Elizabeth Leadon is the Regional Director of Wealth Management at Fidelity Investments. In her current leadership role, she focuses on supporting Senior Relationship Managers and Planning Consultants, emphasizing client relationships and long-term impact. She values integrity, self-awareness, and ongoing professional development. Elizabeth has been with Fidelity Investments since 2013, progressing through roles including Senior Relationship Manager and Private Wealth Management Planning Consultant before assuming her current position in 2021. Prior to joining Fidelity, she worked as a Sales Assistant at Chase Investment Services, Corp from 2008 to 2013.

Michelle Fleming is a financial advisor with Morgan Stanley in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has also been with Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mark Christopher Weiss is a CFP® professional with 16 years of experience in the financial industry, currently serving as an advisor at Edward Jones since 2019. His prior experience includes roles at Bank of America and Merrill. Outside of finance, he and his wife operate a small business buying and selling used books on Amazon. 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 network of financial advisors and branch offices nationwide.

J. Bill Rivera is a financial advisor with Fidelity in Tucson, AZ, holding the Series 66 designation. He has one year of industry experience with roles at Fidelity and its related entities. Prior to joining the financial industry, Rivera's background includes positions in home loans, education, and the restaurant sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

Parker Glasser is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has held roles at various Cetera affiliates since 2023 and is also involved in other activities including working as a shift lead at Galaxy Theatres and providing notary services. Additionally, he holds a position as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and custodial relationships, supported by a platform that includes both affiliated and third-party investment managers.

Thomas Robertson is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes specialized services such as business-owner transition planning and special-needs analysis, utilizing proprietary research and tools to develop tailored recommendations.

Zachary Penniston is a financial advisor with Wells Fargo Clearing based in Tucson, AZ, holding a Series 66 designation and five years of industry experience. He has been with Wells Fargo Clearing since 2021 and concurrently with Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Peggy Klein is a CFP® and ChFC® with 37 years of experience in the financial industry. She has been with Edward D. Jones & Co., L.P. since 1987. The firm serves more than four million individual and institutional clients, offering a range of wealth management and advisory services supported by a large nationwide network of financial advisors and offices. Edward Jones provides discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Pilar Dumbolton is a financial advisor at Morgan Stanley with 21 years of industry experience and holds the Series 66 designation. Her career includes prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Michael Grabill is a financial advisor at OSAIC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Woodbury Financial Services, Questar Asset Management, and Waddell & Reed. He is also president of Wealth Building Strategies, a corporation involved in insurance sales for fixed, long-term care, life, health, and Medicare supplement policies. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple managed account solutions utilizing advanced asset-allocation tools and third-party platforms.

Philip Garigan III is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 65 designations and bringing 49 years of industry experience. He has worked with RBC Capital Markets since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Bruce Deboer is a financial advisor with Mass Mutual Investors Services in Oro Valley, AZ, holding the ChFC® and Series 63 designations and possessing 50 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 1997. Outside of his advisory role, he serves as president of the Carrietowne North Home Owners Association. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and collaborative annual planning relationships to deliver tailored financial recommendations.

Juan Tapia Camou is an International Wealth Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2004 after more than 14 years of providing service to international high net worth individuals and their families. Juan focuses on developing portfolio strategies, asset allocation, and diversification to support clients' investment objectives within their risk tolerance. He holds a Personal Investment Advisor (PIA) designation and a Bachelor's Degree from ITESM. Juan's areas of expertise include family wealth management strategies, international wealth management, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. Juan is fluent in English and Spanish. Outside of work, he enjoys bowling, football, racquetball, and traveling.

Jason Turetzky is a financial advisor with Robert W. Baird & Co. in Tucson, Arizona. He holds Series 63 and Series 65 designations and has 27 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of advising, he is the owner of a marketing company run by his spouse. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of services including financial planning, portfolio management, and separately managed accounts, with an investment approach that incorporates internal research, manager selection, and the use of artificial intelligence tools.

Jorge Gomez Del Campo is an International Wealth Advisor with Merrill Lynch Wealth Management, bringing over 25 years of experience in the financial services industry across Mexico and the United States. He specializes in developing strategies tailored to meet the complex needs of international high net worth families and business owners. Jorge employs a goals-based approach, assisting clients and their families in articulating and defining their financial objectives to create comprehensive investment and wealth management plans. Before joining Merrill Lynch Wealth Management in 2009, Jorge worked for BBVA Bancomer from 1993 to 2001, holding positions in Monterrey, Mexico City, Chicago, and Houston. His roles included work in the Investment Banking Division and on FX, Equity, and Derivatives desks. In 1996, he became a member of The Chicago Mercantile Exchange, trading Mexican Peso futures, and in 1997, he traded equities on the floor of the Bolsa Mexicana de Valores. Jorge holds a Bachelor’s degree in International Business from the Instituto Tecnologico y de Estudios Superiores de Monterrey (ITESM). He has earned the Certified Investment Management Analyst® designation from the Investments & Wealth Institute™ and has taught in conjunction with The Yale School of Management. Jorge is bilingual in Spanish and English and resides in Tucson, Arizona, with his wife and their four children. Outside of work, he enjoys swimming, spending time with family, and watching Chicago Cubs and University of Arizona games.

Robert Bakos is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a comprehensive approach to wealth management, focusing on understanding clients' goals to develop personalized financial strategies. His expertise includes family wealth management, legacy and philanthropic planning, retirement income strategies, tax minimization, and investment planning for individuals and businesses. Robert graduated from the University of Arizona with a bachelor's degree in Economics, concentrating in Finance, and holds Series 7 and Series 66 FINRA registrations. He is also a Personal Investment Advisor (PIA) and a lifetime member of the University of Arizona Tau Sigma Honors Society. He has been involved in finance since 2005 and joined Merrill Lynch Wealth Management in 2015. In addition to his professional work, Robert serves on the boards of the Boys and Girls Club of Tucson and El Rio Health, and is a member of the Bank of America Volunteer Committee. His community involvement includes participation with the Boys and Girls Clubs of Tucson, Community Food Bank, and El Rio Health.

Melissa Wacker is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Charles Schwab. She has worked with Charles Schwab and its affiliated bank since 2018, following 13 years at Pacific Select Distributors, LLC and Pacific Life. Outside of finance, she is an independent beauty consultant for Mary Kay and operates an in-home business selling premium athletic wear. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment services supported by multi-asset model portfolios and centralized operational infrastructure.

Philip Arena is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has been with LPL Financial since 2009 and is also president of Life Markets Co., Inc., where he has been involved in life insurance sales since 1982. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with access to model portfolios, third-party research, and technology-driven investment approaches.

Kristine Newman is a financial advisor with Morgan Stanley in Tucson, Arizona, holding a Series 63 designation and 17 years of industry experience. She has been with Morgan Stanley since 2015. Outside of her advisory role, she works as a group fitness instructor for several local organizations, including the Northwest YMCA, Chuze Fitness, and the Jewish Community Center. Morgan Stanley Wealth Management provides a broad range of advisory programs for individuals and institutions, offering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Kiley Kinney is a financial advisor with LPL Financial in Oro Valley, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial in 2025, she worked at Premier Partners Wealth Management for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by in-house and third-party research.