John Peters is a ChFC® with 40 years of industry experience. He is currently with LPL Financial and was previously with Commonwealth Financial Network for 19 years. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by LPL Research and third-party subadvisors.

Korey Bowlby is a financial advisor with Edward Jones in Tucson, AZ, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he served in various roles including positions with the U.S. Army Reserve, U.S. Department of Homeland Security, U.S. Department of the Air Force, and U.S. Department of State. Outside of his advisory role, he is an adjunct instructor at both Pima County Community College District and Des Moines Area Community College, where he teaches courses in criminal justice, criminology, and homeland security. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm manages over $1 trillion in assets and offers a broad range of discretionary and non-discretionary investment strategies, supported by a nationwide network of financial advisors and branch offices.

Matthew Gigstad is a financial advisor with Thrivent Investment Management in Tucson, AZ, holding a Series 66 designation and over 21 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2004. Outside of his advisory role, he serves on the stewardship team for Fellowship Bible Church Tucson, assisting with budget and financial oversight. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based planning across various financial topics. The firm offers ongoing or one-time planning engagements without discretionary trading authority and allows clients to combine planning with managed-account services under a consolidated billing option.

Alexis Dow is a financial advisor at Wells Fargo Clearing based in Tucson, AZ, holding a Series 63 designation. She has been with Wells Fargo Bank since 2021 and transitioned to Wells Fargo Clearing in 2025. Prior to her financial services career, she held positions in diverse organizations including Starbucks and the Sunlight Center for Change LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from internal and external sources to support its investment strategies.

May Eudora Gottfried is a financial advisor at Edelman Financial Engines with one year of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and several non-financial positions such as driving for Uber and working in the restaurant industry. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering diversified portfolios with a long-term focus and serving approximately 477,000 clients.

Jennifer Noseck is a CFP® and ChFC® with 15 years of experience in the financial services industry. She has worked at Edward Jones since 2019 and previously at Bank of America and Merrill from 2012 to 2019. Outside of her advisory role, she is a member of Ironwood Management LLC, involved in property management activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of more than 23,700 financial advisors.

Nancy Letarte is a financial advisor with Edward Jones in Tucson, AZ, holding the Series 66 designation and with 15 years of industry experience. She has been with Edward Jones since 2010. 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 large nationwide network of advisors and branch offices.

Lesley Vanborssum is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her career includes prior roles at Ameriprise Financial Services, Oppenheimer, Citigroup Global Markets, and Wells Fargo Clearing. Outside of her advisory work, she is involved as a loan guarantor for a local business, Uncle Biffs Cookies, in Phoenix, AZ. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm provides multiple investment implementation options tailored to client objectives and maintains proprietary model strategies alongside access to unaffiliated strategists.

Derek Chow is a financial advisor with Fidelity, holding Series 63, 65, and 66 credentials and 31 years of industry experience. His prior roles include positions at Foreside Fund Services, International Value Advisers, XMS Capital Partners, Matthews International Capital Management, Voya Investment Management, Lincoln Financial Distributors, and Strong Capital Management. He is currently with Strategic Advisers LLC, a Fidelity company that provides investment management and advisory services to retail and institutional clients, including managing proprietary model portfolios through a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Joshua Gigstad is a financial advisor with Thrivent Investment Management based in Tucson, AZ. He holds a Series 66 designation and has been with Thrivent since 2025. Outside of his advisory role, he coaches brass players in the Sabino High School Marching Band. 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 analyses and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Scott Forgues is a CFP® with 19 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc. and Kms Financial Services, Inc. He holds an Arizona Real Estate Broker license and occasionally facilitates personal real estate transactions for family members. OSAIC Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm combines brokerage and advisory services with advanced portfolio construction tools, offering access to multiple investment strategies and third-party money managers.

Patrick Chaboya is a financial advisor at Equitable Advisors in Tucson, AZ, holding Series 63 and Series 66 licenses with eight years of industry experience. He has been with Equitable Advisors since 2018 and previously worked at AXA Advisors, LLC. In addition to his advisory role, he has been affiliated with the University of Arizona and Banner University Medical Centers since 2010. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—pension and profit-sharing plans, corporations, charitable organizations, and other institutions. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, utilizing a combination of proprietary and third-party advisory models.

Joseph Sivilli is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Wells Fargo Advisors Financial Network since 2015. Outside of his advisory work, he tutors in the Norwegian Critical Languages Program at the University of Arizona and is active as an artist, creating and selling his artwork. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services and integrates advisory services with other financial products and referral channels.

Alfonso Carreno II is a financial advisor with J.P. Morgan Securities in Tucson, AZ, holding Series 63 and Series 65 designations and with 19 years of industry experience. He has worked with JPMorgan Chase NA since 2007 and has served at J.P. Morgan Securities since 2012. Carreno is also the owner of Arca Investments LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Chad Winn is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Waddell & Reed and various insurance carriers prior to joining LPL Financial in 2019. Winn also operates Winnme LLC, an entrepreneurial venture. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Amy Lightner is a financial advisor with Primerica Advisors in Tucson, AZ, holding a Series 63 designation and 23 years of industry experience. She has been with Primerica Advisors since 2002 and has worked with Primerica Financial Services since 2000. Outside of advisory services, she is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options under a wrap-fee structure. The firm evaluates unaffiliated asset managers and uses third-party providers for trading and custody, maintaining an operational model focused on curated third-party asset management.

Rebecca Johnson is a financial advisor with Ameriprise in Tucson, AZ, holding a Series 63 designation and bringing 40 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Johnson serves on the Board of Directors for the Sahuaro Girl Scout Council SO Property Board. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kim Ohler is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2017. Prior to this, Kim worked at National Bank of Arizona and LPL Financial. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering tailored financial planning and non-discretionary investment consulting through various specialized programs and affiliated research resources.

Michael Salomon is a financial advisor at Annecy LLC in Tucson, AZ, with 11 years of industry experience. He holds a Series 65 credential and has operated his own CPA practice, Michael Salomon CPA, since 2004. Salomon has led Annecy LLC since its founding in 2014. Annecy LLC is an independent firm serving clients with personalized financial advisory services.

James Hannley is the sole advisor at Jim Hannley, LLC, an independent firm based in Tucson, AZ. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. He has operated his own firm since 2004. Jim Hannley, LLC provides independent financial advisory services tailored to individual clients.