Michael Bennett is a financial advisor with LPL Financial based in Tucson, AZ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at BD Medical, Parker Hannifin Corporation, Waddell & Reed, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and a variety of managed account programs supported by both proprietary and third-party research.

Jesse Tyler is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at Intuit Inc. for 12 years. Outside of his advisory role, he owns and manages an Airbnb rental business in Tucson, AZ. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

James Bishopp is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at VOYA Financial Advisors and operated SJI Accounting Services and Sji Financial Services, Inc. He is also involved with a prescription discount card service and holds a notary designation. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios, third-party research, and various institutional and participant advice programs.

Laurence Lof is a CFP® with 55 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at various related entities within Cambridge Investment Research since 2007 and held roles at Kestra Advisory Services and Kestra Investment Services in 2025. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions and utilizes proprietary and third-party model strategies across multiple custody platforms.

Sarah Lujan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jonathan Rankin is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor Axa Advisors. In addition to his advisory role, he operates a separate business under the name Signature Wealth Concepts, LLC. Equitable Advisors serves a diverse client base including individuals, institutional clients, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of investment models and programs, leveraging third-party asset managers and technology platforms to deliver tailored advisory services.

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.

Gail Giclas is a financial advisor at Raymond James & Associates with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill. Gail is based in Tucson, Arizona. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Stacey Zeluff Bisher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2026, she worked at Edward Jones for two years and has held roles at several other firms and companies in different industries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Daniel Kinnear is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds a Series 63 designation and has been with Wells Fargo since 2020. Kinnear also serves as an adjunct lecturer at the University of Arizona's Eller College of Management, teaching various finance courses including Introduction to Finance and Applied Investment Management. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, notably insurance-related vehicles and bank deposit sweep programs.

David Garcia is a financial advisor with Primerica Advisors in Tucson, AZ, holding Series 65 and Series 63 licenses and having seven years of industry experience. His work history includes roles at Primerica Advisors since 2019 and at ABLE Engineering for ten years. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based recommendations overseen by external asset managers.

Fernando Cubillas is a financial advisor with Merrill in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Bank of America, N.A., Merrill, PFS Investments Inc., Primerica Financial Services, and Morgan Stanley. Outside of his advisory work, he owns Watch Plating Professionals LLC, a small business focused on gold-plated watches. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth investors, and institutions, with portfolio implementation varying by strategy and incorporating tactical asset allocation and tax-aware options.

Patrick Moonga is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Wells Fargo Clearing, Citigroup, and JPMorgan Chase Bank. Outside of finance, he owns and operates two businesses: a family-owned food delivery service and a customer service company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Jesus Gonzalez is a financial advisor with Merrill in Tucson, AZ, holding a Series 66 designation and four years of industry experience. His career includes roles at Bank of America, N.A. since 2022 and Merrill since 2019, with earlier experience at Family Dollar. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Allen III is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He worked at PFG Advisors from 2015 to 2017 before joining LPL Financial in 2009. Outside of his advisory role, he umpires high school baseball games. LPL Financial is a nationally registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charities through a broad network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Daryl Harper is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His work history includes roles at Edward Jones, U.S. Bank, and T-Mobile. Outside of his advisory role, he owns and operates businesses in real estate and event coordination. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Chad Brown is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has worked with affluent families and business owners since joining Merrill in 2012, focusing on developing financial strategies that integrate risk-appropriate portfolio construction, trusts and estates, home financing through Bank of America, personal liability management, and insurance to support wealth creation and intergenerational transfer. Chad's approach emphasizes outcome-based investment and long-term planning to help clients achieve their financial goals. Chad holds a Bachelor's degree from the University of Notre Dame, graduating in 1988. Prior to his career in wealth management, he owned a business for over 15 years. He has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered SRI Counselor (CSRIC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Outside of his professional work, Chad enjoys cooking, hiking, tennis, and traveling. He resides in Quincy, Massachusetts with his wife, Fran, and has three children. Originally from Minnesota, Chad integrates his personal experiences into his client-focused financial advisory practice.

Mark Taylor is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Cetera and its affiliate Cetera Wealth Services since 2018, and previously at Ameriprise Financial Services from 2012 to 2018. Outside of his advisory role, he serves as executor for his father's estate. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 advisors serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through multiple program structures and a multi-manager platform.

Katherine Bennen is a financial advisor with LPL Financial, holding a Series 66 designation and 21 years of industry experience. She has worked previously with Bjork Financial, Birch Cove Group Ltd., and Raymond James Financial Services. Outside of her advisory role, she operates Golden Ginkgo Signature Travel, a travel agency based in San Diego. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies across its discretionary and non-discretionary management offerings.

William Burk is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory work, he is involved in renovating historic properties and holds ownership stakes in several investment-related ventures. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, including specialized services such as business-owner transition planning, sports and entertainment planning, and special-needs analysis.