Ben Palazzo is a financial advisor at Stifel with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach incorporates a proprietary methodology developed by its Investment Strategy Group, using forward-looking capital market assumptions and probabilistic modeling to assist with asset allocation and financial planning.

Patrick O'Neill is a financial advisor at Ameriprise with 24 years of industry experience. He holds the Series 66 designation and previously worked at American Express Financial Advisors for 19 years before joining Ameriprise in 2020. Outside of his advisory role, he serves as a sports official and works as an assistant golf coach for a high school in Tucson, AZ. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Richard Brennan Jr. is a financial advisor at Edward Jones with 29 years of industry experience. He holds Series 63 and Series 66 designations. Prior to rejoining Edward Jones in 2024, he worked at the firm from 2017 to 2024 and briefly at Mass Mutual in 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.

Alejandro Cuesta is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in 2011 as a Client Associate while finishing his Bachelor of Science degree in Business Commerce at the University of Arizona. After gaining experience in the administrative side of wealth management, Alejandro became a partner with his mentor, Jim Wood Sr, in 2013. He holds the Personal Investment Advisor (PIA) designation. Alejandro is originally from Tucson, where he graduated from Sabino High School and worked as an auto mechanic while attending college.

Christal Wendtland is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2015. 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 including insurance-related vehicles and bank deposit sweep programs.

Karen Jacome is a financial advisor with LPL Financial in Tucson, AZ, holding a Series 66 designation and six years of industry experience. She has held roles at Bancwest Investment Services, Inc. since 2018 and Bank of the West since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs along with retirement plan consulting and brokerage services.

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.

Mark Sullivan is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. He worked at Intuit, Inc. for 22 years prior to joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

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 licenses and over 31 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2009. Outside of his advisory role, he serves as an executor for his mother’s estate. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs planning, using Wells Fargo research and tools to develop tailored recommendations.

Anne Ramirez is a financial advisor at LPL Financial with 27 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Prior to joining LPL Financial in 2021, she worked at First Allied Advisory Services and First Allied Securities. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios and third-party research.

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 in Tucson, AZ, holding Series 63 and Series 65 designations and having 32 years of industry experience. She has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs and services, including financial planning, model portfolios, and retirement plan consulting, supported by research and a variety of investment strategies.

Barry Davis is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He previously worked at Linsco Private Ledger Corp for 19 years. Davis is also involved with Grayson Associates LLC. 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 advisory programs, financial planning, and retirement plan consulting supported by proprietary and third-party research.

Aaron Murray is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary, quantitative asset-allocation approach combined with centralized due diligence. The firm incorporates an ESG eligibility framework when recommending strategies and offers access to a broad range of products, including those available through its affiliated entities.

Parker Winn is a financial advisor with LPL Financial in Tucson, AZ, holding the Series 66 designation and with seven years at LPL following four years of industry experience. He previously worked at Waddell & Reed for four years and serves in the United States Marine Corps Reserves. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management along with research and model portfolios.

Miguel Cardenas is a financial advisor with J.P. Morgan Securities in Oro Valley, Arizona, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at JPMorgan Chase Bank since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.