Daniel Slade is a financial advisor with J.P. Morgan Securities in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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.

William Beatty is a financial advisor with UBS Financial Services in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at UBS since 2011. Outside of his advisory role, he is involved in producing jazz recordings of his father and participates in wine grape growing through a family vineyard partnership. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and tailored financial planning.

Monica Strong is a financial advisor at OSAIC with 33 years of industry experience. She previously worked at Lincoln Financial Securities for seven years and AXA Advisors, LLC for nine years. In addition to her advisory role, she offers fixed annuities, equity-indexed annuities, and traditional life insurance as a broker. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services supported by asset-allocation tools, and offers portfolios managed on discretionary or non-discretionary bases with access to third-party money managers and wrap programs.

Britney Shockley is a Series 66-licensed financial advisor with Edward Jones in Tucson, AZ, where she has worked since 2015. She has 11 years of industry experience. Outside of her advisory role, she serves as a caregiver for her father, a 100% disabled veteran. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Johanna Robles is a financial advisor with Merrill, holding a Series 66 designation and nine years of industry experience. She has worked at Merrill and Bank of America since 2018 and has prior experience with Michael Grabill, various insurance carriers, Madden Media, and Waddell & Reed. Merrill, along 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Dragoslovich is a CFP® professional with 12 years of industry experience, currently affiliated with LPL Financial. His prior roles include positions at Wells Fargo Advisors and Northern Trust Securities, Inc. In addition to his advisory work, he operates Dragonomics LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by various investment strategies and research resources.

Brandon Schmid is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 credential and one year of industry experience. His background includes military service in the United States Army and academic roles at The University of Arizona and Pima Community College. He is involved with the Desert Park Townhouse Homeowner's Association, Inc., providing HOA-related support. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Adam Pina is a financial advisor with Edward Jones in Tucson, AZ, holding Series 63 and Series 66 registrations and eight years of industry experience. Prior to joining Edward Jones in 2021, he worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He serves as a board member of the Gladden Farms Home Owners Association, participating in decisions related to landscaping, repairs, recreation, and financial matters. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients. The firm manages over $1 trillion in assets through a nationwide network of financial advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

James Padilla is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 credential and one year of industry experience. Before joining Equitable Advisors in 2025, he worked at Walgreens for nine years. Outside of advising, he works part-time as a driver for Uber. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset-management programs. The firm employs a variety of third-party advisory models and provides ERISA fiduciary services through credentialed representatives.

Bryan Cordova is a financial advisor with Equitable Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Equitable Advisors since 2019 and previously at Axa Advisors, LLC. Outside of advising, Cordova is a past president of the Catalina Rotary Club and is involved with BNI Abundant Referrals Chapter. He also serves as an executor nominee and successor trustee of an immediate family trust. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach includes matching clients to program models or discretionary managers, utilizing both proprietary and third-party investment solutions.

Michael Lefton is a financial advisor at Cetera with 31 years of industry experience. He holds the Series 63 and Series 66 designations and has previous experience at Voya Financial Advisors and his own firm, Lefton Financial Services. He serves as treasurer for the Escondido Place Homeowners Association. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, offering a range of portfolio management and financial planning services to individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with various program options and manages over $256 billion in assets.

Tiana Ronstadt is a financial advisor at OSAIC with 35 years of industry experience. She previously worked for Fortis Investors, Inc. and Woodbury Financial Services, Inc. for 34 years before joining OSAIC in 2024. Ronstadt is involved in nonprofit activities, serving on the board of trustees for the Kappa Kappa Gamma Foundation and participating as a speaker and advisor with Power Women Investing, offering financial education to nonprofit organizations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated financial advisers and advisory platforms, providing integrated brokerage, investment advisory services, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes.

Stephen Horvath is a financial advisor with LPL Financial in Tucson, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 37 years of industry experience, including a decade at Cambridge Investment Research Advisors. Horvath is also the president and owner of Eruditius Wealth Advisors, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations nationwide. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Thomas Palomares II is a CFP® professional with 12 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and has previously worked at Edward Jones, Axa Advisors, and Wells Fargo. Outside of his advisory role, he serves as a commissioner for City of Tucson employees, participating on a panel that reviews appeals related to employee reprimands, and contributes to the University of Arizona’s Eller College of Management by interviewing prospective students. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs comprehensive analytical tools for non-discretionary planning and supports client implementation through its advisory programs and partnerships.

Tatiana Shoptaugh is a financial advisor at Merrill with 2 years of industry experience. She holds a Series 66 designation and has been associated with Merrill and its affiliate Bank of America, N.A. since 2006. Merrill, along 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 individuals, high-net-worth clients, and various institutions, with portfolio implementation tailored by strategy and tax sensitivity.

Charles Maxim is a CFP® professional based in Tucson, AZ, affiliated with LPL Financial, where he has worked since 2001. He has 32 years of industry experience. Outside of his advisory role, he assists with tax preparation and accounting for a family LLC. 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 provides financial planning, a range of advisory programs, and both discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Anissa Vasquez is a Series 66-licensed financial advisor with Equitable Advisors, based in Tucson, AZ, and has one year of industry experience. Prior to joining Equitable Advisors, she worked at Ameriprise and has been involved in tutoring K-12 students in math and reading through Sylvan Learning Center. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party asset managers.

Sena Mortensen is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 designation and having two years of industry experience. Prior to joining Equitable Advisors, she worked at Keller Williams and Nottingham Realty Group, where she also serves as a real estate agent. She is involved as a Marketing Officer with the Indianapolis Chapter of the American Payroll Association. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Stephen Neff is a financial advisor with Raymond James & Associates in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He worked at Merrill for 40 years before joining Raymond James in 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.