William Castillo Nenadich is a financial advisor with LPL Financial in Tucson, AZ, holding a Series 66 credential. He has less than one year of industry experience, having worked previously at Ameriprise and TCI Wealth Advisors. His background also includes roles in education at the University of Arizona and Basis Tucson North. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of over 22,800 advisors.

Travis Dillard is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Matthew Lang is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop strategies that address their short-, mid-, and long-term financial goals. He provides resources and guidance on topics including general investing, retirement planning, and saving for unexpected events. Additionally, he facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Matthew holds a Bachelor's Degree from the University of Arkansas and has earned the Personal Investment Advisor (PIA) designation. He emphasizes building lasting relationships with clients based on trust, integrity, and education, aiming to empower individuals and businesses to achieve financial confidence and long-term success through personalized and transparent strategies. Outside of his professional work, Matthew enjoys basketball, golfing, pickleball, and spending time with his family.

Melissa Robles is a financial advisor with LPL Financial in Tucson, AZ, holding a Series 66 designation. She has been in the financial services industry since 2016, with prior experience at firms including Underhill Financial Advisors, SagePoint Financial, and Carmichael Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to various investment strategies and platforms, supported by extensive operational and research tools.

Mary Williamson is a financial advisor with Merrill in Tucson, Arizona, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Merrill Lynch Pierce, Fenner & Smith, Inc. since 2011. Outside of her advisory role, she manages Flourish Aromatherapy Studio, LLC, a family business where she creates skin care products. 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 for individuals, high-net-worth clients, and institutional investors, implementing a mix of internal and third-party management and tactical asset allocation.

Raymond Weigand is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has worked at LPL Financial since 2009 and previously at Banc of America Investment Services from 2007 to 2009. He also has a business entity for tax and investment purposes named Raymond Weigand, PLLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a network of investment adviser representatives who utilize various investment strategies and technologies.

Mike Green is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. In his role, he focuses on relationship building and financial planning, emphasizing holistic planning tailored to individual client goals. He leverages 18 years of experience and the broad range of Fidelity's offerings to assist clients in working toward their financial objectives. His career includes positions as Financial Consultant, Investment Consultant, and Financial Representative at Fidelity, as well as Brokerage Representative at Charles Schwab and Company from 2008 to 2010. He holds an Arkansas Insurance License. Outside of his professional work, Mike enjoys comedy, concerts, golf, movies, tennis, and traveling.

Mathew Brown is a financial advisor at Morgan Stanley in Tucson, AZ, holding a Series 66 designation with nine years of industry experience. His career includes roles at Latin Securities Inc, Jefferies LLC, Morgan Stanley Smith Barney LLC, Wells Fargo Clearing Services, and Florida State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by proprietary tools and market analyses.

John O'Neill is a Series 66 licensed financial advisor with Edward Jones in Tucson, AZ, where he has worked since 2016. He has a decade of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Ivan Escobosa is a CFP® professional with nine years of industry experience, currently serving at Edward Jones since 2017. He previously worked at Morgan Stanley and was affiliated with the University of Arizona. Outside of his advisory role, he serves on the Audit Committee of The Gregory School in Tucson, AZ. Edward Jones is a full-service wealth management firm serving over four million clients across individual and institutional segments, offering a range of advisory programs and investment options supported by a large nationwide network of advisors and branches.

Keith Courser is a financial advisor with Merrill Lynch Wealth Management and a U.S. Air Force veteran. He brings a disciplined and strategic approach to financial planning, drawing on his military background and academic training in economics. Keith focuses on providing tailored guidance in areas such as college education planning, family wealth management, legacy planning, retirement income, and tax minimization. With a Bachelor of Arts in Economics from the University of Arizona and the Personal Investment Advisor (PIA) designation, Keith leverages his understanding of economic trends and financial markets to help clients navigate their financial futures. His experience encompasses portfolio management services and personalized retirement planning, serving individuals, families, and businesses. Outside of his professional work, Keith enjoys golfing, hiking, pickleball, reading, running, and spending time with his family. His commitment to providing practical, informed financial advice is grounded in a philosophy of empowering clients to achieve long-term financial security and build lasting wealth.

Tim Beithon is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding a Series 66 designation and 17 years of industry experience. He worked at Edward Jones for 18 years before joining Wells Fargo Clearing in 2026. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Alicia Riddle serves as a Branch Leader at Fidelity Investments, a role she has held since 2023. She began her tenure at Fidelity in 2020 as a Financial Consultant before advancing to her current leadership position. Prior to joining Fidelity, Alicia worked as a Financial Advisor at JP Morgan from 2019 to 2020 and as a Financial Solutions Advisor at Merrill from 2016 to 2019. Her career in financial advisory started at Edward Jones, where she was employed from 2014 to 2016. Throughout her career, Alicia has focused on assisting individuals and families in achieving financial peace of mind. Her professional experience spans various facets of financial advising and consulting, reflecting a commitment to client service and financial planning. Outside of her professional responsibilities, Alicia engages in activities such as biking, playing musical instruments, caring for pets, reading, and traveling.

Warren Tyler is a financial advisor at Edward Jones with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior work includes positions at Bank of America, Merrill, and Ameriprise. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Elroy Masters Jr. is a financial advisor with Raymond James & Associates, holding a Series 66 designation and six years of industry experience. Before joining Raymond James in 2020, he worked at UDR from 2017 to 2020 and was a student at Colorado State University from 2013 to 2017. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through various advisory programs, utilizing multiple portfolio management styles and affiliated research resources.

Joanna Westcott is a financial advisor with LPL Financial in Tucson, AZ, holding a Series 66 designation and with 23 years of industry experience. She has been with LPL Financial since 2003. Outside of her advisory role, she is involved with Event Driven Media Partners, a media and public relations LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of advisors and various technology tools.

Judith Lefton is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 19 years of industry experience. She has worked at Cetera and its affiliated entities since 2021, following seven years at VOYA Financial Advisors and maintaining her own firm, Lefton Financial Services, since 1998. Outside of advisory work, she is a notary public and part owner of a fixed insurance business specializing in long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors and serving individual, corporate, retirement plan, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers, covering various program structures and custodial relationships.

Jane Rojas is a financial advisor at Morgan Stanley with 42 years of industry experience. She has held roles with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. Rojas serves as president of the Tucson Professional Chapter of the Association of Latino Professionals in Finance and Accounting and is a member of the InvestmentNews Diversity Advisory Board. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and methodologies to model outcomes.

Alexander Tinley is a financial advisor with Merrill in Tucson, AZ, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Vantage West Credit Union. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michaelle Martinez is a financial advisor with Morgan Stanley in Tucson, AZ, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling to support its financial planning services.