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 with Independent Financial Group, LLC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term roles at NPB Financial Group, LLC and his own firm, YURGEC Financial Services. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base that includes individuals, high-net-worth clients, trusts, and institutional clients. The firm offers financial planning and portfolio management through various platforms and employs a model-based approach combining strategic asset allocation and manager selection across active and passive strategies.

Thomas Vetrano is a financial advisor with Principal Financial Services in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Principal Securities Inc. since 1987 and founded Vetrano Financial Services in 2000. Outside of his advisory work, he serves on the boards of the 911 Tower Challenge Foundation and the Hearts of Gold Police Family Outreach Foundation. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers financial planning, retirement consulting, and access to third-party money manager programs through both advisory and promoter arrangements.

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 with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney, Valic Financial Advisors, Merrill, and Morgan Stanley Dw Inc. Outside of her advisory career, she manages a personal ranch through JB Bar Ranch LLC in Marana, AZ. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, institutions, and charitable organizations. The firm offers diversified advice through fee-based wrap programs, financial planning, and investment management, utilizing both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.

Timothy Giacoletti is a financial advisor at LPL Financial with 13 years of industry experience and holds the Series 66 designation. His prior roles include positions at Royal Alliance Associates and HD Vest. Outside of advisory work, he is involved in tax preparation and accounting through an affiliated CPA firm and also works with H&R Block. LPL Financial serves individuals, retirement plans, and institutions through a nationwide network of investment adviser representatives, offering financial planning, advisory programs, and retirement consulting with both discretionary and non-discretionary management options.

Joseph Conto is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Charles Schwab Bank, Long Realty, and operating a landscaping and maintenance business. He also spent several years in full-time education. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm’s approach includes both non-discretionary and discretionary investment management options supported by multi-asset model portfolios and centralized operational infrastructure.

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 licenses and four years of industry experience. Prior to joining Charles Schwab in 2021, he worked for Van's Golf Shop and Oro Valley Country Club. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory 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 a centralized, integrated approach to custody and investment guidance.

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 credentials and bringing 30 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group provides consulting and portfolio services tailored to client goals and risk tolerances, utilizing a range of investment strategies including separately managed accounts and overlay services.

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.

Carl Warren is a CFP® with 26 years of industry experience, currently serving as a financial advisor with Wells Fargo Advisors in Tucson, AZ. He has held various roles within Wells Fargo and its affiliates since 2010. Warren also has ownership interests in 131 Capital, LLC, and Warren Wealth Management, LLC, both investment-related ventures based in Oro Valley, AZ. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referrals.

Jeffrey Hicks is a CFP® and holds the Series 66 designation, with nine years of industry experience. He has been with Edward Jones since 2017 and previously worked at the University of Arizona from 2014 to 2017. Based in Tucson, AZ, he provides financial advisory services through Edward Jones. 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 solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.

Mary Clements is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N.A. since 2018. Outside of her advisory role, Mary instructs group fitness classes at several local fitness centers and nonprofit organizations in Tucson, including the YMCA of Southern Arizona and the Tucson Jewish Community Center. She also serves as a committee member for Angel Charity For Children. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Zitzmann is a financial advisor with Osaic Wealth, Inc. based in Tucson, AZ, holding the PFS™ and Series 66 designations and bringing 23 years of industry experience. He previously worked at Securities America Advisors, Inc. and KMS Financial Services, Inc. Outside of advising, he serves on the board of the Homer Foundation, a philanthropic organization focused on endowment development and community grant-making, and owns a CPA firm providing tax, financial statement, and bookkeeping services. Osaic Wealth serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm uses asset-allocation tools and automated rebalancing to manage diversified portfolios with various investment options on both discretionary and non-discretionary bases.