Deenna Schunk Peru is a financial advisor at Robert W. Baird & Co. with 31 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Robert W. Baird since 2019, following positions at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is involved in bookkeeping and decision-making for a local electrical business and participates in sales of skin, beauty, and nutritional products on a part-time basis. She is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, institutional clients, and charitable organizations by providing tailored financial planning and portfolio management services that include discretionary and non-discretionary management, separately managed accounts, and overlay strategies.

Paula Weese is a financial advisor at RBC Capital Markets with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with RBC Capital Markets and its related entities since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment managers.

Vicente Vargas is a financial advisor with Cetera who holds the Series 66 designation and has four years of industry experience. He is also a member of Busby, Sanford, Brady, CPAs, PLC, a public accounting firm where he provides tax and accounting services. Additionally, he serves as a trustee for an irrevocable living trust. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a nationwide network of independent advisors.

Stuart Scibetta is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at several firms including Edward Jones and currently operates through multiple affiliated advisory entities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Walter Smith Jr. is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 and 65 licenses, with 18 years of industry experience. His prior roles include positions at New York Life Insurance Company, Nylife Securities LLC, and Farmers Financial Solutions. Outside of his advisory work, he volunteers with the Retiree Activities Office, a nonprofit organization in Tucson, AZ. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Jason Robinson is a financial advisor with Mass Mutual Investors Services in Tucson, AZ. He holds the CFP® and ChFC® designations and has 18 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at Northwestern Mutual in various roles from 2007 to 2018. Outside of financial advising, he owns two retail sales businesses focused on woodworking projects and handmade wooden purses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring ongoing collaborative planning relationships without discretionary authority.

Gregory Baker is a financial advisor at Osaic Wealth, Inc. with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Osaic in 2022, he worked at Cambridge Investment Research Advisors and Cambridge Investment Research. He is president of GBA Financial Concept, an independent insurance brokerage, and serves as a director of the Southern Arizona Law Enforcement Foundation, which provides equipment to local police departments. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Eric B Soiland is a CFP® with 39 years of experience in the financial services industry. He has been with Wells Fargo Advisors since 2020 and previously worked with Wells Fargo Clearing and Wells Fargo Advisors LLC. He is a co-trustee for his parents' trusts and owns Soiland Wealth Management LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services tailored to clients meeting a net-worth threshold. The firm integrates advisory services with banking, lending, trustee services, and affiliated funds to provide comprehensive financial solutions.

Jennifer Carroll is a financial advisor at RBC Capital Markets with 19 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services from 2014 to 2019. Outside of her advisory role, she occasionally works as a food delivery driver and travel advisor. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored portfolio management and financial planning through a range of advisory programs.

Michael Jackson is a financial advisor with Edward Jones in Tucson, AZ, holding Series 63 and Series 66 designations and four years of industry experience. His prior roles include positions at First Republic Bank and JPMorgan Chase Bank. Outside of his advisory work, he operates a freelance art business focused on apparel graphics and serves as a part-time high school assistant coach. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and affiliated financial products. The firm is known for its extensive advisor and branch network, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.

Cheryl Schuler is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing. Outside of finance, she is an independent beauty consultant for Mary Kay and owns a photography business. 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 utilizes research from Wells Fargo Investment Institute and third-party sources to guide its diversified investment approach.

Jennifer Tarpening is a financial advisor at Merrill with eight years of industry experience. She holds the Series 66 designation and has been with Merrill since 2015. 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, pension and profit-sharing plans, corporations, and charitable organizations.

David Hammond is a CFP® and ChFC® with 56 years of industry experience. He is currently with Cetera, having been associated with Cetera Wealth Services, LLC since 2013. Outside of his advisory role, Hammond serves as a notary and is involved in managing office building signage and a homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and unaffiliated managers and various program options.

Ashley Zamora is a Financial Consultant at Fidelity Investments, where she helps clients develop long-term financial plans by understanding their family and financial needs. She has been in this role since 2023. Prior to this, Ashley served as a Relationship Manager at Fidelity Investments from 2022 to 2023. Before joining Fidelity, she worked as a Premier Banker at Wells Fargo from 2012 to 2022. Outside of her professional career, Ashley's personal interests include visiting museums, parenthood, reading, soccer, traveling, and volunteering.

Luis Martinez is a financial advisor with Morgan Stanley in Tucson, Arizona, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been 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 wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and scenario modeling.

Henry Maxwell is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2016, progressing through roles including Financial Consultant, Investment Consultant, Senior Relationship Manager, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as an Ownership Transition Specialist at Bank of America - Merrill Edge from 2015 to 2016. In his role, Henry focuses on helping clients develop and maintain comprehensive financial plans tailored to their unique needs. He emphasizes educating clients on their current financial status to empower informed decision-making for their future. Outside of his professional work, Henry enjoys golf, music, skiing, and snowboarding.

Fred Brown Jr. is a financial advisor with Primerica Advisors in Oro Valley, AZ, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. Outside of his advisory role, he owns a restaurant business in Freeport, New York. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides wrap-fee solutions rather than managing institutional pension or profit-sharing plans.

Kimberly Didra is a financial advisor with Robert W. Baird & Co. in Tucson, Arizona, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2018, she worked at Cartel Coffee Lab for six years and had brief roles at Midtown Artisans and Extended Travel. She is part of The DDK Group, a team within Baird’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, including discretionary management and separately managed accounts, utilizing a range of traditional and non-traditional investment strategies.

Mariah Etchart is a financial advisor at Ameriprise with Series 66 credentials and one year of industry experience. Prior to joining Ameriprise, she held positions at Sabino Hills Family Dentistry and Tj Maxx. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides annual, tax-aware retirement planning focused on dependable income sources, supported by proprietary research and algorithmic tools.

William Westcott is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial in various capacities since 2003. Westcott serves as a board member of Potoff Private Philanthropy, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning, advisory programs, and retirement consulting supported by research and technology-driven portfolio management.