Napoleon King is a financial advisor with Thrivent Investment Management based in Tucson, AZ. He holds a Series 66 designation and has one year of industry experience. Prior to joining Thrivent, he worked at MML Investors Services, MassMutual Life Insurance, and Lenox Advisors. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without managing client portfolios directly. The firm offers planning and managed-account services separately, with options for consolidated billing under its “WealthPlan” program.

Michael Carley is a financial advisor with LPL Financial in Tucson, AZ. He holds the Series 63 and Series 65 designations and has 26 years of industry experience, including 17 years with LPL Financial. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Sheri Davidson is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 designations and has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers financial planning guided by structured discovery and firm-approved tools.

Richard Phillips is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves as a personal representative for a family estate and as a co-trustee for his parent's trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu with specialized services, using proprietary research and tools to develop tailored recommendations delivered through meetings and written summaries.

Joel Estes is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 63 designation and bringing 36 years of industry experience. Prior to joining Raymond James in 2018, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a business advisor to the Tucson Conquistadores Foundation. 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 municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Kathleen Peake is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has worked at Cetera since 2014 and has prior experience at firms including Felicia Searcy LLC and Landmark Events. Outside of her advisory role, Peake is involved in community and business activities such as managing a local women’s networking organization, promoting financial education, and participating in women empowerment initiatives that include publishing and coaching. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporations, and institutional accounts. The firm offers diversified portfolio management options through a multi-manager platform that enables advisors to implement affiliated model portfolios, third-party managers, or customized strategies across various program structures.

Miguel Quinones is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 22 years of industry experience. He has worked with Raymond James since 2017, following positions at Summit Trail Securities, LLC and Summit Trail Advisors. Raymond James & Associates is a large, dual-registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by various portfolio management styles and affiliated research.

Kenneth Blanchard is a CFP®-designated financial advisor with 25 years of industry experience, currently serving at Edward Jones in Tucson, AZ. He has been with Edward Jones since 2001, including his current tenure beginning in 2023. Outside of his advisory work, he serves as president of the local Chamber of Commerce. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large national network of financial advisors and branch offices.

Bruce Irby is a financial advisor with Ameriprise in Tucson, AZ, holding Series 63 and Series 65 credentials and 48 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical for a large institutional firm.

Ryan Hammond is a financial advisor with Cetera who holds the Series 63 and Series 66 credentials and has 20 years of industry experience. He has been with Cetera Wealth Services, LLC since 2013 and continued with Cetera since 2023. Outside of finance, he operates a photography business specializing in corporate events, headshots, family portraits, and sporting events. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management and financial planning services, supporting discretionary and non-discretionary strategies across multiple program structures.

Chad Porzig is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include over a decade with Primerica and two years at HD Vest. Outside of advising, he owns and operates CQ Books, an e-commerce business focused on used book sales, and QP Imagery, a photography and videography venture specializing in landscapes, nature, and pet portraits. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with access to various model portfolios, third-party managers, and customized strategies.

David Petz is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and planning, which clients can combine with managed-account programs under a consolidated billing option called “WealthPlan.”

Jeffrey Barczak is an investment advisor at Cambridge Investment Research Advisors with a Series 65 credential and three years of industry experience. His prior work includes roles at Jackson Hewitt Tax Service, Public Safety Financial/Galloway, Collateral Specialists Inc., and the United States Department of Homeland Security, where he worked for 24 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals. The firm offers a range of portfolio management solutions with both proprietary and third-party strategies, supporting discretionary and non-discretionary investment approaches.

Roger Stubbs is a financial advisor at Wells Fargo Advisors with 36 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Wells Fargo Advisors Financial Network since 2009. Outside of his advisory role, Stubbs has a 30% passive interest in an automotive care business through an entity he co-owns with his spouse. 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 institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial product sales and referral channels.

Daniel Strauss is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2013. His prior work includes operating a personal investment advisory business for tax and investment purposes since 2005. 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 brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Kimberly Blaylock is a financial advisor at Edward Jones with four years of industry experience. Her prior roles include positions at Ernst & Young and Georgetown University. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and maintains a large national network of financial advisors and branch offices.

William Burk Jr. is a financial advisor with Wells Fargo Advisors in Tucson, AZ. He holds a Series 66 designation and has one year of experience in the financial industry. Prior to joining Wells Fargo Advisors, he worked at Lockheed Martin Missiles and Fire Control and Raytheon Missile Systems. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools.

Judith Tocco is a CFP® credentialed financial advisor with LPL Financial, based in Tucson, AZ, and has 36 years of industry experience. She has been with LPL Financial since 2005. Outside of her advisory role, she provides notary services to clients at no charge. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support diversified and alternative investment strategies.

Brady Doe is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and previously worked at Przewlocki James, Inc. and Cambridge Investment Research, Inc. for 13 years before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Sandra Smith is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her professional background includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage services. The firm offers financial planning, access to managed portfolios, third-party asset management programs, and a variety of brokerage and insurance products via an integrated platform.