Mark Sullivan is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He worked at Intuit, Inc. for 22 years prior to joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Anne Emmerich is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 63 designation and 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in retail and wholesale crafts, selling handmade cards and crafts at local events and shops as an independent entrepreneur. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with a focus on advisory services rather than individual security recommendations.

Adam Paoli is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2014, including nine years with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a 50% owner of PB MEDIA LLC, a web development services business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its network of advisors and specialized groups. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by investment research and modeling techniques.

Gustavo Corte is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 10 years of industry experience and has worked at City National Bank and Axa Advisors prior to his current role. Outside of his advisory work, he serves on the boards of two nonprofit organizations, Casa de los Niños and Ballet Tucson, and is a trustee for Fathers Trust. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Aaron Murray is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary, quantitative asset-allocation approach combined with centralized due diligence. The firm incorporates an ESG eligibility framework when recommending strategies and offers access to a broad range of products, including those available through its affiliated entities.

Miguel Cardenas is a financial advisor with J.P. Morgan Securities in Oro Valley, Arizona, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Felicia Cota is a financial advisor at Primerica Advisors with over four years of industry experience. She holds a Series 63 designation and has worked in various roles including architecture design, accounting support, and commercial card recruitment. Outside of advisory work, she is active as a notary and has experience as a delivery driver with several services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Kirk Strang is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity since 2015, initially joining as a Financial Consultant before his current role. Prior to his tenure at Fidelity, Kirk worked as a Financial Advisor and Portfolio Manager at Merrill, Lynch, Pierce, Fenner & Smith Incorporation from 2012 to 2015, and at Morgan Stanley Smith Barney from 2009 to 2012. He began his career as a Financial Advisor at Morgan Stanley & Co Incorporated in 2007. Kirk has extensive experience in the financial services industry, having served in advisory and portfolio management roles across multiple investment firms. He focuses on educating clients about the variety of strategies available at Fidelity and is committed to helping them navigate their financial goals. Outside of his professional work, Kirk enjoys family activities, hiking, visiting museums, outdoor adventures, spending time with pets, and traveling.

Jeremy Hazen is a financial advisor with Osaic Wealth, Inc. based in Tucson, AZ, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Mass Mutual Investors Services. He serves as a board member for the nonprofit 88 Crime. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and third-party partnerships to manage discretionary and non-discretionary portfolios.

Joseph Ballantyne is a financial advisor with RBC Capital Markets in Tucson, AZ, holding Series 63 and Series 65 credentials. He has 47 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He has been with RBC Capital Markets since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and various organizations, offering a range of advisory programs. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement portfolios.

Michael Mcglamery is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Financial and has previously worked at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Davis Distributors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

Courtney Whitley is a financial advisor at RBC Capital Markets with one year of industry experience. Prior to joining RBC, she worked at Sonora Investment Management and City National Bank. She serves on the Board of Directors and the finance committee for Old Pueblo Community Services, a charitable foundation. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Maggie Babicke is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In this position, she collaborates directly with clients and their advisors to understand unique family goals and co-create strategies to work towards those goals, utilizing Fidelity's resources to provide a personal and professional experience. Prior to her current role, Maggie served as a Relationship Manager at Fidelity Investments in 2022 and as a Financial Representative at Fidelity Investments from 2021 to 2022. This progression reflects her experience within Fidelity and her development in financial planning and client relationship management.

Vance Falbaum is a financial advisor with RBC Capital Markets in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with RBC Capital Markets since 2008 and has been affiliated with City National Bank since 2017. Outside of his advisory role, Falbaum serves on the boards of several nonprofit organizations, including the Boys & Girls Club of Tucson and Goodwill Industries of Southern Arizona. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with customized investment strategies supported by a combination of in-house and third-party managers.

Paul Choi is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works with clients to identify their financial goals and objectives, aiming to create a strong foundation for their financial plans and assist them in progressing towards their goals. Paul has experience in various roles within the financial services industry. Prior to his current role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021, a Relationship Manager at Fidelity Investments from 2019 to 2020, and a Financial Representative at Fidelity Investments from 2018 to 2019. Before joining Fidelity, he was an Associate Financial Advisor at Northwestern Mutual from 2012 to 2018.

Drake Manuello is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He currently works at Strategic Advisors, LLC, a Fidelity Investments company, and has prior experience with Fidelity Brokerage Services, LLC. Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a notable role in advisory services to registered investment companies and the use of AI-driven methodologies.

Christopher Conover is a financial advisor with Charles Schwab in Tucson, AZ, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and alternative investments.

Justiin Dodds is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo’s various advisory and clearing entities since 2012. Outside of his advisory role, he is involved in GV Sunrise PLLC, an investment-related business based in Tucson, AZ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes Wells Fargo research and tools to develop tailored recommendations, with a focus on discrete planning engagements across multiple specialized areas.

Guillermo Elias is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he assists in managing a family-owned ranch in Sonora, Mexico. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

Dominique Serge is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has prior work experience at Centaurus Financial Inc., Catalina Wealth Management, and Union Public House. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.