Daniel Dales is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 designation and 17 years of industry experience. He has been with Equitable Advisors since 2008 and previously worked at AXA Advisors, LLC during the same period. He serves as a board member and officer of Signature Wealth Concepts, LLC. Equitable Advisors provides financial planning, retirement-plan support, and access to asset management for individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm operates a hybrid referral and implementation model, offering advisory and brokerage/insurance channels and utilizing third-party asset managers and LPL programs.

Todd Hanna is a financial advisor with J.P. Morgan Securities in Tucson, AZ, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Charles Dunn is a financial advisor at Cetera with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including First Allied Advisory Services and his own Charles R. Dunn Investment Advisors, LLC. Dunn is involved in several nonprofit organizations, serving as executive director and board member for groups focused on charitable, community, and homeless services in Tucson, Arizona. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets.

Pedro Trejo III is a financial advisor at Merrill in Tucson, AZ, holding a Series 66 designation. He has worked at Merrill since 2023 and has prior experience at Bank of America, J.P. Morgan Securities LLC, and several other firms and organizations. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Kelly Stephenson is a financial advisor at Merrill with 14 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1999. Outside of his advisory role, he serves as a Successor Trustee. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Ben Young is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. Prior to this role, he worked as a Financial Advisor at NYLIFE Securities LLC from 2010 to 2015 and as an Agent at New York Life from 2009 to 2010. His professional journey reflects a sustained commitment to financial consulting and client service. Ben is a native of Tucson and focuses on helping clients achieve financial freedom for themselves and their families. He holds insurance licenses in Arkansas and California, supporting his work in financial planning and consulting. His approach centers on client goals and financial education. Outside of his professional career, Ben enjoys activities such as comedy, concerts, social events with friends, golf, skiing, and traveling.

David King is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at LPL Financial since 2007. Outside of his advisory role, he is a broker for Blue Cross Blue Shield of Arizona and an employee of Hughes Federal Credit Union, each representing a minor part of his professional activities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Miguel Salazar is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Transition Support Services Inc, the University of Incarnate Word, and Amazon. He also coaches soccer players through his own soccer training business in Tucson, Arizona. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios, including multi-manager and fund-of-funds structures.

Jorge Rosas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. He has worked at Raymond James since 2019 and previously held positions at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory solutions.

Christopher Wolfe is a financial advisor with Primerica Advisors in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001 and has also served as a history teacher at Pima Community College since 2015. Outside of his advisory work, he is involved in teaching and has interests related to Adobe software and history education. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Patricia Carnovale is a financial advisor with Ameriprise in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has been with Ameriprise and its affiliate since 1995. Carnovale serves on the Board of Directors for Friends of Western Art. Ameriprise is a large institutional firm that offers a retirement-income planning service for individuals nearing or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, using research-driven and algorithm-assisted methods to generate and tailor retirement income recommendations.

James Stark is a financial advisor at Cetera with 36 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and 65. His career includes roles at Wells Fargo Advisors Financial Network LLC and managing multiple wealth management firms. Stark serves on the board of Unite 4 Africa, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that provides services through a large nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts with a multi-manager platform offering a range of portfolio management and financial planning solutions.

Selina Rojas is a financial advisor at Morgan Stanley with 12 years of industry experience. She holds the Series 66 designation and has worked with Morgan Stanley Smith Barney since 2012 and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is the sole proprietor of MJS Rojas Properties LLC. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved processes to develop its financial plans.

Christopher Boyd is a financial advisor with Charles Schwab, holding Series 63 and Series 66 registrations and 14 years of industry experience. He has worked at Charles Schwab Bank since 2012 and Charles Schwab & Co., Inc. since 2009. Outside of his advisory role, he serves on the board of Legacy of Excellence, a nonprofit organization where he assists with the financial committee in managing scholarship donations. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed accounts. The firm offers both non-discretionary and discretionary investment services, combining multi-asset model portfolios with centralized custody and operational support.

Robert Mclaughlin Jr. is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its advisory services.

Layla Tovar is a Senior Financial Advisor at Merrill Lynch Wealth Management. She focuses on creating personalized wealth management strategies tailored to clients' unique financial situations and goals. Her areas of expertise include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, small business strategies, special needs planning, and retirement income. Layla follows the Merrill tradition of community involvement through volunteer work with local organizations. Outside of her professional role, she pursues a variety of personal interests including basketball, chess, cooking, dancing, football, golfing, hiking, music, traveling, and yoga.

Thomas Robertson IV is a financial advisor at Wells Fargo Advisors with Series 66 credentials and four years of industry experience. He has held roles within Wells Fargo since 2015, including positions at Wells Fargo Payroll Services and Wells Fargo Merchant Services prior to his current advisory role. Robertson serves on the investment committee of the Rotary Club of Tucson and is a board member of the Fox Theatre in Tucson. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services facilitated by proprietary research and planning tools, with clients able to implement recommendations through various brokerage or advisory programs.

Michael Short is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to rejoining LPL Financial, he worked at Edward Jones and ADP LLC. Outside of his advisory career, he is a coach at CrossFit Saguaro. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

Michelle Bredehoft is a financial advisor at Morgan Stanley in Tucson, AZ, with five years of industry experience. She holds a Series 66 designation and previously worked at Amy Perl and Ben Parson State Farm. Outside of financial advising, she is involved in property management through MJM Rojas Properties, Inc. Morgan Stanley Wealth Management serves individual and institutional clients, providing tailored financial planning and advisory programs supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Kevin Peasley is an Investment Consultant at Fidelity Investments, where he works closely with clients to develop and maintain financial planning strategies. He focuses on understanding each client's unique situation and goals to co-create customized financial plans that align with their vision for the future. Kevin's professional experience includes serving as a Financial Representative at Fidelity Investments from 2023 to 2024 before becoming an Investment Consultant in 2024. His work encompasses planning for retirement, wealth accumulation, and risk management through methodical analysis and thoughtful recommendations. Outside of his professional role, Kevin enjoys board games, cooking and baking, puzzles, and snowboarding.