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.

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.

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.

Jeremy Hazen is a financial advisor with Osaic Wealth, Inc. based in Tucson, AZ, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc. and Mass Mutual Investors Services. He serves as a board member for the nonprofit 88 Crime. Osaic Wealth, Inc. serves a diverse client base including individual and institutional investors through a broad network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing advanced asset-allocation tools and third-party partnerships to manage discretionary and non-discretionary portfolios.

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 66 and Series 65 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, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Michael Mcglamery is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with LPL Financial and has previously worked at CUNA Mutual Group, CUNA Brokerage Services, Inc., and Davis Distributors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in its investment approach.

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.

Alicia Valencia is a financial advisor with Wells Fargo Clearing in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at BBVA Wealth Solutions Inc. and BBVA Securities Inc. She has been with Wells Fargo Clearing since 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Courtney Whitley is a financial advisor at RBC Capital Markets with one year of industry experience. Prior to joining RBC, she worked at Sonora Investment Management and City National Bank. She serves on the Board of Directors and the finance committee for Old Pueblo Community Services, a charitable foundation. 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 that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Susan Hancock is a financial advisor with LPL Financial and holds Series 63 and Series 66 designations. She has 20 years of industry experience, including roles at LPL Financial since 2017 and Investment Centers of America since 2013. Outside of advising, she is president of Dairy Cream, an ice cream business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs with discretionary and non-discretionary management, supported by research and diverse investment strategies.