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 industry experience. He is currently with Benjamin F. Edwards & Company, Inc. and has previously worked at firms including Morgan Stanley and Cetera. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory, brokerage, and consulting services and employs both proprietary and third-party model portfolios alongside a quantitative, factor-based equity approach and fundamental credit research for fixed income.

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.

Hugh Toland Jr. is a financial advisor at Focus Partners Wealth, LLC in Tucson, AZ, with 19 years of industry experience. He holds a Series 65 designation and previously worked for Sonora Investment Management and Sonora Investment Management Group from 1986 through 2021. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a comprehensive range of wealth management services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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 at Independent Financial Group, LLC with 44 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Independent Financial Group in 2022, he spent nine years at NPB Financial Group and has operated YURGEC Financial Services since 1985. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and institutional entities. The firm utilizes a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop tailored investment strategies through various platforms and third-party managers.

Ryan Kollitz is a financial advisor with Eagle Strategies, affiliated with New York Life, holding a Series 66 designation. He has one year of industry experience and previously worked at MBO Partners and AML RightSource. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis.

Ronald Wilson is a financial advisor with Transamerica Financial Advisors and holds the ChFC® designation, along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has worked with firms including AMS/Symetra Life Insurance Co, Allstate Insurance Company, and Mass Mutual Life Insurance. Wilson’s activities include marketing and selling fixed life insurance and annuities, including Tribal Life insurance. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual and high net worth investors, employer-sponsored plans, and charitable organizations. The firm delivers services through a large advisor network and utilizes model portfolios and third-party managers across multiple platforms such as Transamerica ONE and TFA365.

Janie Nelson is a financial advisor at Benjamin F. Edwards & Company, Inc. with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney, Valic Financial Advisors, Merrill, and Morgan Stanley Dw Inc. Outside of her advisory work, she is involved in personal ranch management. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through a network of more than 500 advisors. The firm offers a variety of advisory programs and investment management services, including proprietary strategies and third-party models, supported by an internal trading desk and custody services.

Timothy Giacoletti is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. Prior to joining LPL in 2021, he worked at Royal Alliance Associates and HD Vest firms from 2013 through 2021. Outside of his advisory role, he is involved in tax preparation and accounting through G & A CPAS and Advisors and provides non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and a range of investment management solutions, supported by research-driven model portfolios and third-party subadvisors, with a broad platform that includes advisory and non-advisory financial services.

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.

Richard Bruzzone is a financial advisor with Charles Schwab in Tucson, AZ, holding Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at Van's Golf Shop and Oro Valley Country Club. 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 offers a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and alternative investment options within an integrated operational framework.

Jennifer Wright is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 66 designation and 20 years of industry experience. She has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of her advisory work, she serves on the advisory board of the El Paso Community Foundation and is a board member of the Wildcats Tucson Youth Football Spirit Federation. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through various programs and specialized planning groups.

Steven Strong is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving affluent clients for over twenty-eight years. He specializes in investment management and wealth preservation, developing personalized strategies that address the complex needs of high net worth individuals. His services include creating portfolio strategies, estate planning, trust services through Bank of America Private Bank, asset and liability strategy implementation, and sophisticated retirement planning. Steven's team focuses on delivering customized advice aimed at helping business owners, non-profit organizations, and high net worth individuals achieve their financial goals. They prioritize clarity and simplicity in financial planning to assist clients in navigating complex financial environments. Steven holds the Personal Investment Advisor (PIA) designation and graduated with a Bachelor's Degree in Business Administration from the University of Arizona. Outside of his professional career, Steven has an athletic background, having played catcher for the University of Arizona Wildcats Baseball Team. He is a past president of the Junior Achievement Advisory Board. Steven has lived in Tucson for over forty years and resides there with his wife and three children. His personal interests include baseball, fishing, football, gardening, golfing, hunting, spending time with family, and traveling.

Vicki Adams is a Series 66-credentialed financial advisor with Morgan Stanley, based in Tucson, AZ, and has 10 years of industry experience. She has worked at Morgan Stanley in two tenures, from 2014 to 2019 and from 2021 to the present, with a one-year period at Wells Fargo Advisors in between. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Jennifer Mills is a financial advisor with Robert W. Baird & Co. in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She joined Robert W. Baird & Co. in 2018 after working at Wells Fargo Clearing and Wells Fargo Advisors. She is part of The DDK Group within Robert W. Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers financial planning, portfolio management, separately managed account programs, custody, and brokerage services, with a focus on manager selection, tax management, and the use of internal research and technology.

Richard Schaefer is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 credentials and having 43 years of industry experience. He has worked at RBC Capital Markets LLC since 2008 and at City National Bank since 2017. Outside of his advisory role, he serves on the boards of the Sonoran Institute and the Santa Lucia Conservancy and is a committee member reviewing financials for Tucson Medical Center. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailored investment strategies using a combination of in-house and third-party managers, with features including discretionary portfolio management, financial planning, and options for tax management and responsible investing.