Carlos Carranza is a financial advisor at PNC Wealth Management with 20 years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, and BBVA Securities Inc. from 2016 to 2021. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including the Portfolio Solutions Strategist Digital Offering, an invitation-only discretionary model account that uses algorithmic risk assessment and managed strategies implemented via mutual funds and ETFs.

Andre Veres is a CFP® and ChFC® credentialed financial advisor with 13 years of industry experience. He has been with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Co since 2016. In addition to his advisory work, Veres is a partner at Longview Insurance & Investments, where he is involved in the sales and service of multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering a range of advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities, managing substantial discretionary and non-discretionary assets through a network of advisors and third-party asset managers.

Joseph Vetrano is a financial advisor with Principal Financial Services in Tucson, AZ, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked with Vetrano Financial Services since 2013 and has been affiliated with Principal Securities Inc and Principal Life Insurance Company since 2018. Outside of advising, he is involved in the sale and service of fixed life, annuity, long-term care, disability, group benefit, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various investment adviser and promoter arrangements.

Eduardo Cervantes is a financial advisor with Centaurus Financial, Inc. in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, WELLS FARGO Advisors, LLC, and Wells Fargo Bank, NA. He serves as a board member of the American Pediatric Surgical Nurses Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a combination of fundamental, technical, bottom-up, and top-down analysis.

Christopher Noyalis is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 13 years of industry experience. He has previously worked at Minnesota Life Insurance Company, Financial Design Group, and Securian Financial Services, and has been with Private Advisor Group and LPL Financial since 2017. Outside of his advisory work, he is involved in non-variable insurance activities and operates a business entity related to his LPL Financial work. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to wrap and non-wrap advisory programs. The firm uses a fiduciary-based advisory model and employs a variety of investment approaches, often implementing advice through third-party managers and technology platforms.

Micah Davis is a financial advisor with First Command Advisory Services in Tucson, AZ. He holds Series 63 and Series 65 licenses and has recently transitioned from military service, having served in the United States Air Force from 2010 to 2023. Prior to joining First Command, he worked with the Strategic Technology Institute Inc. and V2X Inc. First Command Advisory Services is an SEC-registered investment adviser that primarily serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Keith Schlottman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Independent Financial Group since 2008 and has also operated Schlottman CPA's PLC since 1999. Outside of his advisory role, he serves as an officer and director of Schlottman Tax Services, LLC, providing tax preparation and accounting services, and holds board positions with nonprofit organizations including the 10-10 International Net Scholarship Foundation and Ten-Ten International Net, Inc. Independent Financial Group offers investment advisory and brokerage services to a wide client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm combines strategic asset allocation, multi-manager portfolios, and ongoing due diligence to tailor client investment strategies across various risk profiles.

David Henry is a financial advisor with Principal Financial Services in Tucson, AZ, holding a Series 66 designation and 14 years of industry experience. He previously worked at Brokers International Financial Services, LLC for 12 years and had brief tenures at Integrity Advisor Solutions and Principal Life Insurance Co. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors across wealth levels, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Michelle Anthony is a financial advisor with Centaurus Financial, Inc., holding a Series 66 designation and 22 years of industry experience. She has been with Centaurus Financial since 2014. Outside of her advisory role, she serves as a board member for the Arizona Financial Academy, a nonprofit focused on financial literacy, where she volunteers to teach adult financial literacy classes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of platforms and employs a mix of analytical approaches with discretionary and non-discretionary management arrangements.

Aaron Mabley is a CFP® professional with five years of experience in the financial services industry. He is currently with Benjamin F. Edwards & Company, Inc. and has previously held positions at firms including Morgan Stanley and various entities within the Cetera and Avantax networks. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of advisory services such as financial planning, retirement plan consulting, and investment management through wrap programs and customized portfolio strategies.

Allen Ekman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Hornor, Townsend & Kent since 2000. Aside from his advisory role, Ekman is also an insurance agent involved in the sales and service of multi-line insurance products through Longview Insurance and Investments. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as a registered investment advisor and broker-dealer, providing a range of investment and brokerage services alongside third-party asset manager relationships.

Daniel Hoefferle is a CFP® professional with 15 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has been involved with United Financial Center since 2000 and has served as an instructor at Pima Community College since 2011, where he teaches retirement-related courses. Outside of his advisory role, he owns a trust consulting business. United Planners Financial Services supports a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party money managers, operating primarily on a non-discretionary basis.

Brian Kracht is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Edward Jones, Guaranteed Rate, The Vanguard Group, and served in the United States Air Force. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services linked to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Abby Whatton is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and beginning her career in 2026. Prior to joining the financial industry, her background includes roles in education and hospitality. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-based investment approach combining passive and active strategies, supported by an internal Investment Committee.

Joseph Yurgec is a financial advisor with Independent Financial Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term roles at NPB Financial Group, LLC and his own firm, YURGEC Financial Services. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base that includes individuals, high-net-worth clients, trusts, and institutional clients. The firm offers financial planning and portfolio management through various platforms and employs a model-based approach combining strategic asset allocation and manager selection across active and passive strategies.

Thomas Vetrano is a financial advisor with Principal Financial Services in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Principal Securities Inc. since 1987 and founded Vetrano Financial Services in 2000. Outside of his advisory work, he serves on the boards of the 911 Tower Challenge Foundation and the Hearts of Gold Police Family Outreach Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

Janie Nelson is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Valic Financial Advisors, Merrill, and Morgan Stanley Dw Inc. Outside of her advisory career, she manages a personal ranch through JB Bar Ranch LLC in Marana, AZ. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers diversified advice through fee-based wrap programs, financial planning, and investment management, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Joseph Conto is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Charles Schwab Bank, Long Realty, and operating a landscaping and maintenance business. He also spent several years in full-time education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s approach includes both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and centralized operational infrastructure.

John Fiske, Jr Jr. is a CFP® and ChFC® with 13 years of experience, currently serving as a financial advisor at Edward Jones since 2013. His prior work includes roles with the Defense Finance and Accounting Service and the Veterans Administration, though he holds no active responsibilities in those positions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tina Giallanza is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she is the secretary of Highwood Industries, Inc., a computer-related business in Tucson, AZ owned by her spouse. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its offerings.