Sara Wright is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has held roles at JPMorgan Securities LLC since 2020 and previously worked at JPMorgan Chase Bank NA from 2015 to 2020. Wright holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dave LePeau is a Financial Consultant at Fidelity Investments. He began his career with Fidelity in 2022 as a Financial Representative and progressed to Investment Consultant before assuming his current role in 2026. Drawing on his background as an educator, Dave focuses on understanding clients' financial goals to provide tailored resources and support. He collaborates with clients to develop financial plans aligned with their values.

Mary Gill is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has a background that includes ownership of Canyon Tax Associates LLC, where she provides tax preparation services, and Gill & Ghabbani Financial LLC. Additionally, she operates as an insurance agent assisting seniors with Medicare and final expense options. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse investment approaches ranging from model portfolios to bespoke strategies, managing over $256 billion in assets.

Taunya Villicana is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with LPL Financial since 2004. Outside of her advisory role, she is a managing partner of Peaks, LLC, a company involved in commercial real estate rental. 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 offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Skyler Richins is a financial advisor at Edward Jones with 10 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at J.P. Morgan Securities, Wells Fargo Bank, and The Vanguard Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and operates under a fiduciary standard.

Carlota Larson is currently a Planning Consultant at Fidelity Investments, a position she has held since 2023. In this role, she focuses on developing financial plans that align with the goals and priorities of her clients and their families. She emphasizes building strong and trusting relationships by understanding what is important to her clients. Her professional experience spans several roles in the financial services industry. Prior to her current position, she was an Administrative Manager at Ridgway Private Wealth from 2021 to 2023. Before that, she served as Vice President, Premier Banker II at Wells Fargo Bank from 2009 to 2021, and began her career as a Teller at Chase Bank from 2006 to 2009. No additional information about her education, credentials, personal interests, or community involvement has been provided.

Marc Lock is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 63 designation and 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its process.

Nathan Clark is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 20 years of experience in financial planning. He specializes in comprehensive planning, investment management, and risk mitigation, focusing on helping clients pursue their financial goals through personalized wealth management strategies. Nathan’s approach emphasizes understanding clients’ life priorities to create flexible plans aligned with their family, goals, and aspirations. Nathan holds the Accredited Domestic Partnership Advisor™ (ADPA™) and Accredited Wealth Management Advisor™ (AWMA™) designations, reflecting his expertise in addressing the unique needs of high net-worth individuals, families, and business owners. He earned a Bachelor's Degree from Western International University and a Master of Business Administration (MBA) from the University of Phoenix. In addition to his professional work, Nathan is actively involved in the community. He serves on the boards of several non-profit organizations, including the Reid Park Zoological Society, Reid Park Zoological Foundation, and Step Up to Justice. Outside of his advisory role, Nathan enjoys interior decorating, reading, and spending time with his family.

Elizabeth Apking is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 25 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 advisory approach is IPS-driven and grounded in modern portfolio theory, with an investment menu that includes insurance-related vehicles and bank deposit sweep options in addition to traditional products.

Shannon Soto is a financial advisor at Morgan Stanley with 18 years of industry experience. She has worked at Morgan Stanley since 2009 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools.

Ernest Escarcega Jr. is a financial advisor with Primerica Advisors in Tucson, AZ, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of home security and automation products through affiliated companies and owns EDESVP, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Andres Parada Hernandez is a financial advisor at Morgan Stanley with two years of industry experience. He holds a Series 66 designation and has prior work experience that includes roles in the restaurant industry and the gig economy. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services, supporting clients through firm-approved planning tools and comprehensive investment resources.

William Medlicott is a financial advisor at Charles Schwab with Series 66 credentials and one year of industry experience. His prior work includes roles at Charles Schwab Bank and the Stenquist Insurance Agency, as well as eight years with the State of Montana. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management. The firm combines a large client base with integrated brokerage, custody, and advisory services across multiple platforms.

Mary Jo La Beff is a financial advisor with Raymond James & Associates holding a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and operated a business under the name MJ LABEFF for four years. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Christopher Schneider is a Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2016, progressing through roles including Planning Consultant, Relationship Manager, Financial Representative, and High Net Worth Associate. Christopher focuses on building trust with clients and providing value through his knowledge of Fidelity's wealth planning offerings. He believes that financial decisions are attempts to reach emotional goals and aims to keep interactions simple and transparent to maximize clients' time.

David Mc Gee is a financial advisor with Merrill, holding a Series 66 credential and one year of industry experience. His work history includes positions at Bank of America and prior roles outside the financial sector, including at Einstein's Bagel Bros and Outback Steakhouse. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Hum is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Tucson, AZ. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Robert Present is a financial advisor with RBC Capital Markets in Tucson, AZ, holding Series 63 and Series 65 credentials and over 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and City National Bank since 2017. Outside of his advisory role, he serves on multiple nonprofit boards, including the Jewish Federation of Southern Arizona and the Arizona-Sonora Desert Museum, with past leadership positions in several community organizations. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients from individual investors to institutions, offering customized portfolio management, financial planning, and brokerage services through various advisory programs. The firm integrates in-house and third-party investment managers with options for risk profiling, tax management, and responsible investing.

Chad Markham is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Prior to that, he has worked at JPMorgan Chase Bank, NA since 2008. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis.

Alberto Molina is a financial advisor with Edward Jones in Tucson, AZ, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2025, he worked at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America for seven years. His background includes roles outside finance, such as working at a funeral services company and co-owning a pizzeria. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.