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.

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.

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.

Maggie Babicke is a Planning Consultant at Fidelity Investments, a role she has held since 2022. In this position, she collaborates directly with clients and their advisors to understand unique family goals and co-create strategies to work towards those goals, utilizing Fidelity's resources to provide a personal and professional experience. Prior to her current role, Maggie served as a Relationship Manager at Fidelity Investments in 2022 and as a Financial Representative at Fidelity Investments from 2021 to 2022. This progression reflects her experience within Fidelity and her development in financial planning and client relationship management.

Linda Mozzone is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has been with LPL Financial since 2009. Outside of her advisory work, she volunteers as an ambassador and participant in clinical trials for a treatment of X-linked hypophosphatemic rickets (XLH). 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 provides a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technologies such as machine learning to support diversified investment strategies.

Cheri Davis is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she has worked as a restaurant server and bartender in Tucson, AZ. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 process is IPS-driven and includes discretionary options, with a broad investment menu that notably includes insurance-related vehicles and bank deposit sweep programs.

Vance Falbaum is a financial advisor with RBC Capital Markets in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with RBC Capital Markets since 2008 and has been affiliated with City National Bank since 2017. Outside of his advisory role, Falbaum serves on the boards of several nonprofit organizations, including the Boys & Girls Club of Tucson and Goodwill Industries of Southern Arizona. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers various advisory programs with customized investment strategies supported by a combination of in-house and third-party managers.

Michael Bennett is a financial advisor with LPL Financial based in Tucson, AZ, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at BD Medical, Parker Hannifin Corporation, Waddell & Reed, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and a variety of managed account programs supported by both proprietary and third-party research.

Paul Choi is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works with clients to identify their financial goals and objectives, aiming to create a strong foundation for their financial plans and assist them in progressing towards their goals. Paul has experience in various roles within the financial services industry. Prior to his current role, he served as an Investment Consultant at Fidelity Investments from 2020 to 2021, a Relationship Manager at Fidelity Investments from 2019 to 2020, and a Financial Representative at Fidelity Investments from 2018 to 2019. Before joining Fidelity, he was an Associate Financial Advisor at Northwestern Mutual from 2012 to 2018.

Drake Manuello is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. He currently works at Strategic Advisors, LLC, a Fidelity Investments company, and has prior experience with Fidelity Brokerage Services, LLC. Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios and discretionary management, with a notable role in advisory services to registered investment companies and the use of AI-driven methodologies.

James Bishopp is a financial advisor with LPL Financial in Tucson, AZ, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He previously worked at VOYA Financial Advisors and operated SJI Accounting Services and Sji Financial Services, Inc. He is also involved with a prescription discount card service and holds a notary designation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management alongside model portfolios, third-party research, and various institutional and participant advice programs.