Andrew Blease is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he is involved in non-variable insurance products, including long-term care insurance, fixed annuities, life and disability insurance. 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 research from LPL Research and third-party subadvisors.

Joseph Dylewski is a Series 66 licensed financial advisor with Edward Jones in Oro Valley, Arizona, with 17 years of industry experience. He has been with Edward Jones since 2008. 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 solutions supported by a large national network of advisors and branch offices.

Christopher Graves is a CFP® professional with 28 years of experience in the financial services industry. He has been with Morgan Stanley since 2008, including roles at Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney. He is based in Tucson, AZ. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions. The firm offers tailored financial planning and a variety of investment services, managing approximately $2.74 trillion in client assets.

Brian Gard is a financial advisor at Edward Jones in Tucson, AZ, holding the CFP® designation and a Series 66 license with seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at APPS Paramedical and served for 23 years with the Northwest Fire District. He is a board member of the Marana Chamber of Commerce, where he meets monthly to provide guidance on community economic development. 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 programs and investment strategies supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Myron Hicks is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, Hicks holds ownership interests in several local Tucson businesses, including Tucson Screamers LLC and The Slaughterhouse DBA Biocare Global, where he is involved in fundraising, marketing, and consulting activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Nancy Kelsey is a financial advisor at OSAIC with 39 years of industry experience. She held advisory roles at Securities America Advisors, Inc. and Securities America, Inc. from 2009 to 2024 before joining OSAIC. Outside of her advisory work, she is involved in a cat rescue and rehoming effort in Tucson, Arizona. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services along with financial planning and access to third-party money managers. The firm utilizes various asset allocation tools and supports discretionary and non-discretionary account management across multiple investment types.

Julian Benitez II is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and eight years of industry experience. He has worked with Cambridge Investment Research Advisors since 2017 and previously spent two years at Commonwealth Financial Network. Cambridge Investment Research Advisors serves a diverse clientele including individuals, pension and profit-sharing plans, charitable organizations, trusts, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using various discretionary and non-discretionary investment strategies.

Jonathan M Mitchell is a financial advisor with UBS Financial Services in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2011. Outside of his advisory work, Jonathan volunteers as a private investigator and is a silent partner in a fast-casual restaurant serving Poke. He also serves as secretary and treasurer of a family foundation. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor client plans. The firm combines institutional trading capabilities with wealth management offerings, including fiduciary financial planning and capital markets services.

Ashley Pearson is a financial advisor with LPL Financial in Tucson, AZ, holding a Series 66 designation. Pearson has one year of industry experience and has previously worked at Edward Jones, Research Development Services at the University of Arizona, and Cardinal Reality. Prior to entering the financial industry, Pearson held various roles including positions at Twin Peaks Veterinary Center and Chipotle Mexican Grill. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, research, and various management strategies.

Hugo Frausto is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to joining Morgan Stanley, he was employed by the Department of Veterans Affairs from 2015 to 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Joseph Poliseo is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career with Merrill in 1998, initially serving as Head Operations Controller in New Jersey. Over the years, Joseph held various roles in client service and management, later moving to Arizona in 2005 to become Client Relationship Manager for the Phoenix-Tucson Complex, overseeing client services for seven offices and 150 Financial Advisors. He transitioned to a Financial Advisor role in Tucson, Arizona in 2015, focusing on providing comprehensive wealth management solutions that address clients' evolving needs and financial goals. Joseph’s areas of expertise include college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income strategies. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) designation, demonstrating his commitment to ongoing professional development. Joseph earned a Bachelor of Science degree in Technological Entrepreneurship and Management from Arizona State University, complementing his extensive experience in financial services. Outside of his professional work, Joseph enjoys spending time with his wife, Marissa, and their three daughters. He also has personal interests in basketball, music, and watching movies.

Julian Benitez is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63, 65, and 66 licenses. He has 33 years of industry experience, including prior roles at Commonwealth Financial Network. Outside of his advisory work, Benitez is a managing partner in a life insurance sales firm and also provides notary services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, with investment strategies that include proprietary models and access to third-party managers.

Cheryl Ray is a financial advisor at Wells Fargo Clearing with a Series 63 designation and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2013 and joined Wells Fargo Clearing in 2023. 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 solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Joey Valenzuela is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked at J.P. Morgan Securities for 10 years before joining Wells Fargo Clearing in 2022. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Aaron Brewer is a CFP® with 18 years of industry experience, currently affiliated with Wells Fargo Clearing since 2022. He previously worked at J.P. Morgan Securities for 10 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Michael Mansour is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America and Northern Arizona University. 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, and various institutional investors. The firm operates within Bank of America’s broader platform, providing access to a wide set of products and services.

Michelle Dojaquez is a Financial Advisor with Merrill Lynch Wealth Management. She has been in the financial industry since 2018 and joined Merrill Lynch in 2024. In her role, Michelle focuses on building trusted relationships and supporting clients through personalized financial strategies that align with their unique goals and priorities. Her areas of expertise include retirement income planning, portfolio management, tax minimization, small business strategies, special needs planning, and managing wealth for diverse client groups such as women and the LGBT community. Michelle emphasizes understanding clients' personal perspectives to create tailored plans encompassing education funding, retirement lifestyle coverage, and long-term family goals. Michelle holds a Bachelor's Degree from Northern Arizona University and an MBA from the University of Phoenix. She also holds the Personal Investment Advisor (PIA) designation. Outside of work, she enjoys activities such as chess, cooking, music, reading, swimming, watching movies, and spending time with her family.

Reyna Ward is a financial advisor with Charles Schwab in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. Her work history includes roles at Charles Schwab and Fidelity Brokerage Services. Outside of financial services, she promotes a global beauty brand focusing on haircare, skincare, and wellness products. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with a centralized operational structure.

Garrett Rustand is a financial advisor with LPL Financial in Tucson, AZ, holding a Series 66 designation and 24 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved with RustandCapital Management, a business entity for tax and investment purposes. 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 representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven solutions.

Brian Fenn is a financial advisor with Mass Mutual Investors Services in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Northwestern Mutual companies from 2008 to 2017 before joining Mass Mutual and its subsidiaries in 2017. Outside of his advisory work, Fenn is active in the sales and service of insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations, with specialized offerings such as divorce planning and employer-sponsored programs.