Cory Niver is the Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He has been with Fidelity since 2014, serving in various capacities including Financial Consultant and Investment Consultant. Prior to joining Fidelity, Cory held financial advisory positions at LearnVest, USAA, Chase Investment Services Corp, and Edward Jones. With over 21 years of experience in financial planning and investment services, Cory focuses on developing, executing, and maintaining financial plans for clients across different market conditions. His professional background encompasses wealth planning and investment consulting. Outside of his professional career, Cory enjoys biking, hiking, and snowboarding.

Scott Hufault is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 1992 and focuses on developing financial strategies and recommendations tailored to high-net-worth individuals, their families, and their businesses to help meet both short- and long-term financial goals. Scott holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and is a qualified Portfolio Manager. He provides traditional advice and guidance, as well as manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies, with the ability to manage these on a discretionary basis through the firm’s Investment Advisory Program. Scott earned a Bachelor of Science degree in Economics and Finance from the University of Arizona in 1990. He is committed to a consultative approach that involves listening to clients’ financial situations, preferences, and goals, followed by customized portfolio design and ongoing discussions covering investments, retirement, estate planning, and philanthropy. Scott also participates in community volunteer work aligned with Merrill’s tradition of community involvement. Outside of work, his interests include basketball, billiards, boating, fishing, horseback riding, music, skiing, swimming, table tennis, and tennis.

Kenan Harmon is a financial advisor at Edelman Financial Engines in Tucson, AZ, holding a Series 65 designation. He joined the firm in 2026 and has diverse prior experience across several industries, including roles at AGM Container Controls and Hillhouse Coffee. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individuals, retirement-plan participants, and institutions. The firm uses a committee-driven modeling process combined with planner delivery and online tools, managing approximately $326 billion for roughly 477,000 clients.

Anne Emmerich is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 63 designation and 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is involved in retail and wholesale crafts, selling handmade cards and crafts at local events and shops as an independent entrepreneur. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, with a focus on advisory services rather than individual security recommendations.

Adam Paoli is a financial advisor with Morgan Stanley in Tucson, AZ, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley since 2014, including nine years with Morgan Stanley Private Bank, National Association. Outside of his advisory role, he is a 50% owner of PB MEDIA LLC, a web development services business. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning through its network of advisors and specialized groups. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by investment research and modeling techniques.

James Sivilli is a financial advisor with Wells Fargo Advisors in Tucson, AZ, holding Series 63 and Series 65 credentials and 32 years of industry experience. He previously worked at UBS Financial Services from 2004 to 2006 before joining Wells Fargo Advisors Financial Network LLC in 2009. Outside of advising, he serves as an executor for his mother's estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad planning menu that includes services like retirement, education, risk, and wealth-transfer planning, with tailored recommendations supported by Wells Fargo research and tools.

Anne Ramirez is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Her prior experience includes roles at First Allied Advisory Services, Securities America Advisors, Brecek & Young Advisors, and Ameriprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party model portfolios, supported by advanced operational and research tools.

Gustavo Corte is a financial advisor with RBC Capital Markets and holds a Series 66 designation. He has 10 years of industry experience and has worked at City National Bank and Axa Advisors prior to his current role. Outside of his advisory work, he serves on the boards of two nonprofit organizations, Casa de los Niños and Ballet Tucson, and is a trustee for Fathers Trust. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Debora Wood is a financial advisor with LPL Financial based in Tucson, AZ, holding Series 63 and Series 65 credentials, and has 32 years of industry experience. She has worked at LPL Financial since 2009 and previously held positions at Morgan Stanley & Co. LLC and Morgan Stanley DW Inc. Wood also manages a single-family home real estate rental. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individual and institutional clients. The firm offers a range of financial planning and investment management solutions, with support from advanced technology and a broad spectrum of financial services beyond advisory activities.

Barry Davis is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 designations and with 45 years of industry experience. He has worked at Linsco Private Ledger Corp since 2007 and previously at Ferguson Investment Services PLLC from 2005 to 2007. Davis is also associated with Grayson Associates LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms.

Parker Winn is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He has been with LPL Financial since 2019, previously working at Waddell & Reed for four years. Winn also serves in the United States Marine Corps Reserves, a role he has held since 2016. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with proprietary research and technology.

Felicia Cota is a financial advisor at Primerica Advisors with over four years of industry experience. She holds a Series 63 designation and has worked in various roles including architecture design, accounting support, and commercial card recruitment. Outside of advisory work, she is active as a notary and has experience as a delivery driver with several services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers to implement its investment models.

Kirk Strang is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity since 2015, initially joining as a Financial Consultant before his current role. Prior to his tenure at Fidelity, Kirk worked as a Financial Advisor and Portfolio Manager at Merrill, Lynch, Pierce, Fenner & Smith Incorporation from 2012 to 2015, and at Morgan Stanley Smith Barney from 2009 to 2012. He began his career as a Financial Advisor at Morgan Stanley & Co Incorporated in 2007. Kirk has extensive experience in the financial services industry, having served in advisory and portfolio management roles across multiple investment firms. He focuses on educating clients about the variety of strategies available at Fidelity and is committed to helping them navigate their financial goals. Outside of his professional work, Kirk enjoys family activities, hiking, visiting museums, outdoor adventures, spending time with pets, and traveling.

Alexa Letarte is a financial advisor with Edward Jones in Tucson, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked in hospitality roles at Hilton Tucson East, Westin La Paloma, and El Conquistador Tucson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Joseph Ballantyne is a financial advisor with RBC Capital Markets in Tucson, AZ, holding Series 63 and Series 65 credentials. He has 47 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors. He has been with RBC Capital Markets since 2017. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and various organizations, offering a range of advisory programs. The firm customizes investment strategies based on client risk profiles and utilizes both in-house and third-party managers to implement portfolios.

Shelby Carranza is a financial advisor with Wells Fargo Clearing and holds a Series 66 designation. Carranza has experience working at Wells Fargo Clearing since 2022 and previously spent over a decade at Vantage West Credit Union. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party data.

Ivan Burrola is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019 before joining Raymond James in 2019. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, and offers financial planning, investment consulting, and specialized services such as municipal advisory and employer retirement plan consulting.

Joseph Maillard is a financial advisor with Edward Jones in Tucson, AZ, holding Series 65 and Series 66 credentials and six years of industry experience. He previously worked at La Serpe Asset Management, LLC and December Ventures, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Fabian Aviles is a financial advisor at Edward Jones in Tucson, AZ, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Merrill and Bank of America. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment products.

Todd Alday is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is grounded in modern portfolio theory and includes a broad range of investment products, including insurance-related vehicles and bank deposit sweep options.