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.

Christopher Conover is a financial advisor with Charles Schwab in Tucson, AZ, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes roles at TD Ameritrade and Charles Schwab Bank. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers investment guidance through multi-asset model portfolios and alternative investments.

Justiin Dodds is a financial advisor at Wells Fargo Advisors with 13 years of industry experience. He holds a Series 66 designation and has worked within Wells Fargo’s various advisory and clearing entities since 2012. Outside of his advisory role, he is involved in GV Sunrise PLLC, an investment-related business based in Tucson, AZ. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm utilizes Wells Fargo research and tools to develop tailored recommendations, with a focus on discrete planning engagements across multiple specialized areas.

Laurence Lof is a CFP® with 55 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at various related entities within Cambridge Investment Research since 2007 and held roles at Kestra Advisory Services and Kestra Investment Services in 2025. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals. The firm offers a range of portfolio management solutions and utilizes proprietary and third-party model strategies across multiple custody platforms.

Guillermo Elias is a financial advisor with Raymond James & Associates in Tucson, AZ, holding a Series 66 designation and 26 years of industry experience. His prior work includes roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he assists in managing a family-owned ranch in Sonora, Mexico. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and public entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a wide range of portfolio management styles and affiliated research.

Sarah Lujan is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Dominique Serge is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has prior work experience at Centaurus Financial Inc., Catalina Wealth Management, and Union Public House. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Jonathan Rankin is a financial advisor with Equitable Advisors in Tucson, AZ, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2011, including its predecessor Axa Advisors. In addition to his advisory role, he operates a separate business under the name Signature Wealth Concepts, LLC. Equitable Advisors serves a diverse client base including individuals, institutional clients, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm employs a variety of investment models and programs, leveraging third-party asset managers and technology platforms to deliver tailored advisory services.

Sara Wright is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She has held roles at JPMorgan Securities LLC since 2020 and previously worked at JPMorgan Chase Bank NA from 2015 to 2020. Wright holds Series 63 and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with brokerage, distribution, and investment management capabilities.

Dave LePeau is a Financial Consultant at Fidelity Investments. He began his career with Fidelity in 2022 as a Financial Representative and progressed to Investment Consultant before assuming his current role in 2026. Drawing on his background as an educator, Dave focuses on understanding clients' financial goals to provide tailored resources and support. He collaborates with clients to develop financial plans aligned with their values.

Mary Gill is a financial advisor at Cetera with 10 years of industry experience. She holds Series 63 and Series 65 credentials and has a background that includes ownership of Canyon Tax Associates LLC, where she provides tax preparation services, and Gill & Ghabbani Financial LLC. Additionally, she operates as an insurance agent assisting seniors with Medicare and final expense options. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse investment approaches ranging from model portfolios to bespoke strategies, managing over $256 billion in assets.