Angela Van Blargan is a financial advisor at Equitable Advisors with nine years of industry experience. She holds a Series 66 designation and has worked with Equitable Advisors since 2017, previously associated with AXA Advisors, LLC. Outside of her advisory role, she is involved with Truluma, focusing on disability insurance. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm employs a model-driven approach that integrates third-party asset managers and advisory programs, offering a broad array of investment options and ERISA fiduciary services.

Steven Dalton is a CFP® and ChFC® credentialed advisor with 18 years of industry experience. He is currently affiliated with Cetera and has held prior roles at Cambridge Investment Research and Brophy Wealth Management. Dalton serves as a board member of the Mary Gale Foundation, which provides financial assistance to elderly women in Manchester, NH. Cetera Investment Advisers LLC is an SEC-registered adviser operating a multi-manager platform that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party money managers through a variety of program structures and custodial relationships.

Jessica Conner is a financial advisor at Charles Schwab with seven years of industry experience. She has been with Charles Schwab & Co. Inc. since 2017 and previously worked at The Learning Journey International. Outside of financial advising, she also engages in freelance graphic design projects. Charles Schwab & Co., Inc. serves a large client base, 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Karen Carter is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and with affiliated Wells Fargo firms since 2009. Outside of her advisory role, she owns and operates a cake decorating business and works as a mystery shopper and delivery driver. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, utilizing research and analytics from its investment institute alongside diversification and modern portfolio theory in its approach.

Mario Molina is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for much of his career, with a brief tenure at Morgan Stanley. 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 delivers its program on a non-discretionary basis, combining institutional advisory capabilities with brokerage and investment management services.

William Babicke is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 36 years of industry experience. His career includes long tenures at MetLife Securities Inc. and Metropolitan Life Insurance Company before joining Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company. Babicke is also an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that focus on investment strategies rather than specific product selections.

David Hermann is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and MassMutual in various capacities. Outside of his advisory role, he is involved with Evexias Health Solutions in Tucson, AZ. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Luke Kacer is a financial advisor with Ameriprise in Tucson, AZ, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to Ameriprise, he worked at Northwestern Mutual in various roles including wealth management, investment services, and life insurance. He was also employed by the University of Arizona for five years. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service offering retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kalila Munoz is a financial advisor at Equitable Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at Agero, Inc., Adecco USA, DoorDash, Fry's Food Stores, and Pima Community College. Equitable Advisors serves individuals across a range of wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives and third-party managers.

Kathleen Witt is a financial advisor at Raymond James Financial Services Advisors, Inc. with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Raymond James since 2012. Witt serves as a member of the finance subcommittee on the advisory board of Pima College. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized services in municipal and public finance.

James Hayes is a financial advisor with OSAIC in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. He previously worked for Lincoln Financial Advisors for 10 years and briefly for Fleet Feet Pleasant Hill. Outside of his advisory role, Hayes is involved as an insurance agent offering various insurance products through Spectrum Wealth Partners and Trailblazer Wealth. OSAIC serves a wide range of retail and institutional clients, providing integrated brokerage and advisory services supported by multiple platforms and a variety of investment tools. The firm manages portfolios using asset-allocation strategies and offers access to third-party money managers and unified managed accounts.

David Erskine is a financial advisor at Cetera with 13 years of industry experience and holds a Series 66 credential. He is the owner of Busby Sanford Brady Financial Advisors and a partner at Busby Sanford Brady CPA's PLC, a CPA firm where he shares responsibility for firm operations and client engagements. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a large nationwide network of independent advisors.

Mark Oda is a financial advisor with Edward Jones in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory work, he serves on the board of Youth for Change, a church-related organization, and has authored a novel published on Amazon Kindle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors. The firm operates under a fiduciary standard and provides various portfolio management services, including tax-efficient solutions and alternative investment options.

Humberto Alday is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Secure Investment Management and J.D. Mellberg Financial. Outside of his advisory work, he owns an RV rental business in Tucson, Arizona. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of advisors and branch offices. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ernesto Vargas Truqui is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds the Series 66 designation and has previously worked at PNC Investments LLC, Raymond James & Associates, and Morgan Stanley Private Bank. Outside of finance, he has experience with Azulito Kitchen LLC, indicating involvement in entrepreneurial activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader set of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Zachary Sparrow is a financial advisor with J.P. Morgan Securities in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has experience with JPMorgan Chase Bank, N.A. dating back to 2010. J.P. Morgan Securities 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Sivilli is a financial advisor at Wells Fargo Advisors in Tucson, AZ, with one year of industry experience. His prior work history includes roles at Data Direct Networks, Critical Path Institute, and Oracle Corporation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu covering a variety of financial needs and utilizes proprietary research and tools to develop tailored recommendations for clients.

Andrew Karczewski is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at firms including NYLIFE Securities LLC and Empower Financial Group LLC. Outside of his advisory role, he assists with administrative work at Desert Cleaning Janitorial Services, Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with a focus on ESG criteria.

Rene Henriksen is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has held roles at First Republic Investment Management and First Republic Securities prior to joining J.P. Morgan in 2023. Henriksen holds Series 63 and Series 65 designations. 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. The firm delivers these services through a combination of institutional advisory operations and affiliated brokerage, distribution, and investment management capabilities.

Steven Bishopp is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at VOYA Financial Advisors and leadership at Sji Financial Services, Inc. and Sb Bishopp, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management strategies supported by internal and third-party research.