advisor with LPL Financial in Sahuarita, AZ. He holds a Series 66 designation and has 20 years of industry experience, including a long tenure at Western International Securities, Inc. He is also involved in health, life, and variable insurance as an agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.